The Members area lets you view and manage all member data within the Loyalty platform. You can see each member’s current points balance, tier status, and complete points history. Access individual profiles for more details or to adjust points manually.
Insights from the Members area help you identify your most active members, understand how your program is being used, and focus engagement efforts where they’ll have the most impact.
The Members area helps you identify which members are most active, understand how your program is being used, and where to focus engagement efforts.
Before you start
To get the most from the Members area, you must first:
Set up tiers – tiers are global across Loyalty and shared by all rules. Each points rule can define how many points (if any) each tier receives.
Learn how to set up tiers in Set up member tiers.Allow some time for members to join and interact so data appears.
Sync customers from your connected Shopify store - when you install the Loyalty app, all Shopify customers are automatically added as members. There’s no option to select specific customers, all are included.
Whether a customer can earn points or redeem rewards depends on their enrollment status.
Learn more in Loyalty enrollment and membership status.
View your members
Navigate to Members to view all participants in your loyalty program.
The members view provides:
Member name - customer’s name as stored in your connected Shopify store.
Email address - email address associated with the member’s account.
Mobile number
Points - the customer’s current points balance.
Tier - the customer’s current tier based on your configuration.
Joined - the date the customer first joined the loyalty program.
Filter options:
You can filter the member list by:
Points - choose whether to see members with point balances:
More than
Less than
Between
Exactly
Tier - view only members in a specific tier.
Date joined - filter by when members enrolled, using either a pre-defined or custom date range.
Member detail view
Select any member's name in the list to open their individual profile. There are two tabs in a member profile:
Overview tab
See full member details, including program participation and subscribed channels.
Select View in Marketing to open the profile in Marketing and access marketing data.
Points summary – view the current balance, expiry date (if applicable), and totals for points earned and redeemed.
Adjust points manually by selecting Adjust points, which opens a side panel for adding or removing points.
Recent activity – see the latest milestones, including:
Last points earned
Last points redeemed
Last purchase
Last member activity
Activity type tab
View a chronological list of all member activities, including:
Activity type, for example, points earned, order placed, tier changes, order refund, manual adjustments.
Date
Order number (if applicable)
Coupon code (if used)
Refund details, for example, Order refunded: Full, Order refunded: Partial.
Points involved
Updated balance
These tabs let you track a member’s full engagement with your program, identify loyalty trends, and provide personalized support or rewards.
Adjust points manually
To manually adjust a member’s points:
Select a member from the list to view their profile.
In the Overview tab, select the Adjust points button in the Points section.
Select the adjustment type:
Add points, or
Remove points.
Enter the amount of points to adjust.
Optionally, enter a reason for the adjustment, it appears in the member’s Activity tab.
Notes are internal only and members do not see them.Select Apply adjustment.
The member’s new points balance is updated, and the change is recorded in their Activity tab.