Using the Customers Page

The Customers page (in the sidebar) is where everyone who's joined your programs lives. Use it to find people, look at a customer, and act on one or many at once.

Finding people

• Segments — the row of chips at the top groups your members automatically: *All Customers*, *Ready to Redeem*, *Inactive (7+ days)*, *Active Loyalty Users*, *New Customers*, *Redeemed*, and more. Click a chip to filter the list to that group. Counts next to each chip update live.
• Search — type a name or email to jump to a member.
• Filter — narrow by card/program and other attributes.
• New segment — save your own segment (e.g. "lapsed > 30 days") to reuse it later. (Custom segments depend on your plan.)

Each row shows the member's name, program, status (e.g. *Card in wallet*, *Pending install*, *Removed*), visits, progress, last activity, and spend.

Opening a customer

Click any row to open the customer's detail panel. Inside, four tabs cover everything about that person:

• Overview — their progress on the card, key stats, and quick actions.
• Activity — a timeline of stamps, points, redemptions, notes, and other events.
• Benefits & offers — what's included with their card and any offers they've received. See below.
• Messages — every message sent to this customer.

The Benefits & offers tab

This tab has two independent sections. A customer can have either, both, or neither — the tab only shows the sections that apply.

Included benefits lists every benefit on the customer's membership or loyalty card, one row each, in exactly the state your staff see at the scanner:

• Included — an always-included perk with nothing to count, like a standing discount.
• "2 of 3 left" — a one-time or repeating perk that still has uses remaining.
• "Used", with "renews {date}" added for a repeating perk that's due back on a schedule.

This section only appears for cards that have Included benefits configured — see Included Benefits: What Comes With Your Card for how to set them up and how staff redeem them at the counter.

Campaign rewards lists every reward your campaigns have sent this customer, newest first, each with a status badge:

• Available — delivered, not yet claimed.
• Redeemed — claimed.
• Expired — the offer's window closed before it was claimed.

Each row shows when it was received and, if claimed, when. Offers that were cancelled before delivery never show up here. This section appears for any customer who's received at least one campaign offer — see Messages and Campaigns for how to set those up.

Eligible rows in either section — an included benefit with uses left, or an available campaign reward — show a small Redeem button. Click it and confirm in the dialog that opens; this has the same effect as redeeming it at the scanner, and the customer's card updates automatically.

If a customer has no included benefits and no campaign rewards yet, the tab shows a short empty state instead.

Acting on many at once (bulk actions)

1. Tick the checkbox on each row you want (or use Select all), or open a segment to act on everyone in it.

2. In the bar that appears, click Actions.

3. Pick what to do:

• Add stamp / Add points — credit the selected members.
• Send a message — push a one-off notification to the selection.
• Add note — save an internal note against the selected members.
• Plus card-specific actions (correct a balance, set a balance) depending on the selection.

Header actions

Along the top of the page:

• Add Customer — add someone manually.
• Generate Codes / Send invitation — bring people on via codes or an invite.
• Messages history — see what you've sent.
• Export — download your customer data (see Export Customer Data).

Common questions