Run your program
Customers & activity
Look up any member, see exactly how they earned and spent their points, and add or remove points when you need to.
Who becomes a member
Customers join automatically when they create an account, place an order, or open the widget while signed in. Guest checkouts with no customer attached don't earn points.
Customers
Customers in the app menu lists every member with their tier, balance, points earned in total, orders and amount spent. Search by name, email or referral code.
Click a member to see:
- Balance, pending points (and when they become spendable), tier, orders and amount spent
- Their full points history
- Rewards they've redeemed, the codes, and whether each code has been used
- Their birthday, referral code, who referred them and friends they've referred
- When their balance expires, if points expiry is on
- A View in Shopify link to their customer record
Export members
On the Customers page, click Export members to download every member as a CSV, on any plan. The file has each member's email, first and last name, points balance, lifetime points, birthday, tier and join date.
The column headers match the importer's, so the file can be imported again as it is — useful as a backup, or to move to another app.
Points and tier in Shopify
Loyalvia copies each member's points and tier to their customer record in Shopify, a few seconds after any change. They appear as metafields on the customer's page, so you can use them in customer segments, Shopify Email, Klaviyo, Flow and your theme.
| Setting | What it does |
|---|---|
| loyalvia.points | Points available to spend. Shows 0 while the balance is negative. |
| loyalvia.lifetime_points | All points ever earned; decides the VIP tier. |
| loyalvia.tier | Current VIP tier. |
| loyalvia.points_to_next_tier | Points still to earn for the next tier; 0 at the top tier. |
In your theme, for example: {{ customer.metafields.loyalvia.points }}
The tier fields are only filled on plans with VIP tiers.
Adjust points by hand
On a member's page, use Adjust points to add or remove points — for example, goodwill for a late delivery.
| Setting | What it does |
|---|---|
| Points | How many to add or remove. |
| Reason | Shown to the customer in their activity, so write it for them. |
Activity
Activity in the app menu shows the latest 200 changes to points across your program — earned, pending, redeemed, adjusted, taken back and expired — with the customer and date.
Dashboard
The Dashboard shows your program at a glance: members, points earned and redeemed, rewards redeemed, revenue from members, the share of members who ordered more than once, referrals, a 30-day chart and the latest activity. It also warns you if the widget is off or you're close to your plan's monthly order limit.
