Customer Details

Overview

The Customer Details page provides a comprehensive view of an individual customer's loyalty program activity, including their points history, transaction timeline, statistics, and claimed rewards.

Accessing Customer Details

From Customers List:

1. Navigate to Customers
2. Find customer (search, filter, or browse)
3. Click customer name or row

Direct Access:

• Customer details are also linked from transactions
• Customer references throughout the app are clickable

Customer Information

Profile Section

Basic customer information synced from Shopify:

Displayed Information:

• Customer name
• Email address
• Shopify customer ID (linked to Shopify admin)
• Account created date (shop anniversary)
• Birthday (if provided)
• Customer tier (if applicable)

Shopify Link:

• Click Shopify customer ID to view customer in Shopify admin
• Opens in new tab

Customer Statistics

Overview Statistics

Key metrics about the customer's loyalty engagement:

Statistic	Description
Points Balance	Current available points
Total Points Earned	Lifetime points earned from all earning rules
Total Points Claimed	Lifetime points spent on rewards
Total Points Redeemed	Lifetime points redeemed (from used discount codes/gift cards)
Spent to Earn Points	Total order value that generated points
Spent to Redeem Rewards	Total order value when redeeming rewards

Example:

Customer: Sarah Johnson
Points Balance: 1,250

Total Points Earned: 5,000
Total Points Claimed: 3,750
Total Points Redeemed: 3,200

Spent to Earn Points: $10,000
Spent to Redeem Rewards: $2,500

Interpretation:
- Sarah has earned 5,000 points from $10,000 in purchases
- She's claimed 3,750 points worth of rewards
- 3,200 of those points have been redeemed (discounts used)
- 550 claimed points not yet redeemed (codes not yet used)
- Current balance: 1,250 points available

Time Series Charts

Visual representation of customer point activity over time.

Points Earned Over Time

Shows cumulative or period-based points earned.

Chart Features:

• Line graph
• Date range selector (30 days, 90 days, 1 year, all time, custom)
• Hover for details on specific dates
• Shows earning patterns and trends

Use Cases:

• Identify purchase frequency
• Spot seasonal patterns
• Evaluate earning rule effectiveness per customer

Points Claimed Over Time

Shows cumulative or period-based points claimed for rewards.

Chart Features:

• Line graph
• Date range selector
• Hover for details
• Shows redemption patterns

Use Cases:

• Track redemption frequency
• Identify reward preferences
• Measure engagement with rewards

Points Redeemed Over Time

Shows cumulative or period-based points actually redeemed through discount usage.

Chart Features:

• Line graph
• Date range selector
• Compares claimed vs. redeemed

Use Cases:

• Measure reward conversion (claimed → redeemed)
• Identify unused discount codes
• Track actual discount usage

Rewards Summary

Overview of customer's reward claims and redemption:

Metric	Description
Total Rewards Claimed	Number of rewards claimed by customer
Total Rewards Completely Redeemed	Number of rewards fully used (discount codes fully applied or gift cards fully spent)

Example:

Total Rewards Claimed: 15
Total Rewards Completely Redeemed: 12

Interpretation:
- Customer has claimed 15 rewards
- 12 have been completely used
- 3 are either partially used or unused

Transaction History

Detailed chronological list of all customer transactions.

Transaction List

Each transaction displays:

• Transaction type (e.g., Order, Signup, Reward Claim)
• Points change (+/- amount)
• Date and time
• Description with relevant details
• Links to related Shopify pages (orders, discounts, etc.)
• Tags (e.g., retroactive, campaign)

Example Transactions:

1. Order #1234 → +500 points
   Date: June 1, 2024, 2:30 PM
   Link: View Order in Shopify

2. Birthday Reward → +100 points
   Date: May 15, 2024, 12:00 AM

3. Order Discount Claimed → -1,000 points
   Date: May 10, 2024, 4:15 PM
   Link: View Discount in Shopify

4. Order #1200 (Discount Redeemed) → +500 points (redemption credit)
   Date: May 11, 2024, 10:00 AM
   Link: View Order in Shopify

Customer Actions

Manual Point Adjustment

Add or remove points manually for specific situations.

Access:

1. Click Adjust Points button
2. Adjustment modal opens

Configuration:

• Point amount (positive or negative)
• Reason for adjustment (required)
• Internal note (optional)

Use Cases:

• Goodwill points for service issues
• Correct errors in point calculation
• Promotional bonus points
• Remove fraudulent points

See Adjustments for more details.

Related Pages

• Customer Data Overview - How customer data syncing works
• Managing Customers - Browse all customers
• Transactions - View all transactions across customers
• Adjustments - Manual point adjustments
• Customer Exclusions - Exclude customers from program

Summary

The Customer Details page provides a complete view of an individual customer's loyalty program activity. Review their points balance, transaction history, earning and redemption patterns, and claimed rewards. Filter and sort transactions to analyze specific activity periods or transaction types. Time series charts visualize points earned, claimed, and redeemed over time, helping you understand customer engagement patterns and identify opportunities for re-engagement or targeted campaigns.