Keystone Documentation

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Managing Customers ​

Overview ​

The Customers page provides a comprehensive view of all customers in your loyalty program. Search, filter, and sort customers to analyze loyalty engagement, identify high-value members, and manage your customer base effectively.

Accessing Customers ​

  1. Open Keystone Loyalty Rewards app
  2. Navigate to Customers data

Customer List View ​

The main customers page displays all customers with key information:

Displayed Information:

  • Customer name
  • Email address
  • Points balance
  • Customer tier (if applicable)
  • Last activity date
  • Total points earned
  • Total points claimed

Searching Customers ​

Search by Shopify ID ​

Quickly find a specific customer using their Shopify customer ID.

How to Search:

  1. Enter Shopify customer ID in search field
  2. Results appear immediately
  3. Click customer to view details

Use Case: Useful when referencing customers from Shopify admin or support tickets.

Search Limitations

Due to protected customer data encryption, searching by customer name, email address, or phone number is not possible. Only Shopify customer ID search is available.

Filtering Customers ​

Apply filters to narrow down the customer list based on various criteria.

Exclusion Status ​

Filter customers based on whether they're excluded from the loyalty program.

Options:

  • All customers
  • Excluded only
  • Not excluded only

Use Case: Review which customers are excluded or identify active program participants.

Transaction Type ​

Filter customers who have completed specific transaction types.

Available Filters:

  • Has order transactions
  • Has signup transaction
  • Has newsletter signup transaction
  • Has birthday transaction
  • Has shop anniversary transaction
  • Has social media transactions
  • Has reward claims
  • Has reward redemptions

Example: Filter to show only customers who have claimed rewards but haven't redeemed them yet.

Customer Tier ​

Filter by customer tier membership.

Options:

  • All tiers
  • Specific tier (Bronze, Silver, Gold, etc.)
  • No tier

Use Case: Analyze engagement patterns by tier or identify customers close to tier upgrades.

Last Activity Date ​

Filter customers by when they last engaged with the loyalty program.

Configuration:

  • Start date (from)
  • End date (to)

Examples:

Active in Last 30 Days:
Start: 30 days ago
End: Today

Inactive for 90+ Days:
Start: [blank]
End: 90 days ago

Use Case: Identify inactive customers for re-engagement campaigns.

Birthday ​

Filter customers by their birthday date.

Configuration:

  • Start date (from)
  • End date (to)

Use Cases:

  • Find customers with birthdays this month
  • Plan birthday campaigns
  • Verify birthday data collection

Example:

Birthdays This Month:
Start: June 1
End: June 30

Shop Anniversary ​

Filter customers by their account creation date (shop anniversary).

Configuration:

  • Start date (from)
  • End date (to)

Use Cases:

  • Find customers celebrating anniversaries
  • Identify long-term customers
  • Plan anniversary campaigns

Example:

1-Year Anniversaries This Month:
Start: June 1 (last year)
End: June 30 (last year)

Points Earned ​

Filter customers by total points earned.

Configuration:

  • Minimum points earned
  • Maximum points earned

Examples:

High Earners (1000+ points):
Min: 1000
Max: [blank]

New Earners (0-100 points):
Min: 0
Max: 100

Use Case: Segment customers by engagement level.

Points Claimed ​

Filter customers by total points claimed (spent on rewards).

Configuration:

  • Minimum points claimed
  • Maximum points claimed

Examples:

Active Redeemers (500+ points claimed):
Min: 500
Max: [blank]

Never Redeemed:
Min: 0
Max: 0

Use Case: Identify customers who earn but don't redeem (potential reward strategy issue).

Points Redeemed ​

Filter customers by total points redeemed (from used discount codes/gift cards).

Configuration:

  • Minimum points redeemed
  • Maximum points redeemed

Use Case: Distinguish between claimed (points spent) and redeemed (discounts actually used).

Points Balance ​

Filter customers by current available points.

Configuration:

  • Minimum balance
  • Maximum balance

Examples:

High Balance Customers (1000+ points):
Min: 1000
Max: [blank]

Zero Balance:
Min: 0
Max: 0

Mid-Range (100-500 points):
Min: 100
Max: 500

Use Case: Target customers with specific balance ranges for conversion campaigns.

Sorting Customers ​

Sort the customer list by various fields in ascending or descending order.

Sortable Fields:

FieldAscendingDescending
Customer TierLowest tier firstHighest tier first
Last Activity AtOldest activity firstMost recent first
BirthdayEarliest in yearLatest in year
Shop AnniversaryOldest accountNewest account
Points EarnedLowest earnersHighest earners
Points ClaimedLowest claimersHighest claimers
Points RedeemedLowest redeemersHighest redeemers
Points BalanceLowest balanceHighest balance

How to Sort:

  1. Click column header
  2. Click again to reverse order
  3. Sort indicator shows current direction

Combining Filters ​

Apply multiple filters simultaneously for precise customer segmentation.

Example 1: High-Value Inactive Customers

Filters:
- Points Balance: 1000+ points
- Last Activity: More than 90 days ago
- Customer Tier: Gold or above

Goal: Re-engage valuable customers

Example 2: New Members for Welcome Campaign

Filters:
- Shop Anniversary: Last 30 days
- Points Earned: 0-100 points
- Transaction Type: Has signup transaction

Goal: Welcome new members and encourage first purchase

Example 3: Birthday Campaign Targets

Filters:
- Birthday: Current month
- Points Balance: 100+ points

Goal: Remind customers to use points on birthday

Summary ​

The Managing Customers page provides powerful search, filtering, and sorting capabilities to analyze your loyalty program's customer base. Use these tools to segment customers, identify engagement patterns, plan targeted campaigns, and export data for further analysis. Aggregate statistics give you a high-level view of program participation and total points liability across all customers.