Customers and loyalty
Find step-by-step guidance for customers and loyalty.
Apply loyalty points or a reward at checkout
Apply loyalty points or a reward at checkout.
Configure automatic birthday emails
Configure automatic birthday emails.
Create a reward with a fulfilment target
Create a reward with a fulfilment target.
Create and preview a customer segment
Create and preview a customer segment.
Create or edit a loyalty programme
Create or edit a loyalty programme.
Draft approve and launch a campaign
Draft approve and launch a campaign.
Enrol a customer and review their profile
Enrol a customer and review their profile.
Inspect a loyalty ledger and adjust points
Inspect a loyalty ledger and adjust points.
Manage loyalty tiers and individual reward grants
Manage loyalty tiers and individual reward grants.
Merge duplicate customer profiles
Merge duplicate customer profiles.
Record or clear a customer birthday
Record or clear a customer birthday.
Record or withdraw marketing consent
Record or withdraw marketing consent.
Review customer data retention and engagement alerts
Review customer data retention and engagement alerts.
Review engagement performance
Review engagement performance.
Update a customer preference or note
Update a customer preference or note.