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Customers

Over time, you'll build a long list of customers who are using your Loyalty program. Lightspeed Loyalty helps you track these customers and perform administrative functions such as adding new customers, changing a customer's Groups, or manually adding or removing Loyalty points from their account.

Manage Customers

In the Manage Customers section, you'll find a list of all of your customers who have signed-up for your Loyalty program, even if they've never earned any points. You can filter the results by customer-group, search by name, email address, or phone number, or sort your results to see who has the most or least Loyalty points. You can also manually add a new customer to the program. To do so:

  1. Click Add Customer.
  2. Fill in the customer's email address (which will become their username), phone number, and first and last name.
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  3. Click Add Customer.

If you've entered a customer's name incorrectly, you can double-click on their first or last name to change it. You'll also find an Screen_Shot_2018-11-26_at_4.58.19_PM.png button next to each name which will allow you to view and edit details about that customer's account.

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Once you've clicked the Screen_Shot_2018-11-26_at_4.58.19_PM.png button, you'll be able to see the phone number linked to this account and any groups this customer belongs to.

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You can edit this customer's groups by clicking in the Groups box and typing in the group you would like to add them to. 

Note: A customer’s profile uses their phone number and email address as unique identifiers. As a result, it is not possible to edit either field. While a phone number can be dissociated from a customer’s profile by clicking the unlink button, if you need to edit either the phone number or email address it is generally easier (and recommended) to create a new profile for the customer, manually add their point balance to the new profile (see below), then archive the old profile (see below).

You can view any one-time rewards this customer has earned by clicking on One-Time Rewards.

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Any reward they've been offered will appear with a status of ObtainedRedeemed, or Expired:

  • Obtained: The reward has been awarded to the customer, but they have not yet claimed it.
  • Redeemed: The customer has been to the store and claimed the reward.
  • Expired: The customer did not claim the reward before its expiration date and the reward can no longer be redeemed.

The red X button will delete the record of this reward from the customer's history, which in the case of a reward with an Obtained status essentially revokes the reward.

By clicking on the Archive Customer tab, you'll have the option to remove a customer from your  Loyalty program. Unlike archiving customers in Lightspeed Retail, archiving customers in Lightspeed Loyalty cannot be undone; the customer will be permanently deleted.

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You can export a .csv file containing the full listing of your Loyalty customers by clicking on Export All Customers.

Manually Awarding or Removing Points

Loyalty points will almost always be awarded and redeemed through transactions in Lightspeed, however in any real-world situation, there are bound to be complications from time to time. Through the Loyalty Manager, you can easily correct any point-balance issues by manually adding or removing points from a customer's account.

Add Points

You can add points to an account by navigating to CustomersAdd Points.

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  1. Enter the customer's email address or phone number in the Username field.
  2. Enter the number of points you would like to add to their account in the Points field.
  3. Click Add Points.

The new points will appear immediately on the customer's point-balance.

Use Points

You can remove points from an account by navigating to CustomersUse Points.

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  1. Enter the customer's email address or phone number in the Username field.
  2. Enter the number of points you would like to remove from their account in the Use Points field.
  3. Click Use Points.

Your customer's point-balance will immediately reflect the loss of points, however no rewards will be awarded.

Manually adding and/or removing points can help correct errors at the register or adjust a point-balance in the case of a returned item.

Groups

In addition to managing customers on an individual basis, you can divide them into groups and customize how your campaigns and rewards will interact with each segment of your customer-base. You can learn more about these options in the Groups section.

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