Okendo Loyalty records data against Okendo Customer Profiles, which can be viewed within the Okendo app.
In this article, you'll learn about:
Accessing customer profiles
Adjusting current points balance and VIP Tiers
Loyalty data as metafields
Accessing Customer Profiles
Within the Okendo app, navigate to Profiles > Customer > Profiles
Summary Tab
On the Summary Tab, view the following Loyalty information:
Field | Description |
Date Points Expire | The date a customer's points will expire, if they do not earn any more points or place an order before then. The date will reset 12 months from their last activity or never. This field will not show, if the merchant sets points to never expire |
Loyalty Enrolment Date | The date a customer opted into the loyalty program and thus, became an |
Loyalty Points Balance | Total points earned less total points redeemed |
Loyalty Points Pending | Total points earned on rules that have a points delay. These points will be added to the customer's/member's points balance, when the delay periods expire. |
Loyalty Points Spent | Total points spent to redeem rewards |
Loyalty Rewards Claimed | Total number of rewards claimed |
Loyalty Status | Member status in the loyalty program. Values can either be: |
Loyalty VIP Tier | Current VIP Tier of the |
Tier Entry Date | The date that an enrolled status member achieved their Loyalty VIP Tier. This field will only show if VIP Tiers have been enabled |
Tier Expiry Date | The date that a Loyalty VIP Tier status expires against an enrolled member. Enrolled members need to meet current tier spend limits, by the expiry date, to remain on that tier. This field will only show if VIP Tiers have been enabled |
Loyalty Tab
On the Loyalty tab, you can view the current points balance, number of rewards redeemed (and points spent) and VIP Tier (if enabled) of the customer/member. They can also view the earn, redemption and adjustment activity for the member.
They can filter activity results based on the following criteria:
Event: Earning, Redemption, Adjustment
Status: Complete, Pending, Declined
Date: All time, Today, Yesterday, Last 7 days, This month, or a custom date range
Adjusting Current Points Balance
The customer’s point balance can be adjusted by selecting on the 
icon.
This will reveal a screen where the adjustment amount can be entered (positive or negative value) as well as an internal (against the member in Okendo Admin) and external facing text description (against the member's transaction history) for the change.
Adjusting VIP Tiers
VIP Tiers can also be adjusted by selecting on the icon agains the tier name. This is useful in situations where a merchant wants to promote a member, as compensation, or demote a member who may have achieved a tier status fraudulently.
Merchants select the desired tier and the period of time, a member stays on that tier. While on the new tier, members can access all perks and benefits associated with that tier. Once that period expires, the member's tier status is recalculated, based on their previous 12 month spend. Merchants have the option to send VIP Tier promotion emails to members who are promoted to higher tiers.
Loyalty Data as Metafields
Merchants can also enable Loyalty data against Shopify customer records, in the form of metafields. This data can then be used to personalize the member experience (e.g. exposing VIP Tier status in a member's account page or creating a customer segment based on a metafield value). The following metafields are sent from Okendo Loyalty to Shopify customer profiles:
Points Balance
Loyalty Status
VIP Tier
To show metafields against Shopify customer profiles, go to Loyalty > Settings > Advanced and select Grant Permission against Shopify Customer Metafields.
⚠️ NOTE
If you still cannot see metafields against Shopify customer records, please contact our support team.
If you have any other specific questions or need further assistance, feel free to reach out to our support team.