Member Profiles
Every customer enrolled in your loyalty program has a profile. Use member profiles to view engagement, grant/deduct points, and take targeted actions.
Accessing Member Profiles
From the Members List:
Click Members (left sidebar):
┌─────────────────────────────────────────────────────────┐
│ Members [Export CSV] [Add Member] │
├─────────────────────────────────────────────────────────┤
│ │
│ Search: [Search by name, email, or ID...] │
│ │
│ Filter: [Status ▼] [Tier ▼] [Joined ▼] │
│ │
│ Members (12,450 total) │
│ ┌────────────────────────────────────────────────────┐ │
│ │ Name │ Email │ Points │ Status │ │
│ ├────────────────────────────────────────────────────┤ │
│ │ Sarah Johnson │ sarah@mail.com│ 1,250 │ ✅ Gold │ │
│ │ Mike Chen │ mike@mail.com │ 450 │ ✅ Silver│ │
│ │ Emma Wilson │ emma@mail.com │ 105 │ ✅ Bronze│ │
│ │ John Brown │ john@mail.com │ 0 │ ⭕ New │ │
│ └────────────────────────────────────────────────────┘ │
│ │
│ [← Prev] Page 1 of 487 [Next →] │
│ │
└─────────────────────────────────────────────────────────┘
Open a Member Profile:
Click any member name to see their full profile:
┌──────────────────────────────────────────────────────────┐
│ Sarah Johnson [← Back] [···] │
├──────────────────────────────────────────────────────────┤
│ │
│ MEMBER OVERVIEW │
│ ┌──────────────────────────────────────────────────┐ │
│ │ 👤 Sarah Johnson │ │
│ │ sarah@example.com │ │
│ │ 📍 New York, NY, USA │ │
│ │ 📞 +1 (555) 123-4567 │ │
│ │ 📅 Joined: Mar 15, 2024 (1 year, 1 month) │ │
│ │ 🎂 Birthday: April 22 │ │
│ └──────────────────────────────────────────────────┘ │
│ │
│ KEY METRICS │
│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ │
│ │ Current Pts │ │ Lifetime Pts │ │ Points Spent │ │
│ │ 1,250 │ │ 5,680 │ │ 4,430 │ │
│ └──────────────┘ └──────────────┘ └──────────────┘ │
│ │
│ STATUS │
│ ├─ Tier: 🥇 Gold Member │
│ ├─ Enrollment: ✅ Active │
│ ├─ Last Purchase: 5 days ago │
│ └─ Lifetime Value: $8,450 │
│ │
└──────────────────────────────────────────────────────────┘
Profile Sections
1. Overview Tab
The top section shows:
- Name & Email - Contact information
- Phone & Address - Customer location data
- Joined Date - When they enrolled
- Birthday - For birthday bonus tracking
- Points Summary - Current, lifetime, and spent
- Tier Status - VIP tier if applicable
- Lifetime Value - Est. total revenue from this customer
2. Transactions Tab
View all point activity:
┌──────────────────────────────────────────────────────────┐
│ Transactions │
├──────────────────────────────────────────────────────────┤
│ │
│ Transaction History (123 total) │
│ ┌──────────────────────────────────────────────────┐ │
│ │ Date │ Type │ Points │ Description │ │
│ ├──────────────────────────────────────────────────┤ │
│ │ Apr 10 │ Earned │ +250 │ Order #12450 │ │
│ │ Apr 5 │ Redeemed │ -500 │ $10 Off Code │ │
│ │ Mar 28 │ Earned │ +180 │ Order #12305 │ │
│ │ Mar 22 │ Earned │ +150 │ Birthday Bonus │ │
│ │ Mar 15 │ Granted │ +100 │ Admin Bonus │ │
│ │ Mar 1 │ Earned │ +50 │ Review Reward │ │
│ └──────────────────────────────────────────────────┘ │
│ │
│ [Filter by Type ▼] [Export ↓] │
│ │
└──────────────────────────────────────────────────────────┘
Each transaction shows:
- Date - When it happened
- Type - Earned, Redeemed, Granted, or Deducted
- Points - Amount (+ or -)
- Description - Why it happened (rule name, order #, etc.)
3. Orders Tab
View all purchases synced from Shopify:
┌──────────────────────────────────────────────────────────┐
│ Orders (18 total) │
├──────────────────────────────────────────────────────────┤
│ │
│ ┌──────────────────────────────────────────────────┐ │
│ │ Order # │ Date │ Amount │ Points │ │
│ ├──────────────────────────────────────────────────┤ │
│ │ #12450 │ Apr 10 │ $127.50 │ +250 pts │ │
│ │ #12305 │ Mar 28 │ $89.99 │ +180 pts │ │
│ │ #12102 │ Mar 15 │ $210.00 │ +420 pts │ │
│ │ #11890 │ Feb 20 │ $45.00 │ +90 pts │ │
│ └──────────────────────────────────────────────────┘ │
│ │
│ Total Spent: $8,450 │
│ Avg Order: $469 │
│ │
└──────────────────────────────────────────────────────────┘
Synced automatically from Shopify.
4. Segments Tab
View which customer segments this member belongs to:
┌──────────────────────────────────────────────────────────┐
│ Segments (3 total) │
├──────────────────────────────────────────────────────────┤
│ │
│ ☑ High Spenders │
│ ☑ Repeat Purchasers │
│ ☑ VIP Elite │
│ │
│ [+ Add to Segment] [- Remove from Segment] │
│ │
└──────────────────────────────────────────────────────────┘
Segments are used for:
- Targeted email campaigns
- Special offers
- VIP treatment
5. Referrals Tab (if enabled)
Track referral activity:
┌──────────────────────────────────────────────────────────┐
│ Referrals │
├──────────────────────────────────────────────────────────┤
│ │
│ Referral Link: │
│ [https://shop.com/ref/sarah_j_1250] [Copy] │
│ │
│ Successful Referrals: 4 │
│ Points from Referrals: +800 pts │
│ │
│ Referred Friends: │
│ ├─ Emma Wilson (Referred: Feb 1, Purchased: ✅) │
│ ├─ Jessica Lee (Referred: Jan 15, Purchased: ✅) │
│ ├─ Mark Davis (Referred: Dec 22, Purchased: ✅) │
│ └─ Laura White (Referred: Nov 10, Purchased: ✅) │
│ │
└──────────────────────────────────────────────────────────┘
Quick Actions
Grant Points
Award points manually (for customer service, complaints, special occasions):
┌──────────────────────────────────────────────────────────┐
│ Grant Points │
├──────────────────────────────────────────────────────────┤
│ │
│ Member: Sarah Johnson │
│ Current Balance: 1,250 points │
│ │
│ Amount to Grant: [ 500 ] │
│ │
│ Reason: │
│ [Late Delivery Compensation v] │
│ │
│ Internal Note (not shown to customer): │
│ [Shipping delay on order #12450] │
│ │
│ Preview: │
│ Sarah will have 1,750 points after │
│ │
│ [Cancel] [Grant Points] │
│ │
└──────────────────────────────────────────────────────────┘
Use cases:
- Service recovery (late shipment, damage)
- Contests/giveaways
- VIP bonuses
- Apology/retention
Deduct Points
Remove points (refunds, adjustments):
┌──────────────────────────────────────────────────────────┐
│ Deduct Points │
├──────────────────────────────────────────────────────────┤
│ │
│ Member: Sarah Johnson │
│ Current Balance: 1,250 points │
│ │
│ Amount to Deduct: [ 250 ] │
│ │
│ Reason: │
│ [Order Refund v] │
│ │
│ Reference (order #, etc): │
│ [#12305] │
│ │
│ Preview: │
│ Sarah will have 1,000 points after │
│ │
│ [Cancel] [Deduct Points] │
│ │
└──────────────────────────────────────────────────────────┘
Use cases:
- Refund adjustments
- Cancelled orders
- Error corrections
- Fraud prevention
Send Email
Compose personalized messages to individual members:
┌──────────────────────────────────────────────────────────┐
│ Send Email │
├──────────────────────────────────────────────────────────┤
│ │
│ To: sarah@example.com │
│ │
│ Subject: [You're so close to Gold status!] │
│ │
│ Body: │
│ ┌──────────────────────────────────────────────────┐ │
│ │ Hi Sarah, │ │
│ │ │ │
│ │ You're just 750 points away from unlocking │ │
│ │ our exclusive Gold member benefits! │ │
│ │ │ │
│ │ One $100 purchase gets you there. 💳 │ │
│ │ │ │
│ │ Best, │ │
│ │ The Loyalty Team │ │
│ └──────────────────────────────────────────────────┘ │
│ │
│ [Preview] [Send] [Cancel] │
│ │
└──────────────────────────────────────────────────────────┘
Add to Segment
Manually add a member to a segment for targeted campaigns:
┌──────────────────────────────────────────────────────────┐
│ Add to Segment │
├──────────────────────────────────────────────────────────┤
│ │
│ Member: Sarah Johnson │
│ │
│ Available Segments: │
│ ☐ High Spenders (3,240 members) │
│ ☐ Repeat Purchasers (5,120 members) │
│ ☐ VIP Elite (890 members) │
│ ☑ Birthday Month (selected) │
│ │
│ [Cancel] [Save] │
│ │
└──────────────────────────────────────────────────────────┘
Exporting Member Data
Export Single Member
Click [Export] on any profile to download their data as CSV:
Includes:
- Personal info
- Contact details
- All transactions
- Orders history
- Points activity
Export All Members
From Members page, click [Export CSV] to download:
Includes:
- All member contacts
- Current point balances
- Lifetime points earned/spent
- Member tier status
- Enrollment date
Great for:
- Email list building
- Analysis in Excel/Sheets
- CRM integrations
- Backup/archiving
Best Practices
Using Member Profiles for Service
Situation: Customer calls about their points
✓ Look them up by name or email
✓ See their transaction history
✓ Check what rewards they can redeem
✓ Grant/deduct points if needed
✓ Send follow-up email confirmation
Example workflow:
- Search: "sarah@example.com"
- Check: Last transaction was 5 days ago (order #12450)
- See: Current balance is 1,250 points
- Action: They qualify for the $10 Off reward (1000 pts)
- Send: Email with the discount code
VIP Care
For high-value customers:
- Tag them in a "VIP" segment
- Grant occasional bonus points (surprise & delight)
- Email them exclusive rewards first
- Send personalized thank-yous
Retention Actions
If a member hasn't purchased in 60+ days:
- Check their last purchase date
- Send a "we miss you" email
- Grant 200 bonus points to reactivate
- Highlight new rewards
Privacy & Security
✅ Encrypted in Transit - All data encrypted with SSL/TLS ✅ GDPR Compliant - Right to erasure, data portability ✅ CCPA Compliant - California consumer rights ✅ PCI DSS Level 1 - Payment data secure ✅ SOC 2 Type II - Third-party verified security
Member Data Rights
Customers can request to:
- View their data - see what you have on file
- Export their data - download in portable format
- Delete their data - right to be forgotten (with notice period)
To handle requests: Settings → Privacy & Compliance → Data Requests
Common Questions
Q: Can I manually create a member? A: Yes, click [Add Member] to enroll someone not yet in your system.
Q: What happens to points if a customer's account is deleted? A: Points are archived with the account. They don't disappear — just become inactive.
Q: Can I change a member's tier manually? A: Yes, on their profile under "Tier Status." Useful for VIP adjustments.
Q: Do edits to a member's profile sync back to Shopify? A: Only points adjustments sync. Personal info is managed separately in each system.
Q: How do I handle duplicate accounts? A: Merge them in Settings → Account Merge Tool. Points combine, history preserved.
Next Steps
- Create Segments to target groups of members
- Run Campaigns to engage your best members
- Check Analytics to see member lifetime value trends