In this article you'll find:
Important:
If the screenshots in this article don’t match your dashboard you might not be on Rise.ai V2. Please go to this article.
What is a customer wallet, and how is it created?
A customer’s wallet is attached to your customer’s email address and allows them to accumulate all store credit that is issued through Rise.ai. This includes store credit issued through rewards, store credit refunds, manually issued store credit, and bulk loyalty campaigns.
It is automatically created when store credit is issued to a customer for the first time, due to one of the above reasons. The wallet is represented by a code that consolidates all of the customer's store credits in one place.
How to view a customer's wallet details and activity
Within your Rise.ai dashboard, enter the Store Credit tab → Customer Wallets:
A list of your customers' wallets will show up. Once you click on a specific wallet, it will open up its dedicated wallet details page:
On the wallet page, you'll find the following details:
The customer’s name and email: This identifies who the wallet belongs to.
Balance: Displays the outstanding balance a customer has.
Code: The actual code that's associated with the wallet and used to apply the store credit within an order;
Transaction details: All transactions associated with the wallet, including the date and time, the amount, type (how the credit was received), and the expiration date.
How to manually issue store credit
There are two scenarios in which you might issue store credit for a customer:
When the customer already has a wallet
When the customer does not have a wallet yet
Note: If a customer was already rewarded with store credit in the past, they should already have a wallet associated with their email address. You can check if a customer has a wallet by searching their email address within the Customer Wallets tab.
How to manually issue store credit to a customer who has a wallet -
To issue credit to an existing customer, go to Store Credit → Customer Wallets, and select the customer’s wallet. Then, click the Issue Store Credit button in the top-right corner of the page.
After clicking the Issue Store Credit button, you'll be prompted to define the amount and configure the issuance settings, including:
Adding an internal note (for your team only)
Setting an expiration date for the credit
Choosing whether to send an email notification to the customer
How to manually issue store credit to a customer who doesn't have a wallet
Within your Rise.ai dashboard → enter Store Credit → Customer Wallets → Issue Store Credit (top-right corner):
Once you click Issue Store Credit, a form will appear where you can fill in the necessary details to issue the credit and create a wallet for this customer.
You'll need to provide the following:
Customer's email - This will be used to associate the store credit and create their wallet
First and last name - Required for identifying the customer
Amount - The value of store credit you'd like to issue
Reason - Select why this store credit is being issued
Internal note - Optional; visible only to your team for internal tracking
Expiration - Choose whether the credit should:
Never expire
Expire after a specific period
Expire on a specific date
Notification - Choose whether to send an email to inform the customer about the issued credit
Once all details are filled in, click Issue Store Credit to complete the process.
Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chat box.