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 clicking 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 issue store credit for a customer
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.
Issuing store credit to a customer who already has a wallet:
In this case, you will first need to enter the actual customer's wallet details page (Store Credit -> Customer Wallets -> select a specific customer). On that page, you can click the 'Issue Store Credit' button on the top-right corner.
After clicking the Issue Store Credit button, you will need to define the amount you want to issue, and define several preferences about this issuance:
Add an internal note
Set an expiration date of the issued store credit
Choose whether to notify the customer by email or not
How to manually create a wallet for non-members
Within your Rise.ai dashboard → enter 'Store Credit' → Customer Wallet → Issue Store Credit (top-right corner):
Type in the customer's email address, the amount your want to issue, and select your preferences for the other options:
Add an internal note
Set an expiration date of the issued store credit
Choose whether to notify the customer by email or not
Once you've click 'Issue Store credit', another window will show up, where you're asked to type in the first and last name of the customer you wanted to create the wallet for.
This name you type in here, together with the email address of the customer, will be associated with their wallet.
Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chat box.