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User Management: Profiles, Rewards, and Referrals
User Management: Profiles, Rewards, and Referrals

Learn how to navigate your users, manage their points, missions, and rewards to enhance their experience.

Farah Bahoui avatar
Written by Farah Bahoui
Updated over a week ago

Introduction

From the Users tab, you can easily browse through your users, manage their rewards, and supervise their referrals. This section allows you to track user activities, manage points, and monitor their missions and rewards.

For more details on the available filters, check out our dedicated guide.


Sections

1. Profile

On the left, you’ll find users’ recent activities:

  • Points earned

  • Missions validated

  • Points spent

  • Adjusted points (manual action on your part)

On the right, you’ll find personal information about the user, including:

  • Birthday

  • Email

  • Phone number

  • Tier or list membership

  • Unique referral link

Additionally, if the user has synchronized their social media accounts, you’ll see related details (Instagram and TikTok).

2. Orders

In this section, you can view the points generated by user orders:

  • Order number with quick access to the order on Shopify

  • Order date

  • Points allocation date (if a delay has been applied)

  • Total order value

  • Applicable total (if shipping fees, taxes, or gift cards have been excluded)

  • Number of points earned

  • Order status (paid, refunded, partially refunded)

3. Referrals

This section displays all referral-related information:

  • Referral date

  • Referee’s email

  • Referrer’s code

  • Referrer’s order linked to the code (with redirection to Shopify)

  • Referee’s code

  • Referee’s order linked to the code (with redirection to Shopify)

  • Revenue generated

4. Missions

Here you’ll find detailed information about user missions:

  • Mission name

  • Mission status (Invalid, In Progress, or Completed)

  • Number of points associated

  • Mission validation date

  • Actions (invalidate or validate)

5. Rewards

For each reward, you can access:

  • Reward name

  • Reward type (discount code, product, etc.)

  • Generated code with a redirection to Shopify

  • Usage status (used: 1/1 or not used: 0/1)

  • Reward acquisition date

  • Reward expiration date

  • Status (active or deactivated)

⚠️ Deactivating a reward will have the following consequences:

  • The code will no longer be usable.

  • The reward will no longer be visible to the customer.

  • The code cannot be activated again in the future.

Please note that a deactivated reward cannot be reactivated in Loyoly. If you need to make any changes, you must do so directly in Shopify.

6. Content

In this section, you can access the content created by the user and download it if needed.


FAQs

Can I merge two users?
It is not possible to merge two users. You will need to transfer the points from one account to another and request the deletion of the old account.

Can I transfer points from one user to another account?
Yes, you can transfer points between accounts. However, please note that spent amounts cannot be transferred.

What should I do if I want to delete an old account?
Currently, you must contact us to request the deletion of an old account. In the near future, this action will be available directly through your interface.


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