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.
Les différentes sections
Dans le profil utilisateur, 7 sections sont disponibles :
Profil
Commandes
Parrainage
Missions
Tests produits
Récompenses
Contenus
1. Profile
The Profile section contains several important pieces of information about the user.
It provides a summary of the total points accumulated, the VIP status, as well as an overview of the user’s missions, rewards, and referrals.
This information is directly visible from each user’s profile page.
Activities
Just below the summary, you will find the Activities section, which provides an overview of:
Points earned
Validated missions
Points spent
Adjusted points (manual actions performed by you)
Personal Information
On the right-hand side, you will have access to the client’s personal information, such as:
First name
Last name
Email
Birthday
Phone number
Gender
Unique referral link
Country code
SMS and email opt-ins (if enabled)
Social Media
Below the personal information, you will find the Social Media section, which displays details from the user’s Instagram and TikTok accounts if they are connected.
This section includes:
The account name
The engagement rate
The number of followers
The number of followings
💡 You can resynchronize and retrieve your users' data from Instagram and TikTok by clicking this button.
Product Tests
The Product Tests section indicates whether the customer has already participated in a product test.
List
The List section shows which list the customer belongs to.
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.
Delete a User
To delete a user, you must first remove them from Shopify. This will then display a Delete tab, allowing you to permanently delete the user in Loyoly.
Merge Users
If you want to merge user accounts:
Click on the User Actions tab in the relevant profile.
Select Merge User.
A pop-up will appear, and you will be redirected to Shopify to complete the merge.
If you choose to perform the merge directly via Shopify, it will be automatically reflected in Loyoly.
FAQs
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.