Overview
When you open a customer's profile for a Cashback card, you can add or remove points, adjust transaction amounts, correct mistakes, update card settings, send push notifications, and review feedback — all from your dashboard without needing the Scanner app.
Profile metrics
When you open a customer's Cashback card profile, the following metrics are displayed:
LTV (Lifetime Value) — Total amount of all purchases since the customer joined the loyalty program
Current balance — Points currently available on the card
Points earned — Cumulative total of all points earned since the card was issued
Points redeemed — Total points the customer has redeemed
Transaction amount — Total purchase amount for this customer
Last point earned — Date of the most recent point earned
Last points redeemed — Date of the most recent point redemption
Cashback percentage — The percentage of cashback the customer currently receives
To the next cashback level — Points the customer needs to qualify for the next tier
Cashback — The customer's current cashback tier
Points earned by referral program — Points earned through referrals
Segments — The customer's RFM segment
Feedback rating — The customer's feedback score
Card status — Whether the card is installed, not installed, or deleted
Card serial number — The unique identifier for the customer's card
Installed on device — How the card was installed (PWA, Google Wallet, or Apple Wallet)
Card expiration date — Can be edited from the profile
Total visits — Total visits the customer has made
UTM — The distribution channel the card was installed through
Card issue date — When the card was issued
Adding points
Click the plus (+) icon next to Current balance.
Enter the number of points in the Value field.
Optionally enter a Purchase amount (this does not affect the transaction amount — only the corresponding points are added).
Optionally add a Comment.
Click Apply.
The current balance, points earned, LTV, and total visits all increase.
Removing points
If points were added by mistake, you can remove them from the profile.
Click the minus (−) icon next to Current balance.
Enter the number of points to remove in the Value field.
Optionally enter a Purchase amount (this does not alter the total transaction amount).
Optionally add a Comment.
Click Apply.
The current balance decreases, points redeemed increases, and the action is counted as a visit.
Increasing the transaction amount
Click the plus (+) icon next to Transaction amount.
Enter the amount in the Value field.
Optionally enter the same amount in the Purchase amount field, or leave it blank.
Optionally add a Comment.
Click Apply.
This increases the transaction amount, LTV, points earned, current balance, and total visits.
Decreasing the transaction amount
If a transaction amount was entered incorrectly, you can correct it from the profile.
Click the minus (−) icon next to Transaction amount.
Enter the amount to subtract in the Value field.
Optionally enter the same amount in the Purchase amount field, or leave it blank.
Optionally add a Comment.
Click Apply.
This decreases the transaction amount, LTV, and current balance, and increases points redeemed.
Changing card status
To delete a card from a customer's profile:
Click the pencil icon next to the card status.
Click the Delete button that appears.
Once deleted, you can remove the customer entirely from your dashboard if needed.
Important: This does not remove the card from the customer's phone. The customer must delete it manually. The card will no longer function even if they keep it on their device.
Modifying card expiration date
Click the pencil icon next to the card expiration date.
Select the new date from the calendar that appears.
The updated expiration date is applied automatically.
Viewing custom fields and personalized links
Click View Custom Fields to see any custom data associated with the customer.
To copy the customer's unique links:
Card installation link — Click Copy next to the installation link
Referral link — Click Copy next to the referral link
Sending a push notification
Click the Send Push tab.
Select the card.
Optionally schedule the message for a future time.
Type your message and send.
The push notification is sent only to this customer.
Viewing customer information
Click the Information tab to view and edit the customer's personal details.
Note: Changes made here do not affect the original personal information displayed on the card itself.
Viewing customer feedback
Click the Feedback tab to view the customer's feedback history. Filter by day, week, month, year, all time, or a custom date range. Tick Only Comments to view only feedback with written comments.
FAQs
What's the difference between adding points and increasing the transaction amount?
Adding points credits points directly to the customer's balance without changing the transaction amount. Increasing the transaction amount simulates a purchase — it increases the LTV, awards points based on the cashback percentage, and counts as a visit.
If I decrease the transaction amount, what happens to the customer's tier?
The transaction amount and LTV decrease, the current balance decreases, and points redeemed increases. However, the cashback tier is not automatically downgraded — tier progression is based on cumulative spending thresholds.
Can I edit the customer's personal information?
Yes, from the Information tab. Changes made here do not update the information displayed on the card itself.
Does removing points affect the customer's cashback tier?
No. Removing points from the current balance does not change the customer's cashback tier or percentage. Tiers are based on cumulative spending, not current point balance.