Customer Details
View complete customer information and manage their loyalty account
Click on any customer in the Customers Page to open the Customer Details modal with comprehensive information and management tools.
Overview Tab
Customer Information Card
Displays essential customer data:
Name
Customer's full name
Contact email (clickable)
Shopify ID
Unique customer identifier
Store Credit
Current balance with currency
Created
Account creation date
Updated
Last modification date
Tier Details Card
Shows current tier information:
Current Tier
Active tier name with badge
Cashback Rate
Percentage earned on orders
Minimum Spend
Threshold for current tier
Evaluation
Annual or Lifetime
Progress
Progress to next tier
Store Credit Tab
Current Balance Panel
Balance Display: Large, prominent balance amount
Currency: Formatted in your store currency
Quick Actions: Issue credit, deduct credit buttons
Transaction History Table
Every credit change is recorded:
Date
When transaction occurred
Type
Badge showing transaction type
Amount
Credit or debit amount
Order
Associated order (if applicable)
Notes
Reason or description
Transaction Types
Cashback
Green
Earned from order
Payment
Blue
Used at checkout
Refund
Orange
Refund to credit
Adjustment
Gray
Manual adjustment
Sync
Purple
System synchronization
Credit Actions
Add Credit:
Click Issue Credit
Enter amount
Select reason
Add note (optional)
Confirm
Deduct Credit:
Click Deduct Credit
Enter amount
Enter reason
Confirm
Orders Tab
Order List Cards
Each order displays:
Order Name
Order number (e.g., #1234)
Date
Order creation timestamp
Status Badges
Payment and fulfillment status
Total
Order grand total
Cashback
Amount earned (if processed)
Order Statuses
Payment Status:
✅ Paid
⏳ Pending
❌ Refunded
Fulfillment Status:
📦 Fulfilled
⏳ Unfulfilled
🔄 Partial
Expandable Line Items
Click the chevron to reveal:
Product names
Quantities
Line item prices
Discounts applied
Useful for:
Reconciling disputes
Verifying cashback calculation
Customer service inquiries
Tier Changes Tab
Change Timeline Cards
Each tier change shows:
Change Type
Upgrade, Downgrade, Manual Override
From → To
Previous and new tier badges
Date
When the change occurred
Trigger
What caused the change
Notes
Additional context
Change Types
Initial
First tier assignment
Upgrade
Moved to higher tier
Downgrade
Moved to lower tier
Manual
Admin override
Recalculation
System recalculated
Badge Transitions
Visual representation:
From tier → To tier with arrow
Color-coded to show direction
Upgrade = green arrow ↑
Downgrade = red arrow ↓
Context Information
Additional details shown:
Trigger type (automation, manual, etc.)
Total spend at time of change
Admin who made change (if manual)
Notes explaining the change
Quick Actions
From any tab, you can:
Change Tier
Manually assign different tier
Add Credit
Issue store credit
View in Shopify
Open customer in Shopify admin
Email Customer
Send email (opens mail client)
Best Practices
When to Review Customer Details
Before making manual tier changes
When processing refund requests
Investigating cashback discrepancies
VIP customer management
Audit Trail Usage
The tier changes log helps:
Verify tier history for disputes
Track manual overrides
Audit program integrity
Report on tier movement
Last updated