Customers Page
Manage all your loyalty program members from the Customers Page
The Customers Page displays all customers synced from your Shopify store, allowing you to manage their loyalty status, view balances, and take actions.
Page Overview
Customer List
Each customer row displays:
Name
Customer's full name (firstName + lastName)
Contact email address
Tier
Current loyalty tier with colored badge and icon
Store Credit
Available balance in your store currency
Total Spent
All-time spending (or annual, based on evaluation)
Order Count
Number of orders placed
Last Order
Date of most recent order
Customer Data Fields
RewardsPro tracks comprehensive data for each customer:
storeCredit
Current available store credit balance
pointsBalance
Current loyalty points balance
lifetimePoints
Total points ever earned
totalSpent
All-time order value
annualSpent
Spending in last 12 months (for tier calculation)
netSpent
totalSpent minus refunds
totalCashbackEarned
All cashback earned over time
totalRefunded
Total refund amount received
orderCount
Number of orders
lastOrderDate
Most recent order date
tags
Shopify customer tags (synced)
Quick Actions
From the customer list you can:
Click a row to open Customer Details modal
Use checkboxes for bulk actions
Access quick tier assignment
Sync button to refresh data from Shopify
Search & Filter
Search Box
Find customers quickly by:
First name or last name
Email address
Partial matches supported
Customer tags
Filter Options
Tier
All tiers, or select specific tier
Balance
Has balance, No balance
Spend Range
Custom min/max amount
Order Count
Minimum orders placed
Sorting
Sort the list by:
Name (A-Z, Z-A)
Store Credit (High to Low, Low to High)
Total Spent (High to Low, Low to High)
Order Count (Most to Least)
Last Order (Newest, Oldest)
Created Date (Newest, Oldest)
Syncing Customers
Initial Sync
First time using RewardsPro:
Click the Sync Customers button
Wait for the sync to complete
All Shopify customers are imported
Automatic Sync
New customers are automatically added when:
They create a Shopify account
They place their first order
Manual Refresh
Click Sync anytime to:
Pull latest customer data from Shopify
Update names and emails
Sync new customers
Pagination
For stores with many customers:
Default: 25 customers per page
Navigate with Previous/Next buttons
Jump to specific page numbers
Total count displayed
Bulk Operations
Select Multiple Customers
Use checkboxes to select customers
Or use "Select All" on current page
Available Bulk Actions
Assign Tier
Move selected to specific tier
Export
Download as CSV
Best Practices
Regular Review
Check for customers approaching tier upgrades
Monitor inactive customers for re-engagement
Review high-balance customers
Data Hygiene
Sync regularly to keep data current
Clean up duplicate customers in Shopify
Verify tier assignments after bulk changes
Next Steps
Customer Details - Deep dive into individual customers
Manually Assign Tiers - Override automatic tier assignment
Edit Store Credits - Add or remove credit
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