Customers Page

Manage all your loyalty program members from the Customers Page

The Customers Page is your central hub for managing loyalty members

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:

Column	Description
Name	Customer's full name
Email	Contact email address
Tier	Current loyalty tier with colored badge
Balance	Store credit balance in your currency
Lifetime Spend	Total amount spent (for tier calculation)
Status	Active or inactive indicator

Quick Actions

From the customer list you can:

• Click a row to open Customer Details

• Use checkboxes for bulk actions

• Access quick tier assignment

Search & Filter

Search Box

Find customers quickly by:

• Full name

• Email address

• Partial matches supported

Filter Options

Filter	Options
Tier	Any tier, or specific tier
Balance	Has balance, No balance, Custom range
Status	Active, Inactive
Joined	Date range

Sorting

Sort the list by:

• Name (A-Z, Z-A)

• Balance (High to Low, Low to High)

• Spend (High to Low, Low to High)

• Joined Date (Newest, Oldest)

Syncing Customers

Initial Sync

First time using RewardsPro:

1. Click the Sync Customers button

2. Wait for the sync to complete

3. 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

1. Use checkboxes to select customers

2. Or use "Select All" on current page

Available Bulk Actions

Action	Description
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