In this article:
If you would like to import your existing customers into the correct tier please provide us (firstname.lastname@example.org) with a CSV file. Please note, customers must already be members of your Loyalty Program to be imported into a tier.
All guest accounts will automatically be placed in the lowest tier. If guest accounts have been included on the import, once they create an account on your site, they will be moved into the tier stated in the import.
Column A: email
Column B: tier
Note: please remember, that tier import is case sensitive. The name of the tier in the import should be exactly the same as the actual tier.
If you would like to import your existing customers' birthdays. Please provide us (email@example.com) with a CSV file. Please note, customers must already be members of your Loyalty Program.
Column A: email addresses
Column B: birthday
Birthday format: iso8601 dates for example "2011-01-16" not 2011/01/16.
Customers and Points Import
If you would like to find out the information required for us to carry out a points import, please follow our documentation here.
Q. Once my customer has been imported into a tier how will they move up/down a tier?
If a customer has spent enough money or earned enough points in a 12 month period to move up a tier, we'll immediately move them up and let them know via an on-site notification. The customer will remain in that tier for a minimum of 12 months.
See more information here.
Q. Will my customer receive points for completing the birthday rule if we import the birthday?
Your customer will receive points on their birthday that you have input. For example, Customer X birthday is on 2000-02-22 therefore, they will not receive their points until that date. Please note, they will only receive these points once a year.
Q. What do you mean by members of the loyalty program?
A customer typically becomes a member by creating an account with you store, see here for further information.
Q. Can LoyaltyLion import customers into a hidden tier?
It is not possible to import customers into a hidden tier