Overview
Easily export all your loyalty program reports in just a few clicks. This guide will show you where to find each report, what each will contain and how to download them
The LoyaltyLion exports page
You can download, access and track exports direct from our exports page:
How to access:
Log in to LoyaltyLion
Go to Manage.
Under Settings, select Exports.
Customer Export
How to Export Customers' Data
Either go to our exports page or:
1. Go to the Customers tab
2. Next, in the top right-hand corner of this page, click the purple Export button.
3. Now, choose the email that the export should be sent to
4. Finally, check your inbox!
Customer Export Data Fields
In the Customer Export from LoyaltyLion, you'll receive an email with a CSV file which contains the following fields:
ID - this is the ID of the customer in your store system. This is the customer's Shopify or Magento ID.
name: Full name of the customer, if we have it
email: Email address of the customer, if we have one
points_approved: The customer's current number of approved points. This means that these points are currently available to spend.
points_pending: Current number of pending points (i.e. those from a purchase that have not yet been approved). Read more about these.
points_spent: Current number of spent points (i.e. those redeemed on rewards). You can add all three-point totals together to get the customer's "lifetime" points.
loyalty_tier_name: Customer's current tier name, or blank if tiers are not active
loyalty_tier_position: The numeric position of the customer's current tier
loyalty_tier_spend: If tiers are enabled and are based on spend, this will be their current "countable" spend for the purpose of calculating their tier, i.e. their spend in the last 12 months (or until the date tiers were launched, whichever is sooner)
loyalty_tier_points: If tiers are enabled and based on points, this will be their current "countable" points for the purpose of calculating their tier, i.e. the sum of their earned approved points in the last 12 months (or until the date tiers were launched, whichever is sooner)
enrolled_at: this shows the date that the customer enrolled in the program. If this section is blank, it means they are not currently enrolled in the program.
blocked: ''TRUE'' if this customer has been blocked from the program, ''FALSE'' if not
birthday: The customer's birthdate, if they have provided it to LoyaltyLion, in the format "YYYY-MM-DD"
referral_url: The customer's unique referral URL
rewards_claimed: Total number of rewards claimed by this customer
receives_loyalty_emails: Boolean indicating if the customer receives emails. If this is false, then the customer has unsubscribed
Rewards export
LoyaltyLion gives you an option to export all claimed rewards. This way you can clearly identify unclaimed rewards, or see the amount rewards are costing you.
In order to download a report either go to the exports page or follow the steps below:
1. Login to your LoyaltyLion account
2. Click on the tab Manage
3. On the left find Rewards and click View rewards
4. You'll see an overview of all your set rewards. In the top right corner, you'll see an Export button. Click on it and fill YOUR email address you'd like us to send the file to.
Shortly, you'll receive a file with all additional information about your claimed rewards.
Rewards export fields
customer_id: id of the customer in your store system (e.g. their Shopify or Magento id)
email: customer's email
cost: the cost of the reward in LoyaltyLion
state: if the voucher is enabled (approved) or disabled (void)
method: type of reward (eg. voucher, free product)
applies_to: where the voucher is applied (eg. cart)
target_product_id: (if applicable) ID of the product the voucher is restricted to
target_product_sku: (if applicable) SKU of the product the voucher is restricted to
target_collection_id: (if applicable) ID of the collection the voucher is restricted to
discount_type: type of discount provided (eg. flat or percentage)
amount: the discount amount of the voucher
claimed_at: when the customer claimed their voucher
code: the code of the voucher
usable_on_store_url: URL of the store's customers can use the vouchers at
used_with_order_numbers: (if applicable) which order the customer used the voucher with
currency: currency of the voucher
order_total: (if applicable) the order total associated with a used voucher
title: the name of the reward
Insights export
You can see which customers are loyal to your brand, who you might need to win back, and who's at risk of churning. In order to find out more about our insights please click on the button below:
1. Log in to your LoyaltyLion account and click on the Insights tab
2. On the right side you'll see three tabs: Loyal Customers, At Risk, and Win Back. Click on one to see more data.
3. In the Customers section you'll see an overview of your customers and data connected to their purchasing habits. In order to download this data click on the Export users as CSV button.
Insights export fields
When you click on the Export users as a CSV button, you'll receive a CSV file containing the following fields:
id: id of the customer in your store system (e.g. their Shopify or Magento id)
first_name: first name of the customer, if we have it
last_name: last name of the customer if we have it
email: customer's email
frequency: purchasing frequency of the customers
last_order_date: the date and time of the last order placed by the customer
total_spend_cents: total spend per customer, viewed in cents
Referral export
In order to download a report either go to the exports page or follow the steps below:
1. Login to your LoyaltyLion account
2. Go to Analytics and select Referrals on the drop-down menu
3. In the top right corner, you can request an export file of all successful referrals
Referral export fields.
When you click on the Export button, you'll receive a CSV file containing the following fields:
Referrer's email address and ID
Referee's email address and ID
Voucher code used
Order number
Order total
Order date
Points transactions export
In order to download a report go direct to the exports page
Once the export is ready, we'll send you an email. The status will change from Pending to Processed and you'll be able to download the file.
Point transaction export fields
When you click on the Export button, you'll receive a CSV file containing the following fields:
id: id of the transaction
customer_id: id of your customer
customer_email: customer's email address
resource: the type of activity
activity_title: the identifier of the activity
points_approved: number of approved points involved in this transaction (either added or deducted)
points_pending: number of pending points involved in this transaction (either added or deducted)
order_id: id of the order involved in the transaction
created_at: date and time when the transaction was created
note: reasons for manual adjustments
If you're trying to find out what type of activity got points, it is best to look at the "activity_title" column
Tiers export
In case you need to export your loyalty tiers data, you will need to follow the next steps:
Login to your LoyaltyLion account
Go to the Manage tab
Click on Loyalty Tiers > Manage tiers
Go to the Analytics tab
Choose the dates for your export in the top left corner
Click on the arrow in the top right corner of your dashboard to download your CSV file
Frequently asked questions
When I try to download the transactions export, I see a message saying access denied. Is something wrong?
You might be trying to download a report that you exported a long time ago and is now expired. You can access the data by producing a new report and this should work correctly.
The customers export does not note if the customers are enrolled or guests. How can we account for these segments in the export?
You can filter out guest customers in the customers export by the property 'enroll_date'. Any customers where this is blank won't be enrolled members of the program.
Steps for Success!
Below are some key steps for success when analysing your data, and how to get the best out of your information.
Rewards export
To see which rewards have been used against an order, filter the ‘used_with_order number’ column and remove all 'Blank' fields. If the field is blank, it means the reward hasn’t been used against an order yet.
Points Transactions Export
To see how many points have expired,
use the date picker to choose the timeframe you want,
then filter the ‘resource’ column to only show ‘expired’ values and add these together
Customer export
To see how many active points are currently in your program,
Add together the ‘points_approved’ column and the ‘points_pending’ columns. Approved points are available for customer to use now, and Pending points are points that are expected to become approved once the approval period has passed.
To see customers who have entered their birthdays, filter the 'birthday' column and remove 'blanks' - this will remove all customers who have not entered their birthday.