Manage & measure
Run your program day to day: manage members, handle refunds, and read your loyalty data.
By Jason1 author21 articles
Members & customers
Find and manage individual customers, handle sign-ups, and control how customers enroll.
- Managing customersAll the changes you can make to customers from the customers tab
- Customer accountsFind out more about how customers accounts work in LoyaltyLion
- Customer sign up page
- Changing birthdays
- Opt-in program enrollmentChange your program to require explicit opt-in for your customers to join your loyalty program
Orders, refunds & returns
What happens to points and rewards when an order is refunded or returned.
Data, dashboard & insights
Read your loyalty dashboard, understand the charts, and export your data.
- Loyalty DashboardMore information about our Loyalty dashboard and program metrics with definitions
- Navigating LoyaltyLionIntroduction to LoyaltyLion's platform and each of its navigation tabs
- InsightsThis document is designed to help you maximize the potential of your Insights feature and drive customer loyalty with targeted strategies.
- Customer Value Snapshot
- Understanding the Dashboard ChartsOur charts are faster, easier to use, and give you so much more data!
- Use your dashboard to improve your loyalty program
- How currencies work in LoyaltyLion
- Exporting Your DataHow to export your LoyaltyLion data
- Points Accounting ReportMonitor the movement of your loyalty program’s points — including points earned, redeemed, reversed, and expired — with a daily breakdown.
- Shopify Sidekick
Site management
Manage the sites on your account, use a custom domain, and check site performance.