Manage & measure
Run your program day to day: manage members, handle refunds, and read your loyalty data.
By Jason1 author17 articles
Members & customers
Find and manage individual customers, handle sign-ups, and control how customers enroll.
- Managing customersWhat you can see and change on a customer, from points and tiers to blocking and imports
- Customer accountsHow accounts sync from your store, what separates enrolled from guest customers, and how to change a customer's details
- Opt-in program enrollmentRequire customers to give explicit consent before they join your program, and see where they can opt in.
Orders, refunds & returns
What happens to points and rewards when an order is refunded or returned.
- Refunds and returns on purchased productsWhat happens to a customer's points and vouchers when an order is refunded or partly returned
- Points summary for an orderSee exactly how an order earned the points it did, item by item, and what to change if the number is wrong.
- Refund unused rewardsReturn a customer's points from a reward they have claimed, one at a time or in bulk, and see which rewards cannot be covered.
Data, dashboard & insights
Read your loyalty dashboard, understand the charts, and export your data.
- Loyalty DashboardWhat each dashboard metric means, and how we attribute revenue to your loyalty program
- InsightsHow we group your customers into Loyal, At Risk and Win Back, and what to do with each group
- Customer value snapshotCompare members against non-members on order value, frequency and spend, and read the repeat purchase tables beneath them.
- Understanding the Dashboard ChartsWhere to find each chart in LoyaltyLion, what it measures, and how to filter and export it
- Use your dashboard to improve your loyalty programHow to read each dashboard chart, and what to change in your program when one of them dips
- Exporting Your DataEvery export we offer, what each one contains, and which plans can run them
- Shopify Sidekick
Site management
Manage the sites on your account, use a custom domain, and check site performance.
- Adding and archiving sitesAdd another store to your existing LoyaltyLion account, and archive a program you no longer need.
- Using a custom domain for your loyalty programPoint a branded domain you own at your referral links, receipt uploads and loyalty pass pages, and keep it working once it is live.
- Site performanceHow LoyaltyLion loads on your store, and the steps we take to keep it out of your page render path.
- Adding voucher codes on a custom storeGenerate voucher codes in LoyaltyLion, add them to your store and activate them, or import codes you have already made.