Viewing Customer Loyalty Activity

The Customer Profile view is divided into actionable modules that give you a 360-degree view of a shopper's engagement, from their basic contact info to every point they have earned or spent.

1. Customer Info & Points Summary

On the left-hand side, you have two quick-reference cards that define the customer's standing:

• Customer Info: View the customer's name, primary email address, and their current status (e.g., Guest or Member). You can also track exactly when they first joined your program.

• Points Summary: A financial snapshot of their loyalty journey, showing their Current Balance, Lifetime Earned points, and Lifetime Redeemed points. This helps you immediately identify if they are a high-value "power user."

2. Administrative Action Tools

At the top right of the profile, you have four critical tools to manage the relationship directly:

• Adjust Points: Manually add or subtract points from a customer’s balance. This is perfect for "surprise and delight" bonuses or manual corrections.

• Sync Customer: Force a manual refresh to ensure the data matches your latest Shopify records.

• View on Shopify: A direct deep link that opens this specific customer's profile in your Shopify Admin for order history or address updates.

• Block Customer: Use this if you need to exclude a specific user from earning or redeeming points due to policy violations.

3. Detailed Activity Log

The center of the screen houses the Activity Log, which serves as a transparent ledger for every loyalty event associated with that account.

• Filtering Options: Use the tabs to toggle between All Activities, Earned, or Redeemed to quickly find specific transactions.

• Search & Sort: Use the search icon or the sort toggle to locate specific events by date or type.

• Real-Time Data: If a customer calls with a question about a missing reward, you can click Refresh to pull the most recent activity immediately.

Need Help?

Our support team is here to help you succeed with Kefi:

• Live Chat: Available directly within the Kefi Loyalty app

• Email: wecare@keficommerce.com