You can find all loyalty program related information of a customer within OMNI admin interface's customer profile. You can also perform a number of actions within the customer profile. This article will explain how you can use the customer profile page on OMNI's admin to manage your customers.
Searching for a customer
There are two ways you can search and access a customer's profile on OMNI's admin interface
Via OMNI's customer admin
Go to Customers within the side navigation
Type in the customer's name, email, or phone number (with country code) to search for the desired customer
Click on the desired customer in the search results to access their OMNI profile
Via Shopify's customer admin
Search for the customer within the Customer page on your Shopify store and click on the desired customer
On the top right corner, select More actions
Select OMNI - View points and rewards to access their OMNI profile
Customer profile view
Upon accessing the OMNI customer profile view of a specific customer - you can see all loyalty related customer information at a glance, providing context for you and your staff to better serve the customer.
Based on your loyalty program mechanics and customer information available, what you see on the customer profile may vary. But typically you maybe able to see:
Basic information
Customer's name
Email
Phone number
Birth month
Tier
Current tier and expiry date (if any)
Tier spending progress
Option to place customer into a custom tier (if you have any)
Points
Current point balance and earning ratio
Full points history
Option to add or deduct points for the customer
Rewards
Rewards that the customer currently has
Rewards that the customer can redeem, and an option to help redeem it for them
Static tier discount code that the customer can use, and an option to apply it on the Shopify POS
Member ID - If you have the Member ID feature enabled (Shopify POS required)
The 16 digit member ID
The QR code your staff can scan offline
Tags - any tags this customer has on the Shopify customer profile will also be shown here
Managing the customer profile
Other than viewing the essential loyalty information of the customer, there are also a few actions you can perform on the individual customer to help cater for different customer service operations
View in Shopify
Clicking on this link will take you to the customer's Shopify profile, providing you more information on their latest order history and a full timeline of their account activity on Shopify
Change to custom tier
You will only see this option available if you have at least 1 custom tier active. To learn more about custom tiers - read here
You can select any custom tier and place the selected customer into the custom tier. The customer will instantly be eligible for all benefits for the custom tier and expiry will begin calculating from the moment of change. They may also receive communications if you have set up any automated communications for tier changes.
You may change the customer to another custom tier any time but you may not place them into the same custom tier they are currently in OR exit them from the custom tier.
Add/deduct points
You can adjust a customer's point balance by adding or removing a specified amount of points for the selected customer. The added / deducted points will be effective immediately after performing the action.
You can select one of the pre-defined reasons or fill in your own descriptions to communicate to customers why their points were adjusted. Customers will see the descriptions on their Points history page
Redeem rewards / Pay with points
If you have redeemable rewards setup on your loyalty program and the customer has enough points to redeem these rewards, you can redeem rewards or pay with point coupons on behalf of the customer
You can select the reward you would like to redeem or the amount of pay with point coupons you would like to redeem for the customer. Upon redemption, the customer's points will be deducted accordingly and you can copy the discount code on the admin interface or help them directly apply it to cart on the Shopify POS interface
View discounts
If the customer has any rewards that they have previously received or redeemed and have not been used, you can see all discount codes here.
If you are on the admin interface, you can copy the discount code of the indvidual rewards and if you are on the Shopify POS interface, you can help customers directly apply the discount codes to cart
Copy / Apply tier discount
If the customer is in a tier that has a static tier discount code displayed on the storefront interface. You will be able to see the tier discount code here as well
If you are on the admin interface, you can copy the discount code and if you are on the Shopify POS interface, you can help customers directly apply the discount code to cart