Users and Balances

The Users tab lists every customer in your points program with their current balance. It is the starting point for adjusting points, importing balances, and finding a specific member.

Open the Users tab

Go to DevDiggers Plugins → LoyaltyX, then open the Users tab.

Read the list

Each row is one customer. The columns show:

• Name and Email identify the customer.
• Earned Points is the total points they hold.
• Points to Redeem is the balance available to spend now.
• Rank is their position among your members.
• Level is the customer’s loyalty tier, when tiers are set up in Pro.

Adjust or import points

Four buttons sit above the list:

• Add New enrols a customer in the program by hand.
• Manual Adjustment adds or deducts points for one customer or many at once. See Manual Points Adjustment.
• Import loads balances in bulk from a CSV file. See Import Points.
• Export downloads the list as a CSV. See Export Points.

Use Search above the table to find one member. The sort arrows on Earned Points, Points to Redeem, Rank and Level order the list.

View a customer

Use the View action on a row to open a customer’s profile. It carries a points summary, level and rank, a revenue breakdown and their full activity timeline. See Customer Insights for a tour of that screen.

Pro feature

The customer profile view is a Pro feature. On the free version, adjust a customer’s points with the Manual Adjustment button above instead.

Remove a customer

Use Delete to remove a customer from the program. Select one or more rows and apply the bulk Delete action to remove several at once.

Where to go next

• Manual Points Adjustment to add or deduct points by hand.
• Transaction Log for the full history of every point event.