Every time a customer downloads one of your digital loyalty cards, their profile is added to your customer base, giving you access to key data about their purchases, visits, and loyalty behavior.
🧠 Why It Matters
The Customer Database acts as a CRM designed specifically for loyalty, so you can:
See who your customers are
Track visit frequency and spend
Offer a more personalized experience
By default, your customer list is sorted by most recent visit, putting your most engaged customers at the top.
📊 Key Metrics in the Customer Table
Each row in your database shows actionable insights about a customer:
🧮 AOV – Average Order Value
Shows the average spend per visit for this customer.
💰 LTV – Lifetime Value
Total amount the customer has spent at your business since joining your loyalty program.
🎟️ Loyalty Card
Displays which card the customer currently has active. Useful if you have multiple tiers, partnerships, or specialized cards.
✅ Status (Active / Inactive)
Customers are marked active if they’ve made a transaction in the last 30 days.
📥 Downloading Your Customer List
You can download your entire customer base in CSV format — including all associated data — by clicking the download button at the top of the table.
🗑️ Deleting a Customer
To delete a customer, click the trash icon on the far right of the row.
Deleting a customer removes:
Their profile from your CRM
Their installed digital card
All their transaction records
Their spend and point history
Any rewards they’ve redeemed
⚠️ If they download the card again later, they will be treated as a brand new customer.
🔍 Customer Detail View
Clicking on a customer’s name opens their full profile, where you can:
View personal details
Check their points balance
See their loyalty card status
Track their visit and reward history
✏️ Editing a Customer’s Points
In the detailed view, you can manually adjust the customer’s point balance.
⚠️ Be aware that changing a customer’s points may affect which rewards are available to them.
Example:
Customer has 5 points
A reward is available at 5 points
You change the balance to 4 → the reward is no longer available
🧾 Visit History
In the Recent Visits section, you can see:
When and where a customer visited
What kind of transaction was made (points earned or reward redeemed)
This helps you understand your customer behavior, such as their favorite store locations or visit patterns.
✅ Summary
With a powerful, easy-to-use CRM built into your loyalty program, you’re better equipped to grow.
Welcome Back gives you everything you need to:
Track your most loyal customers
Understand their behavior
Offer a rewarding and engaging loyalty experience