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Customer Detailed Activity & Manual Management

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Written by Emma
Updated over 6 months ago

The Customers section in Line Loyalty gives you full visibility and control of each customer’s loyalty profile. You can view their activity, rewards, point history, VIP tier progress, referral activity, and manually update their loyalty status when needed.


This article explains how to:

  • View detailed customer activity

  • Manage and adjust customer points manually

  • Update a customer’s VIP tier

  • Monitor rewards and referral history


🔎 Accessing Customer Details

  1. Go to your Line Loyalty dashboard

  2. Click Customers in the left menu

  3. Select a customer and click Edit to view their profile

This opens the Customer Detail View, where you can see:

Section

Description

Loyalty Activity

Full history of earned and spent points

Active Rewards

Referral and redeemed discounts linked to the customer

Orders

Shopify orders associated with the customer

Loyalty Summary

Points earned, spent, and number of rewards redeemed

VIP Tier

Current tier and progress

Referral Link

Customer’s unique referral link & referral code

Loyalty Point Balance

Current point total


✏️ Manually Update Customer Points

You can adjust customer points at any time, useful for customer support, gift bonuses, corrections, or manual reward campaigns.

✅ To update point balance:

  1. Open a customer profile from Line Loyalty → Customers → Edit

  2. Find the Loyalty point balance panel

  3. Click Update balance

  4. Enter:

    • Point amount (+ to add, – to deduct)

    • Reason (e.g. "Manual adjustment", "Goodwill compensation")

  5. Click Save

✔️ The update is logged and immediately reflected in the customer’s point balance and loyalty activity.



🏅 Manually Update a Customer’s VIP Tier

If you want to promote a special customer or correct a tier assignment, you can manually override their VIP tier.


✅ To change a VIP tier:

  1. In the customer profile, scroll to VIP Tier in right sidebar

  2. Click Update tier

  3. Select the new tier (e.g. Silver, Gold)

  4. Save changes

💡 Note: Tier progress can still reset based on your VIP settings (if enabled under VIP Tier Progress Expiry).


🎁 View and Manage Active Rewards

In Active Rewards, you’ll see all active discount codes generated for the customer through loyalty redemptions or referrals.

  • View the Reward type, Discount code, and Expiry date

  • Click Delete to revoke a reward (useful for abuse prevention or error correction)


🔗 Referral Activity

Scroll to the Referral Link section to view:

  • The customer’s unique referral link

  • Referral code they can share

  • Number of referrals (tracked in Loyalty Summary and Activity tabs)

This helps you monitor referral engagement and reward your best promoters.


✉️ Customer Email Notifications (Optional)

From the Customers screen, you can enable:

  • Points Earned Email Notifications
    Sends an automatic email whenever customers earn new points.

Enable this at the top of the Customers page by toggling Enable Points Earned Email Notification.


🛠 Common Use Cases

Scenario

Action

Customer didn’t receive points for an order

Manually add points

Reward abuse or fraud

Remove points or revoke reward

VIP customer upgrade for loyalty

Manually raise tier

Customer service compensation

Add bonus points


✅ Best Practices

  • Add clear reasons when updating point balances—helps with team audit history

  • Avoid frequent manual changes—set clear earning rules instead

  • Review VIP Tier settings before manually adjusting tiers

  • Use point expiration settings to keep accounts clean and active

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