Customer Balance History

Customer Balance History

Overview 

In this section, you can view a customer's balance history along with their balance type, customer email ID, campaign name, and token balance.

To Reach "Customer Balance History":  
  1. Log into Control Center 
  2. Select Loyalty (refer to the menu on the far left) 
  3. Select Customer 
  4. Select Customer Balance History


                                                                                                                  Figure 1.1
  
Once you select "Customer Balance History," you will be redirected to the screen below: 


                                                                                                                                                                     Figure 1.2

The explanation of the columns is shown in Figure 1.2 below: 
  1. Customer Email – Customer's registered email will appear in this column. 
  2. First Name – Customer's first name will appear in this column.
  3. Last Name – Customer's last name will appear in this column.
  4. Campaign – Check customer balance history by campaign.
  5. Balance Type – Different balance types or token buckets will appear here. 
  6. Credit – Token balance earned will be credited in the customer’s account. 
  7. After –  Total tokens balance after the tokens get credited in the customer’s account. 
  8. Receipt # - Displays the sale order receipt number. 
  9. Employee – You can choose between employees and non-employees by selecting Yes or No.
  10. Type - Select bonus types for each campaign.
  11. Created Date – This shows the data when the balance was created/updated in the customer’s account. 
  12. Start and End Date – You can check customer balance history by filtering data as per start and end date.  

    • Related Articles

    • Customer Balance Types

      Overview Here, you will find various balance types or token buckets available for your store. A default balance type is automatically assigned in the customer balance types. This allows merchants to determine how each campaign will allocate reward ...

    • Customer Balances

      Overview In this section, you can see a customer's current token balance and their balance history. Merchants can either add or delete balances from a customer’s account. To Reach "Customer Balances": Log into Control Center Select Loyalty Select ...

    • Customer Receipts

      Overview A customer receipt provides essential details about the transaction, including the date, time, store location, items purchased, quantities, prices, and the total amount paid. This information is crucial for returns, exchanges, or any ...

    • Customer Overview

      Customer Overview Customer accounts are available to view from the store (client) views, but the control is limited. Since customers may belong to multiple stores, we can only provide access to your current customer list. Purpose of "Customers" in ...

    • Swag Shop Ship to Customer

      Overview When redeeming a swag item from the Swag Shop within the Loyal-n-Save program, you have the option to choose between two shipping types: Standard Shipping or In-Store Pickup. This guide walks you through the process of redeeming a swag item ...