Customers

Utilising the Customers functionality within Influence.io

Tom Goodwin avatar
Written by Tom Goodwin
Updated over a week ago

Introduction πŸ“–

The customers tab will provide an overview of the many customers who have purchased from your store. Here you'll be able to identify how many points, referrals and when they joined among many other details!

Requirements

βœ… An active Influence.io account


Navigation πŸ“

  • Head to Customers on the left of your dashboard.


Instructions βš™οΈ

Customer Database

The customer's tab acts as a tool for searching and identifying high profile, and advocates for your brand. Within the customers tab, you can:

  • Sort by πŸ—‚

    • Newest/Oldest in Influence.io first.

    • Points balance Ascending/Descending.

    • Shopify Created Newest/Oldest first.

    • Referral Count Ascending/Descending.

  • Account Status πŸ‘€

    • Member

    • Guest

    • Excluded

  • Points Balance βš–οΈ

    • Is equal to

    • Greater than

    • Is less than

    • Is between

Once filtered, you can use the Export Customers button to export these customers for whatever need you may see fit. An example would be to export your customer who have earned more than 1000 points, as these can be seen as 'VIP' customers.


Individual Profiles

Click on a customer to view an in-depth profile of their interactions with your business

Adjust Balance βš–οΈ

You can adjust customer points by entering a positive, or negative, point balance, and provide the reason for the action so you can keep track of why the points where adjusted. This will trigger the email

Redeem Reward πŸ’Ž

You can manually award a customer a reward within the customer account. However, the rewards need to be setup within the Redeem Rules first.

Loyalty Tier (Plus and above)

If you want to change a customers tier, regardless of their point value, you can update this within the customer page. The Loyalty Tiers need to be setup before you can adjust this.

Affiliates (Enterprise Plan)

You can also enroll customers to the Affiliates program via the Customers page. You can learn more about the Affiliates program here

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