Managing points and rewards
If your store rewards shoppers with loyalty points, you can use Breadstack to track and manage each customer's point balance.
Note: Points are only available if the store admin has installed the "Loyalty Points" plugin in WordPress. Assign points to a new customer
You can grant points to a new customer when you create their profile in Customers > Add New Customer. At the far right of the form, you'll see a Starting Points field. Simply input the desired number of points here.
Adjust an existing customer's point balance
- Go to Customers > All Customers and locate the customer's profile.
- Open the profile and scroll to the bottom of the page. Select Adjust Points.
- Here, you'll be able to add or remove points, or set the overall point balance.
Alternatively, you can manage points in the Loyalty module:
- Go to Promotion > Points & Rewards. Under Manage Points, you'll see a list of customers and their overall point balance. You can sort this list by customer name.
- Click Update to add or remove points, or set the customer's overall point balance.
Track how points are being earned and used
To view a log of points earned and redeemed per order, go to Promotion > Points & Rewards. Under Points Log, you'll see a list of customer actions that involved earning or spending points. You can sort this list by customer name.
Tip: For a simplified look at which customers earned points over a given time period, go to Insights > Analytics and choose the module to Loyalty. Here you would be able to view a variety of information such as Loyalty summary, Loyalty revenue Most popular promotions and Most used coupons
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