Customer Profile: Cashback Card

Learn how to view, manage, and edit customer details when using Cashback Cards in Loyally.

The Customer Profile lets you track customer spending, manage cashback balances, and send personalized messages — all from a single dashboard.

Overview

From a customer’s Cashback profile, you can:

• View current cashback balance and history

• Correct data entry mistakes

• Manage card status and expiration

• Copy installation and referral links

• Send personalized push notifications

• Review feedback, device, and segment information

Profile Overview

Each Cashback Card profile includes detailed loyalty and transaction information:

Managing Cashback Balance

You can manually increase or decrease the customer’s cashback points balance.

Note:
The Purchase amount (Transaction amount) field represents the customer’s purchase value.
While adding cashback points, entering a purchase amount updates LTV but does not directly affect the Transaction Amount total.

To Increase Cashback Balance

1. Open the customer’s profile.

2. Click the “+” icon beside Current Balance.

3. In the popup, fill in:

   • Value → Number of points to add.

   • Purchase amount → Optional; increases LTV if entered.

   • Comment (optional) → Add notes for context.

4. Click Apply.

The system will:

• Add the entered points to the Current Balance.

• Increase Points Earned, LTV, and Total Visits.

To Decrease Cashback Balance

1. Click the “−” icon beside Current Balance.

2. Enter the Value (points to remove).

3. (Optional) Enter the same amount in Purchase amount (does not affect Transaction Amount).

4. (Optional) Add a comment.

5. Click Apply.

The system will:

• Deduct the points from Current Balance.

• Increase Points Redeemed.

• Count this as an additional visit in customer activity.

🪪 Managing Card Details and Status

The card details section provides quick access to the customer’s installation, expiration, and ID information.

To Change Card Status

1. Click the pencil icon beside Status.

2. Select Delete.

3. Confirm the deletion.

You must set the card to Deleted before removing the customer from your CRM.

To Modify Card Expiration Date

1. Click the calendar icon beside Card Expiration Date.

2. Select a new date from the calendar.

3. Confirm your selection.

The new expiration date will update immediately in the customer’s profile.

Viewing Custom Fields and Personalized Links

From the customer’s profile, you can access and copy:

• Card Installation Link → Click Copy to resend the customer’s card link.

• Referral Link → Click Copy to share their personal referral URL.

These links can be sent to the customer for reinstallations or sharing with friends.

Sending Personalized Push Notifications

Send a push message directly to an individual customer.

1. Open the Send Push tab.

2. Select the customer’s card.

3. (Optional) Schedule a specific date/time.

4. Type your message.

5. Click Send.

The message will be sent only to that customer’s device.

Information Tab

View and edit the customer’s personal and contact details, including:

• Name, phone number, and email

• Registration and card issue dates

• Device type (Apple Wallet, Google Wallet, or PWA)

Changes made here will not modify the original information stored on the card.

Feedback Tab

View and filter feedback left by the customer.

You can:

• Filter by day, week, month, year, all time, or a custom range.

• Enable Only comments to view feedback containing written messages.

This helps you track satisfaction trends and gather customer insights.

Summary

The Customer Profile (Cashback Card) provides a complete view of each customer’s loyalty and transaction data.
You can manage cashback balances, adjust transaction amounts, handle card details, and send personalized communications — all from one dashboard.