---
title: "Customer Profile: Cashback Card"
description: "Learn how to manage balances, transactions, and card details for Cashback-based loyalty programs in Loyally."
url: https://help.loyally.ai/en/articles/117-customer-profile-cashback-card
collection: "Customer Profile"
updated: 2026-08-08
language: en
---

# Customer Profile: Cashback Card

Learn how to manage balances, transactions, and card details for Cashback-based loyalty programs in Loyally.

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:

<table data-id="864a4be7-5e29-4b93-8822-5c12eade2973" style="min-width: 50px;"><colgroup><col style="min-width: 25px;"><col style="min-width: 25px;"></colgroup><tbody><tr><td colspan="1" rowspan="1"><p data-id="ddb4e12d-bd93-4008-93da-28e922d2ee4e"><strong><u>Field</u></strong></p></td><td colspan="1" rowspan="1"><p data-id="51bd5166-b333-48c5-9264-2be29938d01d"><strong><u>Description</u></strong></p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="bddaf5da-ebce-4520-bffa-c202b7477ae3"><strong>LTV (Lifetime Value)</strong></p></td><td colspan="1" rowspan="1"><p data-id="b3b4b115-f0db-4217-b3a7-eede8f29efb3">Total estimated revenue generated by the customer.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="25e556d9-e897-4401-b4fa-79a4b64b472f"><strong>Current Balance</strong></p></td><td colspan="1" rowspan="1"><p data-id="c1fbfa32-448c-4961-8dc1-530b366351f8">Current number of cashback points available on the card.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="5092666b-740d-415f-8756-58d76f1fce78"><strong>Points Earned</strong></p></td><td colspan="1" rowspan="1"><p data-id="7fe93185-7961-447d-b57b-8c29cbe2002c">Total number of points earned since the card’s creation.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="5d478c0a-a282-4508-9d8a-8d89b016eb89"><strong>Points Redeemed</strong></p></td><td colspan="1" rowspan="1"><p data-id="19592622-a0f9-4225-ac41-189b3d55ad27">Total number of points redeemed by the customer.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="e9c3df2f-0f07-4920-805e-62abbec5fe1f"><strong>Transaction Amount</strong></p></td><td colspan="1" rowspan="1"><p data-id="649acd53-7a43-4b6b-a21d-b594bc88b817">The cumulative purchase total recorded for this customer.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="4560548b-afae-4bd2-a262-2a1978d23aff"><strong>Last Point Earned</strong></p></td><td colspan="1" rowspan="1"><p data-id="e78612b2-6ef0-44b3-a5ce-6b842fd573ca">Date the customer last earned cashback points.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="52a1103f-9452-4ad7-b95f-4ac4c7710577"><strong>Last Points Redeemed</strong></p></td><td colspan="1" rowspan="1"><p data-id="bc2a6fe9-4482-4d1c-bfa3-90e4ccb0ca7b">Date the customer last redeemed cashback points.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="e552ecfb-1885-47ec-9a17-0bedbe574bb6"><strong>Cashback Percentage</strong></p></td><td colspan="1" rowspan="1"><p data-id="dfd03a1c-e593-4685-b96f-4cc30d40e56a">The percentage of cashback the customer earns per purchase.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="77acaffb-19aa-4353-a836-77e767da19c5"><strong>To the Next Cashback Level</strong></p></td><td colspan="1" rowspan="1"><p data-id="7e2eafd9-000f-465f-9db0-d934a5497a59">Number of points needed to reach the next cashback tier.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="ac31c171-f47d-4eda-8f00-1dea8f044a2e"><strong>Cashback Level</strong></p></td><td colspan="1" rowspan="1"><p data-id="3ff39959-afba-4adc-bdf8-76a6aae90a78">The current cashback level of the customer.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="6349fdd1-aedd-4d3c-bc54-2971c4bf6bb4"><strong>Points Earned by Referral Program</strong></p></td><td colspan="1" rowspan="1"><p data-id="02d04001-830e-4bb1-a1fc-5d26e88db36b">Points accumulated via referrals.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="d0bf0c16-006b-478a-8d8b-48da38d5b2ab"><strong>Segments</strong></p></td><td colspan="1" rowspan="1"><p data-id="c6339f05-6102-413e-8a6d-bbec6bb6988a">Customer’s loyalty or behavioral segment (e.g., RFM).</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="f6640fc5-0334-4944-a54f-f5b074ad5b91"><strong>Feedback Rating</strong></p></td><td colspan="1" rowspan="1"><p data-id="4c4b42ea-c8a5-4d5c-aebf-3eb4a01b5cac">The customer’s average feedback rating.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="79fa6c4a-ce08-4f00-83bf-c8e29714010e"><strong>Card Status</strong></p></td><td colspan="1" rowspan="1"><p data-id="333a7861-bf79-4930-b6c2-35063fb3d539">Indicates whether the card is <em>Installed</em>, <em>Not Installed</em>, or <em>Deleted</em>.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="cc0c13e1-307c-496e-8165-a0b0e0cf2150"><strong>Card Serial Number</strong></p></td><td colspan="1" rowspan="1"><p data-id="407e4adc-31ba-4959-8a6e-42817eb1fe8b">Unique identifier for the card (click <strong>Copy</strong>).</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="8bb60301-4578-478b-9bf1-552043ced866"><strong>Installed on Device</strong></p></td><td colspan="1" rowspan="1"><p data-id="18e6a118-7677-41fd-9d5c-766712a1f068">Displays where the card is installed (Apple Wallet, Google Wallet, or PWA).</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="607ba688-4132-482c-a437-c99ea193153a"><strong>Card Expiration Date</strong></p></td><td colspan="1" rowspan="1"><p data-id="dddf0aee-96e2-4e8b-ac2b-7c609bfb2d5b">Shows and allows editing of the expiration date.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="e31d7739-1aa4-4939-b2fc-90bc0fd1a72a"><strong>Total Visits</strong></p></td><td colspan="1" rowspan="1"><p data-id="c803f00f-769d-440b-9a50-1123f8e19ebc">Total number of visits recorded for the customer.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="8536e794-b58c-4dfe-a0a6-01395b9f68e0"><strong>UTM Tag</strong></p></td><td colspan="1" rowspan="1"><p data-id="dc261afa-209d-4c60-8a53-dbdba484a023">Displays the channel or source of the customer’s card installation.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="1bcba030-489e-4289-bc0d-72e6365e66a0"><strong>Card Issue Date</strong></p></td><td colspan="1" rowspan="1"><p data-id="04f8f069-88d7-4f1e-8895-8037b3a5c702">The date the card was issued to the customer.</p></td></tr></tbody></table>

* * *

## 💳 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**.
    

![](https://staticfiles.gleap.io/ghelparticle/5SURSHM2iqDnbYLFLN3j9FW0lndARKEArnldcsMrulfyU64YJ5vhrO3Jm2cwffbxJjlKRlPo9oI.png)

* * *

### ➖ 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.
    

![](https://staticfiles.gleap.io/ghelparticle/WugYRyVVxUdsdBLf7lPQntJHmQTFVLc4frKCzg7VcJiYzjhxVvigT6gEuU3uVcfj4ghaaory67p.png)

* * *

## 🪪 Managing Card Details and Status

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

<table data-id="5fea81b2-ccf9-4734-a6a5-842077419ed8" style="min-width: 50px;"><colgroup><col style="min-width: 25px;"><col style="min-width: 25px;"></colgroup><tbody><tr><td colspan="1" rowspan="1"><p data-id="2b1cee7d-39b2-4528-85c4-cd1b0f014f28"><strong><u>Field</u></strong></p></td><td colspan="1" rowspan="1"><p data-id="21c611dd-b939-47c4-a4c3-9f2c24c90d75"><strong><u>Description</u></strong></p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="6b7da6c5-c08a-4864-a151-16bc3d185987"><strong>Status</strong></p></td><td colspan="1" rowspan="1"><p data-id="3f9504d4-b501-4884-b99c-c439f6fe7f22">Displays whether the card is <em>Installed</em>, <em>Not Installed</em>, or <em>Deleted</em>.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="78be2dcd-4836-408d-8f9b-dbfba7e89f1f"><strong>Card Serial Number</strong></p></td><td colspan="1" rowspan="1"><p data-id="fd444406-740e-472f-a76f-6b787ac0a5fa">Unique ID of the card (click <strong>Copy</strong>).</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="439af1c9-0b29-47a1-ad51-71f54833319e"><strong>Card Expiration Date</strong></p></td><td colspan="1" rowspan="1"><p data-id="dbc7891e-4fad-40d7-a05c-82a162626c7a">Editable expiration date.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="700c3b85-d86c-4c55-9c32-2a8899e3a72f"><strong>Installed on Device</strong></p></td><td colspan="1" rowspan="1"><p data-id="6fcc9e02-d19e-448d-a050-81603a822a2b">Shows whether the card is on Apple Wallet, Google Wallet, or PWA.</p></td></tr></tbody></table>

* * *

### 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.

![](https://staticfiles.gleap.io/ghelparticle/LR1o4VkyaYrIU5RKZEPA0LchPlOCITGafMo1hUqjPMoH5cxKpAPwpTkX8LqXTFNYh40j1IkQPaf.png)

* * *

### 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.

![](https://staticfiles.gleap.io/ghelparticle/EI5qY1mkQQMB0Q6QGSxcvUl4ifDROwDid7pwEe1gQTZmZ6qjouCn8oXnmbgnvAwxIZY8B8fajD6.png)

* * *

## 🧩 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.

![](https://staticfiles.gleap.io/ghelparticle/di3pYb48xLhB0g2gZyPBvJiJBQ52A9LQAbbjeQLV4izK3peF4lOu2e9rj5Ggz2bfvRUs6K0CfQP.png)

* * *

## 🚀 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.

![](https://staticfiles.gleap.io/ghelparticle/W07D79q5jrPYUDc8IoigT5jWbXK1MLy8IySqOceIq10cauXKsk7p92UDJamJVvhuy1YB7lDuFw3.png)

* * *

## ℹ 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.

![](https://staticfiles.gleap.io/ghelparticle/IRhAwC4j1L0q1C5GY93QnvUtuxVeVb6zrG1YKypawarNXumwmx9e5QAGscYm3VE23FwnvowGpzr.png)

* * *

## 💬 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.

![](https://staticfiles.gleap.io/ghelparticle/lu0RIQ2FkGPVDCafB1RgwsCbgycCWhX6AkG6edqHeuJz5wEjHVHfICmEQvpbiiEBtYSZeIQLIMZ.png)

* * *

## 🧠 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.