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View customers and analytics

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What does this do for me?

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1. View loyalty members

1. In the app sidebar, select Customers.
2. The page shows all loyalty members with tabs for Households, Organizations (Enterprise), and B2B (Pro+).
3. Use the search bar to find a customer by name or email.
4. Select a customer to view their detail page, including:
   • Points balance and lifetime history.
   • Current VIP tier and progress to the next tier.
   • Referral activity and codes.
   • Recent transactions from the points ledger.

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2. Adjust customer balances

1. On a customer’s detail page, select Adjust balance.
2. Enter the number of points to add or remove.
3. Provide a reason (recorded in the audit log).
4. Select Save.

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3. Review program analytics

1. In the app sidebar, select Analytics.
2. View real-time KPIs displayed in Polaris stat tiles:
   • Points issued, redeemed, and outstanding.
   • Redemption rate.
   • Referral conversions.
3. Use date range filters to refine the view.
4. The Benchmark page (Scale+) shows percentile rankings against plan-based cohorts.

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4. Review fraud and risk

1. In the app sidebar, select Analytics > Fraud Review.
2. View the queue of flagged activities: velocity anomalies, duplicate account detection, and suspicious patterns.
3. Each item shows a risk score and fraud flags.
4. Select Dismiss or Block to take action.

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Next steps

• Manage settings and billing