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Customers

By Ashley
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Customers page

Customers is where you can view and adjust your customers accounts who are within the loyalty and rewards app. You can see how has joined the program and who is still a guest. The customer details area is great for managing your customers loyalty program internally, plus if you have a call centre or customer service department they can support your customers directly. Customer list On the main page you will see a list of your customers, sorted by the most recent. It is here you can export your customers, filter customers via certain fields, make mass adjustments via CSV and go into the members accounts to see their account details and stamps activities and more. Account page overview When you click on a customers account in the list it will lead you onto the customer detail page that will give you an overview of their loyalty account. From here you can remove a customer from the program, if you wish them to no longer be able to see the widget or collect stamps and rewards. You can also see all of their stamp activities and orders and what part of their order contributed to their stamp acquisition. On the rewards tab, you can view all of their current rewards, what ones have been used and those left outstanding. You can also remove rewards from their accounts here as well. Adjust stamps and card balance If you would like to offer additional stamps or remove stamps from a customers account, you can do so by clicking on the adjust customer stamps option inside the customer details page. Click on Adjust balance button on the right hand side and a pop up menu will appear like so: To manually add stamps, type in the number you want to add to their account into the stamp adjustment box and click on save. To deduct stamps, simply place a minus sign (-) before the number e.g. -24 and that amount of stamp will be removed from their account. You can decide to enter an adjustment reason which allows you to make a note as to why stamps were awarded or deducted. Stamp reason (internal only) – this is for leaving a comment on the activity for the addition or deduction that can only be seen inside the admin. Customer facing comment – if you select custom comment, you can enter another note onto the activity which the customer will see in their program. If you leave it, we will just enter our default message “Manual adjustments” Spend balance Sometimes customers might need help redeeming their stamps and cards. This is where the spend balance option can come in handy. Click on the stamp balance button on the right hand side under the Adjust balance option before. A pop up menu will appear like so: It will show you their current balance, the customer’s name and from the drop down box you can select one of the currently available rewards in your program. The remaining balance will then show what the customer will have after spending the points. If a customer does not have enough balance, you will be unable to select rewards that are more expensive than their balance. If you want to offer them a specific reward, please use the adjust balance option first. Adjust customer VIP tier It can be useful to manually add customers into a new VIP tier, maybe for outstanding loyalty or for a prize draw etc. You can do this by clicking on the Change Tier button on the right hand side. From the pop up menu you have your new VIP tier options to which you can change them to. if you make new tiers they will be added to the list to choose from. There is also an internal notes box you can use for record keeping, the customers wont see this. You then can click trigger tier rewards. Don’t forget to click change tier button once all adjustments have been made. Merging customer accounts To merge customer accounts you can use Shopify's merging customers guide to begin. We currently do not support merging of customer accounts automatically, so loyalty information such as stamp balance, orders, etc are not brought over into the customer account you decide to keep. Before merging, you will want to make note of the customer's balance so that you can add it manually into the kept customer. Important: Please note it is no possible to transfer unused rewards between accounts. Customers will need to redeem any unused rewards on the other account before you merge it, or, you can refund their those rewards into the kept account if you wish.

Last updated on Jul 30, 2026

Importing stamps via CSV

There’s times when you are going to want to adjust customers stamp balance in bulk. One of the most common reasons is when you first install the app and wish to move your rewards program from another platform and wish to bring customers “points balance” over into our loyalty program. You might also wish to offer your entire customer base or a selection of them “bonus points” for whatever reason like Christmas or maybe a customer service good will gesture. Whatever the reason the process of uploading stamp balance to your customers is easy and should only take you less than few minutes depending on your customer list size. You can choose to update the stamp balance of all your customers on your store, not just the ones that are members of the program but also guests as well. This means once they sign up with you, they will already have some points in their account… cool right? If you do want to just update a couple of customers, you can do so easily inside the app itself by heading to the customer list and selecting the customer you wish to change. If you are looking to port over your customer balance from another app or program that uses points then please read Switching from another loyalty program first. On this page - Important notes before the upload - Creating your own file - Using the Appy Stamp Admin Export - Using the import feature Important notes before the upload When using the upload to amend their stamps, we will set it to the new value in the CSV. So if you wish to add stamps to their account, you need to add it onto their current balance from within the CSV. We will then log the difference on their account to bring them to their new balance, this is for both additions and deductions. For example If a customer has 10 stamps and you export the CSV, then set their stamps to 15, when you upload it we will add 5 stamps, bringing their total balance to 15. You will see the difference in their ledger history. Creating your own file If you have a CSV with your customers already, then it is super easy to update your current CSV so that we can read it correctly. As a minimum we only need two columns to work: Email, Phone number or Customer ID and Stamp Balance. With these two columns we will then update their balance to be the new stamp balance in the sheet. Please note column names need to be exact – case sensitive and spaces. - Id – (The customer ID from Shopify) - Email - Phone - Stamp Balance Using the export feature Once you’ve installed the app and we have imported your customers, you can also download your customers from our app into a CSV. This is useful because it is exported in the same format we need for the import. If you head to Customers from within the app admin and then click on Export customers this will bring up the modal to choose what you wish to export. Select “all customers” and press export. We will then export your customers in the background and send an email to your main Shopify email address when the export is ready. When you open this up you will get the different columns of data we store for that customers. This will export their current balance if any, so you can amend then Stamp Balance column and export it again as a CSV and then upload this file. Using the import feature One of the easiest ways to get started is by exporting your customers from our app or downloading the template we have set up as an example. You can download the sample here. Once you have your CSV file and you’ve updated it how you wish, head to Customers and then click on Adjust customers, then on Adjust stamps. This will open our modal that you can then upload your CSV and choose an optional comment that your customers can see. Once your CSV is added, you will be able to click on Update Balance, we will then send the job to our system and notify you by email once it is complete. Doing this on a live program can make customer balances inaccurate as we have a number of systems in place to keep their balance tied to the activities they earn. That’s it, you are done!

Last updated on Jul 27, 2026

Program participation

Introduction This is where you can choose whether to allow all customers (including ones who don’t have accounts) to earn stamps on their orders. You can also create customer exclusions that allow you to exclude certain types of customer accounts from your Loyalty & Rewards program. Enabling Stamp Participation for All customers 1. Go to Stamp program 2. Scroll to Stamp participation, then you have 2 options: 1. All customers 2. Customers with Shopify accounts. 3. Click save Disabling program participation for customers without accounts 1. Go to Stamp program 2. Select Customers with a Shopify account 3. Click save Now only customers that are registered with your store will be able to earn stamps and redeem rewards. Guest accounts, those that ordered from you without creating an account will no longer be able to. Customer exclusion and targeting Sometimes you might want to exclude certain customers from using your loyalty and rewards program. A common example is wholesale and trade customers while still allowing your traditional customers access. You are able to do this by using Shopify tags on your customers to target specific accounts. You can enter multiple tags by comma separating them i.e. vip, wholesale, trade etc Tag targeting type You have two options to choose from here, with the way your program will treat the customer tags. 1. Customers WITH a certain tag – customers with a certain tag can access your stamp program. For example if you have wholesale in the customer tags to target box and have the matching wholesale customer tag in their account then they will be able to access the stamp program via the on-site widget and if they don’t have any of the matching tag then they won’t see, nor be able access or earn stamps. 2. Customers WITHOUT a certain tag – customers without a certain tag can access your stamp program. For example, if you set wholesale as a target tag, then customers who do not have that tag will be able to see the widget and earn stamps and redeem rewards on your program. Note: If you select customers with a Shopify account, customers without accounts will no longer earn stamps on orders. Any previously earned Stamps will remain in their account for the customer to use if you decide to allow access for them again. Finally, while these customers are excluded, they will not collect stamps for any activities set up in your program but we will keep note of any orders these customers have. 1. Remember to save your changes by hitting save at the bottom of the page. Hide Widget on Page You can hide the program widget from certain web pages. Simply enter the page paths where the widget should be hidden. Use /* for wildcards (e.g., /checkout/* hides all checkout pages). Press Enter or click Add.

Last updated on Jul 27, 2026

Program configuration guide

Setting up your Appy Stamp loyalty program is easy and in this article we will walk you through how to configure it so that engages your customers and drives engagment. Different types of customers in Appy Stamp Member They are defined as anyone who has a registered account on your store. These customers can hold a card, refer friends, redeem rewards and be part of your vip tier program (Paid plan) Guest These are customers who are not yet part of your program but have the potential to be. These are usually guest customers at your store who have not yet registered for an account but have made an order. Blocked These are customers who have had their accounts removed from the program by you from within our app. See Removing a customer from the program for more. Stamp program configuration Your stamp configuration is the foundation of your rewards program. The balance between incentives that will drive your customers to become repeat customers and the financial needs of your business e.g. average order value, purchase frequency and value per stamp are an important balance. To drive the growth you want is critical to your overall success. There are two things you need to configure to help make your stamp program successful, which are Activities and Rewards. Activities (Ways to earn) are how your customers earn stamps (e.g. making a purchase online or in store via Shopify POS, sharing their experiences through social platforms like Facebook or Instagram, or celebrating their birthday). Rewards are what your customers redeem stamps and completed stamp cards for and traditionally take the form of fixed or percent off discounts, free products, free shipping codes etc. Best stamp to value practices Calculating the return on investment for your loyalty program is done by looking at the following metrics and then 1. Total revenue per order 2. Lifetime order value 3. Gross product margins 4. Purchase frequency (repeat orders etc) 5. Average order value For example, if your average order is $10 and a customer typically orders with you 10 times over their lifetime. You could set up a stamp card that has 6 stamps on it. Each stamp would be earned per order, that way when they complete a card they would have done 6 orders with you. You could then offer 10% off their next order, for that one card. This way you are helping them drive orders quicker and getting more than the usual LTV than without the program. If they then purchased another $10 with the 10% off. You would have only lost $1 to acquire that additional order and be closer to getting them to come back again as they’d gain another stamp towards their next card. This is just a simple example, setting up the right rewards depends on a lot of factors, tweaking it is important but not often. You want to make sure customers can be rewarded frequenclty enough that they feel the benefits are a achievable without eating too much into your profits but instead being the driving force behind more orders. Program launch checklist Use this guide to check that you’ve successfully set up your Appy Stamp Loyalty and Rewards program. Promote your program Once set up, make sure that your loyalty program is included in other places within your business marketing. Such places like: - On your website in key places (we can also help with this using our Beacons) - On your social media channels (you can also reward customers for following your social media channels) - In person, via our stores. - In your marketing emailspy

Last updated on Jul 27, 2026

Removing a customer from the program

Sometimes you may need to remove customers from your loyalty program. This could be because they are spam accounts, wholesale accounts or other reasons that you’d not want them to be able to get the offers you have for being a member of the program. Removing a customer from the program You can remove a customer by first going to the customer list in the app admin. From here you will be able to search the customer you wish to remove. 1. From the customer details page, you can click on the Remove from program button under their name 2. When you click on remove, a popup dialog will ask you to confirm you wish to remove them. 3. Once confirmed, they will be marked as removed. Once a customer has been removed they will no longer be able to access their loyalty program account from within the widget that is shown on your store. They will also be unable to earn stamps from activities such as orders or social media actions and integrations and they will be unable to redeem any rewards. Note: Customers who are removed from the program will still be able to see the “non logged in” widget as at this point in time, we don’t have their customer information to check if they are eligble or not. Re-enabling a customer to join the program If you change your mind, you are able to enable a customers entry into the program again by repeating the same steps above. A customer that has been removed, will have the option to Enlist to program Clicking on this button, will like before, open a dialog to confirm you wish to add them to the program. Once you’ve clicked on Enlist they will be back in the program and will be able to earn stamps, redeem for rewards and access their member portal from inside the widget on your store.

Last updated on Jul 27, 2026