thread Re: Loyalty Program: View/Export Customer Reward Balances in Archived Discussions (Read Only)

Loyalty Program: View/Export Customer Reward Balances

SAWbeer — Thu, 25 May 2017 07:19:31 GMT

Hello,

Does anyone know if it is possible to view or export customer reward balances in the Square Loyalty Program? I am curious to see who is banking their rewards vs. using as they earn.

Thanks!

Re: Loyalty Program: View/Export Customer Reward Balances

SAWbeer — Fri, 26 May 2017 16:44:29 GMT

@Sean @Tom Any advice on this gentlemen?

Re: Loyalty Program: View/Export Customer Reward Balances

Tom — Fri, 26 May 2017 21:09:28 GMT

Hey @SAWbeer, I see what you mean.

The option to export customer reward balances with Square Loyalty isn't available at this time, but you can see which customers have been banking rewards individually from the Point of Sale app or your online Square Dashboard.

To view from the Point of Sale app, tap the hamburger button (a.k.a. the three horizontal lines in the upper right corner of the screen) > Customers > All Customers > select customer > Available Rewards.

To view from your online Square Dashboard, head over to your Directory tab > select customer > Activity.

I realize that this doesn't give you an efficient overview of the total rewards that each of your customers have earned, so I will certainly share your post with our Product Liaison team.

Please do keep in touch for updates to the app and dashboard as we're always working on improvements. Appreciate your patience, and please let us know if you have any further questions.

Re: Loyalty Program: View/Export Customer Reward Balances

SAWbeer — Fri, 26 May 2017 22:25:40 GMT

@Tom, thanks for getting back to me. That is a significant shortfall of the loyalty program in my opinion. I can think of many different reasons one might want to see all of the data at once, broken down by individual. We have 405 customers enrolled in our program, to go through them each individually would be inefficent to say the least.

Is there a specific reason why this feature is not available?

Re: Loyalty Program: View/Export Customer Reward Balances

Tom — Sat, 27 May 2017 00:20:18 GMT

Appreciate you taking the time to share your experience with Loyalty so far, @SAWbeer. If you have any other specific reasons why it's important for you to see all of the customer reward data at once, please feel free to reply with more details. I'll be more than happy to pass along anything that helps better illustrate how we can improve this feature.

This version of Loyalty is still a newer product within Point of Sale — we are closely tracking all issues and making changes based on seller feedback. I do apologize for any trouble the lack of an export option causes. We'll circle back to this thread with any other developments or workflows that will help make this easier.

Re: Loyalty Program: View/Export Customer Reward Balances

CorryMatthews — Thu, 02 Nov 2017 21:37:48 GMT

I am trying to consolidate my two accounts and I would really like to have my customers at one location, still keep all their stars when we merge.

Re: Loyalty Program: View/Export Customer Reward Balances

nossapdx — Fri, 23 Aug 2019 18:09:07 GMT

We also have a need for this functionality. We have an ongoing need to see a list of customers who have redeemed a specific reward over a particular period of time. Hope to see it added soon!

Re: Loyalty Program: View/Export Customer Reward Balances

TBHospitalityNY — Sun, 25 Aug 2019 17:27:00 GMT

We would also love to see this implemented.

Re: Loyalty Program: View/Export Customer Reward Balances

cupzcoffeeaz — Mon, 11 Nov 2019 22:19:24 GMT

I have another loyalty program and I was thinking of moving to square, but I found that it isn't possible to import my current customers and points. I have mostly phone numbers and points, and square rep told me they wouldn't import my customer data.

Then finding that square loyalty won't allow me to export my customer data makes it a deal breaker.

I would like to create my own analytics, maybe even use third party marketing tools to communicate to my customers, or worst case scenario be able to migrate my customers to another loyalty program if square doesn't satisfy my needs

Re: Loyalty Program: View/Export Customer Reward Balances

nika — Wed, 13 Nov 2019 22:28:24 GMT

Hey there @cupzcoffeeaz. I'm not sure if you spoke to a Loyalty specialist last time you reached out to us here at Square, but it sounds like there might have been some confusion from our end. You can migrate your Loyalty account from a third party into our Square Loyalty system. If you call into our support line and ask to speak with the Loyalty team, they can get this done for you!

You are correct in that you're not able to export your Loyalty information, but that is something our team can also do for you.

Lastly, we do have our Square Marketing that would allow you to send emails to your customers and target certain groups! Marketing and Loyalty go together like peanut butter and jelly. And if you'd like to hear more about Marketing from another seller's point of view, take a look at our friend Pesso's review!

Re: Loyalty Program: View/Export Customer Reward Balances

cupzcoffeeaz — Wed, 13 Nov 2019 23:17:16 GMT

Hi Nika_,

I heard you are all testing SMS campaigns. This was a request I had put a while ago. I heard that square marketing is required for it. Any ideas if the marketing plan cost is going to change for SMS?

Let me know if there is any way I can setup a call with one of the Product Managers to discuss this?

Thanks

Re: Loyalty Program: View/Export Customer Reward Balances

nika — Thu, 14 Nov 2019 17:16:22 GMT

@cupzcoffeeaz SMS Marketing was in Beta for a bit of time, but the team realized it needed to go back to production to work out a few kinks.

To be honest, I'm not sure what the cost was looking to be for the SMS marketing. That would be a good question for the Beta Community board (if you're not yet a member of the Beta Community, I'd recommend joining so that you can stay on top of potential launches and ask questions like the one you posted above.)

Re: Loyalty Program: View/Export Customer Reward Balances

nossapdx — Thu, 14 Nov 2019 18:05:27 GMT

@nika FYI, I called and spoke to a loyalty specialist and was told that reports on this information (rewards redeemed by customer) was not possible.

Re: Loyalty Program: View/Export Customer Reward Balances

nika — Thu, 14 Nov 2019 21:08:24 GMT

@nossapdx Thanks for letting me know. I'm checking in with them now to make sure we're all on the same page!

Is there a way for a customer to check their reward point balance?

ThinkCoffee — Sat, 09 May 2020 23:53:30 GMT

Is there a way for a customer to check their reward point balance?

Re: Is there a way for a customer to check their reward point balance?

TBHospitalityNY — Sun, 10 May 2020 05:33:05 GMT

The easiest way I’ve found for our customers to check their loyalty status was to add the url Square provides in the Dashboard to our website.

The loyalty status url is located under Loyalty > Promotions > Loyalty Status Page.

Hope that helps!

Re: Is there a way for a customer to check their reward point balance?

Joe — Mon, 11 May 2020 13:58:55 GMT

Hi there, @ThinkCoffee! Thanks for reaching out to us here on the Seller Community! We are happy to hear from you again.

I've merged your post into an existing thread of Sellers who were also looking for information on checking Loyalty balances for customers. Take a look at this Best Answer from Tom! He will walk you through the best workaround.

Let me know if you have any questions! We are here to help.

Re: Loyalty Program: View/Export Customer Reward Balances

sewintune — Fri, 16 Jul 2021 12:51:21 GMT

I need this ASAP. I am participating in a program that by contract does not allow me to do discounts (award or redeem points are included) for 1 month (August 2021). I need a report of customer points to communicate their status to them and to be able to add their points back in after the 1 month. With 2000+ customers this is not something we can do manually.

Re: Loyalty Program: View/Export Customer Reward Balances

sewintune — Sun, 25 Jul 2021 23:33:08 GMT

I will have to turn loyalty off for the month of August because an event I am in does not allow points to be awarded for the duration of the of the event for any of the participating shops. This likely means I will lose all customer points status. Looks like the only way to handle this would be to look up individually and manually record and then re-create their point after the event? That's ridiculous!

Re: Loyalty Program: View/Export Customer Reward Balances

Arie — Mon, 26 Jul 2021 06:48:08 GMT

Hey @sewintune,

Thanks for getting in touch!

While this feature isn't available yet, I'd like to share some workarounds you can consider.

You could pause your Square Loyalty subscription, which would mean that your customers will can still redeem their points, but would no longer be able to accrue them.

Another option would be to create a second location for the event you're attending, and disabling that location for Loyalty in the Loyalty Settings on your Dashboard.

Let us know if these workarounds could be workable for you!