Skip to content
EarnKit
See pricingJoin early access
Browse docs

Customer profiles

A customer’s loyalty summary and their Activity, Orders, Referrals and Rewards tabs.

Last reviewed

A customer’s profile brings together their points balance, referrals, rewards and loyalty history in one place.

Before you start

Open a profile from Find a customer: search for the customer and select their row.

The summary

At the top of the profile you’ll see:

  • Points balance and Pending points, with a View points ledger link to a full list of that customer’s points transactions
  • Completed referrals and Issued rewards remaining
  • EarnKit member since and Last loyalty activity
  • An Adjust points button (see Adjust a customer’s points)
  • A View in Shopify link to the customer’s record in Shopify

If this customer has a saved birthday, a birthday card appears here too. See Customer birthdays.

The tabs

The profile has four tabs:

  • Activity: every points change for this customer: purchases, referrals, birthday and social follow points, redemptions, refunds, adjustments and more, each with its status (Confirmed, Pending, Canceled or Reversed), source and the balance after. You can filter by date, type and status.
  • Orders: every order that earned EarnKit points, with the order’s current total, confirmed, pending and reversed points, and net points. Select View earning explanation on an order to see the eligible amount and earn rate used, and View order in Shopify to open it.
  • Referrals: the customer’s own referral link with a Copy referral link button, who referred them (if anyone), and a list of the friends they’ve referred with each referral’s status and points.
  • Rewards: rewards this customer has claimed, with their status, points cost, value and discount code. Select Copy code to copy a usable code. You can filter by status (All, Issued, Used, Other).

Good to know

  • Customer names and email addresses don’t show yet. Where a name isn’t available, the customer is identified by their Shopify customer reference instead.
  • Referral points and purchase points share the same balance and points activity history.
  • If two customer records were merged in Shopify, the profile shows a notice, and while the merge is still being reconciled the points balance may not be available yet.