Markivo.AI

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Customer Management ​

Beyond points and VIP membership levels, Markivo Loyalty & Rewards also offers comprehensive customer management features.

Access these by entering your Shopify admin panel, then navigate to Apps -> Markivo Loyalty & Rewards -> Customers.

View Member Information ​

This section displays key customer data such as name, email, VIP level, point balance, referral status, and total spending. You can filter and manage customers in the following ways:

  1. Filter and Search: Supports fuzzy searches by customer name or email.
  2. Add filter: Click the Add Filter button to select needed filters:
    • Creation time: Options include last week, month, three months, a year, or a custom range.
    • Total Spend/Points: Filter by amount or points with conditions like "Greater than or equal to", "Equal to", or "Less than or equal to".
    • Status: Filter by status as "Member", "Guest", or "Excluded"
    • VIP tier: Filter by configured VIP levels, including an option for customers without a VIP tier.
  3. Adjust customers: Select one or more customers by checking the checkbox to adjust customer information, and to batch freeze or unfreeze customer accounts.

Modify Member Information ​

Access member details by clicking on their entry, where you can freeze or unfreeze accounts and edit phone numbers or points.

  • Basic info: Includes avatar, name, email, address, membership start date, days as a member, phone number, and editable birthday.
  • VIP tier: View the member's current level and progress.
  • Points: View redeemed and expired points, adjust points, or assist in redeeming rewards.
  • Referral: See the status of member referrals, including active, pending, and invalid, along with exclusive referral links.
  • Activity: Displays the customer's activity history related to points, rewards, VIP status, and referrals.

You can also click View in Store in the upper right corner to see the customer's complete order history, activity in the store, credit, set tags, or notes.

Bulk Adjust Member Information ​

In the upper right corner, use the customer adjustment section to bulk modify member points or birthdays by uploading a CSV file.

  • Customer identifier: Identify customers by their Email or Mobile Number.
  • Fields to adjust: Identify customers by their Email or Birthday.
    • Points
      • Add points: Add or deduct points from a customer's balance. Use positive numbers to add points, negative numbers to subtract. For example, if Customer A has 100 points and the file shows 300, their new balance will be 400 points.
      • Reset points: You can also reset the customer's points balance. For example, if Customer A has 100 points before adjustment, and the points column for Customer A in the imported file is 300, after the import adjustment, Customer A's points balance will be 300.
    • Birthday: Adjust the customer's birthday information.
  • Download CSV template: The system provides a CSV template based on selected adjustment fields. Ensure at least one field is selected before downloading.
  • Add file: The system checks the CSV file format and size. If the file meets requirements, you can click Import and Adjust. Note: Only CSV files up to 30MB are supported.

Clicking Import and Adjust initiates the import process. If successful, the popup closes and the customer page refreshes. If the import fails, an error prompt appears detailing the failure reason.

TIP

The system updates all records at once; if some fail, the import stops and all changes are rolled back to ensure data consistency.

FAQ ​

Q1: How do I choose the customer identity field?

A: By default, Email is used for customer identification. You can manually select "Phone Number" if preferred.

Q2: Which fields can I adjust?

A: The system allows adjustments for Points and Birthday. Points are selected by default; you can uncheck this or add other fields.

Q3: Is there a validation when downloading the CSV template?

A: Yes, the system checks that at least one field has been selected before allowing the download. If no fields are selected, a prompt will appear: "Please select at least one adjustment field."

Q4: What are the requirements for importing a CSV file?

A: The file must be in CSV format and not exceed 30MB. If the file does not meet these criteria, an error message will display.

Q5: What happens when I click the cancel button?

A: Clicking the Cancel button closes the popup and clears any uploaded files.

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