Customer Management Actions

Goals and Outcomes

With Yotpo Loyalty & Referrals, you can perform multiple actions on an individual customer level, such as adjusting a customer’s points balance, giving them a reward, or changing their tier. The available customer management actions depend on your account setup and plan. To access them, go to the Customers section in your Yotpo Loyalty admin and select a customer.

In this article, you’ll learn about the different customer management actions in Yotpo Loyalty & Referrals.

Adjust Points

Use this action to manually add or deduct points from a customer’s account.

When adjusting points:

1. Select whether to add or deduct points.

2. Enter a positive number of points to adjust.

3. Choose an adjustment reason.

4. Add a description that customers will see as the reason for the change.

Learn more about adjusting points and how that affects the customer’s points balance.

Note

You can choose whether the adjustment reason is visible to the customer. By default, reasons are hidden. Use the Visible toggle in the customer’s Earning History table to change this at any time.

Edit Referral Discount Code

This option appears only if you have a code-based referral program enabled.

Give Reward

This action lets you issue a coupon to a customer and decide whether to deduct points for it.

Examples:

• If a customer is unable to redeem points for a coupon, you can manually issue the reward and deduct points.

• To compensate a customer, you can issue a reward without deducting points.

Limitations:

• You cannot use Give Reward for Variable, Cart Fixed Amount, Free Product, or Price Adjustment rewards.

If you’re using Yotpo’s triggered emails, ESP integrations, or webhooks, issuing a reward will trigger a redemption/created event and send the coupon to the customer via email.

Edit Birthday

Use this to submit or update a customer’s birthday for the birthday reward earning rule. A customer will never receive more than one birthday reward per calendar year, even if you update their date.

Important (Shopify only)

Birthday rewards set within a loyalty tier will always override existing birthday reward earning rules.

Edit/Delete Anniversary

Only visible if you have an active anniversary reward earning rule. Whether submitting it on their behalf or to correct a mistake, you can add, update, or remove a customer’s anniversary date. As with birthdays, a customer can never receive more than one anniversary reward per calendar year, regardless of updates.

Important (Shopify only)

Anniversary rewards set within a loyalty tier will always override existing anniversary reward earning rules.

Add/Remove Actions

Manually trigger or remove actions tied to a Custom Action earning rule. Use the button when your custom campaign doesn’t automatically send actions to Yotpo, or if a specific action failed to trigger.

These actions will appear both in the Custom Action earning rule and in the customer’s Earning History.

Manage Referral Link

Each customer has their own unique referral link. This option lets you disable/activate the link or generate a new one.

Note

A disabled referral link will still redirect customers to the landing URL you configured, but it will not initiate the referral process.

When choosing to manage a customer's referral link, you can:

1. Disable/activate it.

2. Generate a new link.

If you choose to disable the link, a "Disabled" labe will appear in the customer's user profile:

Manual Tier Assignment

Available for

Shopify and Shopify Plus stores with an active Loyalty Tiers program.

Aside from the automatic tier assignment that happens based on customer actions, you can also manually adjust a customer’s tier from their profile in Yotpo. Doing that will add a Manually assigned label next to the Loyalty Tier entry in their profile.

Learn more about manual tier assignment in the new Loyalty Tiers program.

Anonymize Customer (deleting customer info)

Important

This action is permanent and cannot be reversed.

As part of GDPR compliance, use this action to anonymize a customer's name and email address. See our privacy guide to learn more.

If you use this action, it will change the customer’s name to "Anonymous" and create a new anonymous email address. The customer’s activity, history, and events will remain available, but all personal data will be permanently removed from Yotpo’s database.

See more about deleting customers from your Loyalty and Referrals account.

Exclude From Reports

Use this option to exclude a customer from reports and exports, which is ideal for internal team members or test accounts. We recommend excluding test users to ensure your analytics accurately reflect real customer behavior.

Exporting a List of Customers

On the Customers page, click Export in the top right corner to download your customer list as a CSV file.

Learn more about importing/exporting points and customers.

Editing a Customer’s Email Address (Shopify only)

If you want to update a customer’s email address or other details, edit their profile in Shopify. To open a specific customer’s page, from your Shopify admin, go to Customers > Customer profile > Edit contact information. The change syncs automatically to Yotpo and will not affect points, orders, or loyalty history.

Important (Shopify only)

Merging customer profiles in Shopify does not automatically sync to Yotpo. After merging profiles, please contact your Yotpo representative to update the customer record in Yotpo as well.