How to Manage Customer Details in Your Marketing Program?

Effectively managing customer details is crucial for the success of your Loyalty, Referral & Affiliate Program. This guide will help you navigate the process of viewing customer details, manually adjusting rewards, and managing sponsored friends in your PrestaShop store.

Step 1: Access the customer details page

• Log in to your PrestaShop admin panel.
• Open the "Loyalty, referral and affiliate program" module's configuration page
• Navigate to the "Customers > Users" page.
• Click "View" to see the details of a specific customer.

Step 2: Manually adjust reward balances

• On the customer detail page, find the "Modify user balance" area on the right side of the screen.
• Select the action "Deduct" or "Add".
• Enter the amount.
• Choose the marketing program.
• Enter the reason for the adjustment.
• Click "Deduct" or "Add" to complete the action.

Step 3: Change reward status

• Scroll down to the "Reward history" section.
• Here you can view the detailed status of the customer's reward points.
• Admins can easily approve, cancel, or delete reward points from this section.

Step 4: Manually add sponsored friends

• Scroll down to the "Sponsored friends" section, where the sponsor's friends list is displayed.
• Admins can manually add friends for the sponsor by following these steps:
  • Click "Add friend".
  • In the popup, search for the customer by ID, email, or name.
  • Click "add" next to the name/email of the customer.

By following these steps, you can effectively manage customer details, ensuring the smooth operation of your Loyalty, Referral & Affiliate Program.