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Where to find this: Shopify admin → Apps → Yuko Loyalty → Customers

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Introduction

The Customers page is your day-to-day view of the loyalty program. It lists your store’s customers with their loyalty status, points and tier, and opens a detail page for each one with their activity, rewards, orders and the actions you need for support.
Customers is a top-level item in the Yuko sidebar, next to Loyalty, VIP, Referral and Membership. You don’t need to be inside Loyalty to reach it.
You can also see a customer’s loyalty details and adjust their points without leaving Shopify, from the Yuko Loyalty block on the Shopify customer page.

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What problem this solves

When a customer asks “where are my points?” you need to answer quickly. The Customers page gives you the full history, and lets you fix balances or change a tier without touching anything else.

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When to use

  • Answering support questions about missing or incorrect points.
  • Giving a goodwill credit or removing points awarded in error.
  • Placing a customer in a VIP tier manually.
  • Removing a customer (for example a staff or test account) from the program.
  • Moving point balances in from a previous loyalty app.

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Overview

  • Searchable, sortable list with Status, VIP Tier, Birthday, Membership, point totals and Referral Count.
  • Filters for status, points balance, total earned, total redeemed, VIP tier, membership and referral count.
  • Customer detail page with Activities, Active Rewards, Recent Orders, a loyalty summary, VIP tier and referrals.
  • Adjust balance to credit or debit points, with optional expiry on credits.
  • Assign tier to override a customer’s VIP tier.
  • Exclude from program, optionally resetting the customer’s points, discounts and tags.
  • Import customer points from a CSV.
  • A Yuko Loyalty block and an Adjust balance action on the Shopify admin customer page.

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Before you start

Yuko app is installed on your Shopify store — see Install Yuko on Shopify.
The Yuko Theme App Embed is enabled in your active theme — see Theme App Embed.
Your loyalty program is enabled under Loyalty Program Status at Shopify admin → Apps → Yuko Loyalty → Loyalty → Programs.
Your point labels are set in Loyalty Settings.

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The customer list

The list shows these columns: Name (with email), Phone, Status, VIP Tier, Birthday, Membership, Point Balance, Point Earned, Point Redeemed and Referral Count. VIP Tier, Membership and Referral Count appear only when those programs are enabled. Status is one of:

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Search, filter and sort

1

Open the list

In your Shopify admin, go to Apps → Yuko Loyalty → Customers.
2

Search

Type in the search box to search across customers, for example by name or email.
3

Filter

Add any of these filters:
  • Status — All, Member, Guest or Excluded.
  • Points Balance, Total Earned, Total Redeemed — pick an operator (Greater than or equal (≥), Less than or equal (≤) or Equal (=)) and enter a value.
  • VIP Tier and Membership — pick one or more.
  • Referral Count — operator and value.
4

Sort

Sort by Date Joined, Points Balance, Total Earned, Total Redeemed, Email or Referral Count. The list is sorted by highest points balance first by default.
5

Open a customer

Click a row to open the customer’s detail page.

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The customer detail page

The detail page shows the customer’s name and status badge, and three main sections:
  • Activities — every points credit, debit, redemption and tier change, newest first.
  • Active Rewards — reward codes the customer has and hasn’t used yet.
  • Recent Orders — the customer’s latest orders.
The side panel shows:
  • Overview — the Loyalty point balance, with the Adjust balance button.
  • Loyalty summary — Points earned, Points spent, Points expired and Total orders.
  • VIP tier — the current tier (marked Manual if assigned by hand), Tier multiplier, Next tier, Progress to next tier and Highest tier reached, with Assign tier and Clear override.
  • Membership — the customer’s paid membership, if the Membership program is enabled.
  • Referrals — referrals made, completed, who referred them, and their referral link.
From the page header you can also open View on Shopify and Exclude from program.

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Adjust balance

1

Open Adjust balance

On the customer’s detail page, click Adjust balance.
2

Choose the Type

Pick Credit (Add points) or Debit (Remove points).
3

Enter Points and an Update reason

Enter the number of Points (a whole number, at least 1) and an optional Update reason for your team’s records.
4

Set Points Expiry (credits only, optional)

For a credit, set Is expire enabled to Yes, then choose Expire after and an Expire period (Day, Week, Month or Year). Points expiry is available on select plans.
5

Confirm

Click Adjust points. The balance updates straight away and the adjustment appears in Activities.
A debit can’t remove more points than the customer has. Excluded customers can’t have their balance adjusted.

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Assign tier

Click Assign tier, then:
  • Tier — the VIP tier to place the customer in.
  • Expires at (optional) — leave empty for no expiry. This sets both the manual override expiry and the tier retention expiry.
  • Note (optional) — the reason for the manual override.
The tier shows a Manual badge and, if set, Override expires. Click Clear override to return the customer to their earned tier. See VIP Tiers.

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Exclude from program

Click Exclude from program in the page header. In the confirmation:
  • Leave Reset all points, discounts, and tiers unticked to exclude the customer without resetting their points, discounts or tags.
  • Tick it to also reset their points and activities, remove their active discounts and clear their loyalty tags.
Click Exclude. The customer’s status becomes Excluded and they stop earning. To bring them back, click Add to program.

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Import customer points

Use import to bring in balances from another loyalty app or a spreadsheet.
1

Open the import

On the Customers page, click Import customer points.
2

Check the customer sync

Yuko checks that your customers have finished syncing from your store. If not, click Go to Integrations and wait for the sync to complete.
3

Upload your CSV

Drag in or browse to a CSV file of 500 KB or less. The file needs these headers: platform_customer_id, customer_email, phone, points.
4

Check the statistics

Yuko validates the file and shows Import Statistics: Total Rows, Invalid Rows and Skipped Rows.
5

Confirm

Click Continue to Import, tick I confirm and want to proceed with the import, and click Confirm & Import. Customers who already exist are given the points. Customers who don’t exist yet are added.
Migrating from another loyalty app? If you’d rather base starting balances on real Shopify order history, use Backfill Points. It calculates points from past orders using your Place an order rule.

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In Shopify admin

Yuko adds two extensions to the customer page in your Shopify admin (Shopify admin → Customers → a customer):
  • Yuko Loyalty block — shows Points balance, Points earned, Points redeemed, VIP tier (when VIP tiers are enabled), Referrals and Referral link. When collapsed, it summarises the balance and tier. It has two buttons: Adjust points balance and View in Yuko, which opens the customer in the Yuko app.
  • Adjust balance action — opens from the block’s Adjust points balance button or from the customer page’s More actions menu. Choose Credit (Add points) or Debit (Remove points), enter Points and an optional Update reason, and click Adjust points.
Use these when your team works from Shopify’s customer page, for example while handling an order or support request.
If you don’t see the Yuko Loyalty block, check that it’s added and visible in the app blocks on the Shopify customer page.

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How it works

  • Customers sync from your Shopify store into Yuko. Every synced customer is listed, starting as a Guest until they take part in the program.
  • Every adjustment and import is written to the customer’s points ledger and appears in Activities.
  • Adjustments are direct changes to the balance. They don’t trigger Ways to Earn.
  • Excluded customers stay on the list with the Excluded status but don’t earn.
  • Customers with a tag listed under Exclude customers by tag in Loyalty Settings don’t earn either, but they keep their Member or Guest status on this list.

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Decision guidance

  • Always add an Update reason when adjusting points. It helps your team understand the history later.
  • Use import for one-off migrations. For ongoing syncs from another system, use the REST API.
  • Use Backfill Points instead of import when you want balances to reflect actual order history.
  • Exclude rather than debit staff or test accounts, so they stop earning altogether.

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Limitations

  • There’s no customer export from this page.
  • Import files must be CSV, 500 KB or less, with the exact headers listed above.
  • Import adds points; it doesn’t overwrite existing balances.
  • A debit can’t take a balance below zero.

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Examples

  • A support agent credits 200 points to a customer whose delivery was late, with the reason Goodwill credit, delivery delay.
  • A store migrating from another app imports a CSV of 12,000 customers and their old balances.
  • A merchant excludes staff accounts and ticks Reset all points, discounts, and tiers to clear what they’d earned.

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Best practices

Treat Activities as the source of truth. It’s the full record of what happened to a customer’s points.
Prefer manual tier assignment with an expiry for temporary upgrades, such as a VIP trial, so customers return to their earned tier automatically.

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FAQs

They’re in your store’s customer list but haven’t taken part in the loyalty program yet. They become a Member once they take part, for example by earning or redeeming points.
Not from the Customers page. Use the REST API or an integration such as Klaviyo to get loyalty data out of Yuko.
Yes. Use the Adjust points balance button on the Yuko Loyalty block, or the Adjust balance action in More actions.
They’re added as new customers and given the points.
Import takes balances you supply in a CSV. Backfill Points calculates points from past Shopify orders using your Place an order rule, with no CSV needed.

Backfill Points

Award points for orders placed before loyalty was enabled.

One-time Campaigns

Award points to a group of customers in one go.

Ways to Earn

Configure how customers earn points across your store.

Ways to Redeem

Set up the rewards customers can redeem with their points.

Booster Campaigns

Run time-bound multipliers, bonuses and challenges on top of earning.

Loyalty Settings

Point labels, earning and revert statuses, exclusions and order tags.

Customers

View balances and activity, adjust points and assign tiers.

VIP Tiers

Reward your best customers with tier multipliers and benefits.

Book a Free Setup Call

Talk to our team for personalised setup help.Time: 30 minutes

Contact Support

Visit our support hub for help articles, live chat and ticket submission.

Browse the Guides

Documentation across loyalty, referrals, memberships and more.

Install Yuko

Add Yuko to your Shopify store from the Shopify App Store.