The easiest way to automatically add customers to your rewards program is to
integrate Beans with your eCommerce platform, POS, or CMS.
This ensures that customers are automatically enrolled
through any platform you are currently using to manage your orders.However, there are instances where you may want to manually add a customer to the rewards program.
This can be handy on specific occasions.
Members added to the rewards program will receive the welcome email if you have set it up.
From the Beans admin dashboard, navigate to the Members page.
From the top right, click on Add member.
Enter the first name, last name and email of the member that you want to add to the rewards program.
Beans features a powerful automated rules engine that allows you to automatically
reward customers when they perform an action. Occasionally,
you may want to manually credit or debit a customer’s Beans account.
From the Beans admin dashboard, navigate to the Members page.
Find the member whose balance you want to adjust and open their profile.
From the Edit dropdown menu on the top right, click on Adjust balance.
In the Points field, enter a positive amount to give the customer extra points,
or enter a negative amount to subtract points from the customer’s balance.
In the Description field, enter a reason for the manual transaction.
This description will be visible to the customer.
Customers who join the rewards program can manage their own information.
However, there are instances where customer information may become outdated,
and the customer might forget to update it. In such cases, you can manually update the customer’s profile.
From the Beans admin dashboard, navigate to the Members page.
Find the member whose information you want to update and open their profile.
From the Edit dropdown menu on the top right, click on Update profile.
Beans allows customers to receive points to the same account,
regardless of which email they use at checkout.
This is ideal for customers with multiple email addresses.
From the Beans admin dashboard, navigate to the Members page.
Find the member whose information you want to update and open their profile.
From the Edit dropdown menu on the top right, click on Email addresses.
Deactivating a member is a reversible way to prevent a customer from benefiting from the rewards program.
It effectively blacklists the member, stopping them from receiving emails, earning points, spending points,
referring friends, and accessing their earned rewards. No data will be deleted, and you can reactivate
the account later if needed. Even when a member is deactivated, their transaction history remains accessible.
When a customer chooses to opt out of the rewards program or reports rewards program notifications as spam,
their account is automatically deactivated.
From the Beans admin dashboard, navigate to the Members page.
Find the member that you want to deactivate and open their profile.
From the Edit dropdown menu on the top right, click on Deactivate account.
Deleting a member is a radical solution that effectively erases all the customer data in
the system including their transaction history. This action is irreversible. It is recommended
to use the member deactivation option instead.
From the Beans admin dashboard, navigate to the Members page.
Find the member that you want to deactivate and open their profile.
From the Edit dropdown menu on the top right, click on Delete member.
To view all the members of your rewards program, navigate to the Members page from the Beans admin dashboard.Filter Members: Use the filter option on the top right to filter the
list of members by activation status and points value.Search Members: Use the search bar at the top to find a specific customer
by id, name, email address, or phone number.
For small updates to a few customers’ points balances, manual adjustments are recommended.
Beans offers a simple way to import data in bulk using a comma-separated values (CSV) formatted file.
This is handy if you are migrating from a third-party solution to Beans or
if you want to bulk adjust a large number of customers’ balances.
Using a spreadsheet software such as Microsoft Excel or Google Sheets,
ensure your CSV file includes the following headers in the first row:
email (required): The email address of the user to import .
first_name (optional): The first name or given name of the user to import.
last_name (optional): The last name or family name of the user to import.
points (required): The amount of points that the user should have after the import.
If the user already exists and has fewer points, they will be credited with the difference
so that the total points after the import matches the amount provided in the CSV.
If the user has more points, there will be no change to their balance after the import.
Here is a
sample CSV file
that you can download for reference.
From the Beans admin dashboard, navigate to the Members page.
Click on Actions > Import Members in the top right corner.
Follow the steps and upload the CSV file
Ensure that the fields from your CSV file are correctly mapped to the corresponding Beans fields.
Once all fields are mapped correctly, click on the “Start import” button to begin the import process.
Depending on the amount of data, the import process may take a few hours to complete.
You will receive a confirmation email once the import is finished.
The confirmation email will include a list of any errors encountered during the import.
After the import process is complete, review the imported members in the “Members”
section to ensure all data has been accurately imported.
You can request an export of all existing members in your rewards program in a
comma-separated values (CSV) formatted file. The CSV file will contain at
least the email and points balance of each customer.To request a CSV export, please reach out to the Beans support team.