List, search, add, edit, activate, deactivate, delete, or adjust balance for a member.
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.
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.
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 However, there are instances where customer information may become outdated, and the customer might forget to update it.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.
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.
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.
All members are active by default. You would only need to reactivate a member, if their account was previously deactivated.
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.
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.
Bulk actions are a productivity shortcut that allows you to edit multiple customer accounts simultaneously. Supported bulk actions include deactivating members, reactivating members, and deleting members.
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:
Here is a sample CSV file that you can download for reference.
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.
List, search, add, edit, activate, deactivate, delete, or adjust balance for a member.
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.
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.
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.
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.
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.
All members are active by default. You would only need to reactivate a member, if their account was previously deactivated.
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.
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.
Bulk actions are a productivity shortcut that allows you to edit multiple customer accounts simultaneously. Supported bulk actions include deactivating members, reactivating members, and deleting members.
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:
Here is a sample CSV file that you can download for reference.
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.