🔁 Switching to Casa Loyalty from Another App
Thank you for choosing Casa Loyalty as your new rewards platform! 🎉 In this guide, we’ll walk you through how to migrate your customers and their points from your previous loyalty program to Casa Loyalty. 🧭 Overview Switching to Casa Loyalty is simple. Here’s what the process looks like: Export customer and points data from your previous provider Format the file correctly for Casa Loyalty Connect with our team to initiate the import Verify and lFew readers🗂 Managing Customers in Casa Loyalty
The Customers section of your Casa Loyalty dashboard gives you a clear, organized interface to view and manage your members, track their points, and take action when needed—from updating balances to assigning VIP tiers. 1. Access the Customers Page From your Shopify Admin, open Casa Loyalty, and click Customers in the left-hand menu. You’ll see a list of all customers who have interacted with your loyalty program:Few readers
