Effortlessly manage and track customer engagement with Zoho Thrive

Zoho Thrive's Customers Overview provides you with a comprehensive view of your customers' engagement with your loyalty program. Whether they're customers, customer referrals, or affiliate referrals, this section brings all essential details together in one convenient location. Easily track their participation status, join date, and member type to gain insights into their loyalty journey.

  • Customer overview
  • Customer details
  • Custom actions

Centralize all customer details in one place

With Zoho Thrive's Customers Overview, you can seamlessly track all important customer information, from their email addresses and member types to their loyalty participation status. Stay on top of key customer data, all in one place.

  • View customer type: customer, customer referral, or affiliate referral.
  • Easily track loyalty participation status and other key details.
  • Quickly access a summary of customer engagement for improved management.
 

Dive deeper into customer details

  • Effortlessly manage and track every detail of your customer interactions. Instantly access a dedicated page filled with comprehensive insights into their loyalty journey.
  • From tracking their points activity and purchase history to monitoring referrals, rewards, and even reviews and testimonials, this feature empowers you to understand exactly how each customer is engaging with your program and tailor your strategy accordingly.
 

Take control with customizable actions

Enjoy the flexibility of performing various other actions to enhance your loyalty program, including:

  • Adjusting loyalty points
  • Recording new purchases
  • Adding referrals
  • Helping customers redeem loyalty rewards
  • Managing membership status by allowing opt-outs or blocking members

These versatile tools are designed to help you personalize each customer's loyalty experience, making it easy to adapt to your unique business needs.

 

Talk to us about creating lasting loyalty!

Ready to transform customer engagement? Let our experts help you create strategies that drive retention and boost loyalty.

Frequently Asked Questions

Can I view individual customer activity and loyalty history?  

Yes, Zoho Thrive lets you dive into each customer's journey—including points activity, referrals, reviews, and rewards, to understand their engagement better.

What actions can I take directly from the customer details page?  

From the customer details page, you can adjust loyalty points, add purchases or referrals, help with points redemptions, and manage membership status, all in one place.

Can I add offline purchases or referrals to a customer's profile?  

Yes, Zoho Thrive allows you to manually record offline purchases and referrals, ensuring your loyalty data stays complete and up to date across all customer interactions.

Can customers be automatically enrolled in the loyalty program?  

Yes, customers can be automatically added to the loyalty program. You can enable this in the Program Opt-in Settings, which allows customers who create an account on your store or site to be enrolled automatically without manual opt-in.