Members directory
Find anyone in your loyalty program on the Members page. See balances and membership tiers at a glance, filter and sort the list, export it, or add a member by hand.
Customer profiles, imports, balances, segments, and loyalty groups.
Find anyone in your loyalty program on the Members page. See balances and membership tiers at a glance, filter and sort the list, export it, or add a member by hand.
Everything about one customer in one place: balances, activity, purchases, discounts, memberships, segments, and gift cards. Adjust points, generate a discount, merge duplicate profiles, or suspend an account.
Credit or debit a member's store credit by hand from their profile. Add a description for the transaction, and choose whether the change counts toward tiers and segments.
Turn part of a member's balance into a discount code, or generate the code for one of their membership perks, straight from their profile. Handy for support conversations and in-person redemptions.
Credit a member for an activity from their profile. Pick the activity and one of its reward rules, or set up a one-off reward for this completion, and Toki issues the reward right away.
Add or subtract points for many members at once from the Members page. Filter the list first, then apply the same change to everyone who matches.
Bring existing customers and their point balances into Toki from a CSV file, for example when you move from another loyalty app. Track progress, retry rows, and roll back if you need to.
Bring your customers' saved products into Toki from a CSV file when you move from another wishlist app. Toki matches customers by email, creates profiles for new ones, and never adds the same item twice.
Group customers who meet conditions you set, such as spend, orders, activities, or tags. Tag them in Shopify, cap the group size, and see exactly who is in each segment.
Every condition you can use to decide who belongs in a segment, how to combine conditions with and/or and nested groups, and how time windows work.
Shared wallets for clubs, teams, and academies. Create a group, invite members and administrators, follow balance transfers, and connect the group to a Shopify B2B Company.