by koryb1 » Fri Jan 08, 2016 12:34 pm
Thanks Jim for the reply. The easiest example I can give is a customer who has only placed one order from us (ever), which included 1 qualifying item. Yet when I looked at her rewards balance it was 2. I have since corrected her balance so I don't think we can go back and look at it again. But on other occasions I have seen similar activity.
It would be extremely helpful if we could see more granular data. The rewards balance is obviously calculated somehow, yet the ability for us to see the balance detail doesn't exist. The data is in there, so it seems logical to offer reports that we could view showing us what orders are included in the total.
Related, nowhere can I generate a report showing the rewards balances for all customers. We can look them up individually, so why not allow a report listing all customers' current balances. This would be a huge tool for marketing. I could generate a report identifying which customers need to purchase 1-2 more items to earn the free reward, and then use that data to generate an email campaign to those customers ("Buy just 2 more X to earn a free Y") which is sure to be successful.
As it is now, the rewards balances are a black box. I can see what ShopSite tells me they should be, yet I have no way of knowing how they are calculated so that when they vary from what our records show I can't reconcile the difference.
I understand that when customers don't log in they won't get credit; this often happens and their balance is understandably low. But when the balance is higher than I think it should be this causes concern.
Another big problem is that customers can log into their account using one email address and name, but then place their order using a different email address and name (this happens with PayPal payments for example). Who knows, maybe this is why the balance was 2 instead of 1 in my first example; maybe she bought the second item for a different person and just used all their contact info. There is no way to know.
Further, if a customer that logs in with one address and orders with a different address later returns an item, when I go to manually lower their rewards balance, I can't always find their rewards account. So in these instances customers are buying/returning products but still getting credit in their rewards account as I can't find them to manually lower the balance. Maybe (I haven't tried it to know) deleting their order would also lower the balance, but I don't really want to do that as I prefer not to delete order data and that wouldn't work anyway for customers who only return a portion of the order (and not the whole order so why delete).
So, we really need to see more data. I should be able to look up a customer account and see their order history and also their rewards balance history. I should also be able to find a customer (Customer Registration) through a search by Order Number.
I love ShopSite, but we have tons of customers with rewards balances, and not being confident that they're all 100% accurate, and not being able to see the data behind the balances makes me very nervous. Again the data is in there somewhere, so please offer more tools for us to access it.
Thanks again,
Kory