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Treez Loyalty | How to View Customer Profiles

Learn how to view customer profiles, manage communication preferences across email, push notifications, and SMS, and access customer order history in Treez Loyalty.

Step 1: Click on "All Customers" to view the complete customer database.
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Step 2: Click on the Customer's Name to view the contact's detailed information and profile.
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Step 3: Click the Activities tab to view the customer's order history and recent actions.
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Step 4: Click the Orders tab to view customer purchase history and order details.
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Step 5: View the detailed information about the purchase and items.

Step 6: Scroll to the Communication Preferences to view enabled subscriptions.
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Step 7: Toggle the Email button to enable email communication preferences for this customer.

Step 8: Toggle the Push notification switch to enable Push communications with this customer.
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Step 9: Toggle SMS off to disable SMS communication preferences for this customer.


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