What changed
You can now create a Treez Loyalty customer without entering a phone number or email.
Treez Loyalty will now look up and match existing customers even when their profile has no phone number or email on file.
This brings Treez Loyalty in line with how Treez Rewards worked, so customers carried over from Rewards behave the way you'd expect.
Before this update
Creating a loyalty customer required a phone number. Without one, enrollment would fail.
A loyalty match was only attempted if the customer's profile already had a phone number or email. Customers with neither, common among those migrated from Treez Rewards, were skipped entirely.
Enrolling a customer without a phone number or email
Go to Treez Customer Management.
Open the customer's profile, or create a new one.
Fill in the customer's details and toggle them on for Integrated Loyalty.
Phone number and email are now optional. Add them if the customer wants to share them, but you can leave them blank.
Save the profile. The customer is enrolled in Treez Loyalty.
⚠️ Important Note ⚠️
Phone number and email are now optional, but we still strongly encourage collecting them whenever a customer is willing to share. If you want to market to your customers with texts, emails, promotions, and loyalty campaigns, you need that contact info on file. A customer without a phone number or email can still earn and redeem loyalty points, but you won't be able to reach them.
How matching works now
When you open a customer's profile in Treez Customer Management, Treez Loyalty attempts to match them to an existing loyalty record, even if the profile has no phone number or email.
This lookup happens only once. If you cancel the prompt to link the customer to their loyalty profile, it won't run again automatically. You'll need to take the customer through loyalty signup, which triggers a new lookup.
If the customer already has a phone number or email on file, matching works exactly as it did before.
Migrated Treez Rewards customers who never provided a phone number or email will now be matched automatically (based on the imported Treez Customer ID) the first time their profile is opened.