Customer insights and reporting
The partner portal gives independents a practical customer view: searchable member records, joined campaigns, stamp counts, referral activity and downloadable reports for the business side of loyalty.
Customer insight for owners who need answers during the week.
Customer insight helps partners see who has joined, who is getting close to a reward and what activity needs to be checked at month end.
Customer records are searchable
Owners and staff can find members by name or email when the scan flow needs a manual fallback.
Campaign history has context
Joined campaigns and stamp counts make customer progress visible without spreadsheet work.
Reports support the back office
Date range reports make loyalty and TEDS activity easier to review at month end.
Find the customer story quickly
Search, customer profiles and reports help partners answer everyday loyalty questions without building their own spreadsheet.
What partners can do
Customer insights in action
Search, customer profiles and reports help partners answer everyday loyalty questions without building their own spreadsheet.
The owner question it answers
The feature answers practical questions a partner asks after launch.
Who joined?
Search and customer records reveal the people participating in the campaign.
Who is close to a reward?
Campaign progress helps staff and owners spot the customers worth nudging.
What happened financially?
Tax reports and transaction views make month-end questions easier to answer.
Portal workflow
Find the customer
Search by name or email, or scan the QR to jump straight into their customer context.
Check campaign activity
Review joined campaigns, stamps and redemption state before awarding the next action.
Understand TEDS movement
Use wallet and transaction views to spot pending exchanges and settled token activity.
Export the report
Choose a date range and download the report when month-end admin needs a clearer view.
Why partners care
Partners need to see whether loyalty is creating repeat behaviour, not just hope the programme is working.
Know who is returning
Customer records make repeat activity easier to recognise after launch.
Support staff questions
Campaign progress gives the team context when a customer asks what comes next.
Keep records cleaner
Date-range reports help with the business admin that follows reward and TEDS activity.
Business outcomes
Useful partner help articles
Helpful guides for partners using this feature.
See the customers your loyalty programme is creating.
Use customer records, campaign progress and reports to turn repeat behaviour into business knowledge.