Last updated: 2025-01-14

Estimated reading time: 7 minutes

Before You Start

✅ This feature is available on the Gold plan($29/month) and above.
✅ If you haven't installed Ako Marketing yet, click here to install it and start your 14-day free trial.

In this article, you'll learn how to

  • Adjust loyalty points—add, subtract, or overwrite existing balances.
  • Update membership tiers, such as upgrading to VIP Silver or Gold.
  • Edit customer profiles, including details like birthdays and gender.

1. Bulk Adjust Loyalty Points

▍When to Use

  • Running promotions that require adding or deducting points for multiple customers.
  • Migrating to Shopify from another platform and importing customer point balances.
  • Switching to Ako Marketing from another loyalty system and transferring points.

▍How to Use

Step1: Go to Ako Marketing > Settings > Customer Import, and select "Edit point balance" under Import data.

Step2: In the Point action field, choose one of the following:

  • Add or subtract: Add or deduct points from the current balance.
    Example: Customers who attended an in-store event can receive an extra 300 points.

  • Set specified value: Overwrite the current balance with a new value.
    Example: Set all customers’ point balances to 300, regardless of their previous totals.

Step3: In the Upload file section, click "Download a CSV template" to download and edit the template. Once updated, click "Upload CSV file" to upload it.

📝CSV Fields Explanation

  • Customer ID: The unique Shopify ID for each customer.
  • Points: Specify the number of points to add or subtract (use negative numbers, e.g., -100 means deducting 100 points).
  • Points Expiry Date: Expiration date for the points in yyyy-mm-dd format. Leave blank if the points never expire or if deducting points.

Step4 (optional): Add a reason for the adjustment

  • Public note: A note visible to customers in their points activity record.

  • Internal note: A note for internal use only, not visible to customers.

Step5: Click "Next" to validate the file. If there are errors, the system will display a message. Once validated, click "Smart import" to start the process.


Step6: After the import is complete, you can view the records in Import history.
🔔 Note: This process adjusts point balances but does not send notifications. For marketing purposes, consider sending an email using Shopify Email or other email tools.

2. Bulk Update VIP Tiers

▍When to Use

  • Upgrading customers who meet specific criteria.
  • Migrating from another platform and syncing customer tiers.
  • Assigning VIP tiers to existing customers.

▍How to Use

Step1: Go to Ako Marketing > Settings > Customer Import, and select "Manage VIP tiers" under Import data.

Step2 (optional): Check the box for "Customer will be issued the rewards once the tier is achieved" if you want the system to automatically issue upgrade rewards during the tier update.

Step3: In the Upload file section, click "Download a CSV template" to download and edit the template. Once updated, click "Upload CSV file" to upload it.

📝CSV Fields Explanation

  • Customer ID: The unique Shopify ID for each customer.
  • Tier Name: The name of the VIP tier. You can find tier names in Loyalty Program > VIP > VIP Tier.

Step 4(optional): Add a reason for the tier update

  • Public note: A note visible to customers in their tier activity record.

  • Internal note: A note for internal use only.

Step5: Click "Next" to validate the file. If there are errors, the system will display a message. Once validated, click "Smart import" to start the process.

Step6: After the import is complete, Ako Marketing will automatically notify customers of their new tier.

 

3. Edit Customer Profiles

▍When to Use

  • Migrating from another platform and importing customer birthdays and gender.
  • Switching to Ako Marketing and transferring profile information.

▍How to Use

Step1: Go to Ako Marketing > Settings > Customer Import, and select "Edit customer profile" under Import data.

Step2: In the Upload file section, click "Download a CSV template" to download and edit the template. Once updated, click "Upload CSV file" to upload it.

📝CSV Fields Explanation

  • Customer ID: The unique Shopify ID for each customer.
  • Birthday: Customer’s birthdate in yyyy-mm-dd format.
  • Gender: Use man, woman, transgender, or preferNoResponse.

Step3 (optional): Add a reason for the profile update:

  • Public note: A note visible to customers in their profile activity record.
  • Internal note: A note for internal use only.

Step4: Click "Next" to validate the file. If there are errors, the system will display a message. Once validated, click "Smart import" to update the profiles.

Step5: Ako Marketing will send birthday rewards and notifications based on the imported dates.

 

❓Common Questions

Q1: What is a Customer ID?

A Customer ID is a unique identifier automatically generated by Shopify when a customer subscribes to newsletters, checks out as a guest, or creates an account.

Q2: How can I find Customer IDs?

  • Manual Copy: Go to Shopify Admin > Customers, open a customer profile, and copy the number in the URL after customers/

  • Export List: Export your customer list from Shopify Admin > Customers. You can also filter customer groups and export them. Learn more in Shopify's guide.

Q3: Can I import points and tiers at the same time?

Currently, Ako Marketing processes only one type of data per import. Please upload points and tiers separately.

 

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