View more information about Loyalty from a transaction in Square Dashboard

[#1]

We have added more loyalty details into the transaction view to help you see more details for when loyalty points are earned and not earned. You can use this to help identify if a customer typed in the wrong phone number when signing up for loyalty compared to what is in their profile. You can also use this to better understand why a customer did not earn Loyalty points during a transaction. 

To see this view follow the instructions below:

1. Login to Square Dashboard

2. Select Transactions and click into a specific transaction.

3. Scroll to the bottom and you will see Loyalty transactions at the bottom.

For transactions where points were earned:

 

For transactions where loyalty points were NOT earned by your customer, you will see different reasons for why the customer did not earn points. Here are the different reasons that could show up:

• Purchase Did Not Qualify to Earn $X
• No Active Loyalty Subscription for This Transaction
• Loyalty Was Disabled in POS During This Transaction
• A New Sale Was Started Before Loyalty Check-In
• Buyer Did Not Complete Enrollment
• Buyer Declined Enrollment
• Failed to Connect to Loyalty During This Transaction
• Your POS Was Offline During This Transaction

Hope this helps you identify any discrepancies or questions that your customers have about their transaction! Please reach out if you have any questions or feedback!

[pessosices]

This is so great and so helpful! Thanks for adding it!

I'm noticing that for some cash transaction it is successfully adding the customer to the sale and for some it's not - is this just growing pains?

[Shopcolies]

What does "buyer did not complete enrollment" mean and how do I fix it? How do they complete enrollment? I have a customer that earned stars with her first purchase but now all purchases since then it will not add stars to her account and it says that she did not complete enrollment. 

I know I can just add points to her account but I want to fix this so we don't have to add points every time. 

[JJ_]

I can agree with you that manually entering points is a hassle and not the experience we want you or your customer to have @Shopcolies. I recommend reaching out to our Square Loyalty team. They will be able to pinpoint what’s happening here and help you find a solution.  You can give us a call at 855-700-6000 between 6 am - 6 pm Pacific Time Monday-Friday. If you call outside of these hours, you will be required to enter your Customer Code to validate your account.