06. Admin Dashboard

The dashboard is the panel you use within Shopify Admin to configure and manage your loyalty program. To access it, go to Apps > Panza in your Shopify store.

Main Sections

Loyalty Plan

  • Ways to Earn: List of actions for earning points (purchase, sign-up, referral, birthday, Instagram, Shopify Flow). You can add, edit, or delete actions.
  • Ways to Redeem: List of available rewards (fixed discount, percentage, shipping, variable, product). You can add, edit, or delete rewards.
  • VIP Tiers: List of tiers with name and required points.
  • General Settings: Program name, points name (singular/plural), and points expiration settings.

Content

Visual customization of your program:

  • Full Panel: Background images for the banner, redemption section, and referrals.
  • Translations: All customer-facing text, organized by category.
  • Emails: Automatic email configuration.
  • Product Page: Block showing how many points the customer will earn by purchasing a product.
  • Cart Page: Block showing total points for the current cart.
  • Thank You Page: Block for the post-purchase page.
  • Dialogs: Promotional popups (modal, banner, slide-in, bottom bar).

Members

Program member management:

  • Search and filter members.
  • View member details including points, tier, history, and rewards.
  • Manually add or remove points.
  • Exclude or include members.
  • Bulk import members from a CSV file.

Analytics

Program metrics:

  • Loyalty revenue.
  • Total members.
  • Points in circulation.
  • Redeemed vs. available points.
  • Date range filter.

Integrations

  • Instagram: Connect to reward comments and mentions.
  • Klaviyo: Sync loyalty events for email marketing.

Member Management

Members are the customers participating in your program. Registration happens automatically when a customer visits the loyalty panel for the first time.

If your program is in "all customers" mode, there may be unregistered members who have points from purchases but haven't visited the panel.

Member Data

Each member has: available points, period points, lifetime points, VIP tier, registration date, birthday (optional), Instagram username (optional), referral code, and exclusion status.

Member Exclusion

An excluded member cannot earn points (except manual adjustments) or redeem rewards. They keep their points and tier but cannot interact with the program.

Managed from Members > (select member).

Bulk Import

You can import members in bulk by uploading a CSV file. You map the fields and can track progress.

Accessed from Members > Import.

Shopify Sync

Loyalty data is automatically synced as metafields on the customer profile in Shopify. This lets you:

  • View loyalty data from the Shopify admin.
  • Use the data in segments and flows.
  • Access the data from the storefront via Liquid.