Managing members

RewardsWP automatically creates a member record for every customer who joins your rewards program. The Members page in your WordPress admin is where you’ll find every member, review their activity, adjust their points, and manage their status. After reading this guide, you’ll be able to search and filter members, view detailed profiles, manually adjust points, update referral links, and control member access to your program.

The members list

To view your members, navigate to RewardsWP » Members in your WordPress admin. You’ll see a table with a row for every member in your program.

Each row displays the following columns:

• Member – The member’s name and avatar. Hover over a name to see a quick-stats card with their last active date, referral revenue, available points, and conversion rate.
• Points Available – The member’s current redeemable points balance.
• Referral Revenue – Total revenue generated from customers this member referred.
• Referrals – The number of completed referrals and conversion rate, plus any pending referrals.
• Points Balance – The member’s total points balance.
• Joined – When the member joined the program.
• Status – Whether the member is Active, a Guest, or Excluded.
• Actions – A View link to open the member’s detail page, plus a kebab menu with additional actions.

You can sort the list by clicking on the Member, Referrals, Points Balance, Joined, or Status column headers.

Searching and filtering members

Use the Search Members box at the top of the list to find a specific member by name or email address. The search checks the member’s first name, last name, and email.

To filter by status, click the status tabs above the table: All, Members, Guests, or Excluded. Each tab shows a count so you can quickly see how many members are in each category.

Viewing a member’s detail page

Click on a member’s name or the View link in the Actions column to open their detail page. This is where you’ll find everything about a single member in one place.

Quick stats

At the top of the detail page, a row of summary cards shows the member’s key metrics at a glance:

• Points Available – How many points are ready to redeem, with a note if there are pending points from incomplete orders.
• Lifetime Spend – Total amount the member has spent, with an order count.
• Completed Referrals – How many successful referrals the member has made, with a count of pending referrals.
• Referral Revenue – Total revenue from referred customers, with conversion rate.

Member information

Below the quick stats, the Member Information card shows:

• First Seen – When the member first appeared in the program.
• Last Seen – When the member was last active.
• Last Order – The most recent order placed by this member.
• Referred By – Who referred this member (if anyone).

Click the Edit button on the Member Information card to update the member’s name and email.

Activity tabs

The Activity section uses tabs to organize the member’s history:

• Points – Every point transaction (earned, spent, adjusted, refunded, or expired) with status badges, amounts, and dates.
• Referrals – Each referral with the friend’s name, status (completed, pending, blocked), and linked order details.
• Rewards – All rewards issued to the member, showing the reward type, status (issued, redeemed, expired), and associated order.

Each tab loads 10 entries at a time. You can load more entries as needed.

Sidebar cards

On the right side of the detail page, you’ll see sidebar cards for Points and Referrals (depending on which programs are enabled). These show a summary with the balance or revenue at a glance, recent activity, and quick-action buttons for adjusting points or changing the referral link.

Editing a member’s name and email

To edit a member’s details, open the member’s detail page by clicking their name or the View link. From there you have two options:

1. Click the Edit button on the Member Information card.
2. Open the Actions dropdown in the header and select Edit member.

The Edit Member modal lets you update two fields:

• Name – The member’s full name.
• Email – The member’s email address.

Make your changes and click Save Changes. You’ll see a confirmation message when the update succeeds.

Adjusting points manually

You can add or deduct points from any member’s balance. This is useful when you need to issue a goodwill credit, correct an error, or apply a custom bonus.

To adjust points:

1. Open the member’s detail page.
2. Click Adjust on the Points sidebar card, or open the Actions dropdown and select Adjust points.
3. In the modal, choose Add Points or Deduct Points using the toggle.
4. Enter the points amount.
5. Add an internal note. Notes are optional when adding points but required when deducting.
6. Click the action button to confirm.

As you type the amount, a live preview shows what the new balance will be. For large deductions (500+ points), you’ll see a confirmation step before the adjustment goes through.

Manual adjustments appear in the member’s points activity as Manual adjustment (for additions) or Manual deduction (for deductions), along with any internal note you provided. On the customer side, these appear as “Adjusted by store” in the activity log.

You can also adjust points directly from the members list by clicking the kebab menu and selecting Adjust points.

Changing a member’s referral link

Every member gets a unique referral code that forms part of their referral link (e.g., yourstore.com/?ref=zo6mhz1). You can update this code if a member requests a custom link or if you need to reset it.

To change a referral code:

1. Open the member’s detail page.
2. Click Change Link on the Referrals sidebar card, or open the Actions dropdown and select Change referral link.
3. In the Update referral link modal, type a new code or click the refresh icon to generate a random one.
4. Click Update link.

A few things to keep in mind:

• When you change a referral code, any previously shared links using the old code will stop working. A warning appears in the modal to confirm you understand this.
• Referral codes can’t be numeric only (e.g., “12345” is not allowed, but “member123” is fine).
• You can also change referral codes from the members list using the kebab menu.

Adding a new member

RewardsWP automatically enrolls customers when they interact with your rewards program. But if you need to manually add someone, click the Add New Member button at the top of the members list.

In the Add New Member modal, search for a WordPress user by typing at least 3 characters of their name or email. Select the user from the results and click Create Member. Users who are already members won’t appear in the search results.

After the member is created, you’ll be redirected to their detail page where you can adjust their points, set their referral code, or take other actions.

Member statuses

Members can have one of three statuses:

Status	What it means
Active	The member participates normally in all programs. They can earn points, make referrals, and redeem rewards.
Guest	A visitor who interacted with the referral program (e.g., claimed a friend reward) but hasn’t created an account yet.
Excluded	The member is blocked from participating. They can’t earn points, make referrals, or redeem rewards. Their existing points balance is preserved but frozen.

Excluding a member

To exclude a member, open their detail page and click the Exclude from program button in the header. Confirm the action in the dialog that appears.

You can also exclude members in bulk from the members list:

1. Select the members using the checkboxes in the leftmost column.
2. Choose Exclude from program from the Bulk actions dropdown.
3. Click Apply.
4. Review the list of members to be excluded and click Confirm Exclusion.

Including an excluded member

To restore an excluded member, open their detail page and click the Include in program button (the same spot where the exclude button was). The member’s status immediately changes back to Active and they can participate in the program again.

From the members list, use the bulk action Include in program to restore multiple excluded members at once.

Deleting members

Deleting a member permanently removes their record from the program. To delete a member:

• Individual deletion – From the members list, click the kebab menu and select Delete member. Or from the member detail page, open the Actions dropdown and select Delete member. Confirm the deletion in the dialog.
• Bulk deletion – Select multiple members using checkboxes, choose Delete from the bulk actions dropdown, click Apply, then confirm.

The confirmation screen shows exactly which members will be deleted so you can review before proceeding. This action cannot be undone.

Frequently asked questions

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That’s it! The Members area gives you full visibility and control over your rewards program participants.