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⭐ After you've set up your Astro Loyalty integration, you can connect your customers to the Astro Loyalty Program. This article covers connecting customers with two methods: adding through the New Sale page or using the dashboard's Customers page. Learn how to do each method!

• New Sale
• Customers Page

If you haven't already, you will need to integrate Astro Loyalty to your eTailPet store first. Click here to learn more.

Astro Loyalty Information in New Sale

The New Sale method works best if you're already working with a customer's transaction. A customer must have both an email address and phone number connected to their account to get connected to Astro Loyalty.

Add New Customer

When you add a new customer and include the email address and phone number, they should be automatically connected to Astro Loyalty. Here's how to do it:

1. Click on New Customer to open the Add New Customer window.
   

2. Enter the Customer Information. While only the First Name, Last Name, Email, and Phone number are required for Astro Loyalty, we recommend filling out the other fields and sections for better marketing, customer relationship-building, and record-keeping.
   
3. Click on the Add button in the bottom right of the window.
4. When the customer has been successfully added and automatically connected to Astro, you'll see a confirmation window in the upper right. This will work automatically as long as you have Astro Loyalty integrated with this store. 
   
   
   

Update Existing Customer

If, for some reason, a customer's Astro Loyalty record isn't updated in your eTailPet store, you can have it automatically update as long as the integration is live. Here's how:

1. In the Customer Search Field, enter at least 3 characters from the customer's name, email address, or phone number.
   
2. Select the customer record from the drop-list, like in the image above.
3. After the customer has been added, click on the Hamburger Stack icon in the upper right to open more options.
   
4. If the customer doesn't already have their email address and phone number in their record, they will not be connected to Astro Loyalty. Click on Edit Profile to add them, as highlighted in the image above.
   • Add the customer's Email address and Phone number.
   • Click on Save in the lower right.
     
5. Click on Update Customer Info On Astro to sync the Astro Loyalty information with the eTailPet system's record. 
6. Next to the customer's Astro ID, you can toggle the Astro Loyalty connection on or off.

Customers Page

You can update Astro Loyalty for a customer in the Customers Page. There are multiple ways to do that: with the Astro ID, email address / phone number, or Easy Connect. Before any of that, though, you first need to open the customer's details and Astro Loyalty Integration information. 

Access Customer Astro Loyalty Information

1. Go to Customers from the main menu.
2. From the Customers list, click on the Customer Name you need.
3. In the customer's details, click on the Astro Loyalty Integration tab. In this tab, you can see the Astro Customer ID field, Search and Connect with Email or Phone button, and the Easy Connect button.
   

Connect with Astro ID

If the customer already has an Astro ID in the Loyalty system, you can copy and paste that to connect the customer. Do the following:

1. Enter the customer's ID from the Astro Loyalty program in the field next to Astro Customer ID.
2. Click on Connect.

Connect with Email Address or Phone Number

You can also use the customer's email address or phone number to find their record in the Astro Loyalty Program, then connect it. 

🐱 Please Note: If you edit a customer's email address or phone number here, you will also need to update them in their customer details by doing the following: Go to Customers > Click on a customer's name > Go to Customer Info tab > Fill out Email and Phone. Click here to learn more about updating customer details.

1. Click on the Search and Connect with Email or Phone button.
   
2. Enter the customer's Email address if needed.
   
3. Enter the customer's Phone number if needed.
4. Click on the Search button. This will show any matching records below.
5. Click on Connect for the customer from the Astro Loyalty program you want to connect to the eTailPet record.
   
   
   

Easy Connect

If you can't find the customer using either of the above methods, you can try Easy Connect. This will make the system search for a matching customer and connect their Astro Loyalty information. 

1. Click on the Easy Connect button. The connection will happen automatically.
   

2. If the customer is successfully connected, you'll see a confirmation at the top of the page.

Related Topics

Astro Loyalty Overview

Astro Loyalty for Your Online Store

Astro Loyalty Integration

Astro Loyalty Points Events

Astro Loyalty Programs

Astro Loyalty Redemption

Astro Frequent Buyer Cards

Frequently Asked Questions

Q: What do I do if I encounter issues with the Astro integration passing information to the eTailPet system?

A: If something goes wrong with the customer information from Astro Loyalty, we recommend contacting support@astroloyalty.com since Astro-specific information is passed electronically via API to eTailPet. 

Q: I have a question, but I can't find my answer here. How do I get more assistance?

A: You can ask any question at the number listed here. Contact our support team at (323) 370-0738 for the U.S. and (888) 370-2363 for Canada.