How to Send a Welcome Back Voucher to Imported Regulars

What Is This?

If you've moved to Pixalink from another loyalty system, you probably have a list of regulars who've been supporting you for years. This guide shows you how to tag that imported list, build a one-time voucher just for them, and send it out over WhatsApp — so your loyal customers feel recognised from day one.

Real-Life Example

Aishah runs a small cafe in Bangsar. She's been tracking her regulars in a spreadsheet for three years. When she switched to Pixalink, she uploaded her 480-customer list as a CSV and tagged every row with welcome-back-2026. She then built a free RM15 meal voucher, set it to single redemption, and limited visibility to the welcome-back-2026 tag. A WhatsApp blast went out to those 480 regulars that same evening. Within 48 hours, 312 customers had claimed the voucher — and because the voucher was one-time only, nobody could abuse it. Her new signups never saw the offer at all.

How to Set It Up

Before you start, make sure your Rewards and Campaigns modules are enabled on your organisation.

1. Go to Admin Panel → CRM → Customers, open the more actions menu (the three-dot button in the top-right), and click Import Customers.

   

2. Upload your CSV file. In the column mapping screen, map your CSV's Tags column to Pixalink's Tags field. Pixalink accepts multiple tags per customer separated by commas (for example welcome-back-2026, imported-2024, regular). Every tag you list will be attached to that customer when the row is imported. Click Import.

   

3. Go to Admin Panel → Loyalty Program → Rewards and click New Reward. Fill in the name and description, then scroll to Reward Visibility Settings. Turn on Display in Customer Portal (Marketplace) first — the Tag Visibility section only appears after this toggle is on. Then pick your tag under Visible to Customers with Tags. Only customers carrying that tag will see the voucher.

   

4. In the Reward Details section, set Points to Redeem to 0 so the voucher is free to claim. Turn on Single Redemption — this is the switch that stops each customer from claiming the voucher more than once. Save the reward.

   

5. Go to Admin Panel → CRM → Broadcasts and click New Broadcast Batch. Pick your Welcome Back campaign.

   

6. Leave Add all customers off, and select your tag under Customers with Tag. The system will only queue messages for customers who carry that tag.

   

7. Complete the wizard steps until you reach Configuration, then pick a send mode. Safe Mode is recommended for large lists — it sends between 9am-5pm with an adjustable interval so your messages look natural. Confirm and your imported regulars will start receiving the WhatsApp message at the scheduled time.

   

What Your Customers Will See

Each tagged regular gets a WhatsApp message with your welcome back note and a link. When they tap through, they land on their customer portal where the voucher is waiting as a free claim. After they redeem it once, the voucher disappears from their marketplace — so nobody can grab a second one.

Good to Know

• Tag names are case-sensitive. welcome-back-2026 and Welcome-Back-2026 are two different tags.
• New signups after the import do not carry the tag, so they will not see the voucher or receive the blast.
• If you forgot the tag during import, open the customer list, filter by the welcome-back-2026 tag you added, select all, and apply another tag as a bulk action.
• The broadcast step respects the same tag filter, so you only pay for messages to the right audience.
• Keep the voucher's Valid Until date short (7–14 days) to create urgency.

Need Help?

Reach out to our support team — we're happy to walk you through your first import.

What's Next?

• Win Back Lost Customer Campaign — automate re-engagement for customers who stop visiting
• Custom Fields for Customer Profiles — capture extra data during import