Customers

Customer management and configuration

13 articles

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How to Delete All Customers for a Fresh Start

How to Delete All Customers for a Fresh Start What Is This? Sometimes you need to wipe your customer list and start clean — maybe after testing the platform with mock data, switching loyalty programs,...

Module > Customers

What Customer Demographic Data You Have and How to Use It

What Customer Demographic Data You Have and How to Use It What Is This? Pixalink collects basic demographic data on every customer — gender, date of birth, joined date, and outlet. You can filter, vie...

Module > Customers

Allowing Under-18 Customers — Parental Consent Patterns

Allowing Under-18 Customers — Parental Consent Patterns What Is This? This article is for vendors deciding whether to let customers under 18 join their loyalty program. Pixalink has a built-in age res...

Module > Customers

How to Set Up Auto-Tagging Rules

How to Set Up Auto-Tagging Rules What Is This? Auto-tagging rules automatically add tags to your customers based on their behaviour. Instead of manually tagging hundreds of customers, the system does...

Module > Customers

What Are Customer Sources?

What Are Customer Sources? What Is This? Every customer in your system has a Source -- a label that tells you how they first joined your business. This helps you understand which channels bring in the...

Module > Customers

What Do Customer Statuses Mean?

What Do Customer Statuses Mean? What Is This? Every customer in your loyalty program has a status that shows where they are in your relationship with them. Most statuses are simple labels for organisi...

Module > Customers

How Customer Membership Statuses Work

How Customer Membership Statuses Work What Is This? Every paid membership is either Active or Inactive. This status controls benefit access and what the customer sees in the portal. stateDiagram-v2 [*...

Module > Customers

How to View and Edit a Customer Profile

How to View and Edit a Customer Profile What Is This? Every customer who joins your loyalty program has a profile with their contact details, points balance, tier, tags, and activity history. You can...

Module > Customers

Updated Mar 26, 2026

How to Create and Use Tags

What Is This? Tags are labels you attach to customers to organise and segment them. Think of them like coloured stickers — you tag customers based on their behaviour, preferences, or any criteria that...

Module > Customers

Updated May 13, 2026

How to Import Customers from CSV

What Is This? Importing lets you add customers to your Pixalink loyalty programme in bulk using a CSV file. This is perfect for migrating from another system, onboarding a large group, or updating exi...

Module > Customers

Updated May 13, 2026

How to Export Customer Data

What Is This? Exporting lets you download your customer data as a CSV file. This is useful for reporting, data analysis, backup, or migrating information to other tools. You can choose exactly which c...

Module > Customers

Updated May 13, 2026

Creating a New Customer

Creating a New Customer What Is This? Every loyalty interaction starts with a customer — earning points, redeeming rewards, moving up tiers. The Create Customer form lets you add a new customer to you...

Module > Customers

Updated Mar 26, 2026

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