Customer management and configuration
How to Block a Customer What Is This? Blocking a customer stops them from logging into your customer portal and removes them from all marketing messages and reward programs. Use this when you need to completely restrict...
Read moreWhat 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 existing customer recor...
Read moreWhat 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 columns to include in...
Read moreHow 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 [*] --> Active: Member...
Read moreHow 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 view any customer's...
Read moreWhat 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 most customers, so...
Read moreCreating 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 your system so you can...
Read moreAllowing 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 restriction that blocks...
Read moreHow to Give a Sign-Up Reward with a Custom Registration Form What Is This? A custom registration form lets new customers join your loyalty program through your own sign-up page. You can attach a special reward that only...
Read moreHow to Assign a Paid Membership to a Customer Manually What Is This? You can give a paid membership to a customer straight from their profile — no app payment needed. Use this when the customer paid you outside the app,...
Read moreWhat Is This? When you move to Pixalink, your regulars shouldn't lose the points they already earned. Bring in your customer list and their past point totals in two steps, so loyal customers see their old balance from da...
Read moreWhat 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 organising your customer lis...
Read moreStart typing to search articles...
Answers come from our articles
Hi! Ask me anything about using Pixalink, for example:
