Customers

Customer management and configuration

21 articles

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How to Block a Customer

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...

Module > Customers

Updated Jul 27, 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 Jul 9, 2026

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

Updated Jul 9, 2026

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

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 Import Customers with Historical Loyalty Points

What 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...

Module > Customers

Creating a New Customer

Creating a New Customer [video:2] 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 custo...

Module > Customers

Updated Jun 29, 2026

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

Updated Jul 28, 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 Jul 9, 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 Jul 9, 2026

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

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

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