Overview
The Customers module is your central hub for managing customer relationships, viewing loyalty card activity, and organizing your customer base. Access comprehensive customer information, transaction history, and segmentation tools all in one place.
What you can do:
View and manage all customer profiles
Track customer transactions and loyalty activity
Create and organize customer segments
Import and export customer data
Issue loyalty cards to customers
Monitor customer feedback and reviews
Access detailed transaction history
Send targeted communications to customer groups
Accessing the Customers Module
Navigation Steps
Step 1: Log in to your Perkstar account
Step 2: Navigate to the left-hand menu
Step 3: Click the Customers icon
This opens the Customers dashboard showing your complete customer database and key metrics.
Customer Dashboard
Customer Base Metrics
At the top of the screen, four tiles display key metrics about your customer base:
Total Customers
Count of all customers in your database
Includes active and inactive customers
Updates in real-time as customers are added
Card Transactions
Total number of transactions processed
Includes stamps, points, redemptions, and visits
Shows overall program activity
Reviews
Number of customer reviews received
Feedback submitted through the loyalty cards
Helps track customer satisfaction engagement
Feedback Rating
Overall average rating from customers
Based on all submitted reviews
Indicates customer satisfaction level
Info: These metrics provide a quick snapshot of your loyalty program's health and customer engagement levels. Monitor them regularly to track growth and identify trends.
Available Actions
Export Customers
Download your complete customer list to a CSV file:
Click the Export tab
The customer list downloads to your device
Use for backup, analysis, or external tools
Import Customers
Add multiple customers at once via CSV file:
Click the Import tab
Download the CSV template
Fill in customer information in the template
Upload the completed file
Customers are added to your database
Filters and Segments
Organize and communicate with customers:
My Filters: Filter customers by available criteria
My Segments: Create custom customer groups for targeted communication
RFM Segments: Automatic grouping by purchase behavior (Recency, Frequency, Monetary value)
Communication: Send messages to filtered or segmented customers
Tip: Use the Import feature when migrating from another loyalty system or adding multiple customers at once. This saves significant time compared to manual entry.
Customer Grid
Understanding the Customer List
The main customer list displays essential information in columns:
User Name
Customer's full name
Click to open complete profile
Searchable field
Date Created
When the profile was created
Helps identify new vs. long-term customers
Useful for segmentation
Birthdate
Customer's date of birth
Used for birthday campaigns
Optional field
Phone
Contact number
Primary identifier for many customers
Used for SMS communications
Feedback Rating
Customer's review rating
Shows if they've left feedback
Indicates satisfaction level
UTM
Source tracking information
Shows where customer came from
Useful for marketing attribution
Device
Platform used (iOS/Android)
Helps understand customer base
Relevant for technical support
Customer Cards
Cards issued to this customer
Shows card status
Quick reference for card management
Custom Fields
Additional business-specific data
Configurable based on your needs
Industry or business-specific information
Note: Click any customer name in the grid to view their complete profile with detailed information and transaction history.
Individual Customer Profile
Profile Information
When you open a customer profile, you'll see:
Customer name and contact details
All cards issued to this customer
Card serial numbers
Custom field data
Complete transaction history
Card installation and referral links
Important: Pay special attention to card serial numbers and custom fields—these are unique identifiers for each customer's cards.
Card Management
Processing Transactions
Make transactions directly from the customer profile. Available actions depend on card type:
Add stamps (stamp cards)
Add points (reward/cashback cards)
Debit visits (multipass cards)
Apply discounts (discount cards)
Process redemptions
Switching Between Cards
If a customer has multiple cards, you can switch between them to process transactions on the appropriate card.
Card Links
Each customer has unique links for:
Card Installation Link
Send to customers who need to install their card
Used for new device setup or card restoration
Contains pre-filled customer information
Click Copy next to the link to copy and send to customer
Referral Link
Allow customers to share and earn referral bonuses
Unique to each customer
Tracks referrals back to the source customer
Click Copy to copy and share with customer
Tip: Use the card installation link when customers get new phones or need to restore their loyalty cards. This link preserves all their history and progress.
Transaction History
Scroll to the bottom of the profile to view complete transaction history:
All card activity
Dates and details of each transaction
Points earned or redeemed
Visits recorded
Stamps added
Rewards redeemed
Download Transaction History
Click the download icon (top-right of transaction section) to export this customer's complete transaction history for a specific card. Useful for:
Customer inquiries
Dispute resolution
Performance analysis
Record keeping
Creating a Customer Profile
Manual Customer Creation
Step 1: Access Customer Creation
Navigate to the Customers screen
Scroll to the bottom of the customer grid
Click Add Customer (+ button)
Step 2: Enter Customer Information
Complete the following fields:
First Name
Enter the customer's first name
Required field
Used in communications
Last Name
Enter the customer's last name
Required field
Appears on loyalty cards
Contact Number
Enter the customer's phone number
Used for SMS communications
Important for customer identification
Email Address
Enter the customer's email address
Used for email communications
Alternative contact method
Date of Birth
Select the customer's birthdate using the date picker
Optional but recommended
Enables birthday campaigns
Step 3: Save the Profile
Click Add Customer to create the profile. The new customer appears in the customer grid.
Info: Manual customer creation is ideal for adding individual customers during in-person interactions or when customers provide their information at checkout.
Bulk Importing Customers
Using the CSV Import Template
Step 1: Download the Template
Navigate to the Customers screen
Click the Import tab
Click Download Import Template
Step 2: Fill in Customer Data
Open the downloaded CSV file and enter:
Customer names
Phone numbers
Email addresses
Birthdates
Any custom fields required
Step 3: Import the File
Return to the Import tab
Click Import
Select your completed CSV file
Upload to add all customers at once
Benefits of Bulk Import:
Save time when adding many customers
Migrate from other systems
Import from external databases
Maintain consistent data formatting
Tip: Always keep a backup of your CSV file before importing. If there are errors, you can correct them and re-import without losing data.
Deleting Customer Profiles
Important Restrictions
Customers with installed cards cannot be deleted directly. You must first delete the card from their profile.
Warning: Deleting a customer profile is permanent and cannot be undone. Always export your customer database before performing deletions as a safety backup.
Deleting Customers Without Installed Cards
If the card status shows "Uninstalled" or "Deleted":
Step 1: Navigate to the Customers screen
Step 2: Select the customer from the list
Step 3: Click the Actions tab at the top
Step 4: Select Delete Customer
Step 5: Confirm deletion
The customer profile is permanently removed from your database.
Deleting Customers With Installed Cards
This requires a two-step process:
Step 1: Delete the Card from the Profile
Click the customer's name to open their profile
Locate the card status
Click the pencil icon next to the card status
Click Delete in the pop-up
Confirm deletion
Warning: This action does not remove the card from the customer's phone. The customer must manually delete it themselves. However, the card will no longer function even if left on their device.
Step 2: Delete the Customer Profile
Return to the customer list
Select the customer (card status now shows "Deleted")
Click the Actions tab
Select Delete Customer
Confirm deletion
Warning Messages
If you attempt to delete a customer with an installed card, you'll see a warning message. This is normal system behavior to protect active customer data. Follow the two-step process above to complete the deletion.
Issuing Cards to Customers
From the Actions Menu
You can issue loyalty cards to existing customers in bulk:
Step 1: Select one or more customers from the list
Step 2: Click the Actions tab
Step 3: Select Issue Cards
Step 4: Choose the card template
Step 5: Configure card settings
Points balance (if applicable)
Expiration date (if applicable)
Welcome stamps (if applicable)
Any card-specific settings
Step 6: Choose delivery method
SMS delivery
Email delivery
Both
Step 7: Send to selected customers
Cards are delivered to customers with installation instructions.
Tip: This feature is perfect for launching a new loyalty program to existing customers or issuing additional card types to your current customer base.
Customer Segmentation
Why Use Segments?
Segments help you organize customers into groups for targeted marketing and communication.
Example Segment Uses:
High-value customers
Inactive customers
New customers
Birthday month customers
Customers from specific UTM sources
Frequent visitors
At-risk customers
Creating Custom Segments
Step 1: Navigate to the My Segments tab
Step 2: Define segment criteria
Visit frequency
Spending patterns
Cards owned
Registration date
Transaction history
Custom field values
Demographic information
Step 3: Save the segment
Step 4: Use for targeted communications
Send campaigns, promotions, or notifications to specific segments.
RFM Segmentation
Perkstar automatically categorizes customers based on:
Recency: How recently they visited
Frequency: How often they visit
Monetary: How much they spend
Automatic RFM Segments:
Champions: High on all metrics - your best customers
Loyal Customers: Regular visitors with good spending
At-Risk Customers: Previously active but declining engagement
Lost Customers: Haven't visited recently
New Customers: Recent signups without extensive history
Potential Loyalists: Recent increase in activity
Using RFM Segments:
Use RFM segments to identify which customers need attention or rewards. For example:
Send re-engagement campaigns to at-risk customers
Reward champions with exclusive offers
Encourage potential loyalists with incentives
Win back lost customers with special promotions
Info: RFM segmentation is automatically updated based on customer behavior, making it a powerful tool for maintaining customer relationships without manual effort.
Best Practices
For Data Management
Keep profiles updated: Regularly update customer information to ensure accurate communication and marketing.
Use custom fields: Add custom fields relevant to your business (preferences, notes, membership levels, allergies, etc.).
Export regularly: Back up your customer database by exporting periodically. This protects against accidental deletions.
Clean your database: Remove duplicate or inactive profiles to maintain data quality and accurate metrics.
Verify before deletion: Always double-check before deleting customer profiles, as the action is permanent.
For Customer Insights
Monitor transaction history: Review customer activity to identify trends and opportunities.
Segment strategically: Create segments that align with your marketing and retention strategies.
Track feedback ratings: Pay attention to customers who leave negative reviews and address their concerns.
Analyze UTM sources: Understand which marketing channels bring the most valuable customers.
Use RFM segments: Regularly review automatic RFM segments to identify customer behavior patterns.
For Customer Service
Access profiles quickly: Use the search function to quickly find customers during service interactions.
Process transactions directly: Use the customer profile to add stamps or points without needing the Scanner App.
Share installation links: Keep card installation links handy for customers who need card restoration.
Review history before issues: Check transaction history before addressing customer disputes or questions.
Maintain custom field notes: Use custom fields to record important customer preferences or special circumstances.
For Communication
Segment before sending: Always target communications to relevant customer segments rather than mass messaging.
Use delivery preferences: Respect customer preferences for SMS vs. email communication.
Test with small groups: Test campaigns on small segments before sending to large groups.
Track campaign results: Monitor how different segments respond to communications.
Personalize messages: Use customer data to personalize communications and increase engagement.
Frequently Asked Questions
Can I edit customer information after creation?
Yes, click on any customer profile to edit their information. You can update names, contact details, birthdates, and custom fields at any time.
What happens to customer data when I delete a profile?
The profile and associated data are permanently removed. Transaction history may be retained for reporting purposes depending on your data retention settings.
Can I restore a deleted customer profile?
No, deletion is permanent. Export your customer list regularly as a backup to prevent data loss.
How many customers can I import at once?
This depends on your plan. CSV imports can typically handle thousands of customers in a single file. Check your plan limits for specific details.
Can customers have multiple cards?
Yes, you can issue multiple different card types to the same customer. They'll all appear in their customer profile under Customer Cards.
What if a customer has the same name as another customer?
Use phone numbers or email addresses as unique identifiers to distinguish between customers. The system treats each phone number or email as a unique customer.
Can I see which customers referred others?
Yes, referral information is tracked in the customer profile and transaction history. You can see who referred whom and any referral bonuses earned.
How do I communicate with specific customer segments?
Use the Communication tab after creating or selecting a segment to send targeted messages. You can send SMS or email campaigns to specific groups.
What's the difference between deleting a card and deleting a customer?
Deleting a card removes that specific card from the profile but keeps the customer in your database. Deleting a customer removes their entire profile and all associated data permanently.
Can deleted cards still be used?
No, deleted cards become inactive even if still present on the customer's device. Customers will see an error if they try to use a deleted card.
How do I find customers from a specific marketing campaign?
Use the UTM column to filter customers by source. You can also create segments based on UTM parameters to identify campaign performance.
Can I add custom fields to customer profiles?
Yes, custom fields can be configured in your account settings. These appear as columns in the customer grid and can be edited in individual profiles.
What format should phone numbers be in for import?
Use international format with country code (e.g., +44 for UK). The system accepts various formats, but consistency helps prevent duplicates.
How do I handle duplicate customer profiles?
Identify duplicates by searching for the same phone number or email. Manually merge information by updating the correct profile, then delete the duplicate after ensuring no data loss.
Can I export transaction history for all customers at once?
You can export the customer list with overall metrics. For detailed transaction history, export individual customer profiles or use reporting tools for aggregate transaction data.