Managing Your Customers
Tools and guides for managing customer profiles, segmenting your audience, and handling customer data across all card types.
Customer Profiles by Card Type
Detailed guides for managing customer profiles specific to each loyalty card type you offer.
Managing Customer Profiles - Overview and Getting StartedComplete guide to managing customer profiles and loyalty data. Learn how to create, import, and export customers, issue cards, track transactions, delete profiles, and use segmentation for targeted marketing.
Managing Stamp Card Customer ProfilesLearn how to manage stamp card customer profiles. Complete guide to tracking loyalty metrics, adding/subtracting stamps and rewards, correcting transaction errors, sending push notifications, and viewing history.
Managing Multipass Card Customer ProfilesLearn how to manage multipass card customer profiles. Complete guide to adding/subtracting prepaid visits, managing bonus points, adjusting expiration dates, sending notifications, and tracking usage history.
Managing Cashback Card Customer ProfilesLearn how to manage cashback card customer profiles. Complete guide to tracking point balances, monitoring tier progression, adjusting transaction amounts, sending notifications, and managing rewards.
Managing Gift Card Customer ProfilesLearn how to manage gift card customer profiles. Complete guide to adding/subtracting balance, managing expiration dates, tracking redemptions, sending notifications, and handling prepaid certificates.
Managing Reward Card Customer ProfilesLearn how to manage reward card customer profiles. Complete guide to adding transaction amounts, awarding bonus points, processing multi-level reward redemptions, tracking history, and managing balances.
Managing Coupon Card Customer ProfilesLearn how to manage coupon card customer profiles. Complete guide to processing redemptions, tracking coupon status, linking to loyalty programs, sending reminders, and converting one-time users to members.
Managing Membership Card Customer ProfilesLearn how to manage membership card customer profiles. Complete guide to adjusting tiers and expiration, handling Stripe subscriptions, tracking payments, managing free memberships, and sending notifications.
Managing Discount Card Customer ProfilesLearn how to manage discount card customer profiles. Complete guide to tracking tier progression, adding transaction amounts, monitoring spending thresholds, calculating instant discounts, and sending notifications.
Customer Data Management
Import, export, transfer, and segment your customer database for targeted marketing and analysis.
Importing and Exporting Customer DataComplete guide to importing and exporting customer data. Learn how to bulk import customers via CSV, transfer rewards from other systems, export for backup and analysis, and manage large customer…
Transferring Customers with Reward BalancesLearn how to migrate customers from other loyalty systems with balances intact. Step-by-step guide to importing customers, preserving stamps/points/rewards, and ensuring seamless transitions without reward loss.
Customer Filters and Segmentation - Creating Target GroupsLearn how to segment customers using filters and RFM analysis. Complete guide to targeting specific groups, creating marketing campaigns, identifying at-risk customers, and maintaining database quality.
RFM Customer Segmentation - Analyzing Purchase Behavior (Recency, Frequency, Monetary Value)Learn how RFM analysis automatically segments customers by recency, frequency, and value. Complete guide to identifying Champions, at-risk customers, customizing segments by industry, and targeting marketing campaigns.