Customer management
View and manage customer profiles, process transactions, import and export data, and segment your customer base with filters and RFM analysis.
By Dan. A1 author15 articles
Customer profilesView, create, and manage your customer database, transaction history, and loyalty card activity.
Customer profile — Stamp cardManage stamp card transactions, rewards, and customer details directly from the customer profile.
Customer profile — Multipass cardManage visits, bonus points, and customer details for Multipass cards directly from the customer profile.
Customer profile — Cashback cardManage point balances, transaction amounts, and cashback tiers directly from the customer profile.
Customer profile — Gift cardManage gift card balances, expiration dates, and customer details directly from the customer profile.
Customer profile — Reward cardManage transactions, bonus points, and reward redemptions directly from the customer profile.
Customer profile — Coupon cardManage coupon redemptions and view customer details directly from the customer profile.
Customer profile — Membership cardManage membership tiers, expiration dates, limits, and subscription details directly from the customer profile.
Customer profile — Discount cardManage transaction amounts, track discount tiers, and view customer details directly from the customer profile.
How to import and export customer dataImport customers in bulk, export your customer list, and download transaction history from your dashboard.
How to transfer customers and their rewards into PerkstarImport customers from another loyalty system while preserving their existing stamps, points, and balances.
Customer filtersFilter and segment your customer base using detailed parameters and ready-to-use filter groups.
RFM analysisAutomatically segment your customers by their purchase behavior to target the right audience with the right message.
UTM tracking and statisticsUnderstand how UTM tags work and where to find your UTM data in Perkstar.
RFM analysisSegment your customers based on how recently and how often they visit, so you can target the right message to the right group.