Customer Management
Manage your customer database, view transaction history, handle customer segments, and understand the customer portal.
Managing Your Customer Database
How to view, search, and manage your loyalty program customers including points, punch cards, wallet status, and customer detail actions.
Mar 3, 2026
Understanding the Customer Portal
Guide to the customer self-service portal including points balance, punch cards, wallet downloads, consent management, and account deletion.
Mar 3, 2026
Customer Signup and Email Verification
Complete guide to customer signup methods, email verification with OTP codes, marketing consent collection, and post-signup wallet pass delivery.
Mar 3, 2026
Customer Consent and Privacy
Complete guide to customer marketing consent management including GDPR/CCPA compliance, consent collection, self-management, and audit trail documentation.
Customer Portal Guide
A complete guide to the customer-facing loyalty portal. Covers verification, points and punch cards, wallet passes, consent management, and more.
Mar 8, 2026
Custom Signup Fields
How to configure custom signup fields (text, number, date, select) to collect additional customer information during loyalty program registration.