Can I merge two emails into the same account?

This is often asked when the customer's email address is incorrect or when they have multiple accounts they wish to consolidate.

Adding and removing emails

You can add and remove emails for most customers by visiting their customer profile. However, you can't do this for some customers if they are a staff member at a business.

Using the transfer feature

Businesses can transfer data between accounts using our transfer feature. Here’s how to initiate a transfer:

• Navigate to customer profile: Start by visiting the customer's profile from which you wish to transfer data.

• Initiate transfer: Click on the "Transfer data" button within the customer's profile.

• Enter destination email: Enter the email address of the account to which you wish to transfer data. You will be directed to the transfer page to proceed.

Transfer details

On the transfer page, you'll find basic account details for both the sending and receiving accounts, including name, email, membership details (if any), point balance, and reward program status.

• Reward program status: Choose to set the reward program status to inactive for the sending account if it's no longer valid. Inactive accounts are excluded from reporting.

• Membership details: Transfer membership IDs associated with the customer in your system (e.g., point of sale, membership, scheduling).

• Points transfer: Specify the number of points to transfer. The default is the highest allowable level, which is the point balance of the sending account minus any points that should be excluded to avoid duplicating points for the same activity (e.g., points for registering).

• Sent referrals: Choose to transfer any eligible "sent" referrals. Completed referrals are not transferred, but points earned from completed referrals can be included in the point balance transfer.

Customers merging on their own

If the customer has one or more active accounts and wishes to merge them, including merging email addresses, they can do this independently through their Perkville account.

• Navigate to settings: Log into their Perkville account and click on Settings in the top-right corner.

• Access email settings: In the left-hand navigation, click on "Email".

• Initiate merge process: Enter the email address associated with each account they wish to merge and click "ADD" to begin the merge process.

For more detailed instructions on using the transfer feature, you can refer to our Managing Customers documentation.