Program Status

Perkville provides businesses with various statuses to track the connection between the business and its customers on the platform. These statuses help businesses understand where each customer stands in terms of their engagement with the business's loyalty program. Below is an explanation of each connection status.

Imported, Pending, and Active Statuses

Status	Added to program?	Invited?	Joined?
Imported
Pending
Active

Inactive Status

Definition: The customer has been disconnected from the business on Perkville. This may happen if the customer opts out of the reward program or if the business manually disconnects the customer.

Implications: An inactive status means the customer will no longer receive any communications from the business through Perkville. The business may need to investigate the reasons for the disconnection and consider re-engagement strategies if appropriate. Businesses can change this status to "Pending".

Steps to change program status

Business staff members can update a customer’s loyalty program status from the customer profile page. This functionality allows you to manage a customer's engagement with your loyalty program directly from their profile.

1. Navigate to the Customer’s Profile:

   • From your Perkville Dashboard, search for the customer by their name or email address.

   • Click on the customer’s name to open their profile.

2. Locate the Loyalty Program Status section:

   • On the right-hand side of the customer profile page, you will see the Loyalty Program Status section.

   • This section displays the current status of the customer within the loyalty program (e.g., Active, Pending, or Inactive).

3. Edit the status:

   • Click on the pencil icon next to the Loyalty Program Status.

   • This will allow you to update the customer’s status. You can select a new status from the available options (e.g., Active, Inactive, Pending).

   • Once the status is updated, it will be reflected immediately in the system.

4. Save the Changes:

   • After selecting the new status, ensure you save the changes to update the customer’s profile.