Inviting customers

The "Invite" button lets businesses send invitations to customers with "Imported" or "Pending" statuses, encouraging them to activate their loyalty accounts. Use this feature to invite customers that haven't joined yet.

How to Use:

  1. Access Customer Profile:

    • Go to the Customers section in your Perkville dashboard and select the customer.

  2. Click Invite:

    • Find and click the "Invite" button on the customer's profile.

Benefits:

  • Boosts Activation: Helps customers activate their loyalty accounts.

  • Enhances Engagement: Encourages participation in the loyalty program.

  • Streamlines Onboarding: Simplifies customer onboarding.

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