About Customers

You can create two basic types of customers in CRMS:

• Active customers. Many companies import lists of persons who are automatically defined as active customers, that is, their status is set to Active. Active customers are not members of the loyalty program. They are usually added to the system so that they can be sent emails or their transaction data can be used for customer data analyses. Customers who are members of the loyalty program are considered "enrolled". Usually, much less data is available for active customers than enrolled customers. Active customers can be converted into enrolled customers.
• Enrolled Customers are full loyalty program members, and can be engaged in all aspects of the loyalty program. For example, they can accrue points or credit; if opted-in, they can be sent email and they can be targeted for offers, and so on. You can add and enroll a new customer using the Create a New Enrolled Customer link in the main Support page. You can also convert (enroll) an existing active customer into an enrolled customer by using the Enroll option on the Customer Details page.