Customer: Status

The Customer Type section of the Customer Details page displays the current status of this customer. Valid customer types include the following:

Active
This is an active customer who is not enrolled as a loyalty club member. All accounts imported through List Management are automatically created as active customers. Most often, Active customers are present in the system so that your company can send email to them and maintain data about them as customers. Active customers are not loyalty program members, and cannot accrue any points or credits. Active customers can be enrolled or merged into an enrolled customer account.
Inactive
When an enrolled customer is unenrolled, they become inactive. When a customer is in this inactive status, that customer can either be made active or reenrolled. One notable exception is: if the shoppers or customers closed the account by themselves, no CSR user, not even an Administrator, can reactivate the account.
Enrolled
These customers are full loyalty program members. Loyalty members can accept offers and earn points, and can have access to the hosted Reward Account pages. Enrolled members can be merged, have points added to their account, can be unenrolled, and more.
Deactivated
Deactivation changes the customer status to inactive, which effectively puts the customer on “hold”. The customers cannot log into their accounts and cannot accrue any points, although existing points remain on the account, which can be reactivated with no loss of data.

Example: A Client might want to use this option to temporarily disable accounts that are not in good standing (perhaps because a customer did not pay required dues). After the account is back in good standing, the client would reactivate it. Reactivation is the only valid option for a deactivated customer.

Merged
When an active or an enrolled customer account (1) is merged into an enrolled customer account (2), the status of the account (1) is reset to Merged. Merged customers are effectively inactivated customers. Merged customers can only be reenrolled, which changes their status to enrolled. For additional information, see Customer: Merge for more information.

Additional information on the Status section of the Customer Details page includes the following:

Member Since
The date when the customer associated with the account became a member of your loyalty program.
Available Points
The number of points currently available to this customer for use.
Pending Points
If your system is configured to use Point Vesting, this value displays the current balance of points pending. Otherwise, a zero (0) is commonly displayed here.
Email Opt-In
If the customer has opted to receiving email, this value displays as “Yes”. This can be changed by the customers themselves in their Account page (depending on your configuration) or this value can be changed on the Edit Info screen.
Customer ID
The customer’s unique ID within the Reward system.
Loyalty Lab Create Date
This is the date when the customer account was created in the Reward database.