Customer: Status

The Customer Status section of the Customer Details page displays the overall status of the customer. Following are the details displayed under it.

Customer Type field displays the current status of the customer and following are its valid values:
  • 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.
  • Merged
    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.
  • Deactivated
    Deactivation changes the customer status to deactivated, 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.
  • Unenrolled
    When an enrolled customer is unenrolled, they become inactive and are not a loyalty program member. Unenrolled customers can be enrolled again. One notable exception is: if the customers closed the account by themselves, no CSR user, not even an Administrator, can reactivate the account.
Available Points
The number of points currently available to this customer for use.
Program Join Date
The date when the customer associated with the account became a member of your loyalty program.
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. Depending upon your configuration, additional information regarding Point Groups, Tiers and so on might be displayed in the Status section.