Customer Actions
Customer Actions are support operations performed directly from a Customer profile. They affect identity, loyalty balance, account status, or fraud controls, so they should be used only by trained users with the right permissions.
Available actions
| Action | Purpose | Key check before use |
|---|---|---|
| Points Grant | Manually award points or wallet balance. | Confirm the correct Manual trigger and business reason. |
| Points Transfer | Move available balance from one Customer to another. | Confirm both Customer IDs and available balance. |
| Subtract Points | Deduct balance manually. | Confirm whether the deduction should affect available balance now. |
| Customer Merge | Move history and loyalty data from one Customer to another. | Confirm source and destination; source data is removed from the active profile. |
| New Card | Move a Customer to a new account/card ID. | New ID must not already exist. |
| Edit Customer | Update profile and consent fields. | Confirm whether changed fields affect campaign eligibility or channel delivery. |
| Flag / Unflag Fraudulent | Mark Customer as fraudulent or restore normal state. | Fraudulent Customers cannot transfer, redeem Rewards, or use cashback. |
| Block User | Set Customer to inactive. | Inactive Customers are excluded from normal loyalty participation. |
Customer Merge
Merge is used when two Customer profiles represent the same person. It moves loyalty and campaign history to the destination account and leaves the source as the historical account.
Before merging:
- Verify both profiles with a stable identifier.
- Confirm which Customer should remain active.
- Review pending Vouchers, balance, Rewards, and recent carts.
- Avoid merging accounts when there is any doubt about identity.
New Card
New Card is used when the Customer receives a new loyalty identifier. It is similar to a migration: the Customer keeps history and balance, but the active ID changes.
Fraudulent and inactive Customers
| Status/control | Impact |
|---|---|
| Fraudulent | Customer can continue accumulating balance but cannot transfer, redeem Rewards, or use cashback. |
| Inactive | Customer is disabled and excluded from normal loyalty activity. |
| Merged | Historical profile after a merge or card migration. |
Configuration
Open Customers → Customers, search for the Customer, and use the Actions tab in the Customer profile. Available actions depend on user role permissions and Company configuration.