Learn how to access and manage customer profiles in Perkstar to better understand your audience and optimize engagement.

Viewing Customer Profiles

1. Access the Customers Screen:

   • Log in to your Perkstar account.

   • Navigate to the left-hand menu and click the Customers icon.

2. Explore Key Metrics:

   • At the top of the Customers screen, you’ll see four tiles displaying:

     • Total Customers

     • Card Transactions

     • Reviews

     • Overall Feedback Rating

3. Browse the Customer Grid:

   • Below the metrics, find a detailed grid listing customer information, including:

     • User Name

     • Created Date

     • Birthdate

     • Phone

     • Feedback Rating

     • UTM Source

     • Device

     • Customer Cards

     • Custom Fields

4. View Individual Profiles:

   • Click on any customer’s name to open their detailed profile.

   • Review their issued cards and activity.

   • Scroll down to find card installation and referral links.

     • Use the Copy button to share referral links with the customer.