Members

Overview

From the Members screen, you can search for and manage all your customers – both known Members and unknown visitors.

Member records within Loyalty consist of a Member Profile that stores a Member’s attributes and preferences, Member Transactions with a summary of a Member’s activity history, and a data store of the Member’s responses to various types of Loyalty content, such as Offers, Challenges, and Rewards. In summary, the Members screen provides a single, comprehensive view of every individual in your loyalty program.

Access

To access the Members screen, select Members from the Main Navigation Menu. By default, Members is selected from the Sub-Category menu.

Features

Working with Members

The Members screen provides the following features related to Member records:

 Searching and Sorting

Click here

 

 Create a New Member

Click here

 

 View or Edit a Member

Click here

Exporting Member Data

The Members screen provides the following features related to exporting Member records.

 Create Export Definition

Click here

 

View or Edit an Export Definition

Click here

 

 Manually Execute an Export Definition

Click here

 

 Download an Export Definition

Click here

 

 Delete an Export Definition

Click here

Import Member Data

The Members screen provides the following features related to importing Member records.

 Import Members

Click here

 

 View Member Imports

Click here

Merging Member Data

You can save time, be more efficient, and have more flexibility in your member management by merging member data through automation. There are several ways to do this:

Please also refer to these Member Merge FAQs to assist you with any questions that may arise during the aforementioned merge processes.

 Back to Members Overview

Last Updated: October 2024