Members Overview

Overview

Marigold Loyalty provides several modules for managing, capturing, and targeting your Member population. From the Members area of the platform, you can manage your consumers, and create groups of Members, such as households, teams, and companies. You can also create Segments which are used to dynamically target Content, such as Offers, Rewards, and Messages, to a specified subset of your Members.

Member Types

The platform supports two member types:

Member. A consumer who has signed up for the loyalty program and has provided personally identifiable information (PII), such as their name, email address, phone numbers, or address, to your loyalty program.
Visitor. A consumer who is logged in your loyalty program via tracking information (e.g. a web browser cookie), but who has not yet signed up for the loyalty program.

The Member APIs provides specialized APIs to authenticate both member types to the platform.

Access

To access the Members area of the platform, select Members from the Main Navigation Menu.

Features

The Members area of the platform includes the following features. Each of these features is accessible from the Sub-Category Menu.

	Feature	Description
	Members	View, edit, and manage Member records.
	CSR	Manage Members through a Customer Support Representative portal.
	People Explorer	Explore your Member data along different dimensions.
	Segments	View, edit, and manage Segments to target your Member population.
	Groups	Create and manage Groups of Members.
	Group Classes	Create and manage Group Classes to organize your Groups.
	Leaderboards	Rank Members or Groups.
	Referrals	View and manage Member referrals.
	Social Connects	View and manage Member social networking account.
	Settings	Configure various types of Member-related Categories.