Overview

Members Overview

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Who exactly are members?

Members are individual end consumers who interact with the business loyalty program by earning and burning points.

The Member module is central to managing customer data and their transaction history within the loyalty program.

🎥 Watch the Video - Members Overview

This section offers a comprehensive view of all the members, their actions, and their life cycle.  

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Pre-requisites

You will need access to the View Members section in order to view the Members module.

Access the Members module

1. Click "Members" in the sidebar to access the Members module.

2. The Members dashboard will display key details such as:

• Member ID (Unique Identifier)
• Tier
• Name
• Phone Number

FAQs

How a member is uniquely identified in the platform?

A member is uniquely Identified through a unique Member ID. The same is used throughout the system for querying, reports, and reconciliations. The ID should be synced and mapped with the actual reference of the member by our clients for the best results.

Can member data be exported?

Yes. The following data can be exported from the member's page:

All member data or based on filters
All transaction data of a specific member or based on filters
All communication data based on filters
Reports would be visible in the reports section.