Members

In this section, we will cover everything related to Loyalty Program Members. We will show you all the operations you can do on each Member and what you can achieve with them.

The Members module is the central place to manage all program participants. It provides a complete view of each member’s details, activity, and engagement within your loyalty program. From here, you can browse, create, and update member records, segment your audience, configure member identifiers, and track referral relationships.

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Key Functionalities

The Members module enables you to:

• 📋 Browse and manage the member list — view details such as transactions, points balance, tiers, and personal information.

• ➕ Create or import members — add single profiles manually or bulk-import them via CSV.

• 🛠️ Perform account actions — transfer or deduct units, edit details, anonymize, or deactivate accounts.

• 🎯 Segment members — build dynamic or static groups based on attributes, activity, or custom conditions.

• 👥 Track referrals — view relationships between referrers and referees, including multi-level referral chains.

• ⚙️ Configure identifiers and activity rules — define how members are uniquely identified and what makes them “active.”

• 🏷️ Manage custom fields — extend member profiles with attributes specific to your program needs.

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Learn more about

Member List

Overview of the member list, creating and managing members, filters, and available actions.

Segments

Building and managing static or dynamic member groups.

Referred Members

Managing referral relationships and viewing referral chains

Custom Fields

Adding and managing custom fields for member profiles

Configuration

Setting up member identifiers and rules for defining active members