Member List

In this section, we will cover everything related to the list of members. We will show you how to manage, add, remove and anonymize Members' data, and you will understand Members data better.

The Member List is the central view for accessing and managing all members in your loyalty program. It provides a quick overview of member data and allows you to create, search, filter, and perform actions on member accounts.

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Key Functionalities

• 📊 Browse member data — view profile details, transactions, units, spending, and more.

• 🔍 Search & filter — find members by identifiers or custom attributes, and save filters for reuse.

• ➕ Add members — create profiles individually or import them in bulk.

• ⚙️ Manage accounts — transfer units, assign tiers, edit details, deactivate or anonymize members.

• 📂 Export results — download member data to CSV for further analysis.

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Learn more about

For detailed instructions, see the following subarticles:

Creating Members

Add single members or import via XML.

Managing Members

Perform quick account actions directly from the list.

Single Member View

Explore the profile page and available member-level options.

Filtering & Searching Members

Apply filters, search options, and save configurations for quick access.

Removing Members

Permanently delete member accounts or anonymize data.