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User Guide
User Guide
  • Welcome to Open Loyalty!
  • What's New
    • 2024
    • 2023
    • 2022
  • What's Next
  • Technical Guide
  • Main Features
    • Global Management
      • Analytics
      • Settings
      • Config Duplication
      • Usage
    • Dashboard
      • General Overview
      • Units Wallet Overview
      • Additional Metrics
      • Members by Tiers
    • Members
      • Member List
        • Configuration
        • Creating Members
        • Managing Members
        • Removing Members
      • Segments
        • Creating Segments
        • Managing Segments
        • Segment Conditions
      • Referred Members
    • Campaigns
      • Creating Campaigns
        • Return Campaign
        • Referral Campaign
        • Time-Based Campaign
        • Redemption Code Campaign
        • Internal event - Achievement progressed
        • Percent value distribution
      • Managing Campaigns
      • Campaign Simulation
      • Follow-up Campaigns
    • Custom Events
      • Custom Event Schemas
    • Transactions
      • Adding Transactions
      • Managing Transactions
      • Channels
    • Tiers
      • Adding Tiers
      • Managing Tiers
      • Tiers Configuration
      • Tier Benefits
    • Wallets
      • Wallet Types and Configuration
      • Unit Transfers
        • Creating Unit Transfers
        • Importing Unit Transfers
        • Managing Unit Transfers
    • Achievements
      • Creating Achievement
      • Managing Achievements
      • Follow up Achievements
    • Rewards
      • Reward List
        • Rewards Configuration
        • Creating Reward
        • Reward Types
        • Units Conversion Coupon
        • Adding Coupons
        • Reward Flow
      • Reward Fulfillment
      • Reward Categories
    • Webhooks
      • How to Configure a Webhook
      • What Triggers a Webhook
      • Expiring Notifications
    • Collections
    • Imports / Exports
      • Imports
        • Sample Import Files
      • Exports
        • UI Data Exports
        • Configuration Exports
        • S3 Bucket Exports
    • Settings
      • Roles
      • Admins
        • System Logs
      • Tenants
      • Translations
    • Expressions
      • Attributes List
      • Operators
      • Custom Functions
      • Expression Examples
      • Sample Use Cases
        • Using Member Custom Attributes
        • Complex Effects (if, else)
        • Excluding Members
        • Elapsed Time Conditions
        • Using Additional Dates for Calculations
        • Register on Birthday
        • Transaction on Birthday
        • Tier Upgrade or Downgrade
  • Sample Setups
    • Good Practices
    • Pay with Points
    • Promo and Discounts in Cart
    • Sample Campaigns
      • #1 Earn 1 point for every $1 spent
      • #2 Earn 2x points when shopping on Monday morning
      • #3 Earn 1 stamp for every transaction
      • #4 Buy product ACME 123 and earn 100 points
      • #5 Refer a friend and get 100 points
      • #6 Refer 5 friends and get a $50 off coupon for the next purchase
      • #7 Register to the program and get 50 bonus points
      • #8 Get 30 bonus points for your first transaction in the loyalty program
      • #9 Cashback campaign
      • #10 Product meets selected criteria
    • Sample Achievements
      • #1 Celebrate summer - Buy 5 times between June and August
      • #2 Place 10 Orders above 50€ - Complete 10 transactions, for more than 50€ each
      • #3 Ambitious player - Log in to the game 3 times per week for 8 consecutive weeks
      • #4 SKU 'ABC' configuration - Spend total of 100$ on products with SKU 'ABC132' in September
      • #5 Workout track -Track a workout of at least 30 minutes for 5 days in a row
      • #6 4 referees made the transactions for 2 consecutive weeks
      • #7 2 referees made a transaction configuration
  • FAQ
    • Configuration Migration
    • Custom Attributes
    • Achievements
    • GDPR
    • Opt-Out
    • Referral Programs
    • Returns and Cancellations
    • Timezones
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On this page
  • Adding new Members
  • Adding a single Member
  • Importing multiple Members

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  1. Main Features
  2. Members
  3. Member List

Creating Members

In this section, you will discover how to add individual members as well as multiple members.

Last updated 8 months ago

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Adding new Members

You can add a Member via API, but there is also another option to create a Member account. In this article, we will show you how to create a Member account or import multiple Members via the Admin Panel as an Administrator.


Adding a single Member

Adding a Member:

  1. Go to List of members under the Members module

  2. Click ADD MEMBER

  3. Select Add single Member

  4. Fill in the required e-mail field and all other optional fields

  5. After completing the action, click ADD MEMBER

To add a member you need a minimum of one tier created in the program.

Adding custom attributes

While adding Member information, you can add tags. Custom attributes are data fields used to store additional details about Members. Every custom attribute stores information in the form of “key” and “value” e.g. if we want to store a Member's shoe size we can add a tag with a “key” named “shoe size” and the “value” which will equal the current shoe size of the Member. They can expand the Member's profile with additional profile details and Member preferences or can keep data sourced from external systems. Every Member can have an unlimited number of custom attributes.

To create a custom attribute:

  1. Click on NEW CUSTOM ATTRIBUTE

2. Fill required field: Key and Value​:


Importing multiple Members

The Member import file must have the required data: name, surname, e-mail, address, telephone number, and loyalty card number.

Here is an example file, which you can download and edit to import your Member, or many Members:

To import Members:

  1. Click ADD MEMBERS

  2. Select Import Members

  3. Upload a file with the Member data

Asynchronous Member import can be done through the API.

You can upload a max. 10 MB file.

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<download file>