Creating Members

The Members module allows you to add new participants to your loyalty program either manually or in bulk. This flexibility helps you onboard both individual customers and large sets of member data quickly and efficiently.

Ways to Add Members

There are two ways to create members in the system:

Add a Single Member

1

Navigate to Members → List of Members.

2

Click Add member and select Add single member.

3

Fill in the Basic Information

You decide how much information you want to share with Open Loyalty. As a minimum, it is required to have one member identifier.

If you decide not to share PII data with Open Loyalty, you might e.g. use loyalty card number to store your external UUID in this field; later on, all the members' activity can be matched using this identifier.

For more information on members' identifiers, please refer to this section of the User Guide:

Configuration

4

(Optional) Add custom attributes to store flexible, tenant-specific data.

5

Complete custom fields if they are defined and required for your tenant.

If custom fields have been marked as required in your tenant configuration, they must be completed to successfully create a member.

6

(Optional) Enter address and company details, if enabled.

7

(Optional) Capture necessary agreements, such as legal, marketing, or data processing consent.

8

Once all required fields are filled, click Add member.

Import Members in Bulk

1

Click Add member → Import members.

2

Upload a file in XML format (maximum file size: 100 MB).

For more information on import files, please refer to this section of the User Guide: Imports Sample Import Files

3

After uploading, confirm with Import.

4

Imports are asynchronous.

You can check the progress and final status under Imports/Exports → Imports.

Tracking Imports

• Go to Imports/Exports → Imports to review the status of uploaded files.

• Each import record displays the file name, import type, start date, number of records, and current status.

• Click into an import to see individual records and verify whether they were successfully processed.

Key Points to Remember

• One of the identifiers (email, phone, or loyalty card number) must be set as unique identifiers to avoid duplicate members.

• Only XML imports are supported at the moment.

• Member activity (e.g., transactions or custom events) will be matched according to configured identifiers.

• Required custom fields must always be completed during member creation.