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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
  • Activating / Deactivating
  • Actions on Inactive Member
  • Anonymizing
  • Removing members

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  1. Main Features
  2. Members
  3. Member List

Removing Members

In this section, you will discover various methods for removing members' data.

Last updated 9 months ago

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You can remove a member's data in different ways, depending on whether you want to temporarily deactivate a member, allowing them to rejoin later, or completely delete all their data from the system. Below you can find all the available options listed.


Activating / Deactivating

This option allows you to activate/deactivate the member. The displayed option depends on whether the member is active or inactive.

To activate/deactivate member:

  1. Go to the Member list or a single Member

  2. Click the context menu or the ACTIONS button

  3. Select Activate/Deactivate account

  4. Click YES

Actions on Inactive Member

  • Adding units (UI: Add/Deduct, API: add/spend)

  • Assigning reward

  • Change the reward status

  • Editing member

  • Campaign will be triggered (Internal event: Member address details updated, Member company details updated, Member profile attribute updated)

  • Transactions and Custom events won't match with an inactive member

  • The campaign won't be triggered (Purchase; Return; Custom event; Redemption codes; Achievement completed; Internal event: Tier was updated, Achievement progressed; Time-based)

  • The tier is not updated when reaching the condition from the tier configuration.


Anonymizing

You have the option to anonymize each member's account. When you select this option, all member information will be anonymized, including their name, surname, phone number, date of birth, address, email address, and company data. This anonymized data will still be included in charts and tables, meaning we're essentially encrypting all the profile details, while transactional information remains intact for analytical purposes.

To anonymize members:

  1. Go to the Member list or a single Member

  2. Click the context menu or the ACTIONS button

  3. Select Anonymize Profile

  4. Click YES

Once a member's account is anonymized, it cannot be restored.


Removing members

In this part, we will explain how to remove a Member. When the Member is deleted, all of the information about the Member disappears. The Member also disappears from the Member's list and isn’t included in the total number of Members.

Once a member's account is removed it cannot be restored.

To remove a Member:

  1. Go to the Member list or a single Member

  2. Click the context menu or the ACTIONS button

  3. Select Remove Profile

  4. Click YES

Activating / Deactivating
Anonymizing
Removing