General Info

The General Info tab provides an overview of the member’s profile, including their basic details, registration data, and program participation highlights. It is the starting point for understanding who the member is and how they engage with the loyalty program.

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Key Elements

• Basic details Displays the member’s name, email, phone number, date of birth, gender, referral token, and loyalty card number.

• Registration data Shows the date when the member joined the program.

• Segments Lists the segments this member belongs to (e.g. High Spenders, Inactive 90 days, Birthday in 2 days).

• Custom attributes Displays any attributes specifically assigned to the member.

• Business performance Provides insight into the member’s economic activity:

  • Total spending

  • Number of purchase and return transactions

  • Average transaction and return values

  • Days since last transaction

• Wallets overview A snapshot of balances in different wallets, including active, pending, expired, spent, and total earned units.