> For the complete documentation index, see [llms.txt](https://help.openloyalty.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.openloyalty.io/members-and-activity.md). # Members & Activity - [Members](https://help.openloyalty.io/members-and-activity/members.md): In this section, we will cover everything related to Loyalty Program Members. We will show you all the operations you can do on each Member and what you can achieve with them. - [Member List](https://help.openloyalty.io/members-and-activity/members/member-list.md): 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. - [Creating Members](https://help.openloyalty.io/members-and-activity/members/member-list/adding-members.md): In this section, you will discover how to add individual members as well as multiple members. - [Managing Members](https://help.openloyalty.io/members-and-activity/members/member-list/managing-members.md): Edit member profiles, manage custom attributes, assign tiers, and adjust balances or achievements. - [Single Member View](https://help.openloyalty.io/members-and-activity/members/member-list/single-member-view.md) - [General Info](https://help.openloyalty.io/members-and-activity/members/member-list/single-member-view/general-info.md) - [Wallets](https://help.openloyalty.io/members-and-activity/members/member-list/single-member-view/wallets.md) - [Timeline](https://help.openloyalty.io/members-and-activity/members/member-list/single-member-view/timeline.md) - [Tiers](https://help.openloyalty.io/members-and-activity/members/member-list/single-member-view/tiers.md) - [Transactions](https://help.openloyalty.io/members-and-activity/members/member-list/single-member-view/transactions.md) - [Custom events](https://help.openloyalty.io/members-and-activity/members/member-list/single-member-view/custom-events.md) - [Campaigns](https://help.openloyalty.io/members-and-activity/members/member-list/single-member-view/campaigns.md) - [Challenges](https://help.openloyalty.io/members-and-activity/members/member-list/single-member-view/challenges.md) - [Achievements (legacy)](https://help.openloyalty.io/members-and-activity/members/member-list/single-member-view/achievements-legacy.md) - [Rewards](https://help.openloyalty.io/members-and-activity/members/member-list/single-member-view/rewards.md) - [Referrals](https://help.openloyalty.io/members-and-activity/members/member-list/single-member-view/referrals.md) - [Badges](https://help.openloyalty.io/members-and-activity/members/member-list/single-member-view/badges.md) - [Leaderboards](https://help.openloyalty.io/members-and-activity/members/member-list/single-member-view/leaderboards.md) - [Custom Fields](https://help.openloyalty.io/members-and-activity/members/member-list/single-member-view/custom-fields.md) - [Removing Members](https://help.openloyalty.io/members-and-activity/members/member-list/removing-members.md): In this section, you will discover various methods for removing members' data. - [Segments](https://help.openloyalty.io/members-and-activity/members/segments.md): In this section, you will learn how segmentation works in Open Loyalty. How to configure Member Segments according to your preferences, how to create new Segments, and assign Members to existing ones. - [Creating Segments](https://help.openloyalty.io/members-and-activity/members/segments/creating-segments.md): Learn how to create dynamic or static segments and import a custom member list into a static segment. - [Managing Segments](https://help.openloyalty.io/members-and-activity/members/segments/managing-segments.md): Edit segments, activate or deactivate them, export member lists, and remove unused segments. - [Segment Conditions](https://help.openloyalty.io/members-and-activity/members/segments/segment-conditions.md): In this section, you will find a list of conditions that you can base your segments on. - [Referred Members](https://help.openloyalty.io/members-and-activity/members/referred-members.md): In this section, you will find detailed information about the Referee and Referrer members, which will help you manage the Referral System in Open Loyalty. - [Custom Fields](https://help.openloyalty.io/members-and-activity/members/custom-fields.md): This article explains how custom fields can be created and used in your loyalty program. - [Configuration](https://help.openloyalty.io/members-and-activity/members/configuration.md): In this section, you will learn how to manage the loyalty program configuration. - [Transactions](https://help.openloyalty.io/members-and-activity/transactions.md): In this section, you will learn everything about Transactions. We will show you how to create Transactions, match them with customers, and many more important and helpful features. - [Transaction List](https://help.openloyalty.io/members-and-activity/transactions/transaction-list.md) - [Channels](https://help.openloyalty.io/members-and-activity/transactions/channels.md): In this section, you will learn how to set up sales channels and manage their data. - [Transaction Details](https://help.openloyalty.io/members-and-activity/transactions/transaction-details.md) - [Add or Import Transactions](https://help.openloyalty.io/members-and-activity/transactions/add-or-import-transactions.md): In this article, you will learn how to add or import transactions. - [Matching Transactions with Members](https://help.openloyalty.io/members-and-activity/transactions/matching-transactions.md): In this article, you will learn how transactions are matched - [Custom Events](https://help.openloyalty.io/members-and-activity/custom-events.md): In this section, you will learn about adding and managing custom events in Open Loyalty. - [Custom Event Schemas](https://help.openloyalty.io/members-and-activity/custom-events/custom-event-schemas.md): In this section, you will learn how to manage the custom event schemas. - [Wallets](https://help.openloyalty.io/members-and-activity/wallets.md): Learn how wallets work in Open Loyalty, how to configure wallet types, and how to manage unit transfers. - [Wallet Types and Configuration](https://help.openloyalty.io/members-and-activity/wallets/wallet-types-and-configuration.md): Create wallet types and configure how units behave, expire, and stay available in your program. - [Unit Transfers](https://help.openloyalty.io/members-and-activity/wallets/unit-transfers.md): Review wallet activity, create manual unit adjustments, and manage the lifecycle of unit transfers. - [Unit Transfers List](https://help.openloyalty.io/members-and-activity/wallets/unit-transfers/unit-transfers-list.md): Learn how to browse all unit transfers, use filters, and adjust the view. - [Creating Unit Transfers](https://help.openloyalty.io/members-and-activity/wallets/unit-transfers/creating-unit-transfers.md): Create a unit transfer in the Admin Panel to add or deduct units for a specific member. - [Importing Unit Transfers](https://help.openloyalty.io/members-and-activity/wallets/unit-transfers/importing-unit-transfers.md): In this article, you’ll learn how to import unit transfers into Open Loyalty. - [Managing Unit Transfers](https://help.openloyalty.io/members-and-activity/wallets/unit-transfers/managing-unit-transfers.md): Cancel, expire, block, and review unit transfers from the Admin Panel. --- # Agent Instructions This documentation is published with GitBook. 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