Managing Members

Edit member profiles, manage custom attributes, assign tiers, and adjust balances or achievements.

Overview

Use the member profile to maintain member data and loyalty status. You can edit profile details, manage custom attributes, assign a tier, and add unit transfers.

Edit a member profile

Open a member from Members → List of Members. You can also open a profile directly from a member record.

1

Open the profile editor

1. Select the member.

2. Open the context menu.

3. Click Edit profile.

2

Update member details

Edit the required fields, such as name, email, phone number, gender, or birth date.

3

Save changes

Click Save.

Manage custom attributes

Custom attributes store additional member data as key-value pairs. Use them for preferences, external identifiers, or other program-specific details.

1

Add an attribute

Click New custom attribute in the profile editor.

2

Enter the key and value

Provide the attribute Key and Value, then save the profile.

Assign a tier manually

Set a member's tier during account creation or profile editing.

1. Select the member and click Edit profile.

2. Select the required Tier.

3. Click Save.

Manual assignment prevents tier downgrades. Campaigns and other configured rules can still upgrade the member.

When manual assignment ends, normal upgrade and downgrade rules apply.

Add a unit transfer

Use unit transfers for one-off adjustments. For example, compensate a delivery delay or correct a member balance.

Start from the member profile or Members → List of Members.

1

Start a transfer

From a member profile, click Actions → Add units transfer.

2

Set the transfer type

Select Add or Deduct. Complete the transfer fields, then click Save.

From the members list, open the member context menu. Then select Actions → Add units transfer.

For more transfer options, see Units transfers.

Change achievement progress manually

Change a member's current achievement progress or completion status.

1

Open the achievement

1. Go to Members → List of Members.

2. Select the member.

3. Open the Achievement status tab.

2

Manage progress

Open the achievement row context menu and click Manage progress.

3

Save the change

Update the progress or completion status, then click Save.

Manual progress changes trigger associated campaigns.

You cannot set progress above the achievement Goal.

Completion status changes must respect X in total limits. See achievement limits for details.