Create a Member Profile

Typically, new Member Profiles are added to your loyalty program by means of integrations with point of sale systems or other platforms. However, Customer Service Representatives can also manually add a new Member Profile through the CSR area of the platform.

Note: The platform also allows you to create Members by importing a file of Member details. Please see Imports for more information on this process.

The Loyalty platform distinguishes between the following two customer types:

Member: A customer who has enrolled in your loyalty program and has provided personally identifiable information (PII), such as their name, email address, phone number, or address.
Visitor: A customer who is logged into your loyalty program via tracking information (e.g., a web browser cookie), but who has not enrolled in your loyalty program.

To add a new Member (or Visitor):

Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.
Click Add. The Add Member pop-up window is displayed.

Enter the Member’s first name and last name.
Enter the Member’s email address. Email addresses must conform to the following syntax: USERNAME@SUBDOMAIN.DOMAIN. In addition, email addresses are restricted to the following character types:
- Username: ($, (), -, _, ., A-Z, a-z, 1-10).
- Subdomain: (., -, 1-10, a-z, A_Z).
- Domain: (., a-z, A-Z).

Enter the Member’s loyalty account password. Passwords must conform to the following rules:
- Password is at least 12 characters in length.
- Password contains at least one uppercase letter.
- Password contains at least one number.
- Password contains at least one special character.

Optionally, check Test Member. Test Members are used to validate asset content and personalization on the Content Editor.
Optionally, check Visitor to identify this customer as being a Visitor (see above for details). If left unchecked, the customer is assumed to be a Member.
Click Save.