View Member Profile

Video Learning

Here's a brief video to get you started.

Overview

At the core of the Loyalty Essentials platform is the Member Profile. The Member Profile contains all the information you know about an individual, including their name, identifiers, and demographics, as well as their transaction history, and any Activity history being recorded within your loyalty program. The Profile also includes records of other platform assets to which an individual is associated, such as Offers received, Rewards redeemed, and Orders placed. All of this information on a single Member is readily accessible to Customer Service Representatives (CSRs) via the Member Profile screen.

To view a Member Profile:

  1. Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.

  2. On the People screen, search for and select the desired Member (see Search for a Member for more information). The Member Profile screen is displayed with the Summary tab selected by default.

  3. When finished viewing the Member Profile, click Back to People to return to the People screen.

Header Section

The header section of the Member Profile screen displays basic information about this Member, including their name, account status, an avatar image, Member ID, and mobile phone number, for example.

The header section also provides access to a wide range of features which can be grouped into the following broad categories:

  • Profile Management: View and edit information about the Member Profile, or manage the Member's loyalty account.

  • Activity Management: Manually create Activities or Responses.

Profile Management Activity Management
Edit Member Attributes Redeem a Reward
Adjust Member Metrics Create a Punch on a Punch Card
Merge Member Profiles Issue an Offer
Reset Member Password Grant an Award
Delete a Member Profile  
Deactivate or Reactivate a Member Profile  

Tabs

Beneath the header section, the Member Profile screen is organized into tabs. Click a tab name below for more information on the features and options available on that tab.

Tab Name Description
Activities The Activities tab provides a timeline of Member actions.
Offers The Offers tab displays information about Offers issued to this Member
Profile The Profile tab displays all Member Attribute values for the selected Member.
Rewards The Rewards tab displays a list of Rewards that have been redeemed by this Member.
Summary The Summary tab provides high-level information about this Member.