Badge Members

Search

The search feature allows you to search for a specified text string anywhere within the following fields: Badge name or Member name.  

1. Optionally, in the search field near the top of the Badge Members screen, enter the desired text string.

2. Optionally, from the "Level" drop-down menu, select a Badge level (or "Any level").  

3. Press Enter, or click the search button (magnifying glass icon).

4. The Badge Members screen is refreshed to show only the Members that meet your search criteria. Please note that if you enter multiple search conditions, the platform displays only the Members that meet ALL criteria.

5. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Members on a variety of different fields. To sort the list of Members, select the desired sort option from this menu.

• Created Date (default option)

• Updated Date

• Member Name

Navigation

Once you've found the desired Badge, you can navigate to the following other screens:

• Click the Member name to navigate to the Member Details screen for that Member.

• Click the Badge name to navigate to the Badge Details screen for that Badge.

Status type Badges can be configured with different levels, allowing Members to gain higher levels based on specific achievements. To manually edit a Member's Badge level:

1. Search for the Member as described above.

2. Next to the desired Member, click edit level. The "Edit Member Badge" drop-down menu is displayed.

3. From the "Level" drop-down menu, select the desired level.

4. Click save.  

To expire a Member's Badge:

1. Search for the Member as described above.

2. Next to the desired Member, click expire. A confirmation dialog box is displayed.

3. Click confirm.  

Export definitions can optionally be saved and reused, when you need to download Badge Members from the Loyalty platform. 

From the "Actions" drop-down menu in the top-right corner of the screen, select "Export Badge Members." The "Create New Export - Badge Members" pop-up window is displayed.

Timing

1. Select when you want to execute the export:

• Asynchronous -- check this option if you want to execute the export manually on an ad hoc basis.

• Execute now -- check this option if you want to execute the export immediately.

• Create schedule -- check this option if you want to define a schedule (either a one-off execution, or a recurring schedule).

2. If you checked "Create schedule" above, the schedule options are displayed.

Define export schedule

To define the export schedule:

1. From the "Recurrence" drop-down menu, select an option:

• Repeat-- Execute the export based on the defined schedule; see below for more details.

• Once-- Execute the export once. In the "Execute once on" field, enter the date and time. Select the time zone from the "Time Zone" drop-down menu.

• On demand-- Execute the export when specified by a user. In the "Execute once on" field, enter the date and time. From the "Time Zone" drop-down menu, select the time zone to use.

Define a repeating schedule

1. From the "Schedule Composer" drop-down menu, select a unit of time -- every minute, hour, day, week, month, or year.

2. Optionally, check "Advanced" to enable the "CRON expression" text field, and enter a custom CRON expression.

3. In the "From" and "To" field, enter the start date and time, and the end date and time, for the repeating schedule.

4. From the "Time Zone" drop-down menu, select the time zone to use.

Notification and transport

If you checked "Asynchronous" above, this section is displayed.

1. To send email notifications when the import process is successful, enter one or more email addresses in the "Success Email Recipients" text field. 

2. To send email notifications if the import encounters an error, enter one or more email addresses in the "Error Email Recipients" text field. 

Fields

This section allows you to optionally include (or exclude) specific columns in the export file.

1. From the "Inclusion" drop-down menu, select an option:

• All -- include all columns in the export file.

• Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.

• Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.

Associations

To export associated records:

1. Click add. A new row is displayed.

2. Check Enabled. 

3. From the "Association" drop-down menu, select the type of associated record.

4. From the "Inclusion" drop-down menu, select an option:

• All -- include all columns in the export file.

• Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.

• Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.

5. Repeat the above steps needed to include more associated records. To remove an association, click the delete icon next to it.

Children

To export child records joined to the main record:

1. Click add. A new row is displayed.

2. Check "Enabled."

3. From the "Child" drop-down menu, select a child record type.

4. From the "Inclusion" drop-down menu, select an option:

• All-- include all columns in the export file.

• Only Included-- in the "Fields" field, select one or more columns you want to include in the export file.

• Except selected-- in the "Fields" field, select one or more columns you want to exclude from the export file.

5. Repeat the above steps needed to include more associated records. To remove an association, click the delete icon next to it.

Finish

When finished creating the Export Definition, click save.

To view or edit a Member Badge Export Definition:

1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Member Badges Exports." The "Member Badges Export Definitions" pop-up window is displayed and populated with a list of all Member Badge Export Definitions.

2. From the "Action" column of the desired Export Definition, click the Edit icon. The "Edit Export" pop-up window is displayed.

3. Make any necessary changes to the Export Definition properties.

4. When finished, click save.

To manually execute a Member Badge Export Definition:

1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Member Badges Exports." The "Member Badges Export Definitions" pop-up window is displayed and populated with a list of all Member Badge Export Definitions.

2. From the "Action" column of the desired Export Definition, click the Enqueue this Export icon. A confirmation dialog box is displayed.

3. Click confirm.

To download the last execution of a Member Badge Export Definition:

1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Member Badges Exports." The "Member Badges Export Definitions" pop-up window is displayed and populated with a list of all Member Badge Export Definitions.

2. In the "Action" column of the desired Export Definition, click the Download File icon. The platform downloads the file to your PC.

To delete a Member Badge Export Definition:

1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Member Badges Exports." The "Member Badges Export Definitions" pop-up window is displayed and populated with a list of all Member Badge Export Definitions.

2. From the "Action" column of the desired Export Definition, click the Delete icon. A confirmation dialog box is displayed.

3. Click confirm.