How can I add a new member to the loyalty program?
You cannot manually add a new member to the loyalty program through the Merchant Portal. Member data is automatically synced from the POS device after the member enrolls in the loyalty program.
Can I see all the emails I have sent to my members?
Yes, you can view all the emails sent to your members in the "Member Details" section. Once you access a member's details, there is a "View Emails" tab that displays all Email communications sent to the member, provided they have opted in for email communications.
Can I delete the transactions of my members?
No, transactions associated with members cannot be deleted. This ensures the accuracy of your loyalty program data and maintains the historical integrity of member interactions.
How do I export a report of my member list?
To export a report of your member list, first navigate to the "Members" section of the portal. Then, click on the "Export Report" button located at the top right corner of the member list. You can choose to export the report in either Excel or CSV format.
Why can’t I filter my members?
If you're having trouble filtering members, ensure that the filter settings are applied correctly. If the filters are still not working, you might want to reset them and try again.
What strategies can I implement to re-engage inactive members?
Identify inactive members using the status indicator and develop targeted re-engagement campaigns, such as special promotions or personalized messages, to encourage them to interact with your loyalty program again.
How can I view detailed information about a specific member?
To view detailed information about a specific member, navigate to the "Members" section and use the search bar to find the member by name, email, or mobile number. Once found, click on the "Detail" button in the "Action" column to view the member's profile, including their transaction history, consent preferences, and email communication logs.
How do I track the rewards points for my members?
To track the rewards points for your members, go to the "Members" section and select the member whose points you want to review. In their profile, you will see a summary of their net points, total earned points, and total savings, along with a breakdown of how these points were accumulated through transactions.
Can I export member data for offline analysis?
Yes, you can export member data for offline analysis. In the "Members" section, click on the "Export Report" button. You can choose to export the data in Excel or CSV format, which allows you to analyze your member list and activity outside of the Merchant Portal.
How can I review member consent for communication?
Member consent for communication can be reviewed in the "Consent" tab of the "Member Detail" page. In this section, you can see whether a member has agreed to receive emails and SMS messages.
How can I track a member's transaction history?
You can view a member's transaction history by navigating to the "Transactions" tab within the "Member Detail" page. This section provides a detailed overview of all the transactions made by the member, including the dates, amounts, and any points earned or redeemed. This helps in monitoring member activity and identifying trends in their purchasing behavior.