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, you can also manually add a new Member Profile from the Members screen.

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

To add a new Member:

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

  2. Click Create. The Add Member pop-up window is displayed.

  1. In the First Name and Last Name fields, enter the Member’s first name and last name.

  2. In the Email field, 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).

  1. In the Password field, 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.

  1. Optionally, in the Birthdate field, enter the Member's birthday.

  2. Optionally, check Test Member. Test Members can be used throughout the platform for testing purposes, such as validating content and personalization on the Content Editor.

  3. Click Save.