Tab Overview - Summary
The Summary tab provides high-level information about this individual, separated into the sections described below.
Note: Access to the Summary tab is controlled by a user's Role. For a user to be able to access the Summary tab, they must belong to a Role that has the Member resource enabled. Within the Member resource, the Summary feature must be selected. For more information, see Getting Started with Roles.
Metric Summary
Many loyalty programs use a point-based system (referred to within the platform as a Metric) as a way to reward Member activity and engagement. The Metric Summary section displays this Member’s current point balance, their total lifetime earned points, their total lifetime redeemed points, and their total lifetime expired points.
If your loyalty program utilizes multiple Metrics, use the drop-down menu to select which Metric to view.
If you need to manually adjust the Member's current Metric balance, please see
Available Rewards
By default, the Available Rewards section displays Offer Responses (Coupon type only) that this Member has been issued. The section displays the Offer name, expiration date, and any remaining unspent balance (if applicable).
Recent Orders
The Recent Orders section displays Orders placed by this Member, including the purchase date, amount, and any Metrics earned
