Membership & Tiers
Look up any member profile and history, search and segment your customer base, and set what each tier unlocks
Articles in this category
How to Search for a Member
When a customer calls and you need their profile open fast. This walks the search step by step from a name, phone number, account number or email in one field, how to read the Matches table, how the 3 buttons in the Actions column differ, and what to do when nothing comes back.
The Meaning of Each Section in a Member Profile
You have the customer's profile open, but which field answers their question? This walks the Account Info tab section by section, from personal details through to points, membership tier and your team's internal notes — including the 2 figures that sit side by side and mean different things.
How to Check One Member's Point History
A customer says points are missing or did not arrive in full. This walks the check step by step, from the balance in Account Balance through filtering the transactions and reading the point history table row by row — including where the View Detail button hides off the right edge of the screen.
How to Check a Member's Purchase Detail
When a customer asks what a transaction contained and how many points it earned. This walks the Billing History page through every section, from the bill and the branch to the products, the totals, and the 2 reward lines that explain why the profile shows two different point figures.
How to Check the Coupons and Vouchers a Member Holds
A customer calls to say a coupon will not work, or that they cannot find it in the app. This page answers both in about a minute. Here is how to read each coupon card — the code, the expiry date, the 5 statuses that say what happened to it, and the one button on this page that changes a coupon for real.
How to Read One Member's Insight Tab
How often does this customer buy, how much do they spend, and what do they mainly buy? The Insight tab answers all 3 on one page. Here is how to read every part of it, from the date range that governs every figure on the screen to the percentages that compare this customer against the average of all members.
Setting Up Member Tiers and Benefits
Tier names, the spend needed to reach each one, and the perks that come with it are all yours to set. This walks the tier table column by column, explains the difference between the spend to reach a tier and the spend to keep it, and covers adding the benefits customers see in the app.
How to Build a Customer Segment
To get a perk into the hands of only the customers you meant, you need a customer group first. Here is how to build one — naming the group, choosing the conditions you want to use, and reading how many customers matched — including what the AND tag does, which narrows the group every time you add a condition.
Reading the Churn Customer Card
The Churn Customer card on the Dashboard says how long the customers who drifted away have been gone. This covers all 5 bands, the 6 summary cards beside the chart, how to read a single day off the chart, and why the average comes out higher than you would expect.
How to Edit and Delete a Customer Segment
A customer group's conditions can be changed, and the group can be deleted — but both affect any campaign already using it. Here are the 2 jobs step by step, with the checkpoints before you confirm, and why setting a group to Inactive is usually safer than deleting it.