What is a member?
A member is any individual enrolled in the loyalty program. Membership can be created:- Via API (your application calls the Create Member API at sign-up or onboarding)
- Via file upload (bulk CSV import for existing customer bases)
- Via the partner app (channel partners onboard retailers or customers directly; subject to approval if the Maker-Checker workflow is enabled)
Accessing the Members module
Select Members from the left sidebar. The members list shows:
Use the search bar to find members by Relation Reference, name, phone, email, or card number. Use filters to narrow by status, tier, or registration date.
Member identifiers
Every member has a Relation Reference plus up to two product-linked identifiers:Identifier rules
These rules apply to both API calls and file-based member imports.
Member statuses
Inactive members can still query their points balance, view transaction history, and access profile details via API. Redemption is blocked until the member becomes active again. This ensures members retain visibility of their account even during inactive periods.
What you can do
From the Members module you can:- Search, filter, and export members — find specific members or build segments for export
- View member details — access a full profile including transaction history, linked accounts, and tier status
- Perform bulk point adjustments via CSV upload
- View and export linked accounts and card data