The Members list supports powerful search and filter capabilities to help you find specific individuals or build lists of members matching defined criteria. Export options cover everything from a simple filtered list to full activity logs.
Searching for members
Use the search bar at the top of the Members list. Member search is configurable per deployment — your Loyalife team can enable or disable specific search fields based on your program’s needs and data privacy requirements.
Default search fields (active for all programs unless changed):
| Search field | Description |
|---|
| Relation Reference | Your program’s unique member identifier (CIF, account number, etc.) |
| Full Name | Full or partial name match |
| Email address | Registered email |
| Phone number | Registered mobile number |
| Search field | Notes |
|---|
| National identity number | Where KYC data is captured |
| Member account number | Program-specific account number |
| Custom string attributes | Any custom text attribute defined for your program — e.g., employee ID, loyalty card number |
CRD search must be enabled in Advanced Configuration before it appears as a search option on the Members list. Filtering members
Click the filter icon to open the filter panel. Combine multiple filters to build precise member lists:
Status and enrollment filters
| Filter | Options |
|---|
| Account status | Active, Inactive, Suspended, Blocked, Cancelled |
| Tier | Select from your configured tier levels |
| Enrollment date | Is between [start date] and [end date]; is within last N days |
| Activation date | Is between [start date] and [end date]; is within last N days |
Demographic filters
| Filter | Options |
|---|
| Age | Range (min/max) or exact value |
| Gender | Multi-select from configured gender options |
| Language preference | Multi-select from configured language options |
Custom attribute filters
Any custom member attributes defined in your program appear as additional filter options. Array-type attributes support multi-select filtering.
Example combined filter: “Gold tier members who enrolled in the last 90 days, gender Male, language English, who have never transacted.”
Exporting member data
Loyalife provides four export options from the Members module. All exports are generated asynchronously and appear in Reports & Analytics → Data Exports for download once ready.
| Export option | What it includes |
|---|
| Export entire table | All members in the system, regardless of active filters |
| Export filtered table | Only members matching your current search and filter criteria |
| Export all member activity | Detailed activity logs — logins, transactions, and member actions for all members |
| Export linked accounts & cards | Card and account linking details for all members (requires PI data permission and CRD to be enabled) |
Bulk point adjustment
To adjust points for multiple members at once:
- Click Bulk Point Adjustment from the Members list.
- Download the CSV template.
- Fill in the Relation Reference for each member, adjustment amounts (positive to add, negative to deduct), and reasons.
- Upload the completed CSV.
Bulk point adjustments bypass the standard Rule Engine flow. If your program has the Maker-Checker workflow enabled, bulk adjustments may enter the approval queue before taking effect. Confirm the approval requirement with your administrator before running a bulk adjustment.
Troubleshooting
Search returns no results even though the member exists.
- Try searching by a different identifier — if the phone number is not registered, search by Relation Reference or email.
- Verify the member was created successfully — check the Logs report for any failed enrollment imports.
A member does not appear in a filter result but should match the criteria.
- Check each filter condition individually to identify which criterion is excluding them.
- For enrollment date filters, ensure the date range covers the member’s actual enrollment date.
- For custom attribute filters, verify the member’s attribute value is set correctly in their profile.
Export is taking a long time.
- Large exports are processed asynchronously. Check the Reports & Analytics → Data Exports section — the file will appear there once ready.
- Very large programs (millions of members) may take several minutes for a full table export.
