Skip to main content
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): Additional fields that can be enabled: Contact your Loyalife administrator or implementation team to configure which fields are searchable for your program. Search is case-insensitive. Name and text attribute fields support partial matching — entering the first few characters returns all members whose value starts with those characters. If your program uses card or account linking, the CRD search option lets you find members by their linked card or account number. Enter a card number or account identifier to retrieve the associated member profile.
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

​
Demographic filters

​
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.

​
Bulk point adjustment

To adjust points for multiple members at once:
  1. Click Bulk Point Adjustment from the Members list.
  2. Download the CSV template.
  3. Fill in the Relation Reference for each member, adjustment amounts (positive to add, negative to deduct), and reasons.
  4. 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.