Some configurations include a Member Types tab, which can be used to classify members for exclusive and customized offers. For example, a member who is also employed with the loyalty program can be classified as an employee and receive employee-only offers.
How to Access Member Information
First search for a member on the Member Search tab, then select the View icon in the record displayed in the Member Results to access a member's information.
Add a Member Type
In the Member Types tab, displayed below the Member Information section, select +Add Type.
Edit a Member Type
Select the edit icon to modify a member type.
Member Type Setup
A blank window will open when you add a new member type, while a window with existing member type details will open when you select to edit a member type.
Select a member type from the drop-down list.
Title or Position
Enter a title or position for the member. This is especially useful for an employee member type.
For an employee member type, select the property where the member is employed from the drop-down list.
Select Add to save the member type to the member's account.