Managing Members

How do I see a list of all of my members?

To see a list of all members, select Members > List or click here. This brings up a list of members across all programs. From this view, you have the option to filter by a particular program, manuall…

Daniel Misico
Updated 2 weeks ago by Daniel Misico

How do I manually add a member?

Select Members > Add or click here. Select the Program you'd like to add the Member to. Enter the Member's first name, last name, and email address.. Check or uncheck the boxes to send a Registration…

Daniel Misico
Updated 2 weeks ago by Daniel Misico

Where do I see a specific member's activity, like their referrals and rewards?

To view a Member's Details, select Members > List > locate the member you'd like to view > Select View Member Details under Actions. Activity: Amount of Member Views and Referral Views. Referrals: Am…

Daniel Misico
Updated 2 weeks ago by Daniel Misico

What is a referral code?

A referral code is unique to each member. This code is used to determine which member referred which referral so they get proper credit. Under the Additional Options page of the Program Editor you ma…

Daniel Misico
Updated 2 weeks ago by Daniel Misico

Are member referral codes case sensitive?

Member referral codes are not case sensitive.

Daniel Misico
Updated 2 weeks ago by Daniel Misico

What are Member Segments?

Often, you may want to view specific groups of Members. A segment is a set of filters that have been pre-saved to allow you to view a specific Member demographic. Segments are available under Setting…

Daniel Misico
Updated 2 weeks ago by Daniel Misico

I have a list of customers that I’d like to automatically enroll as Members. Will an email be sent to them if I import a member CSV?

An email will not automatically inform your members that they have been registered if you automatically enroll them by uploading a CSV. However, automatically enrolling members via a CSV means that y…

Daniel Misico
Updated 2 weeks ago by Daniel Misico

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