Creating member groups

You can create member groups to categorise your loyalty members. Member groups can then be allocated to any promotions created, in the same way as an individual member.

To set a member group up, go into your back office & select Loyalty > Groups.

At the top of the screen, click the pink Create a new group button.

In the Create a new group screen you will be able to provide the following details for your member group:

  • Group name (Something to easily identify your group)
  • Description (Brief description of group - not a requirement)
  • Icon (Add an icon for your group)
  • Hidden (Tick the box to make the group invisible to your members)

By default, your member group will automatically be set to Active.

To make the member group inactive, deselect the tickbox.

When you have added the information to all fields required, press the blue Done button to the far right of the screen.

You will return to the member group summary screen, where you will see a message at the top of your screen, Group successfully created.

Your new member group will now show below.

To add your members to your group, click on your newly created member group to go into the details of your group.

Scroll down the page, the last section is where you will be able to assign members.

In the bottom right hand corner, you can choose to assign everyone in your loyalty database or assign individually.

To assign members individually, you will be presented with a pop-up screen. 

On the far right hand side, select the option to assign, next to each member you want to add to your group.

Each time you assign a member, they will disappear from the members list.

Press the blue Done button once you have assigned all members.

On the members group detail screen, you will see the list of members you have assigned.

Press the blue Done button in the top right of the screen & you will return to the members group summary screen.

You can now add your member group to a promotion

For any new members added to your core loyalty scheme, you can choose to have them added to a default group, at the point of creation.

From the members summary screen, you can deactivate & reactivate member groups.

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