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 create 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 the fields as 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.

You can now add members to your group and allocate the group to a promotion

You can also configure a default group that any new members will automatically be added to. If you use multiple loyalty schemes, you can choose a default group for each loyalty scheme.

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

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