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Members are the people you wish to influence through your program. You can target and motivate subsets of members using segments and tiers. When participating in the program, members can earn currency, which can be used for tiering or redeemed for rewards, as well as instant rewards.

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Attributes

Members can be created via API and from the Members page. Members have the following attributes:
  • External ID: This is the unique identifier for the member across systems. It is used to identify members on data that can originate from external systems, such as sales and events. It is required.
  • Full Name: The member’s first and last name.
  • Email Address: The member’s email address. Though not required, it cannot be duplicated among members.
  • Mobile Number: The member’s cellular phone number.
  • Date of Birth: The member’s birthday. This can be used to reward members on or near their birthday.
  • Join Date Time: The day and time the member registered into the program (when status first became Open-Active). This can be used to reward members on or near their program anniversary.
  • Program: A member must belong to one program.
  • Last Activity Date Time: The most recent day and time that the member interacted with the program.
  • Balances: For each currency active in the member’s program, the member’s current balance will be shown on this list. You can administratively add and remove balance. Balances must always be greater than or equal to zero.

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Statuses

Members can be in one of five statuses:
  • Open-Prospective: An optional preregistration status. The member is not yet registered in the program. Members do not yet earn rewards in this status.
  • Open-Active: The member is considered actively registered. This is the only status in which members are eligible to earn rewards.
  • Resolved-BlockAccruals: The member is blocked from receiving rewards (including instant rewards), but can still use any active currency.
  • Resolved-BlockAll: The member is blocked from receiving rewards and using currency.
  • Resolved-Inactive: The member is no longer in the program.