Introduction
In this article, we’ll discuss Managing Member Lists. The member lists can be found by clicking on the Member Lists tab > Manage Member Lists subtab.
Member List
On this page, you have a few different options. First is the List Name, which is editable by clicking the hyperlink. You'll see a List ID token, which is used for API integrations. If you want to use this List ID token, you will require a reward program token as well, which you can create a support ticket to receive that token. The Keyword is used to sign up for the program via an SMS Keyword.
You can see the date it was created, as well as Home Members and Visited Members. Each list is assigned a default location classified as a Home or Favorite location. A visited member would have transacted outside of the default list Home, location. You can see the list owner and there are different actions on the right side: edit, copy, and delete.
If you check a member list, you can move members between lists and delete selected lists or members inside of lists.
Create a Member List
Step 1 - To create a list, click on the New Record button.
List Details
You will need to create a List Name and the Visible Member Profile Name. The Member Profile Name is the name visible inside the mobile application or inside the member wallet profile. A Keyword allows members to join the list if texting the keyword to the associated List SMS number. You can enter the List Owner's Name and Notify the List Owner whenever a member joins the list. It is only recommended to turn the feature on if you have an extremely small program.
NOTE:
- List Name - The name of the list as it will appear both in the control panel and on your subscription forms.
- Member Profile Status Name - This is the visible name in the member’s profile.
- SMS Keyword - While checking for Keyword availability, be sure to use the same number associated with the reward program.
- When an end user texts this Keyword to the Number associated with the reward program, the end user is added to the respective Member list. End users cannot be added to more than one Member List inside a given reward program.
- For tracking purposes, it is a good idea to use the same Keyword as Member List name, or at least include the Keyword in the Member List name. This field is not mandatory.
- List Owners Email - Emails are sent to this address when someone subscribes or unsubscribes from your member list.
- Notify the List Owner - If this option is selected, the member list owner receives a notification email whenever someone subscribes or unsubscribes from this member list. The system check runs every hour and sends the notification email on the hour.
- Default Location - This is the default location for the Member list. This location will be used if the My Location Default Fields question is not asked, the user does not select My Location inside their user profile, or the field is not assigned when joining via the Tablet. This location will display on all offers sent to members.
A Default Location for each contact list is assigned a default location. When someone joins the list, if not asked on the web form or inside the mobile application; this location will automatically be assigned. A home location or default location is required for each member.
Default Fields
Additionally, there are Default Fields when adding a member inside the back-office that can be required. If required, staff members must complete the fields to add members. This can also work with API integrations when determining what data you want to collect. You can make these settings required inside the mobile application, tablet application, or web browser member profile; however, these modules are independent of each other.
- Set Backoffice Field Permissions - The settings chosen here apply when manually adding members in the back-office, they do not affect member wallet form settings, mobile app settings, or tablet app settings.
- Yes, Required - The fields are required to save the member profile in the back-office.
- Yes, Not Required - These fields are not required to save the profile but display in the back- office member profile.
- No, Do Not Ask - These fields are not visible in the back-office member profile.
When all the fields are completed, press the save button, and you will have a member list for storing members.
If you have any questions, please create a ticket, and one of our support reps will contact you shortly. Thank you.