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People Overview

R
Written by Ronald Lim
Updated over 3 weeks ago

The People Feature serves as the central hub for managing your entire member base. It provides a complete view of each customer—showing personal details, points activity, membership status, and interaction history. With built-in tools for segmentation, filtering, tagging, and manual adjustments, this feature empowers teams to take quick, targeted action and personalize engagement at scale.

Core Components

  • Member Directory
    View all members in a sortable table including name, contact info, birthday, points, rewards claimed, tier, store, join date, and status.

  • Search & Filter
    Quickly find members using name, phone, email, or apply filters like activity level (Frequent, At Risk, Dormant).

  • Member Segments
    Predefined views such as "New," "Loyal," and "Infrequent" help teams monitor engagement levels and tailor communication strategies.

  • Profile Details View
    Click into each member to see transaction timeline, rewards claimed, tags, personal info, and adjust points or balances.

  • Manual Actions
    Use quick-access buttons to edit profiles, adjust credits/points, or perform redemptions.

  • Custom Tags & Fields
    Tag members manually or automatically, and add custom fields to collect industry-specific data.

  • Export & Segment Saving
    Save filtered segments or export lists for campaign or reporting purposes.

Key Benefits

  • Centralized Member Management
    Access all customer data in one place with real-time updates and full visibility into activity and loyalty status.

  • Efficient Team Operations
    Empower staff with clear tools to take quick actions like adjusting points, issuing redemptions, or updating profiles.

  • Smarter Engagement
    Use tags and filters to create targeted segments for email campaigns, rewards, or personal outreach.

  • Data-Driven Decision Making
    Gain insights into who your most active, loyal, or at-risk members are and act accordingly.

Use Cases

  • Customer Support Teams
    Quickly look up a member’s history, verify reward usage, and resolve inquiries with confidence.

  • Marketing Campaigns
    Export a filtered list of loyal members to target with bonus point promotions or VIP rewards.

  • Store-Level Management
    Staff at individual stores can track who joined, redeemed, or visited recently—useful for personalizing in-store interactions.

  • Retention Programs
    Identify "At Risk" or "Dormant" members and tag them for re-engagement campaigns or surveys.

💡 Need to take full control of your member base? Use the People Feature to search, manage, and engage every member in a single, streamlined view.

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