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.