📚 In this article...

Overview

Search members

Member details and strength

Tags, Noted and Preferences

Member's benefits

Member's Activities

Actions on member

📹 Learn more about how to perform actions on members with our tutorial video!

Overview

The member profile screen gathers all the information about one member in one view: details,
rewards, ability to perform actions and review member’s history and purchases.

Search Members

You can now search for a specific member by any unique identifier (example: phone number, email, name, membership key) depending on the business identification method.
This functionality does not allow a search for multiple members. 
In order to keep the search option quick and simple, the results are limit to 50 members. In case you wish to segment members use the Filter Members capability.  

NOTE: When searching, results will contain members who are an exact match as well as members that contain your search string. This includes Name, Last Name, Email, and any other unique identifier.

💡For example :

Search: Ann

Member Details and Strength

This box includes high level details about the member as described below:

Refresh Screen
This button hints the hub user with a blue balloon if the member profile screen needs to be refreshed,
meaning it is not up to date.

Registration Details
This box gives you a review of the top 4 details of the member from the business registration form.
The view can be different for 2 members at the same business, as it doesn’t display empty fields.
You can watch the full view of the registration form and edit it (for available fields) via the ‘EDIT’ button.

Tags, Notes and Preferences

This box allows you to explore additional information about a member. You can easily navigate
between the tabs.

Tags
It is very easy to tag/ untag members. Just type the new tag and click Enter. You can also untag
by clicking on the ‘X’ near the tag. Tags will be the default view if the member has no notes.
NOTE: Tags are case sensitive: VIP ≠ vip

Notes
Note will be the default display of this box if at least one note is saved on the member.
You can add comments with valuable information to their profile. For example, “The member
complained about not receiving a punch, so their punch card was punched manually”. Each comment
has a time stamp and the email of the Como Hub user who added it.

Preferences

This box allows you to view the member’s preferences (not editable), as follow:

• SMS/ Email - Whether or not the member allows SMS text messages or emails. Members who
  don't allow SMS or Emails are those who either uncheck the Allow SMS/ Allow email checkbox
  that can appear on a registration form or who tap the unsubscribe link in a text message/
  email.
• Push Notification - Whether or not members with iOS devices have enabled push
  notifications.
• Location - Whether or not the member enabled location sharing. This information is taken
  from the device.
• T&C - Member consent status. Whether or not the member approved the loyalty program
  Terms & Conditions when registered.

NOTE: Some actions will be disabled due to the member’s preferences. For example: if the
member unsubscribed to SMS messages, all SMS actions will be disabled. 

Member’s Benefits

On the right side of the screen, you can review the member's active, redeemed and expired benefits
(gifts and punch cards). The number of active benefits is highlighted in a blue balloon.

Search and filter
The new view allows you to filter the benefits view in two level at the same time:
1. Type – gifts or punch card
2. Availability – active/ redeemed or expired benefits. Sort methods:

• Active – soon to be expired benefit will be at the top. 
• Redeemed / Expired – last redemption/ expired benefit will be at the top.

The default view is for active gifts and punch cards.
You can also search for specific benefits when you know their name. If you cannot find it, try to filter in different ways.

Benefit Information

For every benefit you will find the following information:

• Display name and description – the same terminology the member will see in the app/
  customer portal, etc.
• Icon type
• Availability dates:
  o valid from
  o valid until
  o assigned date
• For punch cards, find the number of punches.

For redeemed benefits, redemption date will be available.

Actions on Benefits

You can perform actions on the member’s behalf, depending on the benefits' status:

Active

• Redeem benefit (for punch cards it will be available when the punch card is fully punched)
• Remove benefit (the benefit will be deleted)
• Extend expiration – this option allows you to define a new date of expiration for the member’s benefit and to override the default configuration. For example: member wants to extend the joining gift expiration in one week as he was aboard since joining.you can define a new expiration date, as long as the asset template is still valid (thefather benefit)
• Punch the punch card – it allows you to define how many punches to punch in oneaction. Overflow functionality will be available according to the punch cardconfiguration.

Expired

• Extend expiration – it allows you to activate expired benefits instead of sending the member a new one.

NOTE: Send benefits action is available form “Actions” drop down.

Member’s Activities

List of all member’s activities according to most recent, such as when they make a purchase, redeem
a gift, etc.

 Filter

 The new view allows you to filter the member’s activities based on its type: 

• Benefits – activities related to the member’s benefits: gifts, punch cards, points, etc.
• App – activities performed by the member: generated an ID code, attempted to redeem a gift, etc.
• Legal & Membership
• Communication
• Purchase/ POS/ Payment – activities related to any transaction the member performed: in the store via POS, on the app via mobile payment, etc.

Each group has a different color with an indication on the activity in the activities table.
The default view includes all groups.

You can also search for specific activities by the date it occurred. When selecting a specific date, the view will be changed to all logs from the selected date or earlier.
The activities list is endless. Therefore, you can always go to the latest activity by click on “Back to the top”

Activity Source                                                                                                                                         

The activities table includes a source column which indicates for every activity the source who perform the actions.
The source includes an icon and a tooltip with additional information:

• App – actions performed by the member via the app. 
• Member profile – actions performed by a hub user via the member profile screen. The
  tooltip will indicate the hub user who performed the action.
• Campaign center – actions performed automatically due to campaign center
  configuration (rule, deal, etc.). The tooltip will indicate the activity’s type and name that
  caused the action. 
• Purchase – actions performed through a POS transaction. The tooltip will indicate the
  transaction details: Branch ID, POS ID, Transaction ID. 

Purchase

You can now view every purchase and its details as one of the members’ activities.

The ticket will include the transaction details: Branch ID, Pos ID, Transaction ID, Order Type, and purchase items by code, description, quantity, price, and discounts.
The summary of the ticket will include the subtotal, sum of all discounts (per items or general discount), tax, the total amount to pay and, the redeem actions, along with details of the gifts or deals. If received by the POS, payment method, and the amount will also be available.

When multiple members identify on a single purchase, the upper right side of the purchased ticket will indicate the members.
Hover on the icon will show you a tooltip with the member’s name. Clicking on the icon will open the member profile page in a new tab.

Additional information for a specific item is available when clicking on the hamburger near every item.

Actions on Member

You can perform actions on a member by selecting the relevant action (described below).
When clicking on “Action” button, you will have a quick access to the most used actions on a single
member.

More actions are available when clicking on the full list view.

Benefits Actions

Communication Actions

NOTE: Some of the communication actions might be disabled due to the member’s preferences (for
example: push disabled or unsubscribe SMS) or due to the business settings (for example:
the business has no settings for marketing SMS).

Legal & Membership Actions