Open any member from Members to see their profile. The header (name, email, level, tags, User ID and join date) stays at the top of every tab, and the tabs underneath break their account down by topic. Tabs that don’t fit on screen sit under More.
Overview: Point totals, active status, last attended event, connections, page views and a filterable engagement feed. See Member Profile Dashboard.
Profile: The member’s personal details and identifiers.
Personal Information: Email, First/Last Name, Gender, Date of Birth, Mobile/Home/Office Phone, Ethnicity, Marital Status
Identifiers & Membership: User ID, Member ID, Student ID, TDC ID, Paciolan ID, Current Level, Joined. Click + Add identifier to add another ID.
Email Addresses: Each address with its Marketing and Transactional deliverability status, plus Generate verification code and Expire codes
Address, Tags (search existing tags, or type a new one and press Enter), Topics (limited to your configured topics), and Discount Groups (click Save Groups after changing)
To update a field, hover over it and click to edit.
Activity & Point Ledger: The member’s activity history, and every point award with what was spent, what expired and expiration dates. See Member Activity and Point Ledger.
Transactions, Stored Value & Cash Back: Point-of-sale purchases, wallet balance and cash back entries. See Member Transactions, Stored Value and Cash Back.
Redemptions & Orders: Every point adjustment, and the member’s full order history. See Member Redemptions & Orders.
Points: Point totals plus Award and Deduct Points. See Member Profile - Manage Points.
Location Data & Attendance: GPS and beacon hits and event attendance records, useful for troubleshooting early arrival and stay late bonuses. See Member Location Data & Attendance.
Payments: Card payments the member has made, with Date, Status, Source, Amount, Stripe ID and Notes.
Membership: The member’s current level (with Extend and Remove), Grant Membership to assign a level, and a Membership History of every level change.
Manage: Account-level tools:
Assign A Level: choose a level, a number of days and a reason
Audit User Activity: a report of every activity in a date range; it lands in Reports and you’ll get an email when it’s ready
Email Verification Code: codes expire after 7 days
Rebuild Streaks: run this after an attendance appeal is approved or an attendance record is corrected
Merge Accounts: moves another account’s activity, points and orders into this member, then permanently deletes the other account
Deactivate Member: locks the member out but keeps their data; can be restored later
Delete Member and Purge Account: permanent and can’t be undone
