Defining Loyalty Member Phases

The Member Phase picklist is used for specifying phases of member types. Typical values are Gold - Phase 1, Gold - Phase 2, Platinum - Phase 1, and Platinum - Phase 2.

To define Loyalty phases

  1. Navigate to the Administration - Data screen, List of Values view.

  2. Query for the Type LOY_MEM_PHASE.

  3. Edit the records of this type so there is one record with each of the display values that you want for member phases.

  4. Click Clear Cache.

    Note: New values do not go into effect unless you click Clear Cache.