Merging Loyalty Program Members

You can merge one or more Loyalty member accounts into another member account.

For example, a merge can be useful if someone enrolled in the same Program twice by mistake and accrued points in both memberships. You can use a merge to combine these two memberships into one.

A merge can also be useful if someone enrolled in a Program as a household, but other people from the same household enrolled in the same program as individuals. You can use a merge to combine the household and individual members as a single household member.

During the member merge, there are two kinds of members:

• Remaining Member. The member that remains active after the merge. You must select this member last when you do the multiselect before the merge.

• Deactivated Members. The members that are deactivated after the merge. These are the members that you do not select last before the merge.

You must follow these guidelines for the merge to be successful:

• All the members must be enrolled in the same program.

• If the remaining (active) member is an individual, then all deactivated members must be individuals.

• If the remaining (active) member is an account or household, then the deactivated members can be of any type.