1. Administering Loyalty
  2. Update Group Member Information

Update Group Member Information

To set up loyalty group administration, you must be a Loyalty Program Administrator. Imagine that you want to update information for multiple loyalty members at once. For example, you have a number of members who are frequent business travelers, and you want to upgrade

You can make these changes for group members.

  • Group Membership Change. Change the status of the members, for example from Active to Inactive.

  • Group Point Update. Give the members additional points or reduce the number of points they have (point credit or debit).

    To be able to process group point updates, you must perform the setup task of creating two promotions, one for each type of group point update: point credits and point debits. For details, see the topic Set Up Group Points.

  • Group Tier Change. Change the tier of the members.

To perform a group update, you identify the members you want to update by creating a Comma-Separated Value (CSV) file. Then you import this file and specify the changes to be made.

Here's how you administer group member updates.

  1. First, you need to set up the two required promotions for processing group point updates. You only do this once for each loyalty program, and these promotions are used for all subsequent group point updates.

    For details, see the topic Set Up Group Points.

  2. Next, create a CSV file that includes the numbers and, optionally, the names of all the members you want to change. The maximum file size is 250 MB. The easiest way to create the CSV file is to create an Excel spreadsheet and save it as a file type CSV. If cells A1 and A2 in the Excel spreadsheet don't contain these exact text values, the file import will fail:

    • Cell A1: #LOY Member Administration

    • Cell A2: #"LOY Member.Member Number"

    • (Optional) If you want to update the enrollment start date, enrollment end date, or incentive choice for members, you can enter these values in cells B2, C2 and D2: #"Enrollment Start Date", #"Enrollment End Date", #"Incentive Choice".

    • Cells A3, A4, A5, and so on, must include the member numbers of the members whose data you want to change. You can find these on the Members screen.

  3. Open the Group Membership Administration page and click Create Job.

  4. On the Import File page, click Import , and upload your CSV file.

    The preview table displays a maximum of ten records, regardless of how many records are in the CSV file.

  5. Click Next.

  6. On the Define Action Type page, select the program you want to change and select the type of change you want to make.

  7. Here are the action types available to you:

    • Bulk Membership Change. In the New Status field, select the new membership status for these members. In the Reason Code field, select the reason for the change.

    • Bulk Point Update. In the Adjustment Type field, select Credit to add points or Debit to subtract points from the member's totals. In the Point Type field, select the type of point that's affected. In the Quantity field, enter the number of points added to or subtracted from the members' totals. In the Reason Code field, select the reason for the change.

    • Bulk Tier Change. In the New Tier field, select the tier for these members. In the Tier Start Date field, enter the date when the change is applied. In the Reason Code field, select the reason for the change.

    • Bulk Promotion Enrollment. In the Promotion field, select the promotion for these members. In the Enrollment Date field, select the member's date of enrollment in the promotion. In the Reason Code field, select the reason for enrolling these members in the promotion. In the Incentive Choice field, select the incentive choice for this promotion if applicable.

  8. Click Next.

    Here you see a a preview of your changes.

  9. Click Submit.

    The Loyalty Group Member Administration screen appears, listing your new job with an In Progress status.

  10. In the Actions menu, select Refresh.

    This updates the list of Group Membership Administration jobs. When the job has been completed, the status updates to Completed, and the Total Records field displays the number of updated records.

  11. If you need to determine if any records weren't processed, review the Result File. This helps you to correct any errors and reprocess those records.

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