Group membership allows a team to work together to accumulate points. Each member will have their own login to the loyalty portal. Within the group, there will be a 'Leader', who can control how points are spent.
Starting a group
There are various ways group accounts can be created. This all depends on how your loyalty scheme is set up. Most commonly, the leader will signup to the loyalty scheme. They will then invite members to the group via the loyalty portal.
Viewing the contact's details
- You'll find information about a member's group membership by editing their contact record.
- In the Loyalty & Rewards section, their 'Membership Type' will be set to 'Group'.
- Underneath this, you'll see a 'Leader' field with a tick box. If the member is the group leader, this box will be ticked.
- You can see who is in the group under the Leader's contact record. Go to the 'Linked accounts' section. This section won't be visible for non-leader members.
- Using the action buttons on the right, you can view or edit a member's contact record. You can also remove a member from the group. If you click the right arrow, you can see what permissions a member has.
Pending members
Under the group membership section above, in a Leaders contact record, you'll see the section 'Pending accounts'. This shows all pending members (been sent an invite, but not activated their account yet). Using the icon, you can delete a pending account.
Details displayed here are:
- Business name: The member's business name.
- First name: The member's first name.
- Last name: The member's last name.
- Email address: The member's email.
- Invitation date: The date/time the member was invited to join the group.
- Expiration date: The date/time the member's invitation expires.
Linked accounts
You'll see the 'Linked accounts' section further down after the 'Pending accounts' section. All active members, from the leader's group, will be displayed here.
Use the action buttons to view, edit or delete a member. If a leader wants to change a member's permissions, they must do this via the loyalty portal.
Details displayed are:
- Type: The member's membership type; individual or group.
- Business name: The member's business name.
- First name: The member's first name.
- Last name: The member's last name.
- Email address: The member's email.
- Total points earned to date: How many points the member has earned individually.
- Current points balance: The member's individual points balance.
- Loyalty account status: The member's account status.
Changing member's permissions
There are four permissions that can be set for group members:
- Ability to login to the portal.
- Ability to redeem offers & rewards.
- Ability to spend group points.
- Not need redemption authorization.
When configuring your loyalty portal, you need to decide whether group permissions should be configurable by group leaders. Or you may wish to set default permissions that can't be changed.
If you want to discuss your options, please get in touch.
Group membership settings
There are settings that can be set, to restrict how group membership is used.
They are:
- The max number of sub accounts under a group leader.
- Whether group members should have the same address.
If you want to set these up, please get in touch.