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. Scroll down to the section 'Linked accounts'. 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.
Under this section is 'Pending accounts'. You can see who has been invited to join your group, but hasn't signed up and/or activated their membership yet. If you wish, you can use the action button on the right to delete the pending account.
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.
- 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.