Member Quickstart

Steps to build your first Loyalty Management System in fabric

Member was designed to support loyalty management systems ranging from simple to complex. Whether you’re using Member to launch your first LMS or you have an established program in place, this guide shows you how to get up and running.

Program Creation

Launch Member from the Copilot application.

Select Hierarchy in the left column and then click on Program.

Fill out the Program Name and Program ID fields and click Save.

Member - creating the Program
Member - creating the Program

Club Creation

Select Club in the left column and then click on Add Club. The Club level is where you define most of the attributes for your LMS.

Fill out the Club Name and Club ID fields.

Member - creating a club
Member - creating a club

Start setting up the first tier by filling out the Tier Name (e.g. Silver, Gold, Platinum) and Tier ID fields.

Use the Bin Number field to define the first four digits of loyalty member ID numbers.

The Local Ranking is this specific tier’s ranking out of all the tiers in this club, while the Global Ranking is the tier’s ranking out of all the tiers you have created across all clubs.

Set the value of points and when they expire:

  • Reward Expiry - duration of rewards last before they expire

  • Base Points - duration points earned on regular transactions last before they expire

Member - setting up a tier
Member - setting up a tier

Under Core Rules, set the value of points earned and spent, relative to US dollars.

Use the drag-and-drop menu in the Rule Builder to create “if this, then that” statements to further configure this tier’s rules.

Member - rule builder
Member - rule builder

Add Level

The Program and Club levels exist as defaults in every Member account. But in many instances, a business may want to create additional levels. The Add Level menu allows you to create custom levels that match your business’s structure.

Click Add Level to begin.

In the Add Level Entity fields, give the new level a name, and select a set of rules you have created previously at the club level.

use the Add Attribute and Remove buttons to set the number of fields

When you’re finished, click Submit. The new level will appear beneath Program and Club in the left-hand column under Hierarchy for further customization.

Member - add a level
Member - add a level

Last update: Jul 19, 2022

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