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About Member SearchΒΆ

The Member Search view is the home screen for the Member Care Portal (MCP).

Note

This screen is customized for your loyalty program. Some buttons, sections, or fields might not be present or might have different labels. Your instance might have additional functions, sections, or fields not listed here.

You always begin by searching for a member's loyalty account. From here, you can administer the account according to the member's needs or enroll a new member.

The Member Search panel is on the left with fields for personal details and a Search Results table is on the right. The search panel includes fields for Loyalty ID, name, birth date, contact info, and location, along with Search and Clear buttons. A Previous Searches section lists past queries. The results table is empty, and an 'Enroll Member' button is visible in the top right corner.
Figure 1. Member Search view

  1. Enter search criteria in the Member Search form. Refer to Search for Members.
  2. To repeat a recent search, you can click one of the toggle buttons in the Previous Searches panel. Up to five recent searches are listed.
  3. The Search Results panel displays member records that match the search criteria.
  4. To enroll a member, click Enroll Member. Refer to Enroll a Member.

Note

The MCP returns exact matches. If you provide partial information, such as the first five digits of a loyalty ID, the MCP won't find a match. Because MCP is highly configurable, some instances might also support case-insensitive or prefix searches.

If the Search Results pane lists multiple records, you can type some text, such as part of an email address or phone number, in the Filter field in the upper right to narrow the results.

See also: