Merge Accounts¶

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.

To merge two accounts together:

1. On the Member Search view, find the secondary member account () to work with. Note or copy the loyalty ID.
2. On the Member Search view, find the primary member account () to work with.
3. Open the primary member's Account Summary.
4. Click Merge Accounts. The Merge Accounts panel slides open on the right.

5. Type or paste the secondary member's loyalty ID in the search field at the top and click Search. The tile on the left is populated with the secondary member's () information. The arrow shows the direction of the merge. The secondary member account will be permanently deactivated in favor of the primary account (). All loyalty data is merged into the primary account.

   
   Figure 1. Merge Accounts view

6. Click Merge Accounts. The accounts are merged.

You can now view details about the operation in the Merge History view.

See also:

• About Account Merge
• Unmerge Accounts
• Merge History Details