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Search MembersΒΆ

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.

The Member Search view is the default home page for the Member Care Portal (MCP). To open it from any other screen, click Member Search in the upper left corner.

To search members:

  1. Type the desired search criteria in the search form.

    Field Definitions
    Loyalty ID
    You can search by a member's loyalty ID alone. Type the entire number exactly.

    First Name : You can search by a member's name. If you provide the first (given) name, you must also provide the last name (surname). Only exact matches are returned.

    Last Name : You can search by a member's name. If you provide the last name (surname), you must also provide the first (given) name. Only exact matches are returned.

    Birth Date
    To search by a member's birthdate, type it in the format displayed.
    Email Address
    To search by a member's email address, type the exact and complete email address.
    Phone Number
    To search by a member's phone number, type the exact and complete phone number.
    City
    To search by a member's location, provide the exact and complete city, state, and zip code.
    State
    To search by a member's location, provide the exact and complete city, state, and zip code.
    Zip Code
    To search by a member's location, provide the exact and complete city, state, and zip code.

  2. Click Search. The Search Results pane displays matching members.

    The Member Search panel on the left shows a search for members whose first and last names are Unknown. The Search Results pane displays a table with columns for loyalty ID, email, phone number, first and last names, status, and energy ID. Ten results are visible, only two of which have an email address and phone number. The filter field in the upper right corner is highlighted with an orange rectangle.
    Figure 1. Search results with multiple matching records

    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.

    • To sort the results, click the column heading to sort by.
    • To view all the text for a field that's too narrow to display it, click the text to open it in a pop-up.

    • If multiple member accounts are listed in the Search Results, use the Filter to narrow the list. The MCP filters out any member that doesn't have matching data, such as part of an email address or phone number.

      Note

      The Filter field can filter only on fields displayed in the list view.

  3. To repeat a previous search, click the search term in Previous Searches.

  4. To view a member's account information, click the entry in the search results. The Account Summary view opens.

See also: