Member Enrollment DetailsΒΆ
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.
- First Name
- The member's first (given) name.
- Last Name
- The member's last name (surname).
- The member's email address.
- Phone Number
- The member's telephone number.
- Gender
- The member's gender. The values that appear here depend on the RCX configuration.
- Address
- The member's street or mailing address.
- City
- The member's city.
- State
- The member's state or province.
- Country
- The member's country.
- Zip Code
- The member's ZIP or postal code.
- Enroll Date
- The date the member is enrolling in the loyalty program. The current date is entered by default.
- Member Type
- The member's membership type:
IndividualorGroup. The default type isIndividual. - Status
- The member's status in the loyalty program: active or inactive.
- Program
- The loyalty program the member is enrolling in.
- Loyalty ID
- The member's unique loyalty ID. If the member has a loyalty card, enter the number for that card.
- Can Preview
-
Indicates whether the member can see offers before they're effective. This enables field staff to experience the offers before customers can see them.
Note
The offers that can be previewed in this way must have their Preview flag set within the Program Administration console. Refer to Field Testing via Preview.