Club materials
This is where you upload the resources your members download from the portal: product sheets, marketing material, training or certificates. Menu: Catalogue › Club materials.
Club materials permission · Edition: all (Free, Starter, Pro, Growth, Enterprise)
List
Search box (Search...), Refresh and Create New.
| Column | What it is | Notes |
|---|---|---|
| Title | Name of the material | |
| Category | Type of content | |
| File Type | Format | |
| Downloads | Number of times members have downloaded it | Read-only |
| Programme | Programme it belongs to | |
| Sort Order | Position in the portal |
Actions per row: Edit and Delete.
Create / edit
| Field | What it is | Notes |
|---|---|---|
| Title * | Visible name | |
| Description | Supporting text | |
| Category | Product Info, Marketing, Training, Certificate or Other | Members filter by category |
| File Type | PDF, Image, Video or Link | |
| File URL * | The file | Uploaded from the field (images, PDF, MP4, WebM) |
| Thumbnail URL | Preview image | Optional |
| File Size | Size | Informational |
| Min Tier Level | Tier level required | Empty = all members |
| Sort Order | Position | Lower number, earlier |
| Loyalty Programme | Programme that offers it | Only members of that programme see it |
If you do not upload a file, you can paste the address of one you already have in your Media library. It must be a path on the server itself or a full http(s) address.
What the member sees
Members of the programme see the materials under the Materials option of the portal menu (the page is titled Materials), ordered by Sort Order and with a category filter. They only see materials whose Min Tier Level does not exceed their current level. When they click download, the Downloads counter goes up by one.
For a material only for your best members, set the Min Tier Level to the level number of your tier.
Statuses and limits
- A member without a tier counts as level 0.
- The form shows the categories and file types in English.
Permissions
| Action | Permission (UI text) | Technical id |
|---|---|---|
| View materials | Club materials | Pages.Loyalty.ClubMaterials |
| Create | Creating Club Material | Pages.Loyalty.ClubMaterials.Create |
| Edit | Editing Club Material | Pages.Loyalty.ClubMaterials.Edit |
| Delete | Deleting Club Material | Pages.Loyalty.ClubMaterials.Delete |