Members and participants
A member is a person who belongs to your programme and accumulates points. A participant is someone who takes part in a campaign, whether or not they are a member. The UI calls members Members.
Member and participant
| Member | Participant | |
|---|---|---|
| Has a points balance and tier | Yes | No |
| Joins through | Sign-up, invitation, import or creation from another system | A landing form, WhatsApp or another campaign channel |
| Appears in Members & Programmes › Members | Yes | No, shown in the campaign data |
| Can be both | Yes: a member who plays in a campaign is also a participant |
A campaign without a programme works with participants. A programme campaign works with members.
B2C and B2B members
A member can be an end consumer or a business (a pharmacy, a shop). They are managed on the same screen; what changes is the data you fill in and how you organise them.
How a member joins
- They sign up themselves in the portal with a code they receive by email or phone.
- You invite them from the panel.
- They sign up from a campaign landing page.
- You import them from a CSV file.
- Another system (CRM, online shop) creates them through an integration.
Segments
A segment is a group of members who meet a condition, for example "members active this month". It is used to limit a campaign, target a message or filter reports. A member can be in several segments.
Segments are in Members & Programmes › Segments. They depend on your edition.
Organisations
An organisation is a node in a B2B hierarchy: a chain, a region, a shop. Members are assigned to an organisation and you can limit a campaign to an organisation and its descendants.
Northern Pharmacies
├── Galicia region
│ ├── Santiago Pharmacy ← member
│ └── Vigo Pharmacy ← member
└── Asturias region
└── Oviedo Pharmacy ← member
| Segments | Organisations | |
|---|---|---|
| Structure | Flat list | Tree |
| How they are assigned | By conditions or by hand | By hand or by import |
| Designed for | Groups of customers | Chains and branches |
The same member can be in an organisation and in a segment at the same time. Organisations are in the Organization group of the menu.
Privacy
- Members see only their own data in their portal.
- Your team sees the members of your account, according to their role's permission.
- A member can ask you to delete their data: see GDPR erasure.