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Member Profile

Under Review

This section reflects the previous release and will be updated soon. If you need to use this feature before documentation is updated, please reach out to your Client Success Representative or Technical Solutions Architect.

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Some features on this page might not be available in your version of Console, depending on your configuration.

Expand the Member Profile section to view and manage a member’s profile details, including their email address, name, date of birth (DOB), gender, phone number, address, member type, and email subscription preferences.

The member type field is informational only (not selectable) and is set to Employee or Non-Employee.

Mandatory fields are marked with an asterisk (*). Your organization’s configuration determines which fields are required. The Profile Completion activity doesn’t trigger until all required fields are submitted with valid values.

The member profile includes personally identifiable information (PII), such as first and last name, email address, and phone number. PII is information that can be used on its own, or combined with other information, to identify, contact, or locate an individual. How you use and protect PII is subject to applicable legislation (for example, the California Consumer Privacy Act (CCPA)) and your organization’s policies. When you close an account, you can choose to mask the member’s PII to prevent it from being used later.

You can:

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  1. If the loyalty program is configured for a client in Canada, the member profile shows Province and Postal Code. If it’s configured for a client in the United States, it shows State and Zip Code.
  2. To require values for fields that are optional by default, contact your Exchange Solutions Technology Solutions Architect (TSA). Optional fields can be configured to validate (or not validate) blank values.
  3. If the email address used for registration already exists for another member (case-insensitive) and the ACCOUNT_EMAIL field is locked in configuration, the new registration isn’t allowed and Console returns an error. If ACCOUNT_EMAIL isn’t locked, the new registration is allowed. If ACCOUNT_EMAIL is locked and the account is closed, the lock is removed so the email address can be used again (for example, if the customer registers again).
  4. If a phone number on an existing account is assigned to a new account during registration, Console removes it from the existing account and assigns it to the new one. This allows phone numbers to be reassigned as needed.
  5. Gender is selected from the available options (Male, Female, Rather not say, or Other) to keep the data consistent.

You can also search for unregistered card or account numbers. For unregistered accounts, required fields are blank, Account Status shows Unregistered, and Registration Date shows Not Registered. Card activity is still available (for example, points balance and transaction history).

Make changes to the profile​

  1. From the top menu in Console, select Membership > Member Search.
  2. Select a search method, enter the required information, and then click Search.
  3. Open the returned record to go to the member details page.
  4. In the vertical tab, select Profile.
  5. Update the fields and settings.
  6. Click Save Changes to save your changes, or click Discard Changes to exit without saving.

Change the member’s preferred language​

  1. From the top menu in Console, select Membership > Member Search.
  2. Select a search method, enter the required information, and then click Search.
  3. Open the returned record to go to the member details page.
  4. Select Profile.
  5. In Language Preferences, select the member’s preferred language. This setting appears only if it’s enabled for the client.
  1. Click Save Changes to save your changes, or click Discard Changes to exit without saving.

Change a member’s email communication settings​

  1. From the top menu in Console, select Membership > Member Search.
  2. Select a search method, enter the required information, and then click Search.
  3. Open the returned record to go to the member details page.
  4. Select Profile.
  5. Scroll to the Select topic(s)... subsection.
  6. Select the email communications the member wants to receive.
  7. Click Update Profile to save your changes, or click Discard Changes to exit without saving.

Change a member’s SMS (messaging) communication settings​

  1. From the top menu in Console, select Membership > Member Search.
  2. Select a search method, enter the required information, and then click Search.
  3. Open the returned record to go to the member details page.
  4. Select Profile.
  5. In Phone Number, confirm the phone number is correct, or enter a valid phone number. A phone number is required to subscribe to SMS.
    Note: If the phone number is already used by another member, Console assigns it to this account and removes it from the other account. Depending on your configuration and integrations, the member might receive an “added” email and the other member might receive a “deleted” email.
  6. If you added or changed the phone number, click Update Profile.
  7. Scroll to the SMS Subscription subsection and review the subscription status. Only one short code is currently supported. You can’t create an SMS subscription unless the member has a phone number saved in their profile.
  8. Choose one of these actions:

  • To add a phone number, enter it in Phone Number, and then click Update Profile. The member receives an email confirming the update. If another account previously used that phone number, Console removes it from that account and both members receive an email notification.

  • To change the phone number for a member who is already opted in, update Phone Number, and then click Update Profile. The existing SMS subscription uses the new number, and the member receives an email confirming the update.

  • To subscribe a member who already has a valid phone number, click Opt In next to the subscription.

  • To unsubscribe a member who is currently opted in, click Opt Out next to the subscription.

  • To delete a phone number, remove it from Phone Number, and then click Update Profile. After you remove the phone number, the SMS Subscription section doesn’t show a subscription status. The same is true if the phone number is removed using an API or feed.

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    This feature might not appear unless your loyalty program is configured to send SMS messages to members.

Email Address Book - Fulfillment Emails​

Some fulfillment workflows support additional email addresses (for example, store owners) that receive redemption fulfillment notifications. These emails are sent to one or more addresses that are different from the account email address.

If this feature is enabled, Console shows an Email Address Book table with a unique identifier and an email address for each fulfillment email.

If the feature is enabled but no fulfillment email addresses exist, the table shows a message indicating that state. The table is read-only. Console validates email addresses against an approved list and displays an error if any address is not valid.

See also​

Member Account Links

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