Member Setup

Member Setup

The Member Setup feature in LoyaltyOS is crucial for organizing member-related data and the onboarding process. It consists of two main components: Member Structure and Enrollment Form.

Member Structure defines the properties of a member, comprising attributes within the Member Entity. Attributes created for the Member Entity must be added to the Member Structure to appear in member properties.

The Enrollment Form offers a user-friendly interface for onboarding customers, capturing essential information during the enrollment process. This feature ensures a structured approach to managing member data.

To access Member Setup

Step 1: Click the Operator Config icon located in the bottom left corner of home screen.

Step 2: Go to Program Design.

Step 3: Go to Member Setup.

Step 4: Member Setup is displayed, consisting of Member Structure and Enrollment Form.

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