Manage program members

You can manage and view the details of program members, the currencies they hold, etc. You can also perform manual actions such as adjusting points.

This chapter contains the following:

• Enrol members in a Qualifio program
• View information about members
• View members’ point balances
• Adjust members’ points balances
• Give rewards to members manually
• Block members from a Qualifio program

Enrol members in a Qualifio program

Members connect to your program through single sign-on (SSO), which simplifies their experience. They use their membership account so that there’s no need to create a new login/password. Once a member is logged into your site, they can visit your portal without logging into their account or re-entering their information again.

View information about members

To view program members:

1. Open the CRM (Member profiles).
   
2. A list of members appears. Here you can search for a member by name or email.
3. Click the name of the member. When you do, you can view the following information:
   • Contact information: The member’s name and other details.
   • Balance: Details about the point balances.
   • Level: The current level of the member.
   • Rewards: All the promo codes the member has received.

View members’ point balances

To check how many points a member currently has:

1. Open the CRM (Member profiles).
2. Click the member’s name.
3. Under Balance, you can view the member’s available points for each currency.

For more information on the subject, see this FAQ about the currencies.

Adjust members’ points balances

1. Open the CRM (Member profiles).
2. Select a program member, and then click Adjust points next to the right currency.
   
3. To add points, select +.
   To remove points, select -.
4. To adjust the points, enter a value.
5. Enter a comment for the adjustment. The member will see why you’ve manually adjusted the points balance in their “transaction history”.
6. Click Apply.

Give rewards to members manually

To give a reward to a member manually:

1. Open the CRM (Member profiles).
2. Click the member’s name.
3. Click the Offer a reward button, and complete the necessary fields.

Block members from a Qualifio program

Blocking a member prohibits them from seeing the program and removes their ability to earn points and use them to get rewards. It doesn’t remove them from the list of program members.

Follow the steps given below to block a member from your program:

1. Go to the CRM (Member profiles).
2. Go to the member detail page by clicking on their name.
3. Click on the Block member button at the top right corner of the screen.

When a member is blocked…

• They will no longer be able to earn points for interacting with you.
• They will not be able to see the member portal on your site after logging into their account.

Note: You can unblock the member anytime from the member detail page.