Enrolling members to the loyalty program
This document will guide you through different ways of enrolling members into the loyalty program.
Members are the core component of the loyalty program. Hence, their enrollment in the loyalty program should be smooth and effortless.
Zinrelo provides you with three different ways of enrolling members in the program.
The use of these ways depends on the source of information from which it is coming.
Website enrollment: You can enroll members through the website:
API: You can use our Create a Loyalty Member API to enroll the member. For this API, member id is mandatory, which can be "Customer ID", "GUID", "Email Address," or "Phone Number." Also, you can pass custom attributes provided those attributes are first defined in the admin console.
Note: It is strongly advised to enroll the member in the program automatically. But, if you have disabled the auto-enrollment, contact [email protected]
Store enrollment: When you are enrolling any member in store, you can try:
Manual enrollment: You can manually enroll members in the program.
File/ Import member: You can import the list of members you want to enroll into the program through a .csv file. The process is bulleted below:
- Download the sample CSV file from the Members' section.
- Add the member details to this CSV as per the format specified in the sample CSV.
- Upload the file.
- Wait for Zinrelo to run a validation scan.
- You will receive a confirmation email after the import is completed.
You can also enroll members in the program through batch file integration.
API: You can also enroll the member in the loyalty program via the Create a Loyalty Member API.
Updated 3 months ago