Members

The Members area of the Loyalty platform allows you to manage your Members, and to define Segments of your database.

  • GDPR / CCPA - Customer Profile Deletion
    For Marigold Loyalty (LOY) and Engagement Data Platform (EDP), you have the ability to delete members from your system. There are three options to remove all member data and furthermore delete all ...
  • Member Merge API User Guide
    Overview Customers can save time, be more efficient, and have more flexibility in their member management through member profile merge automation. This can be done either via a central system, such...
  • Segment Holdout Groups Setup Guide
    Overview A holdout group is a group of users who is “held back” from activity, such as an email message, for example, while the remainder of the group, or segment, will receive the message. The beh...
  • Batch Merge via Scheduled Job
    Overview To schedule automated processing for account merge requests, you can perform a batch merge through a scheduled job. The scheduled job processing provides the flexibility to initiate a merg...
  • Member Merge FAQs
    Helpful information covering Member Merge topics Q. What information from the Source Member ID record is written into the Member ID record, e.g., attributes, preferences, orders, and activities? Fo...
  • Member Attributes Guide
    The Member Attributes guide covers how you can create, edit, and delete member attributes. Marigold Loyalty includes a wide range of default System Attributes applicable to most client loyalty prog...
  • Merge Accounts via CSV
    With multiple members' accounts, you can consolidate them by merging. Merging accounts helps you organize accounts for existing members in your Loyalty system. This article addresses how to merge a...
  • Merge Accounts via CSR
    With multiple members' accounts, you can consolidate them by merging. Merging accounts helps you organize accounts for existing members in your Loyalty system. This article addresses how to merge a...
  • Members User Documentation
    From the Members area, you can view and manage the members of your Loyalty program, as well as build Segments to select the members that are included in an Audience.   Quick Start Guides Quick Star...