Member Profiles

Member Profile is where merchants can view, collect, and manage customer information. When a CRM system gathers data through member sign-ups, purchases, or other interactions, the information is stored in the backend. These data points can be edited or tagged to enable more accurate targeting.

This guide will walk you through how to manage member profiles, including:

(i) Member Profiles – Learn what types of basic information can be collected from members.
(ii) Family – Understand how to build relationships between member profiles.
(iii) Tags – Discover how to assign tags to members for more precise targeting.
(iv) Transactions & Messages – Track customer engagement and view their transactional history.
(v) Reports – Gain a comprehensive overview of your member database.

By the end of this guide, you’ll have a clear understanding of how to manage your customer database.

To effectively manage your Customer Database, it’s essential to understand the following backend sections and their respective functions:

This section controls the customer database settings. You can manage member information, assign individual tiers, add tags, and more. In this context, “customers” can also be referred to as “members.”

The Master section serves as the central database for all customers/members. Here, you can import, export, edit, and view the complete list of customers or members.