Member Profile Management

In this section, merchants can collect and update member information such as names, phone numbers, email addresses, and more. Some details are captured during sign-up, while others can be added or modified manually.

Below are key fields, organized by category, along with their practical uses:

Name: Merchants can choose to collect Title, First Name, Last Name, or simply use a single “Name” field to simplify the sign-up process. On the front-end, the “Name” field will be displayed by default.

Mobile Phone: Members can enter their contact number during sign-up. The Mobile Phone Prefix can be preset or configured as a dropdown option with IT support. Both Mobile Phone Prefix and Mobile Phone are required fields, as they serve as a unique identifier for each member.

Email: Members can also register or log in using their email address. While this field is not mandatory, it is highly recommended—especially for sending marketing broadcasts or automated emails.

Address: Addresses can be categorized into Residential, Shipping, Billing, and Work addresses, each serving different purposes. Each address entry may include its own Name, Email, Contact Number, and Country (Country is a required field).

Age Range: Age range can be used for targeted content or promotions, whether it’s based on the member’s age or the age range of their family members.
Example: A health brand may recommend wellness or skincare products to members aged 30–40.

Gender: Gender is another useful data point for targeting.
Example: Grooming products can be promoted to male members, while anti-aging solutions can be offered to female audiences.

Primary Communication Language: Merchants can set a default communication language, currently limited to English and Traditional Chinese. 

The ability to create a Call-to-Action (CTA) within a page depends on how the page has been coded to meet specific business requirements. It’s essential to clearly define which location corresponds to which section in the front-end to ensure accurate setup and alignment with business goals.

Birthday: This is a free text field where merchants can enter the member’s birthday in any preferred format (e.g., DD-MM-YYYY). However, to enhance targeting and enable automated perks, it’s recommended to use the dedicated fields below.

Birthday Year: Also a free text field, Birthday Year helps merchants estimate a member’s age. This adds another layer of data for segmentation and personalization.

Birthday Month & Day: These fields are crucial for features like birthday vouchers, bonus points, and other celebratory perks. To ensure accuracy and proper tracking, the Month and Day are dropdown fields by default. These are also used by the system to automatically trigger birthday-related rewards.

Here are some examples of how birthday information can be used effectively:

Tier: Tier settings must be configured by the IT team. Tiers can be assigned automatically (e.g., during sign-up or based on purchase activity) or updated manually. Each tier can offer different benefits, such as reward rates, exclusive perks, or bonus points to encourage loyalty and engagement.

Tier Expiry Time: Setting an expiry date for a member’s tier motivates continued engagement, as members are encouraged to earn or spend to retain their status—especially when valuable perks are tied to the tier level.

General Subscriptions: This field records a member’s overall consent to receive marketing messages through any channel. It is strongly recommended to collect specific consents for individual communication platforms to ensure clarity and compliance.

Email & SMS Subscription: These fields capture consent from members who agree to be contacted via email or SMS. This is essential for sending promotional content and ensures the business remains compliant with data protection regulations while maintaining customer trust.

WhatsApp/WeChat Subscription: If WhatsApp or WeChat are the primary communication channels, merchants can collect explicit consent during sign-up to allow outreach through these platforms.

Source tracking provides valuable insights into how members were acquired. While this section is optional and must be configured by the IT team, it plays an important role in understanding and optimizing marketing performance across channels.

UTM Source: This identifies where the user came from—for example, Google, Facebook, or a specific website. It helps merchants understand the origin of the traffic.

UTM Medium: This indicates the type of marketing channel used, such as email, CPC, social, or referral. It helps merchants identify which channels are most effective for driving engagement.

UTM Campaign: Used to label the specific campaign or promotion that brought the user in. Examples include spring_sale_2025 or newsletter_may. This field is useful for tracking the performance of individual campaigns.

UTM Term: Primarily used in paid search campaigns, this field captures the keywords that triggered the ad—for example, utm_term=best+mooncake+delivery. It helps assess keyword effectiveness.

UTM Content: This distinguishes between different ads or links within the same campaign. For instance, utm_content=video_ad vs utm_content=banner_ad. It helps merchants determine which creative or call-to-action performs better.