Search for members according to the fields that you added to the registration form. You can use this for several purposes:
- To search for specific members, view their profiles (including their assets and activity) and perform actions for them
- To segment members and perform actions on this group
- To export data on the member segment you create
From the Data & BI tab, access Find Members directly, or from Filter Members by clicking Find Customers.
Search or Segment Members
Search or segment members according to any field you added to the registration form and by several other fields described below. Enter the relevant details and then click Search.
|Membership Status||Registered refers to members that are registered to the club. Non-Registered refers to customers that launched the app but haven't yet registered as members.
For example, filter non-registered customers to send them a push notification encouraging them to join.
Note: When viewing the membership status for a specific member, their status can also be Pending. This means the customer submitted the registration form but didn’t complete the extra steps (such as paying for their membership) required to register to the club. For example, if a customer fills out the registration form but their PayPal payment is still being processed or wasn’t successful, their membership status would be pending. Checking their status can help you understand why this customer isn’t yet registered.
|User Key||Associated with a particular member and their device. Members can have multiple user keys if they change devices.|
|Membership Key||Unique identifier of a member in the system|
|Extra Identifiers||Ignore this field.|
|Member Tag||The tag given to the member, such as "student" or "VIP". Learn more.|
|Allow SMS||Whether or not the member allows SMS text messages. Members that don't allow text messages (SMS) are those that either uncheck the Allow SMS checkbox that can appear on a registration form or that tap the unsubscribe link in a text message. Note: This field only appears for searching from Filter Members.|
|Mobile App User||A member is considered a mobile app user if they opened the app.|
|Location Enabled||This information is taken from the device.|
|Push Notification Enabled
|Whether or not members with iOS devices have enabled push notifications. For example, filter members whose iOS devices are not push-enabled so you can connect with them by email or text message (SMS) instead.
Note: This search field only appears for searching from Filter Members. Since it cannot be verified whether or not non-iOS devices enable push notifications, members with non-iOS devices (such as Android devices) are excluded from the results.
View Member Profiles
When you perform a search, you can select any member that appears in the left panel to view their member profile.
The following information is available in the member profile:
- Any data known about the member is automatically filled in to the search fields
- Member's current and archived assets (gifts, punch cards and prepaid cards)
- List of the member's purchases according to most recent (under Last Purchases)
- Log of all their club activity (when they make a purchase, redeem a gift, etc.) under Latest Logs
Perform Actions on Members
From a member profile, you can remove (unassign) an asset from them or redeem an asset for them, by clicking the corresponding buttons.
You can also perform actions for members or member segments by selecting the relevant action (described below) under Perform an Action on the Results.
|Send a Push Notification||Enter the message text.|
|Send a Gift or Punch Card||If you select to send a push notification, the message text is specified when creating the asset.|
|Send a Lottery Reward||Select which lottery reward you'd like to send the member. Note: If the member doesn't win any reward, they won't know you sent it to them.|
|Autopunch||Add the number of punches and select the punch card to punch.|
|Add Points||Use this action to send a fixed number of points.|
|Add Amount to Credit||Enter a fixed amount of credit to add to the member's balance.|
|Tag/Untag||Enter the tag and then select whether to tag or untag this member from this specific tag. Note: Tags are case sensitive: VIP ≠ vip|
|Send a Pop-Up Message||
|Send a Text Message (SMS)||Enter the message text. The SMS service provider and sender name is set from Operation > Settings > External Services.|
|Export event||Send data to 3rd party systems, that can then use the data to perform actions externally. For example, inform a CRM when a new member joins the club, or send data to a business’ mailing system to trigger an email. The type of data that's sent depends on which search filter is added.|
When searching for a member segment, click export to export the data for this segment. Under Reports, click Download to download the report that was created from this data. The report includes all the membership data for each member in the segment.
Add & View Comments
You can add comments with valuable information to their profile. For example, “the member complained about not receiving a punch so their punch card was punched manually”. Each comment has a time stamp and the email of the Como Hub user that added it.