Member Labels
A label is a tag you put on a loyalty member: joined at the Penang launch, prefers e-mail, opted out of SMS, bought a laptop in the last year. A member can carry as many as you like.
This page creates labels and, just as importantly, tells you what they cannot do.
Labels versus classes, in one line
A class changes what the system does. A label is for you.
- Member class — the tier. Price rules and commission schemes read it. One per member.
- Member label — a segment. Nothing in pricing reads it. Any number per member.
What labels are good for: choosing who goes into a campaign, recording a preference, marking a cohort, and filtering your member list.
Meet GadgetSphere
GadgetSphere Sdn Bhd labels members by how they joined (IN-STORE, ONLINE, EVENT), by contact preference (PREF-EMAIL, PREF-SMS, NO-MARKETING), and by interest (GAMING, PHOTOGRAPHY). None of those changes a price; all of them decide who hears about what.
Before you start
Decide your label lists first. A label belongs to a label list — the grouping — and a label created inside a list carries that list’s code. Getting the lists right before you create fifty labels saves re-doing them. See member label lists.
For GadgetSphere that is three lists: Join channel, Contact preference, Interests.
Step 1: Create the labels
Membership Admin > Member Label > +
Three fields: Label Code, Label Name (required) and the Label List it belongs to.
Keep codes short and readable — they appear in the member-upload CSV and in your own exports.
Step 2: Put labels on members
A member > Labels tab
Link a label; unlink it when it no longer applies. There is no limit.
For an existing list of members, the Upload Membership CSV carries three label columns. The labels must already exist by code — a row naming a label that is not there fails validation, and the Checking tab tells you which.
Step 3: Use them
Labels earn their keep in two places:
- Filtering the member listing and the membership report, so a campaign goes to the right people.
- Recording a preference you are obliged to honour —
NO-MARKETINGis worth more than a spreadsheet somewhere, because it lives on the member record where the person working the list will see it.
If you find yourself wanting a label to change a price or a commission, stop: that is a class.
What success looks like
Two minutes:
- Open a member and add a label on the Labels tab. It saves.
- Go to the Member Listing and filter by that label. The member comes back.
- Check that none of your price sets is relying on a Member Label rule — if one is, rebuild it on Member Class.
Common mistakes
| What goes wrong | What you see | The fix |
|---|---|---|
| A price rule built on a label | It applies to everybody | Use Member Class for anything that changes a price |
| Creating labels before the lists | Labels in the wrong grouping, hard to tidy | Create the label lists first |
| Uploading members with labels that do not exist | Rows fail validation | Create labels by code first |
| Using labels as tiers | The tiers do nothing at the till | Tiers are classes |
| Fifty ungrouped labels | Nobody can find the right one | Group them into label lists, deliberately |
| Marketing preferences kept outside BigLedger | Somebody mails an opted-out customer | Put the preference on the member as a label |