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.

If you run campaigns, this page creates your labels — and first tells you what they cannot do.

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.

Labels versus classes, in one line

A class changes what the system does. A label is, almost entirely, for you.

Member class — the tier. Price rules and commission schemes read it. One per member.
Member label — a segment. No price at the till or on a sales document reads it; apart from the web store and the OCR receipt processor, only a commission scheme’s Member Label rule does — see the caution below.

A price-set rule on Member Label does not work at the till or on a sales document. There the pricing calculator treats the rule as satisfied, so the price set applies to everybody. Only the web store and the OCR receipt processor compare the labels (Who reads a label). For a counter price, use a class.

A commission rule on Member Label matches any member who carries any label. The commission scheme lets you pick labels on the rule, but today the check only asks whether the sale’s member has a label link — not one of the labels you picked. So once you label members at all, a Member Label rule pays on every labelled member’s sale. Until that changes, build commission distinctions on Member Class too.

What labels are good for: recording a preference, marking a cohort, and telling the person who opens a member record something they need to know.

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 is skipped while the rest of the file goes in, and the file still ends DONE — count the members afterwards.

Step 3: Use them

Labels earn their keep on the member record:

Recording a preference you are obliged to honour — NO-MARKETING is worth more than a spreadsheet somewhere, because it lives on the member record where the person working the list will see it. The label shows the preference, not when or how the person gave it, so keep that record yourself (Keep the consent record yourself).
Marking a cohort — EVENT, GAMING — so whoever opens the member knows how they came to you and what they care about.

What labels will not do for you today: filter the member search by label. A label’s own Members tab lists everyone who carries that one label, with no export. The Member Listing search has no label filter — it searches by card, member, branch, IC, mobile, member class, dates and delivery address — and the membership report filters by join, end and birth dates only. If a campaign list has to come from a label, plan for that before you rely on it: a segment you need to select by is better carried as a member class, or kept alongside your campaign tool.

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, and the label shows under its label list on that tab. (The tab’s search box reloads the list rather than filtering it — scan the list itself.)
Close the member, open it again, and the label is still there.
Check that none of your price sets or commission schemes 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	At the till 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	Those rows are skipped; the file still ends `DONE`	Create labels by code first, and count the members afterwards
Using labels as tiers	The tiers do nothing at the till	Tiers are classes
A commission rule on one label	Commission paid on every labelled member’s sale	Build the rule on Member Class
Planning a campaign list around a label	Neither the Member Listing nor the membership report filters by label; the label’s Members tab lists one label’s members with no export	Segment you must select by → a class
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; keep the record of consent itself alongside