Member Setup

Member Setup is the foundation of your membership program. This section covers everything related to creating, organizing, and managing member records in BigLedger.

What You’ll Configure

Member Records are the individual profiles that link customers to your membership program. Each member record connects to a customer master record and tracks membership-specific information like join date, tier status, and point balances.

Member Classes define tiers or categories within your program. Classes enable tier-based benefits, segment members by subscription level, and control access to exclusive rewards.

Member Labels provide flexible segmentation orthogonal to classes. Use labels to tag members for marketing campaigns, track special interests, or flag operational attributes without changing their class status.

Bulk Import processes large volumes of member data from CSV files, making it practical to launch programs with thousands of existing customers or migrate from legacy systems.

Configuration Sequence

Follow this recommended sequence when setting up members:

  1. Define Member Classes if you’re implementing a tier-based program
  2. Create Member Labels for segmentation needs
  3. Create Individual Members for small programs or testing
  4. Perform Bulk Import for large-scale member creation

This sequence ensures that classes and labels exist before you assign members to them, preventing referential integrity issues.

Multiple Memberships Per Customer

BigLedger’s architecture supports multiple memberships per customer, enabling sophisticated program designs:

A retail customer might hold both a general loyalty membership and a VIP wholesale membership, each with separate point balances and reward eligibility. An individual might be a member in both a corporate program (through their employer) and a personal consumer program.

Each membership operates independently with its own:

  • Point balances across all currencies
  • Tier status and class assignment
  • Label tags and segmentation
  • Transaction history and redemption activity

When implementing multiple memberships per customer, carefully plan how you’ll differentiate them in transactions and communications to avoid confusion.

Explore This Section

The Member Setup subsection contains detailed guides for each aspect of member management:

  • Member Creation - Creating individual member records and linking them to customers
  • Member Classes - Defining tiers and configuring class-based benefits
  • Member Labels - Implementing flexible segmentation with labels
  • Bulk Import - Importing large member databases from CSV files

Work through these topics in sequence for initial setup, or reference specific guides when modifying your existing program.