Update Member Status

The update member status action allows you to modify the status and label of a customer based on their activities within a loyalty promotion.

Use Case

Prerequisites

Define member statuses and labels in your organization settings.

Requirement: A brand wants to automatically tag members as "High Value" if they make transactions worth more than ₹10,000 during a specific promotional period. Additionally, they want to label members with more than 5 returns as "Suspecting".

Solution:

1. Create a loyalty promotion and define the metadata, enrolment, and earning activities.
2. Define the qualifying conditions for the earning activity, for example, Transaction Value > 10000.
3. Select the Update Member Status action.
4. Select a status from the Status & label dropdown.
5. Save the action to complete the configuration.

Configuring the Update Member Status action

To configure the Update Member Status action, follow these steps:

1. Select Update Member Status from the action list.

2. In the Status & label dropdown, select the new status and label to apply to the member.

3. (Optional) Enable Communication to notify members of the status change through supported channels.

4. Select Done to complete the configuration.