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To pull a list of all of the members enrolled in your loyalty program, you'll need to create a set of conditions via the Account Filter, and then generate a Guest Analysis Report using that account filter. Please follow the following instructions below:
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βCreating an Account Filter
Navigate to the "Marketing Tools" tab and select "Account Filter" drop down
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Click "CREATE A NEW ACCOUNT FILTER" button in the upper right, which will bring you to the following webpage:
From the options on the left hand side, please drag and drop "Program Template", from there you'll need to select the card template associated with your Loyalty Program:
Tip: By clicking "GET # OF MATCHING ACCOUNTS" you'll quickly calculate the accurate amount customers currently participating within your Loyalty program
You'll need to assign this specific account filter with a descriptive name, and click "SAVE". For this example, it will be "All One Card Loyalty Members"
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βGenerating "Guest Analysis" Report
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Navigate to the "Report Center" tab and select the "Run Reports" drop down:
Under the "General Reports", select the Detail option next to "Guest Analysis" which will direct you to the following webpage:
At this point you'll need to search for the designated name you assigned to the Account Filter in the previous steps above and proceed to the next step by selectin "GO":
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In doing so, you'll be required to review the chosen account filter before generating your report. After thoroughly reviewing the account filter, please select "CONTINUE WITHOUT SAVING".
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Select the desired fields you'd like to be included in your report:
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Some fields will be automatically included but you can completely customize the report to fit your requirements.
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In addition, you are also able to include specific wallets from your system setup to display per loyalty member by selecting "ADD WALLETS TO OUTPUT":
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TIP: When selecting Output Types please keep in mind the size of the file you'll be generating (XLS has a max of 65536 rows):
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Finally, select "RUN REPORT" to begin the download process
