Overview
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:
Creating an Account Filter
1. Navigate to the "Marketing Tools" tab and select "Account Filter" drop down
2. Click "CREATE A NEW ACCOUNT FILTER" button in the upper right, which will bring you to the following webpage:
3. Give your specific account filter a descriptive name, for this example, it will be "All One Card Loyalty Members".
4. 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
5. Click Save.
Generating "Guest Analysis" Report
1. Navigate to the "Report Center" tab and select the "Run Reports" drop down:
2. Under the General Reports, select the Detail option next to Guest Analysis which will direct you to the following webpage:
3. Search for the designated name you assigned to the Account Filter in the previous steps above and proceed to the next step by clicking Go.
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". This will take you to the Guest Analysis Report - Customize Output screen.
4. Select the desired fields you'd like to be included in your report:
Some fields will be automatically included but you can completely customize the report to fit your requirements.
5. In addition, you are also able to include specific wallets from your system setup to display per loyalty member by clicking Add Wallets to Output. For example, you may want to see the total points your guests currently have. Here you would select your points wallet in the Available side and click > to add to the Selected area.
6. Select your Output type. Note: When selecting Output Types please keep in mind the size of the file you'll be generating (XLS has a max of 65536 rows):
7. Click Run Report (or Run Demographic Report if you did not add wallets). This will generate your report. This may take a few minutes depending on the size of the report.
When the report has generated click Download Report to download the completed report.