How To: View Loyalty Members Who Joined During a Specific Period

How To: View Loyalty Members Who Joined During a Specific Period

How To: View Loyalty Members Who Joined During a Specific Period

Contacts> Create Segment

In order to view loyalty members who enrolled during a specific time frame, create a segment. Follow the steps below to create this segment.

Steps:

  1. Click on Contacts and choose Create Segment
  2. Under Segment Settings enter Segment name and Description. Below in Select List(s) choose POSSYNC list and click the Proceed button in the bottom right of the screen.
  3. In the Attribute Categories on the left side of the screen locate Profile Attributes. Discovered under profile attributes left click and Drag the Loyalty Enrolled Date into the Profile Attributes Rules. Select is and Between in the drop-downs. Next, using the calendar icons, enter the date range for which you wish to view loyalty enrollments. Press the Save Segment Rule button on the bottom right of the screen. 


 


Once the segment rule has been saved, OptCulture will direct you to the screen below which allows for the user to view the loyalty enrollments that fall within the date range chosen.




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