Managing Members

Once you've added members to your program(s), you can make changes to those members as circumstances evolve.

Editing a Member

You can edit Individual Members right from a member record page. Simply click Edit, make the necessary changes and Save.

Setting an Organization Contributor Member as Manager

You can designate one or more Organization Contributor Members as managers of their Organization Member. When set as manager, an Organization Contributor Member can redeem points on behalf of his or her Organization Member.

To set an Organization Contributor Member as manager, click Set Manager on the member's record page.

To remove the member from the manager position, click Unset as Manager.

Opting Out a Member

You can manually mark a member as opted out of their program. This means that the member will no longer be part of the program, but will be able to rejoin if they wish.

When a member is opted out, they will have a certain period of time to redeem any points they may have, as defined in the Opt-Out Expiration Mode and Opt-Out Expiration Value fields of their Program Point Type(s).

To mark a member as opted out, click on the member's record page and select Opt-out.

Once opted-out, the status of the member becomes Opt-out and Opt-Out Date is set to the current date.

You can reverse a member opt-out by selecting Reactivate on the tools menu.

Blocking a Member

You can suspend a member from participating in a program. When blocked, a member cannot participate in any incentives or earn any points, rewards or badges.

This is a great alternative to deleting a member when the member record has transactions associated with it (since members with transactions cannot be deleted).

To block a member, click on the member's record page and select Block.

Similarly, you can unblock a member by selecting Unblock on the tools menu.

Banning a Member

If necessary, you can permanently ban a member from a program. This means that the member will immediately lose all points and no longer be able to participate in any way.

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Careful! You cannot reverse a member ban.

To ban a member, click on the member's record page and select Ban.

When banned, the status of the member becomes Banned and Opt-Out Date is set to the current date.

Anonymizing a Member

At some point, you may need to anonymize a member's data to remove any personally identifiable information from Fielo products. By default, the following member fields are made blank or given a generic value:

• Name
• Account
• Contact
• Email
• External URL
• Image
• Merged To
• User

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Careful! You cannot recover data once a member is anonymized.

To anonymize a member, click on the member's record page and select Anonymize.

Once anonymized, the status of the member becomes Anonymized. Also, if the member was active before being anonymized, Opt-Out Date is set to the day you anonymized the record.

Advanced Feature: Customizing Member Anonymization

You can customize which member data is anonymized. Start by checking out the default configurations that will determine how individual member fields will be wiped, as well as which related records are to be modified or deleted upon anonymization. Go to Salesforce Setup and, via quick find, navigate to Static Resources. Under the FieloPLT namespace, view the JSON file called MemberAnonymize. You'll see something like this:

{
  "configObjects": [
    {
      "apiName": "FieloPLT__Member__c",
      "relationships": "Id",
      "deleteRelatedAttachments": true,
      "deleteRelatedFiles": true,
      "deleteTrackFieldHistory": false,
      "configFields": [
        {
          "apiName": "Name",
          "anonymizeOption": "defaultValue",
          "value": "Anonymized"
        },
        {
          "apiName": "FieloPLT__Account__c",
          "anonymizeOption": "blank"
        },
        {
          "apiName": "FieloPLT__Contact__c",
          "anonymizeOption": "blank"
        },
        {
          "apiName": "FieloPLT__Email__c",
          "anonymizeOption": "defaultValue",
          "value": "[email protected]"
        },
        {
          "apiName": "FieloPLT__ExternalURL__c",
          "anonymizeOption": "blank"
        },
        {
          "apiName": "FieloPLT__Image__c",
          "anonymizeOption": "blank"
        },
        {
          "apiName": "FieloPLT__MergedTo__c",
          "anonymizeOption": "blank"
        },
        {
          "apiName": "FieloPLT__User__c",
          "anonymizeOption": "blank"
        }
      ]
    },{
      "apiName": "FieloPLT__EmailAlert__c",
      "relationships": "FieloPLT__Member__c",
      "configFields": [
        {
          "apiName": "FieloPLT__ToAddress__c",
          "anonymizeOption": "blank"
        }
      ]
    }
  ],
  "overrides": "false"
}

Using the above JSON tree as a model, you can write your own files to add to or override these configurations. Start by creating a text file with the extension .json.

Each entry in "configObjects" contains settings that determine how fields in Member or objects with lookups to Member will be anonymized. These configs use the following key-value pairs:

In "configFields", you specify each field you want to be anonymized and how:

Finally, in "overrides", you can specify whether your configurations will add to or replace any existing configurations in the same library. If you set it to "true", the configurations will supersede any others. If "false", they will be applied along with any other configurations in the library. Note that the default config has "overrides": "false". So, in your file, you can choose to add your own configurations to the default ones (by setting "overrides" to "false") or override all the default configs with your own file (by setting "overrides" to "true").

Once your config file is ready, you can upload it to Salesforce as a static resource. Then, link it to the FieloPLT library to start using it.

Data Portability Export

To comply with data portability requests, you can export Member data to a JSON file. By default, data portability exports include all Member fields and the following lookups:

• Points
• Redemptions
• Redemption Items
• Member Badges
• Member Level
• Member Segments
• Challenge Members
• Mission Members
• Transactions
• Events
• Email Alerts

To perform a data portability export, click on a member's record page and select Data Portability Export.

The JSON file containing the exported member data will be saved to your computer.

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Advanced Feature: Customizing Data Portability Exports

Did you know that you can customize what data is included in Data Portability exports? To find out how, see Import/Export and Data Portability Utilities.

Member Statuses

Every member has a status that indicates whether the member can participate in a program or is encumbered in some way.

• Active members are those who are fully enabled to participate in a program. When a program has neither Request Member Authorization nor Request User enabled, newly added members are automatically active.
• Members with a Submitted for Approval status are those who have been added to a program that has Request Member Authorization enabled. Once the associated Approval Workflow has been completed, a member who is Submitted for Approval becomes either Active (if approved) or Rejected (if denied).
• Members with a Pending User status are those who have been added to a program that has Request User enabled. Once the associated Approval Workflow has been completed, a member who is Pending User becomes Active.

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Loyalty Portals on Salesforce Community Cloud

The Pending User status is not applicable to members of programs that use a loyalty portal in Community Cloud. See Member Settings for details.

• Members with an Opt-out status are those who have asked to leave their Program. An admin can help the member rejoin the program and return to Active status.
• Members who have been Blocked by an admin cannot participate further in their program until they are unblocked.
• Members who have been Banned are permanently barred from participation in the program.
• Anonymized members are those who have, by request, had their personally identifiable information wiped from Fielo products.