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1.1.1 - Uploading Member Records
P
Product Marketer@Xoxoday
Updated: Apr 07, 2025
Description
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Steps
1
Welcome to Loyalife-Member upload(1.1.1)!
2
"Members18marchCPD.csv" File
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Standard Member Attributes
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Standard Member Attributes
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Standard Member Attributes
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View each member's current status
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View each member's preferred language
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View each member's preferred language
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Customer Since Date
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Digital Banking Status
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Average Monthly Balance
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Relationship Manager Assignment
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Branch Location
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Click on "Program".
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Next, click on "Modules".
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Now, click on "Upload Files".
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Click on "Upload CPD File".
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Now, click on "Upload".
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Following that, click on "Reports".
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Click on "Logs".
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After that, click on the menu
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Click here to download file
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Click on "Members".