Learn about how to start a Loyalty program on Mekari Qontak.
Members is a feature that serves as a central hub for managing all customer data registered in the loyalty program. In this menu, you can access member data, member point or wallet balances, as well as each individual's history and tier status in real time.
The Members menu consists of 3 (three) types of reports:
Members List,
Member Wallets, and
Member Tier Status.
A. Members List
Member List can be used to view comprehensive information about member profiles and demographic data, such as the member list, member details, and detailed information about Wallet Balances, Tier Progression, Ledger Transactions, and Redemptions. Member profile information is obtained from the information available in the Customers menu.
| No. | Feature Name | Description |
|---|---|---|
| 1 | Export |
Button for exporting data in CSV or Excel format. |
| 2 | Member ID | Column that displays the member ID. |
| 3 | Column that displays the member email address. (optional) | |
| 4 | Name | Column that displays the member's full name. |
| 5 | Phone Number | Column that displays the member's phone number. |
| 6 | Join Date | Column that displays the date the member first joined or registered for the loyalty program. |
| 7 | Status | Column that displays the member status. |
| 8 | Actions |
Column that displays an icon for accessing the detailed member data page. |
| 9 |
Filter Data |
Filter for filtering the member data that has been created. In this case, you can filter data based on the data displayed by the system, and the data will be displayed in the table. The export results will adjust to the active filter. |
How to View Member Details
Log in to your Mekari Qontak account. Then select the “Loyalty” menu.
Select the Members submenu, then click “Member List”.
-
You will be directed to the Members page. On this page, click the data in the table.
You can also click the ‘
’ icon in the ‘Actions’ column.
-
You will be directed to the Member Details page. Several types of information are displayed. The member information is explained as follows.
Contact Information
This section displays the basic member information.
| No. | Feature Name | Description |
|---|---|---|
| 1 | Header Profile | Displays the main member information, such as the member's name, member ID, and join date. |
| 2 | Contact Information | Displays the member's email address, phone number, and date of birth. |
| 3 |
Custom Fields
|
Displays additional data based on the custom fields you created in the Customers menu. |
Wallet Balances
This section displays a balance summary for each type of loyalty currency owned by the member.
| No. | Feature Name | Description |
|---|---|---|
| 1 | Currency | Displays information about the currency used. |
| 2 | Available Balance | Displays the amount of balance that is currently available for transactions. |
| 3 | Pending |
Displays the amount of balance that is undergoing verification (accrual) and cannot yet be used. The Pending balance can automatically change to Available Balance after passing the Maturation Period.
Learn about the maturation period |
| 4 | Total Point | Displays the total balance ever recorded in the wallet account before deductions for usage or expiration. |
| 5 |
Lifetime Earned
|
Displays the accumulated total balance ever earned by the member since first joining. |
| 6 | Expired Total | Displays the accumulated points that are no longer valid because they have passed the usage period (forfeited/expired). |
Tier Progression
This section displays information about the member's level progress.
| No. | Feature Name | Description |
|---|---|---|
| 1 | Active Tiers | Displays the number of tiers the member is currently participating in. |
| 2 | Progress Bar (Tier C to Tier B): | Displays a visualization showing that the member is in Tier C and is progressing toward (Target) Tier B. |
| 3 | Points Needed | Displays the value that must be accumulated to reach the next target. |
Ledger Transactions
This section is a ledger (log) that records the detailed history of point or balance transaction movements.
| No. | Feature Name | Description |
|---|---|---|
| 1 | Transaction ID | Displays the unique (internal) code for each transaction performed. |
| 2 | Ext Transaction ID | Displays the unique (external) code for each transaction performed. |
| 3 | Activity Name | Displays information about the activity performed (Data reference: Rule Trigger). |
| 3 | Member ID | Displays the unique identity of the member who performed the transaction. |
| 4 | Wallet ID | Displays the wallet code where the transaction was performed. |
| 5 | Wallet Name | Displays the name of the wallet where the transaction was performed. |
| 6 | Rule ID | Displays the rule or royalty code used. |
| 7 | Rule Name | Displays the name of the royalty rule used. |
| 8 | Type |
Displays the transaction type.
Values with an expired status are not included in the Burn type category.
|
| 9 | Amount | Displays the balance value entering or leaving the account. |
| 10 | Status | Displays the status of the value. |
| 11 |
Filter Data |
Filter for filtering the member data that has been created. In this case, you can filter data based on the data displayed by the system, and the data will be displayed in the table. |
| 12 |
Sort Data |
Displays data sorted by:
|
Redemptions
This section displays the history of redeeming points for gifts/rewards.
| No. | Feature Name | Description |
|---|---|---|
| 1 | Redemption ID | Displays the redemption transaction code. |
| 2 | Code Issued | Displays the issued code or reference number used by the member. |
| 3 | Member ID | Displays the unique identity of the member who performed the redemption transaction. |
| 4 | Member Name | Displays the member's name. |
| 5 | Reward ID | Displays the reward code selected by the member. |
| 6 | Reward Name | Displays the name of the reward selected by the member. |
| 7 | Status |
Displays the reward processing status.
|
| 8 | Expire At | The deadline for using the reward. |
| 9 |
Filter Data |
Filter for filtering the member data that has been created. In this case, you can filter data based on the data displayed by the system, and the data will be displayed in the table. |
| 10 |
Sort Data |
Displays data sorted by:
|
How to View the Member List
Click the ‘Preview’ icon on one of the Members data entries.
You will then be directed to the Member Details section. Then click “Edit Profile”.
B. Member Wallets
Wallets function as a central hub for monitoring the balances of all members in the Headless Loyalty ecosystem. This menu provides data transparency regarding the consolidation of loyalty assets owned by each member. Systemically, the platform allows one member to have multiple wallets that simultaneously accommodate various types of currency.
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| No. | Feature Name | Description |
|---|---|---|
| 1 | Export |
Button for exporting data in CSV or Excel format. |
| 2 | Wallet ID | Column that displays the ID of the wallet registered in the system. |
| 3 | Member ID | Column that displays the ID of the member who owns the wallet (wallet). |
| 4 | Member Name | Column that displays the name of the member who owns the wallet (wallet). |
| 5 | Currency | Column that displays the type of currency or points managed in the wallet. |
| 6 | Balance Available | Column that displays the current balance that is active and ready for the member to use in transactions. |
| 7 | Balance Pending | Column that displays the balance that is still pending or undergoing verification and cannot yet be used. |
| 8 | Progression Earn | Column that displays the accumulated points earned by the member through activity progress or specific achievements in the program. |
| 9 | Lifetime Earned | Column that displays the total accumulated balance/points ever earned by the member since the wallet was first created. |
| 10 |
Filter Data |
Filter for filtering the displayed wallet data. In this case, you can filter data based on the data displayed by the system, and the data will be displayed in the table. |
How to Export Wallets
Log in to your Mekari Qontak account. Then select the “Loyalty” menu.
Select the Members submenu, then click “Member Wallets”.
You will be directed to the Wallet page. On this page, click “Export” and select the desired report format.
The downloaded wallet report and an explanation of each column are displayed as follows.
| No. | Feature Name | Description |
|---|---|---|
| 1 | Wallet ID | Column that displays the ID of the wallet registered in the system. |
| 2 | Member ID | Column that displays the ID of the member registered in the system. |
| 3 | Member Name | Column that displays the name of the member who owns the wallet (wallet). |
| 4 | Currency | Column that displays the type of currency or points managed in the wallet. |
| 5 | Balance Available | Column that displays the current balance that is active and ready for the member to use in transactions. |
| 6 | Balance Pending | Column that displays the balance that is still pending or undergoing verification and cannot yet be used. |
| 7 | Progression Earn | Column that displays the accumulated points earned by the member through activity progress or specific achievements in the program. |
| 8 | Lifetime Earned | Column that displays the total accumulated balance/points ever earned by the member since the wallet was first created. |
C. Member Tier Status
Member Tier Status is a feature that displays the membership tiers of all members. Its main function is to monitor the current tier status and review the member's tier change history (tier history) across different tier groups.
| No. | Feature Name | Description |
|---|---|---|
| 1 | Export |
Button for exporting data in CSV or Excel format. |
| 2 | Member Tier ID | Column that displays the ID of the wallet registered in the system. |
| 3 | Member ID | Column that displays the ID of the member registered in the system. |
| 4 | Member Name | Column that displays the name of the member registered in the system. |
| 5 | Tier Group ID | Column that displays the loyalty group ID. |
| 6 | Tier Group Name | Column that displays the name of the loyalty group. |
| 7 | Tier Level ID | Column that displays the loyalty level ID. |
| 8 | Tier Level Name | Column that displays the name of the loyalty level. |
| 9 | Status |
Column that displays the tier status.
|
| 10 | Start Date | Column that displays the date the member's validity period began at a particular tier. |
| 11 | End Date | Column that displays the date the member's validity period ended at that tier. |
| 12 |
Filter Data |
Filter for filtering the displayed data. In this case, you can filter data based on the data displayed by the system, and the data will be displayed in the table. |
How to Export Tier Status Data
Log in to your Mekari Qontak account. Then select the “Members” menu.
Select the Members submenu, then click “Member Tier Status”.
You will be directed to the Member Tiers page. On this page, click “Export” and select the desired report format.
The downloaded Member Tier report and an explanation of each column are displayed as follows.
| No. | Feature Name | Description |
|---|---|---|
| 1 | Member Tier ID | Column that displays the ID of the wallet registered in the system. |
| 2 | Member ID | Column that displays the ID of the member registered in the system. |
| 3 | Member Name | Column that displays the name of the member registered in the system. |
| 4 | Tier Group ID | Column that displays the loyalty group ID. |
| 5 | Tier Group Name | Column that displays the name of the loyalty group. |
| 6 | Tier Level ID | Column that displays the loyalty level ID. |
| 7 | Tier Level Name | Column that displays the name of the loyalty level. |
| 8 | Status |
Column that displays the tier status.
|
| 9 | Start Date | Column that displays the date the member's validity period began at a particular tier. |
| 10 | End Date | Column that displays the date the member's validity period ended at that tier. |