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Adding Members

1

Navigate to Members

Go to CRM → Members from the sidebar.
2

Create a new member

Click + New Recipients and fill in the details:
  • First name, last name
  • Phone number (with country code) and/or email
  • Optional: birth date, external ID, address, how they want to get messages, group
3

Validate address

iQpay checks the member’s address to make sure it is correct before saving.

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Bulk Import & Export

You can add or update many members at once instead of one at a time.
  • Import members — click Upload Members to add a group of members from a file
  • Import & update — click Update Members to change details for many members at once
  • Export members — click Export Data to download your full member list as a spreadsheet

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Member Lifecycle

Here is what you can do with a member’s account.

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Suspending Members

Suspending is different from deactivating. When a member is suspended:
  • They cannot get new orders or new cards
  • Their wallet is blocked — they see a warning message instead of their offers and store view
  • They are still signed up for the program
1

Suspend a member

Go to the member’s profile and click Suspend. Only Organization Admins can do this.
2

Unsuspend a member

To give them access again, open the member’s profile and click Unsuspend. Their wallet and card will work again right away.
Suspended members will see a warning screen in their wallet. They cannot use any card features until you unsuspend them.

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Enrollment

Enrollment means a member is part of a specific program for a set period of time.

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Enrollment Fields

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Managing Enrollments

  • Create enrollment — add a member to a program with a start date and status
  • Update enrollment — change the dates or status
  • Expire enrollments — end many enrollments at the same time
  • Delete enrollment — remove an enrollment record
Enrollment status and suspension are two different things. A member can be enrolled in a program but still be suspended from using their cards.

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Self-Enrollment Forms

Self-enrollment lets members join a program on their own. No admin needs to do anything. How it works:
  1. An admin sets up a self-enrollment form and connects it to a program, product, and organization
  2. The system creates a link that can be shared with people
  3. Members open the link and fill in their information:
    • First name, last name
    • Email address
    • Phone number (with country code)
    • Whether they want to get messages by text or email
  4. When they submit, they are signed up and an order is created for them right away
Members can also join by scanning a QR code on a product. The QR code connects them to the right program.
Self-enrollment links can include an external ID and IP address. This helps with tracking and stopping fraud.

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Groups & Notes

  • Groups — put members into groups so they are easier to manage and find
  • Notes — add comments or notes to a member’s profile