Members FAQ

Here are the frequently asked questions regarding the Members function within the TRIFFT Cockpit:

1. How do I find and identify a specific member in the system?

You can search for members in the Member List using their Email address, Internal UUID, or Support ID. The Support ID is a short, human-readable code often displayed in the member's app profile, specifically designed to help customer service agents identify a user quickly over the phone or via chat.

2. What is the difference between a "Member" and a "Segment"?

A Member is an individual user record containing personal data, point balances, and transaction history. A Segment is a dynamic grouping of members who meet specific criteria (e.g., "Members who spent > €100 this month"). While you manage individual data at the member level, you use segments to target your Deals, News, and Push Notifications.

3. Can I add custom data fields to a member's profile?

Yes. Through the Custom Parameters function, you can create unique fields to store data specific to your business, such as "Favorite Store," "Dietary Preferences," or "Account Manager ID." This data can be updated via API, CSV import, or manually by an admin.

4. How do I view a member's history of earned and spent points?

Within the member's profile navigate to the Wallet tab. This provides a timestamped audit trail of every "Earn" and "Burn" event, including the source of the points (e.g., a Shopify order or a manual adjustment) and any associated reason codes.

5. Can I see which automated communications a member has received?

Yes. The Activity Log on a member's profile tracks interactions such as push notifications sent, emails triggered (via integrations like Klaviyo/Bloomreach), and deals claimed. This visibility is essential for support teams to understand the member's journey and troubleshoot why a specific offer might not have been received.