Contacts joining the Loyalty program
Before joining a contact to your Loyalty program, you need to make sure that the contact already exists in Emarsys. Otherwise, create the contact in Emarsys first.
If the contact is not in the Emarsys contact database, there is no option for the contact to:
- Receive emails
- Enter Automation Programs
- Enter Segments
If your contact is still not registered in Emarsys, do the following steps:
- Call the Loyalty API to create the contact, and include his
ExternalId(Identifier used in your Sales data) to get the LoyaltyID. - Call the Emarsys API to create the contact, and include his
ExternalId, andLoyaltyID(from the previous step, make sure theLoyaltyIDfield already exists in the contactDB and it is indexed). - Call the Loyalty API, to join the contact to the Loyalty program.
After creating Loyalty Wallet credentials, you are not allowed to change the contact identifier for Smart Insight. This can cause the Loyalty system to work incorrectly. If you need to change the identifier, please contact Emarsys Support or your Client Success Manager or your Implementation Consultant first.
Deleting a Loyalty member
When a member wants to leave the loyalty program, you need to decide if you also want to delete all of his Loyalty data that is saved in the Emarsys reporting database.
You can also define the behaviour of the Loyalty Wallet and API regarding Loyalty reporting data.
To see what Loyalty data is saved and accessible to you by using Open data, see Open Data - Data views.
Please note that all data related to a given member will be deleted regularly on Wednesdays and Sundays.
If a contact deletion request is sent on or after Sunday, the contact and their related data will be deleted on Wednesday.
Setting for Loyalty Wallet
Under Loyalty Configuration > Loyalty Wallet, you can define per Wallet what should happen when the member clicks Cancel membership: Delete Loyalty reporting data or not.
Setting for API
Under Loyalty Configuration > API Key, you can define per API Key what should happen when you are deleting a member using the Loyalty API delete endpoint: Delete Loyalty reporting data or not.
Setting for Member Profile
Under Member Profile/Loyalty Support, you can manually delete a member from the Loyalty program. When deleting the member, you can decide if you also want to delete the member’s Loyalty data for reporting.
Deleting Contact in the Emarsys Platform
You entirely delete the contact from Loyalty in the following ways:
- Delete manually a contact from the Emarsys contact database via the Unified profile.
- Delete via API.
- Delete via the Contacts node in the Automation Center program.
After you delete a contact in Emarsys, it can take up to 48 hours for the contact to be deleted in Loyalty also.