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Add a Club Member

After you set up a club and activate it, you can add club members.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Advanced
User Permissions Needed
To add club members:

Loyalty Management permission set

AND

Manage Loyalty Programs permission set
  1. From the record page of a club. click Members.
  2. Click Add Club Member.
  3. Enter these details:
    Contact, Account, and Loyalty Program Membership Number A value for one of these parameters.
    Membership Status The status of the member.
    Enrollment Type The criteria based on which the member is enrolled.
    Enrollment Date and End Date Members can only enroll between the start and end date time of the club membership plan. If you don't select an end date, the club membership ends on the end date of the club.
    Create a new club by entering the primary information such as name description and start and end dates.
  4. Save your changes.
Note
Note You can use the Club Member Enrollment API to enroll members in your club from an external system such as your website. The integration user who is executing the API must be assigned the Loyalty Management and Manage Loyalty Programs permission sets.