Member History
Track and view your customer and club member activity to improve engagement and retention, and to gain insight into any changes within their account. From the VinesOS sidebar, go to Club > Member or CRM > Customers and click on an individual record. At the bottom of each profile, you can view any past changes or updates made to that account. Each entry lists a time stamp, a description of the change, and indicates who made the change (i.e., customer or staff/manager member by name).
The types of activity that this historical log records include changes, actions, and statuses in the customer/member record, such as:
When the customer joins a club (and the staff/manager who signed up the member)
Attribute changes/additions (email, first name, address, phone, etc.)
Emails sent to the customer (e.g., notification of card expiration sent)
Membership change (added or removed items from membership)
Added/removed/updated payment method
Referral code entered
Membership put on hold or removed from hold
And many more changes and updates to the customer record
Transactional Emails
With the transactional emails feature, you can view when your members are opening and clicking your emails. This is a good way to ensure your members are engaging with your emails and how they are interacting with them.
Opens: How many times the member opened/viewed the email
Clicks: How many times the member clicked the external/internal link(s) in the email
Click here to view all transactional emails that can be sent to you and your customers.
If you do not see transactional emails under your member's accounts, reach out to the team to enable them!
Please note! The transactional emails feature could impact dashboard speed because the request is sent directly from the mailing server