Kazm Help Docs
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Manage your members
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📈 Customizing the Dashboard
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🪪 Member Details and Management
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📄 Batch Processing and Management
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⚙️ Operational Actions
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https://www.loom.com/share/7bad2ab7e74f4ba1a9d916205b920e6a?sid=e925788a-e435-4c6b-a2c6-a11f7b1f9b8e
Customizing the Dashboard
Column Customization: Modify the columns displayed in the dashboard to include specific member details
Filtering Options: Filter members based on various criteria to quickly access targeted member lists.
Member Details and Management
- Member Profile Access: Click on individual members to view detailed profiles, including their activities, linked accounts, quests, and rewards.
- Adjust Member Data: Edit member tiers and points directly within their profiles. Adjustments can be specified with reasons for clear tracking.
Batch Processing and Management
- Import Data: Use a CSV file to adjust points, create tags, or update member data in batch. Ensure the file matches the specified template.
- Export Data: Export member data into a CSV file, which can include any subset of members based on selected criteria.
Operational Actions
- Manage Members in Bulk: Select multiple members to perform various actions like deleting, tagging for segmentation, or exporting their details.
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➡️ Up next: Custom Integrations
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Members: https://kazm.notion.site/Members-b804a0d50bc24c9097ba6ee3b1cf1287