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Account Tab

Adjust settings on member's Account tab in their Member Portal

Updated this week

The Account Tab on the Member Portal allows the member to adjust their profile.

Possible fields include:

  • First and Last Name (always shown)

  • Phone Number (show/hide options)

  • Date of Birth (show/hide options)

  • Address (show/hide options)

  • PayPal Email (shown if part of program rewards)

  • Wise Email (shown if part of program rewards)

  • Custom fields (text and/or dropdown fields to collect additional info about a member)

Beyond basic contact info, you can decide if you’d like to let Members update custom fields. You control what fields can be updated and what can’t.

Examples of custom fields include:

  • Clothing sizes (for swag rewards)

  • Product lines or service categories of interest

  • Social media handles (for recognition or social proof campaigns)

  • Payment details (alternative email addresses for digital payouts)

  • Reward preferences

You can enable and name these fields when you edit the Program Landing Page

To adjust the fields shown on the page:

  1. Navigate to the Portal page of the Program Editor (or click here)

  2. Select Account Settings from the drop down menu

  3. Select Edit Page (paper icon)

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