Members, segments, and organizations

Member

A member is who participates in the program and accumulates points/cashback.

Two typical scenarios:

• B2C — the member is an end consumer (a person). Fields: email, phone, date of birth, language.
• B2B — the member is a business entity (pharmacy, store, partner). Fields: legal name, tax ID, point of contact.

IncentIA uses the same Member entity for both — only the fields that are populated and how they're organized change.

Registration

Members enter the program in several ways:

• OTP self-service — from the public portal, email or phone → code → done. No password.
• Admin invitation — from the tenant panel.
• Campaign landing — form on a campaign's public page.
• Bulk import — CSV with the initial members.
• Webhook — another system (CRM, ERP, ecommerce) pushes the registration.

Key attributes

• Points balance — how many points they have in each program.
• Current tier — level in each program.
• Registration date and last activity.
• Segments they belong to (dynamic).
• Organization (optional, one or several OUs).
• Custom fields — per-tenant custom attributes (e.g. "pharmacist specialty").

Segments

A segment is a dynamic group of members defined by rules over their attributes.

Examples:

Segment	Rule
VIP	AccumulatedPoints > 10000
Active 30d	LastActivity > today - 30 days
Madrid	City = "Madrid"
Pharmacy	BusinessType = "Pharmacy" AND Sector = "Health"
Churn risk	ChurnScore > 70

Segments recalculate automatically — if a member no longer matches the rule, they leave the segment.

Typical use:

• Campaign targeting ("only VIP").
• Communication filtering ("send this email to Churn risk").
• Reporting ("how many active in Madrid").

Organizations

An organization is a node in a B2B hierarchical tree. Used when members are businesses belonging to larger structures (chains, groups, delegations).

Examples:

Northern Pharmacies (Root)
├── Galicia Zone (Group)
│   ├── Santiago Pharmacy (Branch) ← member
│   └── Vigo Pharmacy (Branch)     ← member
└── Asturias Zone (Group)
    └── Oviedo Pharmacy (Branch)   ← member

Key differences vs Segments:

	Segments	Organizations
Structure	Flat (lists)	Hierarchical (tree)
Assignment	Automatic (by rules)	Manual (or import)
Changes	Dynamic	Permanent
Typical use	B2C: customer groups	B2B: chains, groups

An entity can be in both: a pharmacy (member) can belong to "Northern Pharmacies" organization AND to "Active pharmacies 30d" segment — they're orthogonal.

Details in the Organizations section.

Permissions and privacy

• Members have their own portal (PWA / mobile app) where they see only their data.
• Tenant admins see all members of their tenant.
• Partner admins see members from their assigned tenants.
• Data is isolated by tenant — Brand A admin never sees Brand B members.