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👥 View Group Members

Learn how to view and manage members of group incentive offers.


What Are Group Offers?

Group offers are incentive offers that require multiple recipients to participate together. They're ideal for:

  • Group discounts
  • Team incentives
  • Collaborative rewards
  • Referral chains

Accessing Group Members

URL: /provider/incentive-offers/group-members/[incentive_offer_id]

Navigation:

  1. Go to Incentive Offers in your dashboard
  2. Find a Group offer (check the Offer Type column)
  3. Click the three-dot menu (⋮)
  4. Select View Members Group

Note: This option only appears for Group offers, not Single offers.


Understanding the Group Members Page

  • Back Button - Return to the offers list
  • Title - "Group Members" with user icon
  • Tour Button - Start the interactive guide

Member List

The page displays all members participating in the group offer:

InformationDescription
Profile PictureMember's avatar
UsernameMember's display name
EmailMember's email address
RoleCreator or Member
StatusActive, Pending, or Inactive
Joined AtWhen they joined the group

Member Roles

RoleDescription
CreatorThe person who initiated/created the group offer
MemberParticipants who joined the group

Member Statuses

StatusDescription
ActiveFully participating member
PendingInvited but hasn't responded yet
InactiveDeclined or removed from group

Managing Group Members

Approving Members

If you have creator privileges:

  1. Find a member with Pending status
  2. Click the Approve action
  3. Member status changes to Active
  4. Success message confirms the action

Rejecting Members

If you have creator privileges:

  1. Find a member you want to remove
  2. Click the Reject action
  3. Member status changes to Inactive
  4. Success message confirms the action

Note: As a provider, you can view members but may have limited management capabilities depending on the offer configuration.


Member List Display

Card View

Each member is displayed with:

  • Avatar - Profile picture or initials
  • Name - Username or email
  • Role Badge - Creator or Member
  • Status Badge - Active/Pending/Inactive
  • Join Date - When they joined

Empty State

If no members exist:

  • Message: "No group members found"
  • Check if the offer is correctly configured as a Group offer

Pagination

When there are many members:

  • Showing X of Y members - Current view count
  • Pagination controls appear when total exceeds per-page limit
  • Navigate through pages as needed

Interactive Tour

A guided tour helps you understand the page:

  1. Auto-start - Tour starts automatically on first visit
  2. Manual Start - Click Take Tour button in top-right corner
  3. Follow Along - Highlighted areas explain each feature

Group Offer Workflow

How Group Offers Work

1. Provider creates Group offer

2. Initial recipient (becomes Creator) claims offer

3. Creator invites others to join

4. Invitees join the group (become Members)

5. When max members reached, incentive activates

6. All members can claim the incentive

Tracking Progress

MetricDescription
Current MembersHow many have joined
Max Required MembersTarget number needed
Active MembersSuccessfully joined participants
Pending MembersWaiting for response

Best Practices

Monitoring Group Progress

Do:

  • Regularly check group participation
  • Follow up with pending invitations
  • Verify member details when needed
  • Track progress toward max members

Don't:

  • Ignore pending members for long
  • Leave groups incomplete indefinitely
  • Remove active members without reason

Communication

  • Use the Messages feature to communicate with group participants
  • Send updates about group progress
  • Notify when the group is complete

Troubleshooting

Can't See Group Members Option

Causes:

  • Offer is a Single offer, not Group
  • Offer hasn't been claimed yet
  • No members have joined

Solutions:

  1. Check the Offer Type column in the table
  2. Verify the offer has been claimed
  3. Wait for members to join

No Members Showing

Causes:

  • No one has joined the group yet
  • Loading error
  • Network issue

Solutions:

  1. Wait for members to accept invitations
  2. Refresh the page
  3. Check your internet connection

Can't Approve/Reject Members

Causes:

  • Insufficient permissions
  • Member status already changed
  • Network error

Solutions:

  1. Verify your permissions
  2. Refresh the page to see current status
  3. Try the action again

Error Loading Members

Causes:

  • Invalid offer ID
  • Server error
  • Session expired

Solutions:

  1. Verify the offer ID is correct
  2. Try again in a few moments
  3. Log in again if session expired

Floating Action Button (FAB)

The FAB provides quick navigation to related pages:

ActionDescription
View Incentive Offer DetailsSee full offer info
View Messages with RecipientOpen conversation
View Incentive DistributionSee distribution records
View Group MembersCurrent page (highlighted)
Embed Acknowledgement WidgetGenerate embed code
View Incentive ProgramOpen program page

After viewing group members:

  1. View Messages with Recipient - Communicate with the group
  2. View Incentive Distribution - Track fulfillment for all members
  3. View Incentive Offer Detail - See the full offer configuration