Marigold Platform

Please fill out this form to request Marigold admin access or to remove a former employee from admin access. We typically process these requests in 24-48 hours. If you need immediate assistance, please call or text Abbey Gurley, 570-220-3104. 

🚨 Action Item: Admin users have the ability to assist members locally, including adding or deducting points or rewards. While we have safeguards in place that alert us of suspicious admin user activity, it’s extremely important that we remove any admin users who no longer work for Fleet Feet. 

📝 Please note - Bookmark this link for quick access to the login page. 

You can search for members using their email address. If you are unable to find the customer using their email, try their first and last name and check to make sure the email matches in RICS. 

MEMBER > CSR > PEOPLE: Provides and easy view of the member’s metrics and activities, including:

1. Points/purchases

2. Rewards activity (earned, redeemed)

3. Email activity (received, opened) 

Follow the steps below to edit a member's email address in Marigold:

• 1. Search for original email in CSR > People

  2. Select Edit profile

  3. Select Edit email

  4. Click Save

  5. Check RICS and make sure the correct email is associated with the customer’s correct purchase history. Edit email if needed or merge emails if the old/wrong email address and new/correct email address both exist in RICS.

  6. If the member also has a fleetfeet.com or Fleet Feet App profile, please email fixit@fleetfeet.com so our customer care team can update the email address in Shopify as well. 

📝 Please note - If a customer wants to change their email address:

1. Any new email created in RICS + enrollment leads to the creation of a new Rewards account in Marigold.

2. If you edit an existing member's email in RICS, this also leads to a new Rewards account in Marigold. 

3. Therefore, if you edit an existing email in RICS, follow the Email Merge or Email Update guides below to keep customer’s rewards information tied to the same rewards account and balances when you process an email change in RICS. 

Marigold Admin users also have the ability change a customer's name within Marigold on behalf of members. Steps to do this include:

1. Log into Marigold

2. Go to Members 

3. Search member email 

4. Once you're within the member's profile, click Profile in the menu of options 

5. Go to the Members Attributes block and click edit 

6. Scroll down to First Name and Last Name to make changes 

7. Click Save 

📝 Please note - Name changes will not impact the member's account access, since we use email as the unique identifier and Rewards ID. 

Follow the steps below to merge accounts in Marigold. 

• 1. Search under CSR > People for the email, select member account (click into account) select More in top right

  2. Select Merge accounts in drop down

  3. Enter old/wrong email in search field. Important note! This is the email the member no longer want to use! 

  4. Click Preview

  5. Scroll down, select Merge

  6. An alert will appear, indicating that the merge was successful

Follow the steps below to merge accounts in RICS as well, so the data matches in both platforms:

1. Select Customer field > Customers > Merge Customers 

2. Use customer lookup to search customers 

3. Input old account (to be replaced) first

4. Input new account (this will be the account moving forward) second

**Note: to save new email, the '01-REFERRALTYPE' field cannot be empty - update by entering a "Existing" into this space

If the customer also has a fleetfeet.com or Fleet Feet App profile, please also email fixit@fleetfeet.com so our customer care team can update in Shopify. 

Follow the steps below if you need to add or subtract Points from a member's account:

• Navigate to Members > CSR > People > Search member's account 

• Within the member's account, select Adjust Metrics in the upper right 

• Fill out fields, including: 

• Adjustment Type: Add or Deduct

• Metric Type: Points

• Amount: (the total amount of points you want to add or deduct)

• Reason: (this appears on user’s app - be sure the comment is clear and helpful for the customer)

The adjusted Points will appear in the member's account and the app after about a minute. Refresh the page to check for updates. If you add enough Points to cover to a $15 reward, the points will convert to a $15 Reward the day after the points are applied. 

If a customer needs a $15 reward on the same day, see below to issue a $15 reward immediately. 

Navigate to Members > CSR > People (search for the member's email). Then follow the steps below:

1. Select More in top right corner

2. Select Issue Offer

3. Find $15 reward

4. Click Issue 

5. Click OK 

$15 Reward will automatically appear in the member's account and within the app. 

📝 Please note - If applicable, deduct points to balance out for the application of the $15 Reward. For example, if a customer has 240 points, but they are missing 10 points and you want to give them a $15 Reward immediately, issue a $15 Reward and deduct 240 points. 

Navigate to Members > CSR > People (search for the member). Then follow the steps below:

1. Go to the Offers tab in the customer’s profile

2. Select Action

3. Select Cancelled or Completed (depending on why you are removing the Reward)

There are a couple ways to add this information. 

1. Customers can add their birthday information within their fleetfeet.com or app account pages.

2. Local team members who have access to Marigold can input the birthday within the Marigold profile, by following the steps below: 

• Log into Marigold and navigate to CSR > People 

• Search the customer email address, and then select the customer 

• In the top-right menu click edit profile 

• Scroll down to birthdate and select their date of birth 

• Click save 

If you need assistance with this, please email fixit@fleetfeet.com and our team will be glad to help!