By default, if a contact with an enrolled status triggers a Loyalty rule, the Ambassador system will automatically tag their contact record as a loyalty participant.

Once a contact has the loyalty participant flag, they will be included in the Engagement and Engagement Rate metrics of your Loyalty Dashboard. Learn more here.

If you'd like to automatically tag every new contact who enrolls in your referral and/or loyalty program as a loyalty participant, there are several ways you can accomplish this.

Automated options are:

You can setup a Loyalty rule to trigger when a contact has enrolled and joined a referral campaign segment.

You can setup an API call to the Loyalty endpoint to trigger a rule, which will automatically enroll a contact into the Loyalty program.

If you are using the Portal Registration Form hosted by Ambassador to enroll contacts into your referral and loyalty program, there is a simple check box in your Form settings.

In Ambassador Admin 2 > go to Portal > Registration > then scroll down to the Settings section and check the box labeled "Add the "Loyalty Participant" flag to new contacts created from this form"

Once selected, any contact who enrolls through that form will be automatically tagged as a Loyalty participant.

If you are enrolling customers into your referral and loyalty program using an Ambassador RAF module on your website or behind a login, there is a simple toggle in your RAF settings.

In Ambassador Admin 2 > go to Editor > select the RAF to open it > on the Settings tab, look for "Loyalty Participant?" and toggle it on. Make sure to save!

If you have multiple RAF's, make sure to enable it on each of them.

Once toggled on, any contact who enrolls through the RAF will be automatically tagged as a Loyalty participant.

If you have an existing contact that doesn't have the loyalty participant flag, you can update their contact profile to tag them as a loyalty participant.

In Ambassador Admin 2 > go to Contacts > search for the particular contact and click their email to open their contact profile > scroll down to the Contact Info section and look for the "Loyalty Participant" field > update it to Yes > Save.