Loyalty

Video learning

Explore hundreds of videos, organized into series, to guide you through essential tasks in Loyalty.

Browse the expandable series below to find videos tailored to your needs, whether you're a marketing director, campaign manager, or a technical user, just starting out or looking to deepen your expertise.

Expand AllExpand All
Collapse AllCollapse All
Open filters
Open filters (hover) Open filters (active)
Clear All
Clear All
Hidden Expand Hover Hidden Expand Inactive Hidden Collapse Hover Hidden Collapse Inactive

Understand the core concepts that power your loyalty program.

Beginner
Introduction to Loyalty
All Users
Beginner
Introducing key concepts and terminology that shape successful loyalty initiatives and set the stage for everything that follows.
Beginner
Introduction to Loyalty APIs
All Users
Beginner
Learn what a Loyalty API is, the different types, and why they are essential when connecting Loyalty to your systems.

Create the assets that form the building blocks of your loyalty program.

Beginner
Create an offer
Marketer
Beginner
Present offers like promotions and discounts to members to increase engagement.
Beginner
Create a reward
Marketer
Beginner
Encourage participation with rewards that members get in exchange for spending their loyalty points.
Beginner
Create a challenge
Marketer
Beginner
Engage your members by rewarding them for purchasing a set number of specific items or performing specific actions.
Beginner
Create a mobile wallet pass
Marketer
Beginner
Make it easy for your members to access their loyalty account with this digital loyalty card.
Beginner
Create a punch card
Marketer
Beginner
Engage members by rewarding them for purchasing a set number of specific items or performing specific actions.
Beginner
Create a content token
Marketer
Beginner
Create reusable content elements that will personalize members' loyalty experience.
Beginner
Create a scheduled job
Technical
Beginner
Schedule automated loyalty actions, like sending batch messages or triggering rewards, to run at specific times or on a recurring basis.

Define and manage the logic that drives your loyalty program.

Intermediate
Earn Rules
Marketer
Intermediate
Define how members earn points for different activity types.
Intermediate
Triggered Actions
Marketer
Intermediate
Automatically respond to member actions by sending messages, granting rewards, or updating member details.
Intermediate
Order Rules
Marketer
Intermediate
Calculate points and bonuses from purchases so you can reward members in real time.
Intermediate
Tiers
Marketer
Intermediate
Classify members into different levels, such as Silver and Gold, based on their behavior or metrics, unlocking perks or status as they move up.
Beginner
Create a content token
Marketer
Beginner
Create reusable content elements that will personalize members' loyalty experience.
Beginner
Create a scheduled job
Technical
Beginner
Schedule automated loyalty actions, like sending batch messages or triggering rewards, to run at specific times or on a recurring basis.
Beginner
Program Settings
Technical
Beginner
Program Settings is the central screen for managing global settings for your loyalty program.
Beginner
APIs
Technical
Beginner
Learn about the APIs that are key in connecting your systems with Loyalty.
Beginner
Admin Users
Marketer
Beginner
Set up new users in the platform.

View, update, and segment member profiles and attributes, giving you control over the data that powers your loyalty program.

Beginner
Customer Service Representative (CSR)
CSR
Beginner
Manage and assist loyalty members by updating profiles, issuing offers, adjusting tiers, and resolving account issues.
Beginner
Segments
Marketer
Beginner
Deliver more personalized and effective member experiences using targeted audience segments.
Beginner
Analytics
All Users
Beginner
Insights that drive action. Learn to track, optimize, and prove ROI with Loyalty's reporting tools.
Intermediate
Importing and exporting data
Marketer
Intermediate
Keep your data up to date by seamlessly importing and exporting your member and program data.

Stay ahead of the curve. Learn proven strategies and expert tips to elevate your marketing performance.

Beginner
Accessibility
All Users
Beginner
Reach every audience. Learn how to create an inclusive, accessible loyalty program that everyone can engage with.

Are you a Loyalty Essentials customer?

If you’re unsure, please contact your Account Manager. Access Loyalty Essentials enablement here.

Create a ticket in our support portal if you encounter an issue or need assistance. If you do not have an account on the support portal, please reach out to your Marigold Representative.

 
©2026 ZETA Global. All rights reserved.
Find out more about our solutions on Zeta Global

Privacy Notices