Learn the fundamentals of Loyalty
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Create a Segment
Learn to group members with common characteristics in Loyalty by creating a Segment and the language used to build rule criteria.
Create a Content Token
A Content Token is a feature that allows you to add personalization to messages, web pages and mobile apps to display a member attribute. Create a Content Token, add it to an email and test that it works correctly.
Create a Challenge
Create a multiple-choice Challenge for your members and test that it works correctly.
Create an Offer
Learn how to create a Discount Coupon Offer for a specific segment valid for one time use, then test that the offer to confirm it functions properly.
Create a Push Notification
Learn how to create push notifications.
Using Analytics
Track your organization’s objectives by creating an analytics dashboard. Dashboards are reusable and allow you to show KPI and panels.
Create a Reward
Create a new contest reward in Loyalty that offers members a chance to redeem loyalty points for entry into the contest. Then test your Reward as a member and confirm the necessary activity in the solution.
Using CSR
Learn how to use CSR.
Import Data
Review the steps necessary to Import Data to The Loyalty Solution.
Export Data
Review the steps necessary to Export Data to The Loyalty Solution.
Create a Campaign
Create a campaign, assign to it a placement and multiple offers. Then add your campaign to an email message.
Create a mobile wallet pass
Learn to create mobile wallet pass for Google and Apple devices so that members can have access to their loyalty membership from their mobile device.
Create Earn Rules
Learn how Earn rules allow members to earn metrics, such as loyalty points, for activities they perform. Discover how earn rules work, how to create and configure them as well as test if they work correctly.
Create Triggered Actions
Create a triggered action in Loyalty Earn Rules that provides members a unique offer automatically when they switch from the silver tier to gold tier.
