Introduction to key Loyalty concepts and features.
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Introduction
An introduction to Cooper and Madison, the fictitious company used throughout Loyalty’s content and an overview of how their loyalty program functions.
Navigating the Platform
How to login to the platform and the different types of accounts is discussed. To expedite learning the platform, the Loyalty user interface components used throughout the platform are demonstrated.
Members
High level overview of the Members menu that allows you to view individual records, organize members, and create segments.
Campaigns
Introduces Loyalty Campaigns where you create email, SMS and push messages and the dynamic content that goes in messages. This lesson reviews how to create an email with personalization, then create an Offer and insert it into the Campaign email.
Challenges
This video will give you an introduction to challenges.
Rewards
In a loyalty program, points can be exchanged for products, discount vouchers and access to exclusive events. Learn how to manage Rewards.
Rules
A high level overview of the Earn Rules menu which is the heart of the loyalty program providing the basis of how points are rewarded and what actions trigger those rules.
Program
Introduces the Program section of Loyalty which is the foundation of the platform. Here you configure Loyalty Points, Activity types that allow members to earn points and the member attributes that make up a profile.
Analytics
Loyalty Analytics allows you to create custom report dashboards to monitor your KPI’s of your loyalty program. Learn the process for creating dashboards specific to your needs as well as accessing those previously created.
