New to Loyalty? Start here. These quick introduction videos give you a high-level view of Loyalty and its key features, showing what it does, who it’s for, and how it fits into your marketing and loyalty strategy. Perfect for new users or anyone needing a refresher.
Please use the "Jump to Section" menu on the right to quickly locate a video.
1. Introduction to Loyalty
(Undefined variable: MyVariables.Loyalty)gives marketers the power to build scalable, personalized programs that connect with customers everywhere. From real-time rewards to advanced data and reporting, create loyalty that lasts.
2. Smart loyalty in action
An introduction to how Cooper and Madison, a fictitious company, uses Loyaltyto maximize the impact of their loyalty program.
3. Navigating the Platform
How to login to the platform and the different types of accounts is discussed. To expedite learning the platform, the user interface components used throughout the platform are demonstrated.
4. Members
High level overview of the Members menu that allows you to view individual records, organize members, and create segments.
5. Offers
Present offers like promotions and discounts to members to increase engagement.
6. Challenges
Engage members by challenging them to perform some action or activity on behalf of your brand, often in exchange for a prize.
7. Rewards
In a loyalty program, points can be exchanged for products, discount vouchers and access to exclusive events. Learn how to manage Rewards.
8. Importing and exporting data
Keep your data up to date by seamlessly importing and exporting your member and program data.
9. Rules
Earn Rules are the heart of a loyalty program providing the basis of how points are rewarded and what actions trigger those rules.
10. Program
The Program area of Loyalty is the foundation of the platform. Here you configure the elements that allow members to earn points and the member attributes that make up a profile.
11. Analytics
Analytics allows you to create custom report dashboards to monitor the KPIs of your loyalty program. Learn how to create dashboards specific to your needs as well as accessing those previously created.
