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Knowledge Base

  1. Getting Started →

    1. Launching Your Loyalty Program
    2. Customize Your Sign Up Page
    3. Customize Member Profile Page
    4. Customer Log In / Register Card
    5. Post to Facebook To Promote Your Loyalty Program

  2. Managing Customer Data →

    1. How To Import Customers
    2. How Customers Can Opt-Out
    3. Using Tags to Segment Customers
    4. Use Affiliates To Build Community Referrals
    5. Edit A Customer Point Balance

  3. Point-of-Sale Integration →

    1. Integration with DiamondTouch Point-of-Sale

  4. Communicating with Customers →

    1. Setting Up A Campaign
    2. Use Campaign Triggers to Automatically Send Messages
    3. Adding New Media to Campaign
    4. Sending An Email Broadcast
    5. Send A Message to An Individual Customer

  5. Rewarding Customers →

    1. Adding A New Offer
    2. Managing Offers with Campaign Messages
    3. Managing Your Point Settings
    4. Multi-Use Offers
    5. Lifetime Spend Rewards

  6. Customer-Facing Rewards Screen →

    1. Setting Up the Rewards App

  7. Reports & Analysis →

    1. Key Reports - What To Look For

  8. Troubleshooting →

    1. Image Resizing Issue for Outlook

  9. All articles →

    1. Reward Customers for Referrals
    2. How To Edit Your Campaign Messages
    3. Adding A New Offer
    4. Using SalesBuilder with Multiple Locations
    5. Adding a Landing Page Link In Your Message
    43 articles →