SalesBuilder 101 - An Overview To Get Started

If you are new to SalesBuilder, review these articles to get you started with the basics!


Article:

Understanding Loyalty Workflow

Get an overview of how your customers will enroll, earn points, get rewarded, and redeem rewards!   Get Started


Article  / Video

SalesBuilder & Thr!ve

Learn how your POS system integrates to provide a user friendly loyalty experience.   Get Started

OR, check out other POS integrations


Article:

SalesBuilder Home Screen

Learn the basics of what the SalesBuilder program has to offer

Get Started

Article:

Customer Search

Learn how to search for your loyalty customers.   Get Started


Article:

Customer Edit

Learn how to manage customer data!   Get Started



Article & Video:

Send A Broadcast

Communicate with your customers - send out an e-mail broadcast!    Get Started

Article:

Reports Overview

Check out your results with reports!   Get Started






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