Pre-design enablement is the first stop for all marketers looking to integrate their loyalty programs into the Loyalty solution.
As part of the onboarding process, marketers are invited to attend a pre-design workshop where the Loyalty technical teams will take them through all the requirements to ensure integration is seamless and successful.
The concepts covered in the videos below will provide the foundational knowledge needed to enable productive conversations during the pre-design workshop.
TIP: Use your browser search function (Control + F or Command + F) to search for keywords that you are looking for enablement on. You can expand each playlist title below to view the names of videos found in each one.
Table of Contents
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Integrations
- API basics
- Program API vs. Member API
- OAuth Application basics
- SSO API basics
- Transactions and a POS API
Rules
- Rules Basics
- Member Metrics
Analytics
- Member Dashboard
- Sales Dashboard
- Program Economy Dashboard
Offers
- Offer Basics
- Using Offers
Challenges
- Challenges Basics
- Using Challenges
Rewards
- Rewards Basics
- Using Rewards
Other
- Admin section roles
- Daily Imports and Exports
- CSR Basics
- Segment basics
- Triggered Actions basics
- Scheduled Jobs basics
- Tier basics
Loyalty Pre-design Workshop: Integrations
Learn about the Integration Concepts that will be employed to ensure The Loyalty Solution is fully integrated into your Loyalty program.
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Loyalty Pre-design Workshop: Rules
Learn about Metrics, the internal currency of The Loyalty Solution and how you can use Rules to allocate them.
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Loyalty Pre-design Workshop: Analytics
Learn about the various Analytic Dashboards in The Loyalty Solution.
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Loyalty Pre-design Workshop: Offers
Learn about Offers in The Loyalty Solution, how they display for members and how they work.
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Loyalty Pre-design Workshop: Challenges
Learn the basics about Challenges in The Loyalty Solution, how they display for members and how they work.
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Loyalty Pre-design Workshop: Rewards
Learn the basics about Rewards in The Loyalty Solution, how they display for members and how they work.
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Loyalty Pre-design Workshop: Other
Learn about other important concepts in The Loyalty Solution.
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