Training - Loyalty & Rewards

Front End Training

Front End Training

To Access Front End Training Click the training dropdown in the top right cornder of the docs area and switch over to the front end training portal. 

Or Click Here: Access Front End Training For Loyalty Rewards & Promotions

In the front end training portal you'll find training for:

  • The Leaderboard
  • Referrals
  • Contact points
  • Reward items
  • Redemption managent
  • Promotions
    • Overview
    • Adding and editing promotions
  • Coupon Management
  • Reporting
  • Front end custom values settings.
Create And Manage Rewards Items

How to Create and Manage Loyalty Rewards Items

 

Detailed Promotions Overview

Getting Started

Promotions Journey / Setup for getting New Subscribers Overview Flowchart

This is an example of setting up a single Subscriber campaign promotion using the promotions manager, it describes each step laid out in a flow chart using the In House Promotion as an example of the flow, workflows and funnel pages. ** You can use this example to set up other subscriber campaigns as well. 

https://whimsical.com/journey-of-a-promotion-UQDHuy9eSm5ofNUFZFBt4i

In Depth Promotions Overview With Explanation:

In this video we go through a very in depth training on how the promotions system works, the custom values, templates, and funnels that are updated when a new promotion is created and a detailed walkthrough of the workflows involved. 

 

Create a Birthday Campaign

In this tutorial we'll cover how to create a birthday campaign for contacts who are having a birthday, so that you can automate the follow up and delivery of Birthday Coupons. 

 

Create An Event Post

With the promotions system you can create events and event posts, similar to an events calendar for displaying upcoming events, like concerts, live events, special trianing nights, weekend parties, open houses, what ever kind of event you can think of. 

In the tutorial below I will walk you through creating an event post in the promotions manager: