Loyalty Management Implementation Guide

The guide contains a reference implementation of how:

• Admins can:
  • Set up Loyalty Management
  • Import loyalty program-specific data
  • Provide users permissions to work with Loyalty Management
  • Set up automated process for the company's loyalty program
  • Set up CRM Analytics for the company's loyalty program
  • Set up a member site
  • Integrate the company's loyalty program with external sites, mobile apps and external systems
• Loyalty program managers can:
  • Design a loyalty program
  • Manage program partners
  • Create member experiences
  • Configure loyalty program processes
• Service representatives can:
  • Review membership profiles
  • Manage member requests

To review and use the implementation guide, see Implement Loyalty Management for Retail and Consumer Goods.