Explore the Loyalty Manager screen

This topic explores elements of the Loyalty Manager app screen, such as the Customer Management, Incentive Groups, Customer Groups, Collection, Redemption, Accelerators, and Loyalty tabs.

Use the Loyalty Manager shortcut to open Loyalty Manager.

There are several tabs organized vertically on the left-hand side of the window:

• Customer Management

• Incentive Groups

• Customer Groups

• Collection

• Redemption

• Accelerators

• Loyalty

• Configuration

• Maintenance

Use the arrow buttons at the top and bottom to scroll through the tabs.

There are two panels on each tab. The upper panel contains the entities that are defined on that tab, e.g., Customer Groups. The lower panel contains the entity details, e.g., Customers.

The ribbon contains two button groups: entity and detail. Use the entity and detail button groups to add, remove, and look up data.

To use Loyalty Manager you must configure at least one active loyalty program. Loyalty programs require at least one collection and one redemption schedule.