Customizing your general dashboard and home settings

Setting up your brand kit

Configuring business profiles and location data

Managing team users and permissions

Creating and managing custom contact attributes

Managing contact database hygiene and lifecycles

Configuring app settings and compliance

Managing marketing settings and email domains

Navigating the contacts page overview

Importing contacts and mapping attributes

Manually creating a new contact

Creating and customizing your sign-up form

Creating attributes for custom data collection

Creating dynamic customer lists

Creating custom forms for data collection

Managing your loyalty earning rules

Creating custom rewards and visibility filters

Adding and configuring loyalty tiers

Creating and distributing vouchers

Understanding loyalty statistics & analytics

Embedding rewards and tokens in emails

Automating your welcome email flow

Creating and editing your welcome email

Creating and managing gift cards

Managing customer prepaid balances

Customizing your mobile wallet pass

Customizing the widget for your website

Configuring your branded contacts portal

5 essential automations for every brand

Connecting the welcome flow automation