Configuring General Settings and Account Infrastructure

Establishing your general settings lays the essential groundwork for a high-performing loyalty program. Centralizing your core business data, regional localizations, dashboard workflows, and payment processors early ensures your account functions smoothly as you begin to scale.

Key Takeaways

• The System ID Anchor: The system dashboard provides an automated account-level System ID. Sharing this specific numerical string whenever you reach out to customer service expedites tracking loops, helping you receive highly personalized tech support.

• Adjusting Core Information and Localization: Under the primary business profiles menu, you can alter your customer-facing company name and industry tag. The adjacent localization menu locks in country parameters, primary account currencies (e.g., Euro), and your preferred dashboard layout navigation language.

• Customizing Homepage Preferences: The interface allows you to redirect your landing experience across three distinct entry portals depending on your day-to-day role:

  • Traditional Homepage: The standard operational system dashboard.

  • Contacts View: Sets your default screen directly to the CRM user database directory.

  • Emails View: Launches directly into your ongoing marketing campaigns workspace.

• Core vs. Beta Feature Toggles: All fundamental platform functionalities are auto-enabled by default right out of the box. Advanced settings allow you to explicitly toggle specialized beta add-ons, including custom customer session tokens and profile lifecycle automation utilities to flags users as inactive. Leaving these features deactivated during baseline setup is highly recommended to preserve focus on core loyalty structures.

• Navigating Token Bundles and Plan Tiers: The system offers a clear hierarchy of structural pricing plans: Start, Scale, Pro, and Enterprise. To bridge wide gaps between milestone tiers, intermediate "Plus" variants (e.g., Start Plus) can be activated to instantly adjust your active monthly token allocation pools without forcing a full transition to a higher plan class. A running consumption graph tracks your current utilization metrics in real time.

• Integrating Payment Providers: If your brand intends to retail digital gift cards or process customer-funded currencies natively, you must integrate an active payment infrastructure. The engine provides rapid, low-code integration modules for both Stripe and Mollie. Building your initial integration using a sandbox setting is strongly recommended before inputting a live corporate API key.

Dashboard Checklist

1. Click on the Settings gear icon in the top right-hand corner of the screen.

2. Open Business information to verify your account email address, update your brand title, select your industry, and click Submit.

3. Move to Localization, use the dropdown panels to lock in your country, account currency, and base language, then click Submit and refresh the browser page.

4. Set your target workflow screen via the Homepage preferences selector and save.

5. Access the Subscription panel from the left sidebar to audit active plan milestones, usage restrictions, or token bundle tiers.

6. Click to set up your payment provider, select Sandbox environment for safe testing, paste your test API key details from Stripe or Mollie, and click to activate the payment link.