Welcome
This is the help center for merchants running a loyalty program on the platform — the people configuring campaigns, sending communications, and watching reports day to day.
Browse by topic in the left sidebar, or use search (top right). The most-asked-about areas are Smart Campaigns (how the automation engine works), Wallet Pass and Webapp (what your members see on their phone), and Reports (how the program is performing).
Where to start
If you're new, in this order:
- Dashboard — what you see when you sign in.
- Smart Campaigns overview — the automation engine. Most of the work you'll do here.
- Wallet Pass and Webapp — the member-facing surfaces.
- Members — how to find, view, and act on individual members.
Working with the platform
- Comm. Templates — the SMS / email / push templates campaigns send.
- Benefits — Gifts and Punch cards (the assets campaigns issue).
- Coupon codes — codes a member enters to unlock a benefit.
- Smart surveys — surveys triggered after specific events.
Configuration
- Settings — registration form, location list, communication credits, legals, and more.
- Top bar & account — your own user account, language, sign-out.
Reports & BI
- Reports — the standard set of reports for sales, members, and campaign performance.
- BI — deeper analytics for power users.
If you can't find what you're looking for, the search box in the top-right covers every page on this site. The locale switcher (also top-right) lets you read in English, Español, Deutsch, or Türkçe — note that translations are rolling out incrementally, and untranslated pages fall back to English.