This guide was created to help you navigate through Open Loyalty Admin UI. If you have any questions, ideas, or feedback, feel free to get in touch via www.openloyalty.io.
Introduction to Open Loyalty
Open Loyalty is a headless, API-first loyalty platform. Unlike old-fashioned and monolithic software, it’s easy to integrate with and ensures complete flexibility, speed, and efficiency at all levels.
The core of Open Loyalty is REST API and on top of it, there is an Admin UI (Admin Panel) designed with top loyalty professionals around the globe to help you access Members' data, launch targeted Campaigns, and manage Rewards.
There is a variety of applications for Open Loyalty: from building omnichannel loyalty programs, through managing complex loyalty modules to extending your SaaS products and mobile applications. It's a set of flexible tools that we call building blocks - so you can cherry-pick the mechanisms that support your unique customer loyalty journeys.
Admin Panel overview
Open Loyalty, due to the wide range of capabilities it offers, has been divided into several main sections, so that you can easily and freely navigate through the system.
Below you can find a brief description of each of the sections to help you get to know our system and take your first steps as quickly as possible.
The main sections of Open Loyalty are:
Dashboard - contains metrics, statistics, trends, and charts that give you a quick overview of the Members' activity
Members - access Members' data and activities, create Segments and Custom Events
Campaigns - launch targeted Campaigns; build Rules composed of Conditions and Effects
Tiers - create and manage Tiers according to your preferred structure
Wallets - access units ledger, configure expiry and pending settings
Rewards - manage redemption options available to Members
Below you can find a short step-by-step guide on how to manage your first configuration of Open Loyalty.
Step 1. Get an account
Go to the URL provided by your contact at Open Loyalty. Use login and password credentials to log in to the account.