Getting started
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.
Open Loyalty is a headless, API-first loyalty platform. Unlike old-fashioned and monolithic software, it is 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 that - 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
First configuration
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.
Step 2. Settings
Members Configuration
Member registration method - Select a method that will be required during the account creation:
Email
Loyalty card number
Phone
Identification factors - Determine the priority of factors used to match a particular Transaction with a specific Member.
Member account activation - new accounts are activated right away without Admin intervention while the switcher is set to an 'off' state. If the switcher is set to 'on', the account of the member who will register himself will need to be activated by an Admin.
Member profile settings - allow/disallow user editing of the profile.
Active Member Settings - You have the option to set one or multiple conditions determining an active member. Activity can be tracked by:
Transactions placed within a specific period.
Specified custom events (or all custom events) occurring within a specific period.
Timezone Configuration
Timezone - Select the appropriate timezone from the list. Timezone is used for date and time calculations.
Step 3. Expiring notifications
Set the number of days before which we notify a user about expiring units, coupons, or recalculations.
Expiring units notification
Expiring Coupons notification
Tier recalculation notification
To read more, go to Expiring notifications
Step 4. Wallet configuration
Set up the forms of names for your units, the method and time after which the Units expire, and their locked status.
Units singular - Singular name
Units plural - Plural name
Unit expiration method - decide when the Units will expire
Unit pending method - decide if the Units will be pending
Global unit limitation - the total amount of units available for the wallet
Member unit limitation - the maximum amount of units per member for this wallet
To read more, go to Wallet configuration
Step 5. Tier Configuration
Choose whether Tiers should be calculated with Transactions or Units. You will also be able to exclude specific SKUs here.
To read more go to Tiers Configuration
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