# Main Features

- [Global Management](/main-features/global-management.md): In this page you will see what metrics are included in the Global Managment overview.
- [Analytics](/main-features/global-management/analytics.md): In this section, you will learn how to read the Open Loyalty global analytics.
- [Settings](/main-features/global-management/settings.md): In this section, you will learn how to manage the Open Loyalty settings.
- [Config Duplication](/main-features/global-management/config-duplication.md): In this section, you will learn how to duplicate the configuration of your loyalty program between tenants.
- [Usage](/main-features/global-management/usage.md)
- [Dashboard](/main-features/dashboard.md): The dashboard is the first page that appears when you log in to the Admin panel. The dashboard gives an overview of the members' activity in your loyalty programs.
- [General Overview](/main-features/dashboard/general-overview.md): The dashboard is the first page that appears when you log in to the Admin panel. The dashboard gives an overview of the members' activity in your loyalty programs.
- [Units Wallet Overview](/main-features/dashboard/units-wallet-overview.md): The dashboard is the first page that appears when you log in to the Admin panel. The dashboard gives an overview of the members' activity in your loyalty programs.
- [Additional Metrics](/main-features/dashboard/addtional-metrics.md): The dashboard is the first page that appears when you log in to the Admin panel. The dashboard gives an overview of the members' activity in your loyalty programs.
- [Members by Tiers](/main-features/dashboard/members-by-tiers.md): The dashboard is the first page that appears when you log in to the Admin panel. The dashboard gives an overview of the members' activity in your loyalty programs.
- [Members](/main-features/members.md): In this section, we will cover everything related to Loyalty Program Members. We will show you all the operations you can do on each Member and what you can achieve with them.
- [Member List](/main-features/members/member-list.md): In this section, we will cover everything related to the list of members. We will show you how to manage, add, remove and anonymize Members' data, and you will understand Members data better.
- [Creating Members](/main-features/members/member-list/adding-members.md): In this section, you will discover how to add individual members as well as multiple members.
- [Managing Members](/main-features/members/member-list/managing-members.md): In this section, you will learn how to edit Members' data.
- [Single Member View](/main-features/members/member-list/single-member-view.md)
- [General Info](/main-features/members/member-list/single-member-view/general-info.md)
- [Wallets](/main-features/members/member-list/single-member-view/wallets.md)
- [Timeline](/main-features/members/member-list/single-member-view/timeline.md)
- [Tiers](/main-features/members/member-list/single-member-view/tiers.md)
- [Transactions](/main-features/members/member-list/single-member-view/transactions.md)
- [Custom events](/main-features/members/member-list/single-member-view/custom-events.md)
- [Campaigns](/main-features/members/member-list/single-member-view/campaigns.md)
- [Achievements](/main-features/members/member-list/single-member-view/achievements.md)
- [Rewards](/main-features/members/member-list/single-member-view/rewards.md)
- [Referrals](/main-features/members/member-list/single-member-view/referrals.md)
- [Badges](/main-features/members/member-list/single-member-view/badges.md)
- [Leaderboards](/main-features/members/member-list/single-member-view/leaderboards.md)
- [Custom Fields](/main-features/members/member-list/single-member-view/custom-fields.md)
- [Removing Members](/main-features/members/member-list/removing-members.md): In this section, you will discover various methods for removing members' data.
- [Segments](/main-features/members/segments.md): In this section, you will learn how segmentation works in Open Loyalty. How to configure Member Segments according to your preferences, how to create new Segments, and assign Members to existing ones.
- [Creating Segments](/main-features/members/segments/creating-segments.md): In this section, you will learn how to add segments and import custom list via CSV file into Static segment
- [Managing Segments](/main-features/members/segments/managing-segments.md): In this section you will get familiar with editing segments, activating or deactivating, and removing or downloading segment member list.
- [Segment Conditions](/main-features/members/segments/segment-conditions.md): In this section, you will find a list of conditions that you can base your segments on.
- [Referred Members](/main-features/members/referred-members.md): In this section, you will find detailed information about the Referee and Referrer members, which will help you manage the Referral System in Open Loyalty.
- [Custom Fields](/main-features/members/custom-fields.md): This article explains how custom fields can be created and used in your loyalty program.
- [Configuration](/main-features/members/configuration.md): In this section, you will learn how to manage the loyalty program configuration.
- [Campaigns](/main-features/campaigns.md): In this section, you will get to know everything related to Campaigns.
- [Automation Campaigns](/main-features/campaigns/automation-campaigns.md): In this section, you will learn about Automation Campaigns.
- [Creating Automations](/main-features/campaigns/automation-campaigns/creating-automations.md): In this article, you will learn how to create automation campaigns.
- [Managing Automations](/main-features/campaigns/automation-campaigns/managing-automations.md): In this article, you will learn how to manage automation campaigns.
- [Deleting Automations](/main-features/campaigns/automation-campaigns/deleting-automations.md): In this article, you will learn how to delete automation campaigns.
- [Campaigns & Referral Campaigns](/main-features/campaigns/campaigns-and-referral-campaigns.md): Learn how to configure and monitor your campaigns.
- [Creating Campaigns](/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns.md): Learn more about campaign types and how to create one.
- [Trigger Types](/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/trigger-types.md): Learn more about campaign trigger types and which one to choose for your campaigns.
- [Purchase Transaction](/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/trigger-types/purchase-transaction.md)
- [Return Transaction](/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/trigger-types/return-transaction.md)
- [Internal Event](/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/trigger-types/internal-event.md)
- [Achievement Progressed](/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/trigger-types/internal-event/internal-event-achievement-progressed.md): Learn more about the campaign based on the achievement progression.
- [Custom Event](/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/trigger-types/custom-event.md)
- [Achievement](/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/trigger-types/achievement.md)
- [Redemption Code](/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/trigger-types/redemption-code-campaign.md): Learn more about campaign based on the redemption codes.
- [Referral Campaign](/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/referral-campaign.md): Learn more about referral campaigns.
- [Transaction Item Filters](/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/transaction-item-filters.md): Transaction Item Filters enable precise targeting within loyalty campaigns by allowing you to isolate specific products in a customer's purchase.
- [Percent Value Distribution](/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/percent-value-distribution.md): Learn more about campaign based on the percent value distribution.
- [Managing Campaigns](/main-features/campaigns/campaigns-and-referral-campaigns/managing-campaigns.md): In this article, you will learn how to manage campaigns.
- [Deleting Campaigns](/main-features/campaigns/campaigns-and-referral-campaigns/deleting-campaigns.md): In this article, you will learn how to delete campaigns.
- [Monitoring & Analytics](/main-features/campaigns/monitoring-and-analytics.md)
- [Campaign Simulation](/main-features/campaigns/campaign-simulation.md): Learn how you can check the expected campaing outcome.
- [Campaign Limitation](/main-features/campaigns/campaign-limitation.md): Learn how you can enforce campaign limitations to set a campaign budget or prevent fraud.
- [Custom Attributes in Campaigns](/main-features/campaigns/custom-attributes-in-campaigns.md): Learn how you can use custom attributes in campaigns
- [Custom Units Expiration & Pending Settings](/main-features/campaigns/custom-units-expiration-and-pending-settings.md): Learn more how you can set custom expiration and pending setting for the units awarded in the campaign.
- [Effects Autocomplete](/main-features/campaigns/effects-autocomplete.md): Learn more about available autocomplete options for the effects, and how to use templates and variables.
- [Using Expressions](/main-features/campaigns/using-expressions.md)
- [Follow-up Campaigns](/main-features/campaigns/follow-up-campaigns.md): Create campaign chains where completing one campaign unlocks the next. Visibility and availability controls are supported in Campaigns, Referral Campaigns, and the new feature, Challenges.
- [Challenges](/main-features/challenges.md): This section explains how Challenges can be created and used in your loyalty program.
- [Creating Challenges](/main-features/challenges/creating-challenges.md)
- [Managing Challenges](/main-features/challenges/managing-challenges.md)
- [Deactivating and Deleting Challenges](/main-features/challenges/deactivating-and-deleting-challenges.md)
- [Leaderboards](/main-features/leaderboards.md): In this section, we will cover everything related to Leaderboards.
- [Creating Leaderboards](/main-features/leaderboards/creating-leaderboards.md): This article explains how leaderboards can be created and used in your loyalty program.
- [Rewarding Cycle](/main-features/leaderboards/rewarding-cycle.md)
- [Managing and Viewing Rankings](/main-features/leaderboards/managing-and-viewing-rankings.md)
- [Single Member Ranking](/main-features/leaderboards/single-member-ranking.md)
- [Sample Leaderboards](/main-features/leaderboards/sample-leaderboards.md)
- [Fortune Wheels](/main-features/fortune-wheels.md): In this section, we will cover everything related to Fortune Wheel.
- [Creating Fortune Wheels](/main-features/fortune-wheels/creating-fortune-wheels.md): This article explains how to configure a new Fortune Wheel step-by-step.
- [Managing Fortune Wheels](/main-features/fortune-wheels/managing-fortune-wheels.md): This article describes how to view, edit, duplicate, and manually trigger Fortune Wheels.
- [Deactivating Fortune Wheels](/main-features/fortune-wheels/deactivating-fortune-wheels.md)
- [How Fortune Wheel Probability Works](/main-features/fortune-wheels/how-fortune-wheel-probability-works.md)
- [Badges](/main-features/badges.md): This article explains how badges can be assigned and used in your loyalty program.
- [Creating Badges](/main-features/badges/creating-badges.md): Create a badge so it can be granted to members or used in campaigns.
- [Managing Badges](/main-features/badges/managing-badges.md): Edit badge details, open badge pages, and deactivate unused badges.
- [Granting Badges to Members](/main-features/badges/granting-badges-to-members.md): Assign a badge to a member manually and manage existing assignments.
- [Using Badges in Campaigns](/main-features/badges/using-badges-in-campaigns.md): Automatically grant badges when a campaign rule matches.
- [Viewing Badges in Member Profiles](/main-features/badges/viewing-badges-in-member-profiles.md): Review and manage a member’s badge assignments from their profile.
- [Custom Events](/main-features/custom-events.md): In this section, you will learn about adding and managing custom events in Open Loyalty.
- [Custom Event Schemas](/main-features/custom-events/custom-event-schemas.md): In this section, you will learn how to manage the custom event schemas.
- [Transactions](/main-features/transactions.md): In this section, you will learn everything about Transactions. We will show you how to create Transactions, match them with customers, and many more important and helpful features.
- [Transaction List](/main-features/transactions/transaction-list.md)
- [Channels](/main-features/transactions/channels.md): In this section, you will learn how to set up sales channels and manage their data.
- [Transaction Details](/main-features/transactions/transaction-details.md)
- [Add or Import Transactions](/main-features/transactions/add-or-import-transactions.md): In this article, you will learn how to add or import transactions.
- [Matching Transactions with Members](/main-features/transactions/matching-transactions.md): In this article, you will learn how transactions are matched
- [Tiers](/main-features/tiers.md): In this section, you will learn all about Tiers, how to create them, and how to manage them.
- [Adding Tiers](/main-features/tiers/adding-tiers.md): In this section, you will learn how to add Tiers.
- [Managing Tiers](/main-features/tiers/managing-tiers.md): In this section, you will learn how to manage Tiers.
- [Tiers Configuration](/main-features/tiers/tiers-configuration.md): In this section, you will learn how to configure Tiers.
- [Tier Benefits](/main-features/tiers/tier-benefits.md): In this section, you will learn how to add Tier Benefits
- [Wallets](/main-features/wallets.md): In this article, you will get all the information about the types of wallets shown in the main table. You will also learn to edit and add new wallets.
- [Wallet Types and Configuration](/main-features/wallets/wallet-types-and-configuration.md): In this article, you will get all the information about the types of wallets shown in the main table. You will also learn to edit and add new wallets.
- [Unit Transfers](/main-features/wallets/unit-transfers.md): In this article, you will learn about all the information about Unit Transfers. Also, you will learn how to add, spend, expire, and cancel transfers assigned to a specific Member.
- [Unit Transfers List](/main-features/wallets/unit-transfers/unit-transfers-list.md): Learn how to browse all unit transfers, use filters, and adjust the view.
- [Creating Unit Transfers](/main-features/wallets/unit-transfers/creating-unit-transfers.md): Create a unit transfer in the Admin Panel to add or deduct units for a specific member.
- [Importing Unit Transfers](/main-features/wallets/unit-transfers/importing-unit-transfers.md): In this article, you’ll learn how to import unit transfers into Open Loyalty.
- [Managing Unit Transfers](/main-features/wallets/unit-transfers/managing-unit-transfers.md): Cancel, expire, block, and review unit transfers from the Admin Panel.
- [Achievements](/main-features/achievements.md): In this section, you will learn how Achievements work in Open Loyalty, as well as how to configure them according to your preferences; how to create new Achievements, and assign them to your Campaign.
- [Creating Achievement](/main-features/achievements/creating-achievement.md): In this section, you will learn how to create achievement in the Admin Panel, and what are the meanings of the elements.
- [Managing Achievements](/main-features/achievements/managing-achievements.md): In this article, you will get familiar how to manage the achievements in Open Loyalty
- [Follow up Achievements](/main-features/achievements/follow-up-achievements.md)
- [Rewards](/main-features/rewards.md): In this section, you will get to know everything related to Rewards. You’ll be familiar with creating and managing Rewards available within your Loyalty Program.
- [Reward List](/main-features/rewards/reward-list.md): In this section, you will learn how to configure and manage Rewards.
- [Rewards Configuration](/main-features/rewards/reward-list/rewards-configuration.md): This section describe how to configure wallet for reward redemption
- [Creating Reward](/main-features/rewards/reward-list/creating-reward.md): This section will explain you how to add reward in the Admin Panel
- [Reward Types](/main-features/rewards/reward-list/reward-types.md): This section will describe what type of rewards you can set in the Admin Panel.
- [Units Conversion Coupon](/main-features/rewards/reward-list/units-conversion-coupon.md): In this section you will learn how to create rewards wi a units conversion type.
- [Adding Coupons](/main-features/rewards/reward-list/adding-coupons.md): This section will explain how to add coupons to Open Loyalty.
- [Reward Flow](/main-features/rewards/reward-list/reward-flow.md): This section will describe the basic flow of rewards redemption depending on the business scenario (Reward Catalog or receiving Reward in the Campaign).
- [Reward Fulfillment](/main-features/rewards/reward-fulfillment.md): In this section, you will learn how to browse through the list of redeemed rewards and check a single redeemed reward.
- [Canceling Redeemed Reward](/main-features/rewards/reward-fulfillment/canceling-redeemed-reward.md)
- [Reward Categories](/main-features/rewards/reward-categories.md): In this section, you will get to know how to set up Reward categories and how to use them in the Open Loyalty panel.
- [Webhooks](/main-features/webhooks.md): Connect Open Loyalty with external systems using event-based webhook delivery.
- [How to Configure a Webhook](/main-features/webhooks/configuration.md): Create and manage webhook subscriptions in the Admin Panel or via API.
- [What Triggers a Webhook](/main-features/webhooks/what-triggers-a-webhook.md): In this section, you will learn about webhook trigger actions.
- [Expiring Notifications](/main-features/webhooks/expiring-notifications.md): Set how many days in advance expiration-related notifications are sent.
- [HMAC](/main-features/webhooks/hmac.md): Prepare for webhook request signing with Hash-based Message Authentication Code (HMAC).
- [Collections](/main-features/collections.md): In this article, you will learn what Collections are, how they work, and how to use them in the Open Loyalty platform.
- [Imports / Exports](/main-features/imports-exports.md)
- [Imports](/main-features/imports-exports/imports.md): Learn more about available import types the best practices on the import process.
- [Sample Import Files](/main-features/imports-exports/imports/sample-import-files.md): Sample files for download
- [Exports](/main-features/imports-exports/exports.md)
- [UI Data Exports](/main-features/imports-exports/exports/ui-exports.md): Find how to export the basic data reports from the admin panel.
- [Configuration Exports](/main-features/imports-exports/exports/configuration-exports.md): Find how to export the configuration of listed modules from the admin panel.
- [S3 Bucket Exports](/main-features/imports-exports/exports/s3-bucket-exports.md): Here, you will learn more about S3 Bucket exports - how to use them, what data can be found there, and the best approaches to leveraging Open Loyalty export capabilities.
- [Settings](/main-features/settings.md): In this section, you will learn how to manage the Open Loyalty settings.
- [Roles](/main-features/settings/roles.md): Manage admin roles and permissions in the Admin Panel.
- [Available Permissions (ACL)](/main-features/settings/roles/available-permissions-acl.md): Understand how the Access Control List (ACL) works in Open Loyalty and explore the available permissions that define what admins can view and modify within the system.
- [Admins](/main-features/settings/admins.md): Manage admin accounts and access for your loyalty program.
- [System Logs](/main-features/settings/admins/system-logs.md): In this section, you will learn how to manage and review system logs.
- [Tenants](/main-features/settings/tenants.md): In this section, you will learn how to manage the tenants within your loyalty program.
- [Translations](/main-features/settings/translations.md): In this section, you will learn how to manage the translations.
- [Expressions](/main-features/expressions.md): In this section, you will learn about Open Loyalty language and more complex campaign conditions.
- [Attributes List](/main-features/expressions/attributes-list.md)
- [Operators](/main-features/expressions/operators.md)
- [Custom Functions](/main-features/expressions/custom-functions.md)
- [Expression Examples](/main-features/expressions/expression-examples.md)
- [Sample Use Cases](/main-features/expressions/sample-use-cases.md): This section provides sample use cases that demonstrate how expressions can address your specific business scenarios.
- [Using Member Custom Attributes](/main-features/expressions/sample-use-cases/using-member-custom-attributes.md)
- [Complex Effects (if, else)](/main-features/expressions/sample-use-cases/complex-effects-if-else.md)
- [Excluding Members](/main-features/expressions/sample-use-cases/excluding-members.md)
- [Elapsed Time Conditions](/main-features/expressions/sample-use-cases/expressions.md)
- [Using Additional Dates for Calculations](/main-features/expressions/sample-use-cases/additional-dates.md)
- [Set Custom Time](/main-features/expressions/sample-use-cases/set-custom-time.md)
- [Register on Birthday](/main-features/expressions/sample-use-cases/register-on-birthday.md)
- [Transaction on Birthday](/main-features/expressions/sample-use-cases/transaction-on-birthday.md)
- [Tier Upgrade or Downgrade](/main-features/expressions/sample-use-cases/tier-upgrade-or-downgrade.md)