Channels

In this section, you will learn how to set up sales channels and manage their data.

Channels

A channel represents a specific sales medium or platform where customers make purchases. Channel menu allows you to define all sales channels like offline, e-commerce, and mobile app, where Transactions should be included within your Loyalty Program.

To make it easier, to sort the channel list in order to find a specific one, you can sort the columns by Name and Identifier.

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Adding channels

Add a new channel to be able to assign Transactions to a specific sales channel.

To add a Channel:

1. Click +ADD CHANNEL

2. Fill in all required fields (name, channel identifier and optionally description)

3. Click ADD CHANNEL

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Managing channels

Removing channels

If for some reason you want to delete a channel, you can do so in a few simple steps.

To remove a Channel:

1. Select the channel

2. Click the context menu

3. Click Delete

4. Click YES

Editing channels

After creating a new channel, you can edit the data by clicking the "Edit" button.

To edit a Channel:

1. Select the channel

2. Click the context menu

3. Click Edit

4. Make changes

5. Click SAVE