About This Guide

This guide contains the following information:

1. Navigation

   • Navigation Icons

   • Task Lists

   • Favorites

   • Notifications

2. Customer Home

   • Search for a Customer

   • Associated Customer List

   • Day Planner

3. Customer Search

   • Customer Search

   • Customers Found

4. Customer Dashboard

   • Customer Household

   • Personal Lists

   • Actions Menu

   • Customer Information

   • Attributes

   • Activity

   • Purchase Profile

   • Stratified Segments

   • Cards and Programs

   • Offers

   • Segments

   • Notes

   • Alternate Keys

   • Associate Assignment

   • Franchisee Assignment

   • Merge

   • Preference Center

   • Tasks

5. Promotions

   • Promotion Search

   • Viewing a Promotion

   • Creating a Coupon Promotion

   • Creating a Product Promotion

   • Creating a Message Promotion

   • Creating a Award Promotion

   • Creating a Points for Purchase Promotion

   • Creating a Marketing Engagement Promotion

   • Promotion Actions

   • Editing a Promotion

   • Duplicating a Promotion

   • Promotion Scorecard

   • Promotion Information - Scorecards

   • Promotion Information - Tabs

6. Offers

   • Offer Types

   • Intended Use

   • Offers Quick Search

   • Offers Advanced Search

   • Creating Offers

   • Editing Offers

   • Duplicating Offers

   • Viewing Offers

   • Offer Scorecard

7. Segments

   • Segment Quick Search

   • Segment Advanced Search

   • Creating a Segment or Personal List

   • Editing Segments / Personal Lists

   • Duplicating Segments / Personal Lists

   • Viewing Segments / Personal Lists

   • Exporting Segments

   • Deleting Segments / Personal Lists

   • Segment Scorecards

8. Registries

   • Looking Up an Item Registry

   • Creating a Registry

   • Viewing a Registry

   • Downloading a Registry Report

   • Editing a Registry

   • Deleting a Registry

9. Customer Validation

10. Programs

    • Program Quick Search

    • Advanced Program Search

    • Creating a Program

    • Editing Programs

    • Viewing Programs

    • Cards

    • Program Scorecard: Tender Programs

11. Job Management

    • Job Quick Search

    • Job Advanced Search

    • Viewing a Scheduled Job

    • Creating a Scheduled Job

    • Editing a Job

    • Deleting a Job

    • Disabling a Job

    • Enabling a Job

    • Running a Job Immediately

    • Viewing a Job in Process Queue

    • Jobs and Tasks

    • Configure Job Parameters

12. Reports

    • Report Categories and Report Descriptions

    • Displaying Reports

    • Report Generation Options and Contents

13. Administration

    • Associate Role Definition

    • Attribute Management

    • Location Management

    • Preference Types

    • Task Management

    • Creating a Task

    • Exchange Rate

    • Security Groups

14. Card Administration

    • Overview

    • Card Search

    • Card and Account Details

15. Segment Queries

    • Segment Query Categories

    • Segment Queries

    • Strata Queries

16. Calculations