Table of Contents
- Title and Copyright Information
- Send Us Your Comments
- Preface
- 1 Navigation
- 2 Customer Home
- 3 Customer Merge Review
- 4 Customer Search
-
5
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
- Working with Payment Card Tokens
- Preference Center
- Security Groups Assignment
- Tasks
-
6
Promotions
- Overview
- Promotion Search
- Viewing a Promotion
- Creating a Coupon Promotion
- Creating a Product Promotion
- Creating a Message Promotion
- Creating an Award Promotion
- Creating a Points for Purchase Promotion
- Creating a Points for Marketing Engagements Promotion
- Creating a Points Promotion
- Creating a Bounceback Promotion
- Promotion Actions
- Editing a Promotion
- Duplicating a Promotion
- Promotion Scorecard
- Promotion Information - Scorecards
- Promotion Information - Tabs
-
7
Offers
- About this Chapter
- Offer Types
- Intended Use
- Offers Quick Search
- Offers Advanced Search
-
Creating Offers
- Process by Offer Type
- Create Offers Procedure
- Updating the Information Tab
- Updating the Franchisees Assignment Tab
- Updating the Attributes Tab
- Updating the Qualifying Items Tab
- Update Award Items Tab
- Define Tiered Discount
- Updating Award Points for Marketing Engagements
- Update Shipping Awards Tab
- Using the Review Tab
- Deleting Offers
- Editing Offers
- Duplicating Offers
- Viewing Offers
- Offer Scorecard
-
8
Segments
- About this Chapter
- 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
- View Customers
- Segment Scorecards
- 9 Registries
- 10 Programs
- 11 Card Administration
-
12
Job Management
- About this Chapter
- 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
-
Customer Tasks
- Location Mass Assignment
- Duplicate Search
- Duplicate Merge
- Household Identification
- Home Location Reassignment
- Franchisee Assignment
- Customer Sync Export
- Customer Activity Sync Export
- Customer Attributes Sync Export
- Customer Address Sync Export
- Customer Household Sync Export
- Rebuild Category Totals
- BI/Analytics Package Exporter
- Reset Customer YTD Totals
- Associate Assignment Tasks
- Customer Segment Tasks
- Account Tasks
- Award Account Tasks
- Loyalty Tasks
-
Housekeeping Tasks
- Delete Award Inquiry Activities
- Delete Batch Process Tracking
- Delete Customers
- Delete Gift Registries
- Delete Inactive Customer Addresses
- Delete Inactive Customer Email Addresses
- Delete Inactive Customer Phone Numbers
- Delete Inactive Customers
- Delete Inactive Item Registries
- Delete Inactive Segment
- Delete Job History
- Delete Loyalty Accounts and Activities
- Delete Loyalty Inquiry Activities
- Delete Loyalty Program Summary
- Delete Merged/Archived Customers
- Delete Promotion
- Delete Segment History
- Delete Segments
- Delete Social Activity
- Delete Tasks
- Delete Stored Files
- Delete Transaction History
- Delete Web Service Tracking
- Delete Import Files
- Delete Batch Import History
- OLAP Tasks
- Campaign Tasks
- Social Network Integration Tasks
- Clienteling Tasks
- Email Notification Tasks
- System Tasks
-
Customer Tasks
-
Configure Job Parameters
- Location Mass Assignment
- Duplicate Search
- Duplicate Merge
- Household Identification
- Home Location Reassignment
- Franchisee Assignment
- Customer Sync Export
- Customer Sync Export - BI/Analytics
- Customer Address Sync Export
- Customer Activity Sync Export
- Customer Attributes Sync Export
- Customer Household Sync Export
- BI/Analytics Package Exporter
- Reset Customer YTD Totals
- Automated Associate Assignment
- Associate Mass Reassignment
- Unstratified Segment
- Stratified Segment
-
Segment Sync Export
- Segment Sync Export - Marketing
- Customer Segment File for Marketing: Stratified Segments
- Customer Segment Export File for Marketing: Unstratified Segments
- Segment Sync Export - BI/Analytics
- Segment Export File - BI/Analytics
- Segment Attributes Export File - BI/Analytics
- Customer Segment Association Export File - BI/Analytics
- Attribute Metadata Export File - BI/Analytics
- Customer Segment Category - BI/Analytics
- Points/Awards Transfer Notifications Export
- Export Card Series
- Release Expired PreAuth
- Notify Card Renewal
- Tender Account Sync
- OCDS Sync
- Issue Anniversary Awards
- Notify Awards Expire
- Award Sync Export
- Update Award Program Customer Map Parameters
- Distribute Loyalty Awards
- Create Loyalty Awards
- Earn Loyalty Points
- Expire Loyalty Points
- Reset Loyalty YTD Points
- Loyalty Account Sync Export
- Loyalty Account Activity Sync Export
- Loyalty Program Sync Export
- Loyalty Award Transaction Sync Export
- Update Loyalty Program Level Customer Map Parameters
- Delete Customers
- Delete Inactive Customers
- Delete Inactive Customer Addresses
- Delete Inactive Customer Phone Numbers
- Delete Inactive Customer Email Addresses
- Delete Transaction History
- Delete Promotion
- Delete Merged/Archived Customers
- Delete Loyalty Accounts and Activities
- Delete Loyalty Inquiry Activities
- Delete Loyalty Program Summary
- Delete Segments
- Delete Segment History
- Delete Job History
- Delete Export Files
- Delete Import Files
- Delete Gift Registries
- Delete Inactive Item Registries
- Delete Inactive Segment
- Delete Social Activity
- Delete Tasks
- Delete Award Inquiry Activities
- Delete Web Service Tracking
- Delete Batch Import History
- Delete Batch Process Tracking
- Delete Stored Files
- Aggregate Loyalty Facts
- Aggregate Tender Facts
- Aggregate Award Program Summary
- Aggregate Loyalty Program Summary
- Aggregate Promotion Scorecard Summary
- Aggregate Tender Program Summary
- Dynamic and Recurring Promotions
- Promotion Response Data Import
- Social Network Listener
- Social Network Update
- Task Generator
- Batch Import Review
- ODCS Sync
- Data Sync
- ORPE Sync
-
13
Reports
- About this Chapter
- Report Categories and Report Descriptions
- Displaying Reports
-
Report Generation Options and Contents
- Account Management Reports
-
Award Management Reports
- Award Account Activity Details Report
- Award Account Activity Errors Report
- Award Account Activity Trend Report
- Award Account Balance Report
- Award Account Error Trend Report
- Award Account Last Use Report
- Award Activity by Location Report
- Award Activity by Program Report
- Award Entitlement Expiration Report
- Award Entitlement Redemption (Trend) Report
- Award Entitlement Summary Report
- Award Program Balance Summary Report
- Award Program Definition Report
- Award Redemption Rate Report
-
Campaign Management Reports
- Promotion Response by Category Report
- Promotion Response by Date Report
- Promotion Response by Deal Report
- Promotion Response by Location Report
- Promotion Response by Target Report
- Promotion Response Detail Report
- Promotion Target Details Report
- Promotion Target List Report
- Promotion Target Segment List Report
- Card Management Reports
-
Customer Management Reports
- Address Summary Report
- Birthday Summary Report
- Customer Alt Key Summary Report
- Customer Associate Assignment by Associate and Role Report
- Customer Contact Email List Report
- Customer Contact Phone List Report
- Customer Purchase by Department by Year Report
- Customer Status Summary Report
- Gender Summary Report
- Location (Store) Capture Rate Report
- Postal Code Summary Report
- Social Network Summary Report
- State Summary Report
- Summary Detail Report
- Item Management Reports
- Location Operations Reports
-
Loyalty Management Reports
- Loyalty Account Detail Report
- Loyalty Account Activity Errors Report
- Loyalty Account Level Summary Report
- Loyalty Activity Type Summary Report
- Loyalty Activity Type Trend Report
- Loyalty Issue Rule Impact Report
- Loyalty Rules Results Summary Report
- Loyalty Rules Results Trend Report
- Loyalty Account Balance Summary Report
- Loyalty Account Last Use Summary Report
- Loyalty Account Life Cycle Summary Report
- Loyalty Account Activity Summary Award Report
- Loyalty Account Activity Summary Issue Report
- Loyalty Program Level Summary Report
- Segment Management Reports
- Tender Account Management Reports
- Registry Management Reports
- Task Management Reports
-
14
Administration
- About this Chapter
- Associate Role Definition
- Attribute Management
- Batch Import Review
- Batch Process Tracking
- Exchange Rate
- File Review
- Franchisees
- Location Management
- Managing External Application Access
- Preference Types
- Role Groups
- Security Groups
- System Configuration
- System Logs
- Task Management
- Creating a Task
- Web Service Tracking
- Users
- 15 Segment Queries
- A Calculations