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
Promotion Home
- About this Chapter
- 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 Home: 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
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
- 13 Segment Queries
- A Calculations