Glossary: keywords and terms to know

The dashboard uses quite a few words that aren't obvious at first. This glossary explains each one and tells you where to find it.

Contacts and data

Contact. A person in your CRM, usually a member of your loyalty program. You find them under CRM → Contacts.

Attribute. A piece of information about a contact, like their first name, birthday or the company they work for. Besides the standard ones, you can create your own custom attributes and use them in filters, lists, rewards and automations. Manage them in your account settings: click the gear icon at the top right of the dashboard to open Settings, then click Attributes under Management. See Custom attributes: what they are, how to create one and where to use them.

Contact identifier. Identifiers link a contact to an external ID, card number or other unique value, so a physical loyalty card or an ID from another system leads to the right contact. An identifier isn't the contact's email address. You find them under CRM → Identifiers, on the Contact identifiers page.

List. A group of contacts. A dynamic or static list is put together from the data you hold about contacts, including custom attributes. A manual list holds exactly the contacts you add to it yourself. Use lists to target campaigns and deals. You find them under CRM → Lists. See Creating a contact list.

Segment. Another way to group contacts, under CRM → Segments. Only admins see segments.

Form. A way to collect information, sign-ups or feedback from contacts. Create and edit forms under CRM → Forms.

Loyalty

Earn rules. Decide how many points contacts earn, for example per euro spent. You set them under Loyalty → Earn rules.

Points issuance. Hands out the same number of points to a group of contacts, once or on a schedule, for example a thank-you bonus or a monthly bonus for everyone in a tier. Set one up under Loyalty → Points issuances. See Issuing points to a group of contacts, once or on a schedule.

Loyalty token. A link worth a number of points, which a contact opens to claim them in your contacts portal. Each token is for 1 contact and can be claimed only once. After that it's used up and nobody can use it again, so you need a token for every contact you want to reach. Send one to a contact from their page with Send loyalty token in the options menu, print them as QR codes, and find every token under Loyalty → Tokens. See Loyalty tokens: points a contact claims through a link or QR code.

Tiers. Levels contacts move up through based on their visits, spend or another metric you want to encourage. They give your program a sense of progress. Manage them under Loyalty → Tiers.

Reward. Something contacts spend their points on: a set number of points gets them the reward. You set the points, the reward and how often it can be claimed under Loyalty → Rewards.

Voucher. A promotional item, like a free product or a discount. A contact can claim a reward again and again, while a voucher is usually a one-off. Manage vouchers under Loyalty → Promotions & Vouchers.

Stamp cards. Digital stamp cards: contacts collect stamps instead of points. You find them under Loyalty → Stamp cards, which only appears when stamp cards are enabled on your account.

Marketing and automation

Automation. A flow that runs actions on its own when something happens or on a schedule, so you don't have to do them by hand. Click Automation in the top menu to build one.

Automated email. An email you design under Marketing → Automated emails that's sent by an automation's Automated email action, the moment something happens. A welcome email after someone signs up is the typical example.

Recurring email. An email that goes out on a schedule to every contact who matches at that moment. Birthday and win-back emails are recurring emails: set them up under Marketing → Recurring emails with the Celebrate birthdays or Retention email preset.

Campaign. An email you send once, for an event or a one-time moment, like a Mother's Day invitation or a weekend deal. Create campaigns under Marketing → Campaigns.

Store

Gift card. A card that holds a value, which the holder spends to take money off a bill. Set up your gift card program under Store → Giftcards. You only need a payment provider (Mollie or Stripe) if you want to sell gift cards online. See Selling gift cards online.

Prepaid. A balance contacts pay in advance and then spend with you. You find it under Store → Prepaid. See How to set up a Prepaid program.

Apps and settings

Wallet pass. A digital card in a contact's phone wallet that works as their membership card. Change its design under Settings → Contact touchpoints → Wallet Pass → Loyalty pass → Edit design.

Contacts portal. A web page where contacts log in to see their points and rewards. Change its settings, layout and content under Apps → Contacts portal. See How to configure the contacts portal.

Personal access token. A unique key for API connections. It tells us who is requesting data, like a key made for one specific lock. You create one on the page of the integration it belongs to: go to Apps → Integrations → Marketplace and install the integration, open it under Installed, then click Create on its Auth tab.