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✨ Getting Started
Loyalife
Access Loyalife
Loyalife Dashboard
🙋♂️ MEMBERS
Overview
Search, Filter & Export Members
Member Details
Overview
Member Current Balance
Transaction Summary
Expiry Schedule
Member Communication
Audit Log
Export Transaction Summary of a Member
Suspend/Unsuspend a Member
Manually add/remove points
Members Attributes
Overview
Updating Members Data
Global Member Attribute
Custom Member Attribute
📃 RULE ENGINE
Overview
Data Processing
How data is passed in the Rule Engine?
How data is processed in the Rule Engine?
Attributes
Attributes - Overview
Global Attributes
Local Attributes
Rule Groups
Rule Groups - Overview
Create Rule Groups
Editing a Rule Group
Rules
Rules - Overview
Add a Rule
Preview a Rule
💸 TIERS
Overview
Configure Tiers
Editing & Deleting Tiers
👋 ENGAGE
Segments
Segment - Overview
Segment Data & Analytics
Create & Edit Segments
Filter Criteria in a Segment
Campaigns
Campaigns Overview
Create a Campaign
Edit & Manage Campaigns
Campaign Details & Data
Communications
Communications - Overview
Create a Communication Template
Edit & Manage Templates
Template Details & FAQs
Manage Events
📜 REPORTS
Overview
Report Types
Summary
Transaction Report
Member Reports
Communication Report
Liability Report
Projected Expiry
Administrative Reports
Logs
Report Settings
Deleting Reports
🔑 USER ACCESS MANAGEMENT
Overview
Manage Users
User Actions
Invite & Edit Users
Reset Password
Lock & Unlock Users
Archive Users
Deactivate a User Account
Download - All Users
Manage Roles
Roles - Overview
Editing User Roles
Add a Custom Role
Available Permissions for Roles
Download the User Roles Report
Audit Trail
🔓 Platform Configuration
Configurations - Overview
Organizations Configurations
Program
Overview
Add/Edit a Program
Point Definition
Upload Notification
API
Modules
Marketplace
Communication
✅ Maker Checker
Overview
Enabling Maker Checker
Pending Actions
Approve/Reject Transaction
FAQs
🕵🏻 Anomaly Detection
Anomaly Detection
Threshold Settings
Approving & Rejecting Pending Transactions
RELEASE UPDATES
Release Nov 2023 - v7.1.0
Release Dec 2023 - v7.2.0
Release Jan 2024 - v7.3.0
Release Feb 2024 - v7.4.0
Release Mar 2024 - v7.5.0
Release Apr 2024 - v7.6.0
Release May 2024 - v7.7.0
Release2 May 2024 - v7.8.0
Release Jun 2024 - v7.9.0
Release Jul 2024 - v7.10.0
Release Aug 2024 - v7.11.0
Release Oct 2024 - v7.12
Release Oct 2024 - v7.13
Release March 2025 - v7.14
PRODUCT ROADMAP
Loyalife Product Roadmap - 2025
PRODUCT DEMO VIDEOS
Loyalife - Product Demo Videos
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