Creating and managing users

• Adding a new user
• Managing a user
• About single sign-on and two-factor authentication

Working with a loyalty program

• Understanding loyalty programs vs. campaigns
• Creating a loyalty program

Applying Loyalty at the POS

• Applying discounts, promotions, and comps at the Aloha POS

Working with an employee program

• Creating an employee program
• Editing an employee program
• Enrolling and unenrolling employees into and out of an employee program

Working with campaigns

• Understanding the Campaign Catalog
• Creating a campaign rule
• Understanding campaign rewards and discount offers
• Archiving a campaign
• Understanding Post Purchase NPS Surveys
• Using the Post Purchase NPS Survey campaign

Working with emails

• Understanding scheduled vs. campaign emails
• Editing an email template
• Understanding Send Time Optimization
• Creating and managing emails
• Creating a campaign email
• Creating email lists
• Testing an email

Performing a guest search

• Searching for a guest
• Accessing a guest profile
• Checking a guest NPS score

Working with segments

• Creating segments from segment catalog
• Archiving a segment no longer in use
• Managing customer churn
• Exporting a segment

Working with mobile messaging

• What are Mobile Character Counts?
• Cancelling a queued mobile message
• Creating a scheduled mobile message
• Editing a scheduled mobile message
• Configuring a shortened link
• Sending a test mobile message
• SMS vs. MMS messages

Using Digital Asset Manager

• Navigating Directly to the Asset Manager
• Using the Asset Manager in Mobile Messages

Using Reporting

• Dashboard Overview
• Campaign Inline Reporting Overview
• Report Catalog

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