Creating and managing users

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

Performing a customer search

• Searching for a customer
• Accessing a customer profile

Working with segments

• Building a customer segment
• Managing segments
• Adding a segment to a reporting dashboard
• Managing customer churn

Working with emails

• Creating a new email template
• Editing an existing email template
• Archiving an email template
• Understanding Send Time Optimization
• Creating and sending a scheduled email
• Editing a scheduled email
• Testing a scheduled email
• Cancelling a scheduled email
• Creating a triggered email
• Editing a triggered email
• Testing a triggered email

Working with mobile messaging

• Scheduling and testing SMS messages
• Adding campaign rules around mobile messaging

Working with coupons

• Enabling coupon settings
• Creating a coupon
• Using coupons in a scheduled email
• Including a coupon in a scheduled mobile message
• Sending a coupon to a phone
• Searching for coupons by customer
• Searching by coupon code

Exploring your data

• Understanding enrollment
• Understanding commerce data
• Filtering data by a customer segment
• Filtering data by locations
• Exporting your data
• Discovering your top customers
• Monitoring for possible fraudulent accounts
• Suspending and unsuspending a loyalty account

Reporting

• Accounting Reports
• Report Catalog