Creating and managing users

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

Performing a guest search

• Searching for a customer
• Accessing a customer profile

Working with segments

• Building a customer segment
• Managing segments
• Managing customer churn
• Discovering your top customers

Working with campaigns

• Understanding the Campaign Manager
• Understanding periodical campaign rules

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 and reporting your data

• Reports and the Report Catalog
• Accounting reports
• Monitoring for possible fraudulent accounts
• Suspending and unsuspending a loyalty account

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