Check how the program is doing

Where: Dashboard, the first item in the left-hand menu.

A quick weekly check#

1. Open the Dashboard.
2. Pick a time period at the top: Today, Last 7 days, Last 4 weeks, Last 6 months, Last 12 months, Month to date, or a custom period.
3. Look at the top numbers: Gross revenue, Loyalty revenue and Referral revenue.
4. Switch between Revenue and Visits to see the trend as a chart.
5. Scroll down to compare New visits and Repeat visits. Repeat visits are what a loyalty program is meant to grow.

Dig deeper#

Use the tabs under the main chart: Loyalty members, Referrals, Visits, Performance, Program members, Reputation management, Customer segments (RFM), Points analytics, Referral analytics and Real timeline. Each one is explained in Dashboard.

Get a report by email#

In Settings, then Notifications, you can switch on a weekly stats report by email or Telegram. See Notifications settings.