Loyalty

Getting Started

• TrueLoyal Loyalty Program Implementation – Roles & Responsibilities
• Introduction to the TrueLoyal Loyalty Stack
• Getting Started with the Program Design
• Admin Console Walk-through
• Onboarding Process
• Pre-launch Checklist

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Integration & Setup

• Connect your AI assistant to TrueLoyal (MCP)
• Adding Points Information to Product pages
• Displaying points on the checkout page
• TrueLoyal Integration Framework
• Setting up in-cart redemption with TrueLoyal
• Review on Website - Custom Integration

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Platform & Shopping Cart Integrations

• Shopify Integration
• Magento Integration
• Netsuite Integration
• BigCommerce Integration
• WooCommerce Integration
• Wix Integration

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POS Integrations

• Clover Integration
• Shopify POS Integration
• Lightspeed (Vend) POS Integration
• POS Integrations with Partner Extension
• Implementing a Loyalty Program for Brick and Mortar Stores

CRM & Marketing Integrations

• How to create a Journey in Salesforce Marketing Cloud
• Salesforce Sales Cloud and Marketing Cloud Integration
• Salesforce Sales Cloud Integration with TrueLoyal
• Zendesk Integration
• Sailthru Integration
• Drip Integration

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Review Platform Integrations

• Judge.me Integration

Configuring Activities & Rewards

• Date activities
• Flexible Point Rewards
• Account Creation
• Shopify In-cart rewards
• Reward your loyalty program members with gift cards, Visa® cards, money, and more
• Bigcommerce in-cart rewards

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Personalization & Program Rules

• Loyalty Custom Attributes
• Streaks
• Gamifications
• Campaign Use Cases
• Campaign Configuration
• Personalize Your Loyalty Program

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Notifications & Communications

• Loyalty Email Notifications
• Email Notifications - Block
• Set up a Custom From: Email Address
• Customize Email Body Content for Specific Rewards
• Built-in Notifications and their Triggers
• Configuring Onsite Notifications

Member Management & Admin

• Loyalty Member Management
• Surveys with the Loyalty Platform
• Implementing a code based referral program
• Configuring Settings Page
• How to Create a New Trueloyal Account: A Step-by-Step Guide
• Import Members into the Loyalty Program

Loyalty Widget & End User Dashboard

• Anomaly Detection
• Widget and Notification
• End User Dashboard (EUD)

Analytics, Security & Compliance

• Advanced Analytics
• Benchmarking
• Privacy Policy for TrueLoyal Mobile App and SDK
• UK General Data Protection Regulation (GDPR) and TrueLoyal - (Loyalty Platform)
• EU General Data Protection Regulation (GDPR) and TrueLoyal - (Loyalty Platform)
• Governance

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Developer Resources

• TrueLoyal's Loyalty API
• Using Transaction Attributes as filters in APIs to fetch rewards
• Award API Parameters
• Webhook Events
• How to Enable Webhooks
• How to enable Webhooks (Hidden)

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