How do I view by tags in Loyalty Management App?

Updated on July 27, 2020 06:00AM by Admin

  • Prior to viewing the Loyalty programs by tags, determine if the By Tag view is enabled by navigating to Settings → Customize App → Views.
Settings

  • You can also configure the privileges for the employees. Only the employees who have the selected privilege can view the selected view.

Note: The privileges for the employees are configured in the Employees App.

  • Go to the Home Page of the Loyalty Management App. Choose By Tag from the left panel.
Home Page

  • The different tags created in your account will be listed in the By Tag section. You can click on a tag and view the Loyalty programs with the associated tag.
  • Consider viewing Loyalty programs whose tag is marked as Essential from the left panel.
  • The records will display.
Select Tag

  • Select the More Details to redirect to the Overview page of a Loyalty program.
Overview