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How do I create List Layout in the Loyalty Management App?

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Updated on July 27, 2020 07:58AM by Admin

  • Log into your Apptivo account and select the Loyalty Management App from the Marketing section.
  • In the Loyalty Management App, select Settings from the App Header.
App Header

  • In the Settings page, navigate to Customize App → List Layouts from the left panel.
  • The List Layouts page will load on the right side. Select Create to create a new List Layout.
Settings

  • A default list layout is created. To rename the layout, hover your mouse over the name. A pencil icon will appear.
Create

  • Click the pencil icon to rename the layout. Here, the layout is renamed as Loyalty Program.
Edit Name

  • Now, choose the attributes to be included in this List Layout. This can be configured by selecting the Display dropdown.
Display Dropdown

  • On selecting the Display dropdown, the list of attributes (fields) present in the Loyalty Management App will be displayed.
  • By default, the attributes added to this Overview layout will be ticked.
  • To add an attribute to the layout, tick it from the dropdown. To remove an attribute from the layout, untick it from the dropdown.
Remove Field

  • From the above image, it can be noted that the Description attribute is removed while the below image shows that Enable Certificates is added to the layout.
Value Added

  • Once the changes are made, go to the Show All page in the Loyalty Management App.
  • Select the Display dropdown from the top right.
  • The Loyalty Program layout will also be listed.
Home Page

  • On choosing the Loyalty Program, the records will be rearranged according to the selected attributes.
New Layout