Lootly

Aleksandra Velkova

Learn the basics of setting up your Lootly account

Getting Started

Get a complete understanding of how to get started with loyalty

How to setup a successful Loyalty program in 3 steps

Learn how to reduce acquisition costs and increase revenue

How to create the best Referral program in 3 steps

Learn how to offer exclusive perks & benefits to your most loyal customers.

How to create an effective VIP program in 3 steps

Best Practices

Just getting started? Learn about each section of Lootly here

Account Basics

How a customer on your store becomes a member of your loyalty program.

What is a program member in Lootly?

What languages does Lootly support?

Enable / Disable your programs

Have a question? How to reach Lootly support

General Data Protection Regulation (GDPR)

General

Learn how to import a list of customers with their existing point balance in Lootly.

How to import customers to your rewards program

How to export your customers from Lootly

How to exclude customers from your  programs with tags

Understanding the customer profile and the data it provides.

How to read the customer profile page

Customers

Enable / Disable email notifications

Custom Sender Domain

Email

Login

System Status

Lootly website

Pricing

Get started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.