Step 1: Under the Home tab, view the main dashboard with key statistics.
Step 2: View the Recent Orders table to track customer transactions and order details.
Step 3: Click Customers to view and manage your customer contact database.
Step 4: In the Customers tab, add new customers, import in bulk, or update existing customer details.
Step 5: Click Segments to view and manage customer segments for targeted campaigns.
Step 6: Create new segments or view existing ones.
Step 7: Click Campaign Blasts to explore email marketing campaign features.
Step 8: Start building a new marketing campaign.
Step 9: In the Templates tab, view and manage campaign email and SMS templates.
Step 10: Click Loyalty to access loyalty program settings.
Step 11: Go to Treez Cards to access loyalty card management features.
Step 12: Click the New Card button to create and add a new loyalty card.
Step 13: Edit existing cards for the loyalty program if needed.
Step 14: Click Geo Location to access location-based customer management features.
Step 15: Click the green Add location button to create a new geo-location point.
Step 16: Click Settings to access configuration options for your loyalty program.
Step 17: Click Integrations to access your integration settings and options.
Step 18: Configure your email integration settings.
Step 19: Go to the SMS Setup tab to configure your SMS integration settings.
Step 20: Click Team Members to manage your organization’s user accounts.
Step 21: Click the Add new teammates button to invite new team members to your account.
