Treez Loyalty
Rewards, campaigns, and customer engagement
33 articles
- Treez Loyalty Overview
- Treez Loyalty | Enabling Loyalty on Treez EcommerceHow to enable Treez Loyalty for ecommerce.
- Treez Loyalty | How to Promote Loyalty on Treez EcommerceHow to set up CTAs for Treez Loyalty
- Treez Loyalty | How to Manually Add Rewards to Treez Loyalty WalletsThe purpose of this document is to outline a step by step guide for manually adjusting rewards balances for Treez Loyalty Reward Wallets.
- Treez Loyalty | How to Redeem Treez Loyalty Rewards on Treez Ecomm
- Treez Loyalty | Duplicate Profiles in Treez LoyaltyWorkflow for addressing duplicate profiles in Treez (Sticky) Loyalty.
- Treez Loyalty | Loyalty ID Lookup in POSInformation about the Loyalty ID Lookup functionality seen in both Customer Management and the SellTreez POS.
- Treez Loyalty | Managing Team Members and PermissionsLearn how to add team members to your loyalty program, assign roles and permissions, and manage teammate access levels in Treez Loyalty.
- Treez Loyalty | Create a Customer SegmentLearn how to create new customer segments in Treez Loyalty, name your segments, and configure attribute-based filters to organize and target specific customer groups.
- Treez Loyalty | Add and Import CustomersLearn how to create new customer contacts manually and bulk import customer data from CSV files into your Treez loyalty system efficiently.
- Treez Loyalty | How to Navigate your Treez Loyalty DashboardLearn how to set up your Treez Loyalty platform
- Treez Loyalty | How to Configure SMS Integration (US)Click through a step-by-step walkthrough of How to Configure SMS Integration
- Treez Loyalty | Configure Email IntegrationLearn how to set up email integration in Treez Loyalty by configuring DNS records, copying settings, and verifying your domain for seamless email functionality.
- Treez Loyalty | How to View Customer ProfilesLearn how to view customer profiles, manage communication preferences across email, push notifications, and SMS, and access customer order history in Treez Loyalty.
- Treez Loyalty | Redeeming Loyalty Points for a Dollar DiscountUse this guide to configure and redeem loyalty points as a dollar-value discount in the Treez POS using the integrated Treez Loyalty program.
- Treez Loyalty | How to Edit or Delete Customer Loyalty AccountsLearn how to manage customer profiles in Treez Loyalty by editing contact details, updating email and phone information, and viewing complete customer interaction history.
- Treez Loyalty | Configuring Email DomainLearn how to set up your email and configure the basics so you’re ready to start sending campaigns.
- Treez Loyalty | Create and Send Push NotificationsLearn how to create a push notification campaign on Treez Loyalty, select recipient lists, preview notifications across Android and iOS devices, and deploy campaigns to your contacts.
- Treez Loyalty | How to Configure Loyalty Discounts within the POSAny creation, edit, or deletion of a “Treez Loyalty” type discount will automatically reflect in the customer’s loyalty wallet in Sell Treez POS.
- Treez Loyalty | How to Refer FriendsEasily share your rewards card with others using your phone’s wallet in just a few taps.
- Treez Loyalty | Loyalty Card TypesTreez Loyalty provides a flexible set of tools designed to increase customer retention, drive repeat visits, and grow lifetime value.
- Treez Loyalty | Email & SMS Setup GuideDeliverability, Domain Setup, and Warmup Best Practices
- Treez Loyalty | How to Sign Up Customers for Loyalty in the POS
- Treez Loyalty | How to Create a New Email TemplateThis guide shows you how to create a new email template for your campaigns. You’ll learn how to choose a template type, customize your content, and save it for future…
- How to create and schedule a campaignLearn how to create and schedule campaigns in Treez Loyalty
- How to Choose Campaign Channels (Email / SMS / Push)Learn how to select the channel for Treez Loyalty Campaigns
- How to configure SMS sending (US)Learn how to enable SMS message integration in Treez Loyalty
- Treez Loyalty | How to Create a Rewards ProgramLearn how to create a new loyalty reward card, configure point earning rules and reward tiers, customize card design with logos and colors, and set up customer data fields in…
- How to Clone or Duplicate a CampaignLearn how to clone or duplicate an existing campaign in Treez Loyalty
- How to clone or delete an Existing TemplateLearn how to clone or delete existing campaign templates in Treez Loyalty
- Treez Loyalty | Enrolling and Matching Treez Loyalty Customers Without a Phone Number or EmailTreez Loyalty no longer requires a phone number or email to enroll or match an existing customer. This makes it easy to sign up guests who'd rather not share contact…
- How to Manually Adjust a Customer's Treez Loyalty PointsWorkflow to adjust or update Treez Loyalty points for customers.
- Consent Management Required for Abandoned Cart