Treez Loyalty
Personalized, wallet-based loyalty experiences that drive repeat purchases, reduce marketing costs, and boost customer lifetime value
By Treez Support and 1 other2 authors21 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 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…
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.