Welcome to Loyalsnap! We’re thrilled to have you onboard and excited to help you streamline your marketing and retention efforts with our dynamic system. To ensure you get the most out of your experience right from the start, we’ve put together this handy checklist. Follow these steps, and you’ll be up and running in no time.
1. Enter your Studio Merge Fields
First things first: Get ready to supercharge your content management! Studio Merge Fields are your secret weapon for bulk updating important content across all your templates at once. Watch the video below to get started:
2. Invite Your Team
Collaboration is key to success, which is why it’s important to invite your team members to join you in your Loyalsnap portal. You'll want to also be sure to add any user permissions you'd like your team members to have. Also, if you have team members who need access to multiple Loyalsnap portals, check out this article for how to set that up. Watch the video below to learn how to invite your team:
3. Review and Edit Automations
Automations can save you time and effort by handling much of your marketing outreach behind the scenes. With our Automations, you can rest easy knowing that important client outreach is happening in the background without you having to lift a finger! Take a look at the video below to understand how to review and edit your Automations and templates to suit your needs:
4. Review and Customize Dashboard Scripts
Your Dashboard is your daily action center, so it’s essential to tailor it to fit your brand voice. You want to engage your clients with crucial outreach during these points in the client journey. Watch the video below for guidance on reviewing and customizing dashboard scripts:
Congratulations! You’ve completed the Getting Started Checklist for Loyalsnap. If you have any questions or need further assistance, don’t hesitate to reach out to our support team. We are thrilled to work with you!