Within your Loyalsnap Dashboard, you have the option to associate certain sales packages with individual Dashboard buckets. This means that if specific packages are associated, only clients who are actively on that package will be funneled into that bucket.
If packages are excluded from the bucket, this means that clients on any other active package except those excluded will be funneled into that bucket.
✉️ Note: Lead buckets should not have packages associated with them.
Associate Packages to Dashboard Buckets
You can associate packages with your Dashboard buckets with just a few clicks. Just follow these steps to get started:
- Click on the Dashboard Category Manager settings gear at the top right of the Dashboard
In the Buckets list, choose the bucket you would like to associate a package with
- Click under the packages list and find the package you want to associate from the list
- Select the package
- Click save
Exclude Packages from Automations
There may be situations where you want a Bucket to apply to all packages except specific packages. In that case, follow these steps to exclude packages:
- Click on the Bucket you would like to exclude a package from
- In the Packages field, choose the package you would like to exclude from the drop-down menu
Click save