Main Settings

CRMS administrators can use the Admin > Main Settings page to define, modify, and review several categories of high-level information about their Loyalty program, including account information, member point limit, point configuration, list import, and alert settings.

Note: If you are not a CRMS administrator, some or all of the information categories are not available in the Main Settings page.

Features and Fields

The options and information of the Main Settings page are listed by section.

Manage Account Information Section

Your Information lists the current user name, email address and company. Click Your Information to open the Edit Your Information page. Use it to edit the name, email address, and the associated password.

Configuration Management Section

You can use Member Point Limit to create an offer that awards either a fixed point award, or a number of points based on the member's Point Award Limit, whichever is the lowest. You must define the member's Point Award Limit in the transaction import file that you exchange with Reward.

You can use Points Configuration to configure the following:

List Import defines how list records are saved into the system.

You can use Alerts (also known as Customer and Aggregate Threshold Alerts) to define thresholds for a variety of metrics. When a threshold is exceeded, an alert email is sent to an address entered in this section.