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Articles on:Working with Loyallyst
Getting started with the Loyallyst loyalty program

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Creating push notifications
  • Creating Push Notifications
    Personalized Push Notifications You can send individual messages to each client or to a selected group. Go to the “Clients” section. Оберіть отримувачів повідолмення: You can: use filters or select clients manually Available filters: Gender (male / female) Loyalty group Total spending (from / to) Number of transactions (from / to) Balance (from / to) Last visit (date) Birthday You can also manually check the box next to the required clientSome readers
  • Setting Up Geo Push Notifications
    How to Add a GEO Push Notification? To enable GEO Push for your venue, follow these steps: Go to Marketing → GEO Push Click Create. In the Create Push Notification window, fill in: The venue address. The GEO Push notification text. 📌 Below, you can preview how the notification will appear on your guests’ phones.Some readers
  • Guide to Using the Scheduler
    The Scheduler is used to create a news post or launch an automation on a specific date. This helps you prepare events in advance and simplifies your workflow. How to Create a Scheduled News Post Go to the “Scheduler” tab. Select the required date and time by clicking on the corresponding square in the calendar. In the “Create Task” window: Enter the LABEL field — this is the internal name of the event, visible only to you. Select the task type **“NewFew readers
Creating a venue
  • Creating a Location
    Steps to Create a Location Go to the “Locations” tab in the “Settings” section. Click the “Create” button. Enable the “Active” checkbox (This option controls whether your location is displayed in the guest’s personal account) Select the Location POS "your venue’s POS system" (This setting assigns transactions to a specific location) Upload the main image for the location. (Recommended parameters: 1600 × 900 px, PNG format) If needed, adFew readers
Setting up automations
  • Automation Setup Guide
    We recommend setting up the following automations, as they demonstrate high conversion rates and help improve customer engagement: ​ 1. Bonus Reminder – notifying customers about their available bonuses to encourage them to make a purchase. Setting Up the “Bonus Reminder” Automation: Go to Marketing → Automations and click Create. Enter the name: “Bonus Reminder”. Select the trigger: “Last Visit” and set the number of days since the customer laSome readers
  • Referral Program Setup
    To set up a referral program, go to “Settings” → “Loyalty”, enter the bonus amounts, and click “Save”. To set up a referral program, go to “Settings” → “Loyalty”, enter the bonus amounts, and click “Save”. Field “Referral Bonus” (value: 20) — this is the number of bonus points that the client who joins through the referral program will receive. Important The referral (new client) receives their bonuses after registration. The **referrer (the clFew readers
Creating UTM tags
  • Creating UTM Tags
    What are UTM tags? UTM tags are special URLs used to track the effectiveness of marketing campaigns. They help analysts understand where traffic is coming from and which sources bring the most benefit. How to create a UTM link? Go to the Settings - UTM tags menu. Click the Create button. Specify the name of the traffic source, then click Save. In the Actions column, you can copy the lFew readers
Configuring Loyallyst and launching the system
  • Loyalty Setup
    Creating a Customer Group Go to the “Loyalty” → “Customer Groups” tab. In the “Customer Groups” section, click the “Create” button. In the “Create Group” window: Enter the name of the loyalty group. Add an image for Apple / Google Wallet with a size of 1125 × 432 px, up to 2 MB (optional). Add a logo for Apple / Google Wallet with a size of 546 × 159 px, up to 2 MB (optional). Choose a background color for AppleSome readers
  • How does the scanner work?
    You can do this using the Loyallyst Scanner, which works both on a computer and on a phone. Link to the scanner: https://admin.loyallyst.com *For more convenient use on a phone, it’s better to add it to the home screen. Instructions for iOS [](https://downloads.intercomcdn.com/i/o/1063956272/4890dd5086d4abc6c11bccc3/Scaner_iOS.png?expires=1750109400&signature=28cd8Some readers
  • Creating Roles
    Creating Roles First, let's briefly explain why this is necessary. You need to create an account for each cashier so that you can view in reports how many bonuses each of them has credited and deducted. This also allows you to cancel an employee's account in case they leave the company. Currently, we have two roles: Cashier, who has access only to the scanner. Administrator, who has full rights, including access to the scanner. Waiter, who has access only to the scanFew readers
  • Automation "Post-Transaction Review"
    In your admin panel, go to the "Automations" tab and click the "Create" button. Then click the "Set up trigger" button and select the "Transaction" option from the dropdown menu. The selected option will appear in the central icon, where a contextual window will pop up, allowing you to specify the number of transactions. Since this is a post-transaction review, you need to enter "0". [![](https://storage.crisp.chat/users/helpdesk/website/-/e/9/7/7/e977728cac39d000/dcd87cec-03a5-4f03-9967-c711e7Few readers

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