User Management

Q: How does the loyalty management software handle user management for clients and administrators? Xoxoday’s loyalty management system provides a centralized user management interface where administrators can create, update, and delete user accounts. Both client-side and internal admin roles are supported, ensuring secure, permission-based access to system functionalities. User credentials and roles are governed with enterprise-grade access control mechanisms.

Q: Can the loyalty program solution manage roles and define access levels for different users? Yes, the loyalty management solution includes robust role-based access control (RBAC), allowing businesses to define user roles, assign permissions, and restrict access to specific modules or data. This ensures each user interacts only with functionalities relevant to their responsibilities, enhancing both usability and security.

Q: Does the system support workflows with skill-based task delegation and Delegation of Authority (DOA)? Yes. The loyalty program software from Xoxoday supports comprehensive workflow automation through:

Skill-Based Task Delegation: Tasks are auto-assigned to team members based on their expertise to maximize effectiveness.

Delegation of Authority (DOA): Configurable, multi-tier approval hierarchies for sensitive actions (e.g., high-value redemptions, tier upgrades), ensuring control and compliance without compromising flexibility.

Q: Does the system support user and user group privilege/access management? The customer loyalty program software includes robust role and access management features to ensure data security and operational control:

Define specific roles and permissions for user groups like admins, partners, and members
Restrict access to features, reports, or modules based on user roles
Enable multi-level authentication and maker-checker workflows for sensitive actions

Admin Controls

Q: What are the capabilities of the admin dashboard and audit reporting portal?

Admin Dashboard Capabilities The customer loyalty software admin dashboard provides a unified, intuitive interface for end-to-end management of the loyalty programme. It gives administrators real-time visibility into programme performance and full control over configurations, member operations, and engagement workflows. Key capabilities include:

Programme Performance Overview — Quick insights into total accruals, points issued, points redeemed, and trends over time.
Rule & Accrual Engine Management — Create and manage accrual logic, rule groups, exchange rates, cashback configurations, and by-laws.
Member Management — Access complete member profiles, transaction history, point balances, manual adjustments, and segment creation.
Tier & Status Management — Define and manage loyalty tiers, enrolment thresholds, multipliers, and rolling/evergreen tier logic.
Targeted Campaigns & Communication — Launch campaigns for specific segments with configurable email/SMS templates and personalisation options.
Security, Maker-Checker & Anomaly Controls — Enable approval workflows, view audit trails, and detect unusual accrual or redemption activity.
Configuration & Integrations — Manage system-wide settings, including currencies, languages, user roles, POS/CRM integrations, and communication gateways. This dashboard serves as the operational command centre for running a scalable, compliant, and insight-driven loyalty programme.

Reporting Capabilities The platform provides a comprehensive reporting and audit framework that gives teams deep visibility into financials, member activity, communication performance, and programme liability. The platform supports configurable filters, custom report fields, scheduling, and secure export options. Key report types include:

Transaction Reports — Capture all accrual, redemption, refund, and adjustment transactions with granular filters and export options.
Member Reports — Provide insights into enrolments, activity levels, tier distribution, point balances, and member lifecycle behaviour.
Communication Reports — Track delivery, open rates, and performance of email/SMS communications sent through the loyalty platform.
Projected Expiry Reports — Automatically generated monthly reports forecast upcoming point expiries to manage liability and drive timely redemption campaigns.
Liability Reports — Present total outstanding points and financial obligations, helping finance teams assess programme exposure.
Administrative & Audit Logs — Capture every configuration change, user action, approval workflow, and data update for governance and compliance.

Audit Logs

Q: Is there a history log for all configurable features in the system?

The loyalty management software maintains comprehensive audit logs for all configurable features, ensuring full traceability of changes. Any modification—such as manual point adjustments, tier changes, campaign settings, or reward logic—is timestamped and recorded. This helps maintain accountability, reinforces system transparency, and supports regulatory compliance.

Data

Q: How does the loyalty solution handle secure data management and integrity? Xoxoday’s loyalty management system ensures strong data security and integrity through:

Centralized Customer Profiles: Maintaining unified, accurate customer records.
Encrypted Data Storage: Protecting sensitive customer and transactional information.
Audit Trails: Tracking all system changes and actions for accountability.
Access-Controlled Admin Modules: Restricting data access to authorized personnel.
Compliance & Export: Supporting data governance standards and enabling full log exports for audits.