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✨ Getting Started

Loyalife
Access Loyalife
Loyalife Overview
Loyalife - SOW

🙋‍♂️ MEMBERS

Overview
Search, Filter & Export Members
Member Details
Members Attributes
Members - FAQs

📃 RULE ENGINE

Overview
Data Processing
- How data is passed in the Rule Engine?
- How data is processed in the Rule Engine?
Attributes
Rule Groups
- Rule Groups - Overview
- Create Rule Groups
  - Editing a Rule Group
Rules

💸 TIERS

Overview
Configure Tiers
Editing & Deleting Tiers

Referrals

Overview
Referral Set up
Referral Performance Dashboard
Exporting Member Referral Report

👋 ENGAGE

Segments
Campaigns
Communications

📜 REPORTS & ANALYTICS

Overview
Report Types
Report Settings
- Deleting Reports
- Report Setup
Reports FAQs
Report Upload Automation & Approval

ACCESS CONTROL

Overview
Manage Team
- Manage Users
- Manage Roles
Approval Workflow
Audit Trail
- Audit Trail for File Uploads via Loyalife UI

🔓 Configuration

Configurations - Overview
- Program Settings
Advanced Configuration
- Technical Settings
  - Enable accounts and card linking to Members
- Pre-Processing Logic
  - Data Cleaning & Formatting (Regex Guide)

Fraud

Fraud Prevention
Threshold Settings
Approving & Rejecting Pending Transactions

RELEASE UPDATES

Release Nov 2023 - v7.1.0
Release Dec 2023 - v7.2.0
Release Jan 2024 - v7.3.0
Release Feb 2024 - v7.4.0
Release Mar 2024 - v7.5.0
Release Apr 2024 - v7.6.0
Release May 2024 - v7.7.0
Release2 May 2024 - v7.8.0
Release Jun 2024 - v7.9.0
Release Jul 2024 - v7.10.0
Release Aug 2024 - v7.11.0
Release Oct 2024 - v7.12
Release Oct 2024 - v7.13
Release March 2025 - v7.14
Release April 2025 - v7.15
Release May 2025 - v7.16
Release June 2025 - v7.17
Release July 2025 - v7.18
Release August 2025 - v7.19
Release November 2025 - v7.20
Release November 2025 - v7.21
Release December 2025 - v 7.22

PRODUCT ROADMAP

Loyalife Product Roadmap - 2026

PRODUCT DEMO VIDEOS

Loyalife - Product Demo Videos

FAQs

Loyalife Overview - FAQs
Rule Engine - FAQs
Engage FAQs
Tiers
Report and Analytics FAQs
Access Control - FAQs
Referrals FAQs
Fraud
Platform Configurations

Product Newsletters

Product Newsletter - August 2025
Product Newsletter - September 2025
Product Newsletter - October 2025
Product Newsletter - November 2025

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Reports FAQs

Get answers to report related FAQs

Updated 4 months ago

Report Upload Automation & Approval