For AI agents: visit https://help.loyalife.xoxoday.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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✨ Getting Started
Loyalife
Access Loyalife
Loyalife Overview
Loyalife - SOW
🙋♂️ MEMBERS
Overview
Search, Filter & Export Members
Member Details
Overview
Member Current Balance
Transaction Summary
Expiry Schedule
Member Communication
Referral
Audit Log
Export Transaction Summary of a Member
Suspend/Unsuspend a Member
Blocking and Unblocking a member
Manually add/remove points
Bulk Upload of Manual Points
On-Behalf Redemption
Members Attributes
Overview
Updating Members Data
Global Member Attribute
Custom Member Attribute
Maker-Checker Workflow for Attribute Management
Members - FAQs
📃 RULE ENGINE
Overview
Data Processing
How data is passed in the Rule Engine?
How data is processed in the Rule Engine?
Attributes
Attributes - Overview
Global Attributes
Local Attributes
Adding Aggregate Attributes
Rule Groups
Rule Groups - Overview
Create Rule Groups
Editing a Rule Group
Rules
Rules - Overview
Add a Rule
Preview a Rule
Voucher Issuance via Rule Engine
💸 TIERS
Overview
Configure Tiers
Editing & Deleting Tiers
Referrals
Overview
Referral Set up
Referral Performance Dashboard
Exporting Member Referral Report
👋 ENGAGE
Segments
Segment - Overview
Segment Data & Analytics
Create & Edit Segments
Filter Criteria in a Segment
Campaigns
Campaigns Overview
Create a Campaign
Occasion Reward Campaign
Edit & Manage Campaigns
Campaign Details & Data
Communications
Communications - Overview
Create a Communication Template
Edit & Manage Templates
Template Details & FAQs
Manage Events
📜 REPORTS & ANALYTICS
Overview
Report Types
Summary
Transaction Report
Member Reports
Communication Report
Liability Report
Projected Expiry
Administrative Reports
Logs
Custom Report
Configurable Variables in Custom Reports
Customer Outstanding points report
Report Settings
Deleting Reports
Report Setup
Reports FAQs
Report Upload Automation & Approval
ACCESS CONTROL
Overview
Manage Team
Manage Users
Invite & Edit Users
Reset Password
Lock & Unlock Users
Archive Users
Deactivate a User Account
Download - All Users
Manage Roles
Editing User Roles
View User Role
Add a Custom Role
Available Permissions for Roles
Download the User Roles Report
Approval Workflow
Enabling Maker Checker
Pending Actions
Approve/Reject Transactions
FAQ's
Report for Comprehensive Approval Tracking
Audit Trail
Audit Trail for File Uploads via Loyalife UI
🔓 Configuration
Configurations - Overview
Program Settings
Organizations Details
Program Details
Add/Edit a Program
Point Definition
Marketplace
Upload Notification
Communication
API
Modules
Calculation
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
Release February 2026 - v7.23
Release March 2026 - Loyalife V7.24.0 (Sprint 64)
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 Updates Newsletter - Feb 2026
Product Updates Newsletter - Jan 2026
Product Updates Newsletter - Dec 2025
Product Newsletter - November 2025
Product Newsletter - October 2025
Product Newsletter - September 2025
Product Newsletter - August 2025
Integrations
Integrating Loyalife with WebEngage
Connect MoEngage to Loyalife
Certificates
DPDP Act
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