| Step 1. Sign up for an account |
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- Use the My Account tab to enter the required information
- Set up a user name and password to login to your account, or
- Email or call Loyalty Builders at 603-610-8800 and ask for Sales
- Arrange a Purchase Order or use a credit card to cover charges
- Return to the My Account tab to complete sign-up
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| Step 2. My Data tab |
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- Use the Configuration sub-tab to set up data transfer
- Select transaction data to analyze
- Use New Data Upload tab to transmit selected data via FTP
- Loyalty Builders analyzes your data
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| Step 3. Report tab |
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- Examine Executive Overview reports and charts to identify potential campaigns
- Use the Back Test chart and table to pick product groups on which to focus
- Use the Velocity Map to identify customer groups to target
- Examine the Decile Distribution chart to refine decile targeting criteria
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| Step 4. Target tab |
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- Open the New Target List tool
- Use the basic controls to set criteria for lists of customers to target based on information from Step 3
- Calculate predicted response rate and expected revenue based on selected criteria; adjust criteria if necessary
- Verify number of records to download and approve associated charge to your account
- Download list of targeted customers to your local system, or...
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| Step 5. Campaign tab |
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- Apply the downloaded lists to your marketing campaigns
- Execute email or print marketing campaigns based on targeted lists
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| Step 6. Upload a refresh of the transaction data |
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