Step 1. Sign up for an account | | - 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 | | - Select transaction data to analyze
- Use Upload button to transmit selected data
- Loyalty Builders analyzes your data
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Step 3. Report tab | | - Examine Executive Overview reports and charts to identify potential campaigns
- Use the Behavior Maps sub-tab to pick customers on which to focus
- Examine the Decile Distribution chart (Standard Reports - Likely Buyers) to refine decile targeting criteria
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Step 4. Target tab | | - Click the New button to create a new target list
- 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 to your print or email vendor
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Step 5. Campaign tab | | - 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 | | |
