Managing Features

• Sorting Members and Bulk Actions
• Prize Fulfillment FAQs
• Helping Members Create Linked Families 🔗
• Security Verification Steps for Profile Updates and Redemption
• Tutorial: Members
• Link to Member Support Center

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• Leads Management

• Account and Users

• Tutorial: Referrals
• Standard Referral Campaign
• Scheduling a Seasonal Campaign
• Updating Messages for Currently Running Campaigns
• Following Up on Referrals & Fulfilling Prizes
• Analyzing Referral Shares and New Leads

• Tutorial: Activity Loops
• Activity Loops

• Tutorial: Automations
• Automation: Auto-Tag No Activity
• Invite At Activity Loop Automation
• Invite at Point Award Automation
• QR Code Automation: Compliance Points
• QR Code Automation: Office Visit Points

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• Tutorial: Promotions
• Win New Customers With Promotions -- Offers & Events Made Easy
• Promotions
• Sharing Your Promotion on Social Media
• Messaging Members About Your Promotion
• Creating Print Materials For Your Promotion

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• Tutorial: Marketplace
• ✨ Marketplace: A Smarter Way to Discover & Share Content

• Tutorial: Contests
• 🎉 Contests: Engage & Delight Your Members

• Tutorial: Surveys
• Updates to Surveys 🎉
• Surveys

• Tutorial: Social Media
• 📣 Social Media Manager: Your All-In-One Hub for Social Engagement

• Tutorial: Reviews
• Retrieving Your RSS Feed
• Publishing and Sharing Reviews in the Hub

• Tutorial: Communications
• Stay Connected with Communications Manager
• Master Your Messaging: How to Use the Settings Page

• Tutorial: Reports
• Utilizing the Reports Feature

• Tutorial: Calendar
• Calendar

• Tutorial: Prizes & Orders
• Managing Your Prizes
• Managing your Shopping List

• Managing your Orders / Prize Redemptions

• Tutorial: Reward Menu
• Reward Menu

• Managing Documents