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22 docs tagged with "configuration"

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Additional Costs

Define named cart cost types (shipping, packaging, fees) used in cart payloads and campaigns.

APP

Configure WL APP version gates and card digitization matching fields.

Barcodes

Configure barcode format for customers, coupons, and carts.

Cart Channels

Define purchase channels (online, store, WL APP) used on carts.

Channels

Configure communication channels (email, SMS, push) for campaign delivery in the Owner App.

Company Settings

Configure company identity, languages, custom attributes, barcodes, security and more in Owner.

Configuration

Owner App platform configuration: company settings, users and roles, channels, loyalty settings, and API access.

Consent and Privacy

Customer privacy, profiling consent, communication consent, data masking, GDPR settings, and automated inactivity lifecycle.

Custom Attributes

Define custom data fields to extend customer, cart, and line item profiles with company-specific information.

Data Collection

Configure how data enters Loyal Guru through APIs, files, and operational ingestion channels.

Details

Configure company identity, timezone, customer identifier type, and core program parameters.

Language

Configure the Owner platform language, the company default language, and the localized content languages available for campaigns and communications.

Loyalty Settings

Program-level loyalty configuration: score exchange, currency conversions, cashback thresholds, control groups, and accrual settings.

Reserved IDs

Pre-load customer IDs or codes reserved for assignment at enrollment.

Security, SSO, and MFA

Owner App access security: password policy, sign-in policy, SSO, MFA, idle timeout, and inactive-user blocking.

Segmentation

Configure company-level audience categories, activity and spend cuts, typology, and system audiences.

SSO Configuration

Configure SAML 2.0 Single Sign-On for Owner: authentication models, IdP setup, Azure AD Attributes & Claims, testing, and hardening.

User Security

Configure password policy, sign-in policy, and MFA for Owner users.

Users & Roles

Manage Owner users, assign roles, and control access to modules and configuration areas.

Versions

Audit history of configuration changes in Owner, with Model and Action filter values.