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Business Portal
All your customers in one place. How to take different actions in your business portal to make LoyLap work harder for your business.
Getting Started
- Your Business Dashboard
- How to setup your payment gateway with Judopay
- How to connect an AIBMS or First Data Connect eCommerce account? (For Upfront)
- Connecting your payments MID (Merchant ID) to accept payments online
- Adding your Authipay Payment Gateway credentials within your Merchant Dashboard
- Setting Up Tiered Loyalty
- I can't log in to my LoyLap business dashboard
- Why is my Account Locked?
Campaigns
- How to create a birthday Campaign
- Setting Limits & Budgets on Campaigns
- Automatically apply special offers to specific customers
- Encourage customers to load funds for your business with a top-up reward (transaction type reward)
- How to view the success of your Campaigns
- How to target a Campaign at a particular customer or group of customers
- Push Notifications on Campaigns
Reporting
- Export Data
- View and export order transaction reports
- Get copies of Digital Gift cards sent to your own inbox
- Analysing Product (Item) sales with LoyLap reporting
- Creating and exporting a transaction report
- Viewing Taxes reports
- How to set up an automated report that goes to your email inbox
- Getting a report on Bundle(s) sales within a period
- How to view a customer's recent transaction history on your business portal.
- How can I generate a Gift Card Liability Report for my Business?
- Understanding transaction filters on your Business Portal
- How to Export a list of your Customers?
- Understanding Your Gift Card Accounting Terminology
- Understanding Your Liability Report
- Understanding Your Balance Report
- Understanding Your Multi Use Voucher Report
- Understanding Your Gift Card Reconciliation Report for Franchise Locations
- Using the Orders Report to track Experiences Vouchers
Adding Accounts
Customising Your Business With LoyLap
Editing Accounts
- Change Personal Loyalty Reward
- Edit Cards which are linked to customer accounts
- Bulk Update Customer Balances
- How to change your Plan
- Creating & Assigning Customers to Roles
- Allowing an Overdraft on a Customers Account
- Disabling a Customers Lost Gift Card
- How to Extend the Expiry Date of a Gift Card/Band
- How to update an account with the Merchant Web App
- Managing accounts from your Merchant Page