Objective
The Loyalty Back-Office (BO) is the central interface for configuring and managing your Obypay loyalty program. It allows you to create rewards, manage your contacts, send marketing campaigns and track your performance.
Access
Log in to your establishment's Back-Office, then click on the blue Loyalty and CRM banner to access the Loyalty Back-Office.
BO Structure
The left menu gives access to all sections :
Company
Company — general information, wallet, integrations
Establishments — your points of sale
Products — import of products and categories
Loyalty
Product analytics — statistics by product
Prepaid cards — prepaid card models
Loyalty — points / cashback program configuration
Pots — customer pot management
CRM
Contacts — customer database
Lists — contact lists for campaigns
Campaigns — email, SMS, push notification
Templates — reusable campaign templates
Automations — automatic scenarios
Questions
Gamification — wheel of fortune, betting
Pass statistics — Apple/Google Wallet pass tracking
Other
Promo codes — promotional codes
Reporting — detailed points and rewards statistics
Users — staff access management
Data transfer
Points to note
It is not possible to simultaneously activate a points program (rewards/discounts) and a cashback program on the same account.
Certain sections (Pots, Product analytics) only appear in the menu if the feature is enabled on your account.