Get Started
Language:

Main Menu: Dashboard

The dashboard is the central home page of your Loyalista user account. After logging in, you are automatically taken to the dashboard. You can also return to it at any time by clicking Dashboard in the left-hand main menu.

The dashboard gives you a quick overview of the most important activities and key figures of your loyalty program. It is divided into several core areas: notifications, the status traffic light, your subscription, as well as key figures and analytics.

Loyalista & Dashboard Overview

You can use the main menu on the left-hand side to navigate to the different areas of your Loyalista user account. Menu items with additional sub-items can be expanded so that you can go directly to the desired section.

The following sections explain the individual areas of the dashboard.

Notifications

In the Notifications section, you get a quick overview of new and important messages from Loyalista. By default, your unread notifications are displayed here.

With Show all, you can also display notifications that you have already read. With Show unread, you can switch back to the view containing only your unread notifications. Clicking a notification opens its full content.

You can select individual notifications using the corresponding checkbox. The checkbox in the table header allows you to select all displayed notifications at once. Selected notifications can be marked as unread or deleted.

A complete overview of all notifications received so far is available under the Notifications menu item. For more information, see our Notifications guide.

Status Traffic Light

The status traffic light on your dashboard shows you at a glance whether maintenance work is planned or currently in progress. Table 1 explains the different traffic light colors and their meaning:

Color Meaning
Green No maintenance work is currently in progress or planned.
Yellow Maintenance work is planned within the next 7 days or is already in progress. API access is not blocked.
Red Maintenance work is in progress and API access is blocked.
Table 1

Subscription

In the Subscription section, you get an overview of your currently booked plan and its usage. The selected subscription, its current status, and the monthly price are displayed.

You can also see how many orders have already been processed via Loyalista during the current billing month and how many orders are included in your plan. The display may, for example, show 4 of 500. This allows you to see at any time how much of your monthly order allowance has already been used.

The dashboard also shows how many days remain in the current billing month. The billing month does not necessarily correspond to a calendar month, but is based on the date on which your subscription was started. This helps you assess whether your remaining order allowance is likely to be sufficient until the next billing month begins.

Once 80 % of the order allowance included in your plan has been reached, you will receive a notification from Loyalista. You will receive another notification once the allowance has been fully used.

If the order allowance for the current billing month has been fully used, your customers can continue to earn points. However, redeeming points is temporarily no longer possible. This restriction remains in place until a new billing month begins and your order allowance is reset.

Alternatively, you can upgrade your subscription to a larger plan with a higher order allowance. This allows point redemption to become available again without having to wait until the next billing month.

For more information about your subscription, available plans, and cancellation periods, see our Pricing FAQs and Main Menu: Settings.

Analytics

In the lower section of the dashboard, you get an overview of key figures for your loyalty program and can analyze its development.

In addition to current key figures, charts are available that allow you to view selected values for different time periods and intervals. For certain key figures, you can also display your top-performing customers.

A detailed explanation of the available key figures, time intervals, and analysis options can be found in our Explanation of Analytics & Data guide.

Was this article helpful?

Let us know your feedback to help us improve our articles.