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Console landing page

After you log in to the Console, the landing page opens. The content on this page depends on your company configuration and user profile permissions.

Landing page views​

Default landing page​

If your company or user profile does not have access to Insights Pulse, the landing page shows:

  • Welcome text: Welcome to the Exchange Solutions Console
  • A landing page image

The page also includes:

  • The Exchange Solutions logo in the upper-left corner, next to the menu bar
  • A footer with:
    • Copyright information
    • Environment version information
    • Links to policy pages

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If you have access to Insights Pulse, a button for the feature appears on the landing page.

Insights Pulse setup view​

Click +Insights to open Tableau and view key metrics visualizations, also called tiles. Click on the Browse Metrics button to access different metric definitions.

Click on a metric definition to open it and get an overview of its details. You can also select its data source to probe deeper via Tableau.

In the Actions column, click Insights Exploration to see a drilled down view of each metric. You can filter using a range of properties such as Month to Date, Channel, or Device Type.

Console menu bar​

The top-level menus in the Console depend on:

  • The product or products your company uses
  • Your company configuration
  • The permissions assigned to your user profile

For ES Loyalty™, the full set of possible menus and options includes the following sections.

Membership​

Use the Membership menu to:

  • Find members who are already in the system
  • Access audiences that consist of specific groups of members
  • Access scoring and intelligence features

The scoring and intelligence features use generative AI assistance to generate member scores. These scores can be used with audiences or offers.

Promotions​

Use the Promotions menu to access and create promotional assets, including:

  • Offers: The value offered to members as part of the loyalty program.
  • Banners: Collateral used to present offers on your website.
  • Badges: Visual indicators of member achievements.

For some Exchange Solutions clients using ES Loyalty Boost™, the Promotions menu includes additional options under Campaign Automation. These options let users manage:

  • Campaigns
  • Offer pools
  • Seed lists

Clients using ES Loyalty Boost™ may also have access to campaign budgets.

If configured, users can also set up games for members to play for rewards.

Program​

Use the Program menu to manage additional loyalty program features. Available options depend on your client configuration or setup.

Common options include:

  • Program Tiers: Manage loyalty program member tiers.
  • Expiry: Manage member expiry.
  • Householding: Allow members to aggregate rewards for redemption.

Data​

Use the Data menu to manage data-related aspects of the loyalty program. Available options depend on your client configuration or setup.

Common options include:

  • Activity Identifiers: Manage activities that trigger offers for members.
  • Ad Hoc Reward and Reward Identifiers: Manage reward data for loyalty program reports.
  • Ad Hoc Redemption and Redemption Identifiers: Manage redemption data.
  • Redemption Catalogue: Manage catalogue items that can be redeemed at POS and in other channels. These items may be managed by business unit.
  • Extended Member Data: Manage extended member data associated with members.

Insights​

Use the Insights menu to access and manage reports and metrics.

Available options may include:

  • Reports Overview: Access reports in the system.
  • Report Management: Manage reports.
  • Report Identifier: Manage identifiers associated with reports.
  • Insights Pulse: Create metrics that appear on the Console landing page.

If enabled, Insights Pulse shows important metrics immediately after you log in.

Users​

Use the Users menu to manage:

  • Users
  • Groups
  • Roles

This menu is available only to users with the required permissions.

Documentation​

Use the Documentation button to open the online help system for the Console.

The online help system is organized by topic in the same order as the Console menus. It also provides search options to help you find more information about the Console.

Help​

Use the Help menu to open the generative AI help window.

In the help window, you can enter a prompt to get generated responses about:

  • Loyalty programs
  • Term definitions
  • How to complete tasks in the Console
  • Feature comparisons
  • Recommendations for complex Console workflows

Language Preference​

To switch between English (CA) and French (CA):

  1. Click your user profile name in the upper-right corner.
  2. Select the Language Preference dropdown, then select the language of your choice.

Log out​

To log out of the Console:

  1. Click your user profile name in the upper-right corner.
  2. Select Log out.
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