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Settings

The Settings section allows you to configure the main company parameters, loyalty program rules, communication settings, and employee access rights.

General​

The general settings contain the basic company information and default bonus point calculation rules.

Company​

The main company information includes:

  1. Company name, which is displayed in the interface.
  2. Website address - the company website, which can be used as a variable in communications.
  3. Description - reference information describing what the company does.
  4. Currency - the currency whose symbol is displayed in all purchases.
  5. Company logo.

Bonus points​

Points for registration​

Here you can specify how many points a client receives when joining the loyalty program. If you enable Different number of points for registration for each department, a separate configuration block appears for each department.

Rubles to points conversion​

There are two accrual types:

  1. Simple accrual - a coefficient based on the receipt amount is specified. For example, with a coefficient of 0.10, 100 rubles gives 10 points.
  2. Advanced accrual - different numbers of points are accrued depending on the purchase amount. For example, purchases from 1 to 100 rubles can accrue 10%, and purchases from 101 to 200 rubles can accrue 20%.

Points for receipt positions​

This block configures rounding rules for bonus point accruals:

  • Rounding level:
    • For the entire purchase - points are rounded after summing the unrounded points from all positions.
    • For each position - points are rounded for each position first, then summed.
  • Rounding direction:
    • Down (10.9 -> 10)
    • Up (10.3 -> 11)
    • Arithmetic (10.3 -> 10, 10.9 -> 11)
  • Rounding step: accrued points become multiples of the selected value. For example, with a step of 2, all accruals become even numbers.

Rules for applying discounts to receipt positions​

  1. Minimum position amount - the minimum product cost required to apply a discount.
  2. Price rounding direction - rounding to a whole number up or down.
  3. Price rounding step - each position cost is rounded to the specified value, for example to tens. You can configure rounding for a single item or for the full position.

Points for inviting friends​

  • Points for invited friend registration - a reward for the referrer when a new participant joins.
  • Point coefficient for invited friends' purchases - the percentage of points the referrer receives from their friend's purchases.
  • Points for registration via invitation - a bonus for the new client who joined through the referral link.

Loyalty program​

Additional program settings:

  • Points for registration with department-specific settings
  • Point conversion to real money
  • Rounding rules for bonus points in a purchase
  • Rounding rules for the discount amount in a purchase
  • Referral program

Departments​

This subsection contains all partner departments: retail locations, stores, mobile applications, or websites.

Departments can be filtered by attributes, subdivisions, or API activity.

Creating and editing a department​

When creating a new department, specify:

  • subdivision
  • name, such as the location name or address
  • department ID in your system, the external identifier
  • city and address
  • time zone, latitude, and longitude

The department card includes:

  • store_department_id - displayed in the browser address bar
  • store_department_key - the key used for API operations, hidden by default
  • Department attributes - custom fields
  • Working schedule

Employee list​

Employee access management includes:

  • Invite - generates an invitation link with a selected role. The link is valid for 24 hours
  • Add employee - a direct creation form. In the current version, invitation links are recommended instead
  • Download - exports the employee list as CSV

Roles​

This section is used to create and edit permission sets.

  • System roles - preconfigured roles available in all dashboards
  • Custom roles - roles created by the partner. They can be edited through the three-dot action menu

When creating a role, specify its name and description, then select the required permissions such as view, edit, and others.

Communication​

Domains​

This is the list of verified domains from which Email mailings are allowed to be sent. A domain is added in the dashboard and then must pass administrator moderation.

  • DKIM and SPF: the partner must add the required DNS records for verification.

Email addresses​

Sender address settings. Each address includes:

  • the name, which is the part before @
  • the domain, selected from the list of verified domains
  • the sender name, displayed in the recipient's From field

Test mailing recipients​

This is the list of employee email addresses used for quick test sends before launching the main mailing.

Subscription confirmation (DOI)​

Configuration of the Double Opt-In mechanism:

  • Via confirmation email - automatically sends a service email during registration
  • Unsubscribe when the address changes - if a client changes their email, the old subscription is canceled and the Email changed tag is assigned so DOI can be requested again
  • Confirmation page - configures the page a user sees after clicking the link in the email, either the standard page or custom HTML

Message limits​

This subsection configures limits for sending SMS via the API to avoid excessive costs or spam.

Available limits:

  • maximum sends per month
  • maximum sends per day or hour
  • daily send limit for a specific phone number