Use the 'Merchant' Tab to view and manage merchants of your products.

Locate Merchants#

To view a list of all merchants, click on 'List Merchants' in the left menu. You can also run a search for a specific merchant by clicking on 'Find Merchant', and running a search in the same method as running a search for a specific member. Since loyalty programs tend to have only a handful of merchants, using the 'List Merchants' function is most likely the more efficient option.

Under the Merchant Tab, click List Merchants in the left menu to display a list of all merchants for your program. Click on a merchant in the list to select it for viewing or editing. To add a merchant, follow the same process as adding a reward: select Add Merchant in the left menu, fill out the form and click the Add button.

Merchant Account#

Once you have selected a merchant, you can view and manage the account for that merchant. Under the 'Merchant Account' drop down in the left menu, select 'Edit Merchant'. You can then manage general account information for the selected merchant, or click on the 'Address', 'Telephone' or 'Password tabs to edit the merchant's address, contact information or reset their password respectively.

Select a merchant before attempting to access a merchant account. The currently selected merchant is San Francisco Wine Cellar. Once a merchant is selected, click on Edit Merchant to manage the account of this merchant. You can also select Address and telephone to manage contact info, or Password to reset the password.

Merchant Points#

You can also manage the points for a selected merchant. After selecting a merchant, expand the 'Merchant Points' drop down and click on 'Adjustment'. Here you can add or remove points from a merchant account. You can also view how many points a merchant currently has by clicking on 'Points Management'. Points transactions are displayed under the 'Activity' tab, and the merchant statement is under the 'Statement' tab.

View and manage the points of a selected merchant using the options under Merchant Points in the left drop down menu.