Navigating the Settings Module

Introduction #

The Settings module in LoyaltyMaximizer is a central hub for managing your account and application settings. This includes managing your subscription plan, personal settings, integrations, and webhooks. This guide provides a comprehensive walkthrough of each feature to ensure you can effectively utilise these tools.

Step-by-step Guide #

Accessing the Settings Module #

1. Navigate to Settings: After logging in, navigate to the left-hand menu and click the ‘Settings’ icon. By default, the ‘Plan’ tab will be displayed.

Managing Your Plan #

1. Access Plan Details: From the ‘Settings’ screen, you can access your subscription plan details, including your current plan and payment history. You can also enter promo codes for discounts on subscription plans here.
2. Switching Plans: Scroll down to see all available subscription plans. If you wish to change your plan, click the ‘Buy’ button below the desired plan.

Personal Settings #

1. Access Personal Settings: From the ‘Settings’ tab, select ‘Personal Settings’. Here you can adjust your LoyaltyMaximizer profile settings.
2. Editing Profile Information: Click the pencil icon to edit your profile picture or amend your personal information. Remember to save your changes.
3. Deleting a User: If you need to delete a user profile, scroll down to the ‘Delete User’ section, state your reason for leaving, and enter your password for confirmation.

Integrations #

1. Access Integrations: From the ‘Settings’ tab, select ‘Integrations’. This screen shows all active third-party app integrations. You can also use the API key to integrate other platforms with LoyaltyMaximizer.
2. Adding Integrations: To integrate LoyaltyMaximizer with a supported platform, click the ‘Connect’ button in the ‘Add Integration’ section.

Webhooks #

1. Access Webhooks: From the ‘Settings’ tab, select ‘Webhooks’. This screen shows all existing webhooks.
2. Adding Webhooks: To add a webhook, click the ‘Add webhook’ button, enter the URL, select the desired events, enable the status, and click the ‘Add Webhook’ button.

Troubleshooting #

If you experience any issues while navigating the Settings module, consider the following steps:

• Ensure you are logged into your LoyaltyMaximizer account.
• Confirm that your internet connection is stable.
• If certain fields are not responding, refresh the page and try again.

Conclusion #

The Settings module is a powerful tool within LoyaltyMaximizer, enabling you to customise your account settings, manage your subscription plan, integrate third-party apps, and add webhooks to enhance your experience. Understanding and navigating this section allows for a more personalised and effective use of the LoyaltyMaximizer platform. Happy navigating!