Backoffice overview

Antavo’s Backoffice is built to help set up and manage the brand’s loyalty program. The brand owner or loyalty manager can make immediate changes to the loyalty mechanism, adjust the design and texts, or set up and run temporary campaigns and promotions in the Backoffice anytime.

In addition to loyalty-related settings, a real-time analysis provides the ability to monitor loyalty program performance and track the engagement of the individual members within the program.

Accessing the Backoffice

Log in to the Backoffice with the credentials provided by the Implementation team at the beginning of the implementation process of the loyalty program.

Open

You can request a password reset by clicking the ‘Forgot password?’ button. Please note, if you fail to provide the right credentials 5 times in a row, you will only be able to try again in 1 hour for security reasons.

Structure of the Backoffice

After logging in, the Backoffice will open up to the Dashboard.

The Dashboard displays key performance indicators of the loyalty program with real-time statistics about loyalty member actions. The Dashboard is set up by the Implementation team, who tailors the charts to specific business goals and needs.

Sidebar items

The dark grey vertical bar on the left-hand side of the Backoffice is the main menu bar, displaying icons of featured Backoffice configuration interfaces.

If you click the ⇆ icon on the top of the sidebar, it will expand and show the names of the tabs. The sidebar stays open until you click the icon again to close it.

Open

The following menu items are available by default:

• Dashboard
  Provides easy access to the overview reporting page.

• Customer Insights
  Gives actionable information about loyalty members and their actions, and guides you to manage customer profiles.

• Modules
  Lists the configuration pages for all loyalty modules and integrations in the loyalty program.
  To enable an inactive module, use the ‘Request a Demo’ button to notify the Antavo team or submit a ticket through the Antavo Service Desk.
  The accessibility of certain modules is displayed on the Modules list with the following tags indicating why the features might not work as expected:

  • UNDER DEVELOPMENT - the module is currently under development

  • EARLY ACCESS - beta version of the module, further developments are coming soon

  • DEPRECATED - the module is discontinued and will be removed soon

  • LEGACY - another module has replaced the functionalities of the module

• Settings
  Collects the configuration interfaces of all essential loyalty program settings.

The rest of the items are available based on the enabled modules.

Find your user account at the bottom of the bar. By clicking it, you will find two options:

• Manage profile
  Administers profile information and login credentials changes.
  If Multi-factor authentication is enabled, this menu item also provides the configuration interface for this module.

• Logout
  Logs you out from the Backoffice and redirects you to the login page.

Module menu

When opening a menu item in the main Sidebar, the Module menu appears on the left side of the page next to the Sidebar with white background. You can see the Module name at the top of the Module menu, the subpages of the Module configuration and you can find the actions buttons at the bottom of the menu.

Configuration changes

At the bottom of editor pages across the platform, you can find the date of the creation and the last configuration update of an entity, with the name of the user executing the configuration.

The information is available on the following entity editor pages if the corresponding module is enabled:

• Account (Multi-accounts)

• Attribute (Common attributes)

• Automation process (Jobs)

• Challenge (Challenges)

• Contest (Contest Lite)

• Coupon pool (Coupons)

• Custom entity, Custom entity attributes (Custom entities)

• Custom event, Custom event attributes (Custom events)

• Export (Export)

• FAQ item (Frequently Asked Questions)

• Flow and Question (Gamified profiling)

• Group (User groups)

• Incoming webhook (Incoming webhooks)

• Instagram contest (Instagram contest management)

• Offer (Offers)

• Pass (Wallet)

• Product (Product catalog)

• Project (Prediction management)

• Quiz (Quizzes)

• Reward (Rewards)

• Rule (Customer mapping)

• Sites (Trusted sites)

• Stores (Store management)

• Tenant (Tenants)

• Tier structure (Tiers)

• Tiered campaign (Tiered campaigns)

• Treasure (Online and Offline treasure hunt)

• User (Settings → Users)

• Webhook (Incoming webhooks)

• Workflow (Workflows)

Help button

The ‘Help’ button is available on the top right corner of each page, which leads to the dedicated user manual of the configuration interface.

Filters

On the top of specific listing pages, you can find a search bar to filter the items that are displayed. The filter is available in the following modules:

• Security log

• Incoming webhooks log

• Banned users

• Transactions page

• Maitre’D log

• Contest lite module

The applicable filter criteria vary by module. Date values should be added in YYYY-MM-DD format.

Footer

The Footer at the bottom of the page informs you about the timezone of the loyalty program configured under General settings.

Uploading files

On some of the configuration pages of the Backoffice, you might be prompted to upload a file (eg. when adding reward images or uploading import files). By default, Antavo uses Amazon S3 secure cloud service to store such files. However, you have the option to use Google Cloud Storage, please contact us for further information.