Your Loyalist onboarding,
step by step.
Here is what to expect during your first few weeks on Loyalist.
The journey
1
Call 1
Getting set up
Integrations
Platform tour
Goal setting
2
Call 2
Marketing tools
Automations
Campaigns
Segments
3
Call 3
Operations
Reviews
Auto-tags
Reports
+
Per location
GM training
Team setup
◉
When does my onboarding clock start?
Your 3 to 4 weekly calls begin only once your data is fully imported into Loyalist. This ensures every session is focused and productive from day one.
◉
Who will I be working with?
You will be supported by a dedicated account manager during your structured period. They are focused on getting you to a working knowledge of every core feature.
What we will build together
Review Suite
Reviews connected, monitoring set up and running
Journeys
At least 3 journeys live or scheduled
Reports
You can navigate and pull key reports independently
Tags
Core tags applied, tagging logic understood
Campaigns and Segments
At least one campaign built or scheduled, segmentation logic understood
After onboarding
First stop
Help Center
Your primary resource for how-tos, troubleshooting, and platform questions, available anytime.
Need more?
Support email
Reach our team at support@loyalist.com for anything the Help Center does not cover.
Scheduled sessions
Training and strategy
We're always here to support you after onboarding! You can reach us over email or we can schedule any calls.