Retail Center

Retail Center

In Retail Center, you can create individual stores with all their details and contact information. After you’ve created a store, it will appear as an option in the Store field on your list. This lets your customers tell you which store they’d prefer to hear from when you send out local, store-specific messages.

You can also include store-specific information in any campaign or automation you create, for example, a photo of the storefront or the store’s opening hours, address, and/or phone number. You can also use the store manager as the sender and include a photo of that person along with their contact information or a generic greeting from them, so that every email sent to your customers has a more local feel.

Each store also has an administrator and a user, so that the person in charge of each store can log in to Retail Center in Heyloyalty and view the contacts who have chosen to link to that specific store. For more information, contact Heyloyalty support at support@heyloyalty.com.

Add Retail Center to a list

Click Lists → ⁝ → Edit list → Select default fields → Retail Center.

Make sure that the Retail Center field is checked. Click Save.

Create a store in Retail Center

Click Lists → ⁝ → Edit List → Retail Center → Create Store.

Fill in the information for the store. Each store has an administrator and a user, so each store can log in to Retail Center in Heyloyalty and view the contacts who have chosen to link to that specific store. It’s up to you whether the stores should get these login details or whether everything should be managed from headquarters. If you manage everything from headquarters, you can simply enter something that’s easy for you to remember. However, you must fill in the information for both the administrator and the user before you can proceed and click Save to save the store.

You can merge information from the store into any campaign or automation. You do this with merge fields.

Tip: Read more about merge fields here.

You’ll find a link to your stores here, where you can log in and view all the contacts associated with the various stores.

Make stores visible on the registration form

To allow the contact to select a store via your registration form, do the following:

1. Go to the Sign Up tab.
2. Find the Select the fields to display section and check Store.

If you want your contacts to be able to select multiple stores on the sign-up form, you need to configure this in Retail Center. Under Settings → Stores per Contact, you can allow contacts to select multiple stores by choosing the Multiple option.

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