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Getting started

To get started with Talon.One, a series of configuration steps are required in the following areas:

  • The Campaign Manager
  • The integration layer

As an admin user, use this page to set up the Campaign Manager. The integration layer documentation is in the Developer docs section.

tip

We recommend you read understanding Talon.One first.

Signing in to your account​

Complete your account creation by accepting the invitation email you have received.

Troubleshooting sign-in issues

If you have lost your invitation email or if you do not know your account domain, send an email to support@talon.one.

Our support team will send you an email with your account's information, including your domain name.

Creating your roles and inviting your users​

Invite and manage your users:

  1. Create roles to assign to your users. Roles are a way to ensure your users have access only to specific features, Applications and loyalty programs.
  2. Invite your users, assigning roles to them. The roles you assign to each of them depend on your company structure.

Exploring the Campaign Manager​

Start exploring:

  1. Discover the sample campaigns: Explore the Campaign Manager via its Sample Campaigns Application. It has several campaigns already set up, including rules built for you to understand how Talon.One works.

    See Sample campaigns to understand more about each campaign.

  2. Build your own campaign: Create a campaign in the default Application to start experimenting with simple campaigns.

Starting the integration​

You can create your first Application and API key and start learning about how to integrate.

Enabling email notifications​

Enable email notifications for one or more Applications to be notified by email about the following changes:

Notification typeEvent that triggers an email notification
Campaign notifications
  • Your campaign limits have reached:
    • 85%
    • 99%
    • 100%
  • Your campaign expires in:
    • 24 hours
    • 7 days
  • Your campaign has expired.
  • Your campaign was activated.
  • Your campaign was disabled.
API key notifications
  • Your API key expires in:
    • 30 days
    • 14 days
    • 24 hours
  • Your API key has expired.

To enable email notifications:

  1. On the left-side menu, click Profile > Profile.
  2. In the Email notifications section, select the Applications for which you want to receive email notifications.
note
  • API key notifications are always sent, regardless of the Application you enable email notifications for.
  • Campaign notifications for events such as disabling a campaign are sent only when the changes are made by other users.

Importing data​

After you have integrated and created your first campaign, you can import coupons and additional data from other marketing and BI tools for use in Talon.One.