We recommend you read understanding Talon.One first.
To get started with Talon.One, a series of configuration steps are required in 2 environments:
- The Campaign Manager
- The integration layer
This page explains how to set up the Campaign Manager. You must be an admin user to apply the steps. The integration layer development documentation is in the Developer docs section.
Logging in to your account
To finalize your account creation, accept the invitation email you received.
Troubleshooting login issues
If you have lost your invitation email or if you do not know your account domain, send an email to email@example.com.
Our support team will send you an email with your account's information, including your domain name.
Creating your roles and inviting your users
As an admin user:
- Create roles that you will assign to your users. Roles are a way to ensure your users have access only to specific features, Applications and loyalty programs.
- Invite your users, assigning roles to them. The roles you assign to each of them depend on your company structure.
Enabling email notifications
Enable email notifications in the Profile section, in the left-most menu.
You will be notified about budget limits, campaign status changes and API key expirations.
Exploring the Campaign Manager
Start exploring the Campaign Manager in the Demo Integration sandbox Application. It has several campaigns already set up, including different rules built for you to understand how everything works.
Create a campaign in this Application to get used to the Campaign Manager environment.
Starting the integration
Once 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.
- Importing coupon codes and gift cards
- Importing referral codes
- Importing loyalty points
- Importing giveaway codes