Okya

Zachary Marble

Learn how to manage customer engagement with guides on creating tiers, campaigns, segments, and adding new users or customers. This collection also covers badges, leaderboards, and point transfers to help optimize loyalty programs.

Customer Data Platform (CDP)

Create customer segments in Okya to target groups effectively by criteria like gender, age, purchase date, points, purchase count, or store of purchase.

How to Create a New Customer Segment

Send invitations to add new internal users such as Store Admins, Staff, and Tenant Admins to assign the appropriate roles.

How to Send Invitations & Create New Internal Users (Store Admins, Staff, Tenant Admins)

Learn how to manually add external customers, access order history, track redeemed rewards, view badges, and monitor point transfers.

How to Manually Add Customers & View Customer Details

The Customer Management collection helps you effectively manage your customer relationships. Learn how to create customer tiers, campaigns, segments, and add new internal users or external customers to optimize engagement and streamline operations.

Customer Management

Learn to create badges to recognize customer achievements.

How to Create a New Badge

Learn to add or remove points on customer accounts via the Points Transfer function.

How to Add & Remove Points on Customer Accounts

Learn how to create badges to reward achievements and leaderboards to foster competition and engagement.

Gamification

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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