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Loyal-n-Save Knowledge Base How-To Guides

Maximize the full potential of your loyalty program. Delve into the ins-and-outs of Loyal-n-Save
and learn how you can build loyal customers for life!

View How To’s
Campaigns

Campaigns

Create various types of deals & campaigns. Customers can earn reward tokens & coupons, which can be redeemed in-store or online.

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Customers

Customers

Create customers, view the customer balances, history, earned coupons & redeemed dollars.

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Employees

Employees

Manage & configure Loyal-n-Save employees. Reassign employee accounts to new hires within the organizational structure.

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Reports

Reports

Various reports on campaigns, items, customers, signups, employees, etc.

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Settings

Settings

Configure and manage the loyalty global settings.

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Swag Shop

Swag Shop

Create & manage digital coupons and merchandise. Configure Swag Shop settings, purchases & generate reports.

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Store Training

Store Training

Ensure your store employees are well-trained in your loyalty program—how it works, how to promote it effectively, how to sign customers up, and more.

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Explore Our Mobile App User Manual

Help customers make the most of every feature for your loyalty app.

Download User Manual

Quick Start Guides for Loyal-n-Save Customers

Download our easy-to-follow PDF app guides

Loyal-n-Save Age Verification Customer Guide

Download Guide

How To Turn On Store Notifications

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How To Manage Store Interests

Download Guide

How To Activate Store Notifications On Your Newsfeed

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How To View Your Team Members For A Store

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Build Your Store Team - Steps To Add Friends

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Quick Start Guides for Loyal-n-Save Merchant

Download our easy-to-follow PDF app guides

Swag Shop Ship-to-Store Guide

Download Guide

Swag Shop Ship-to Customer Guide

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Loyal-n-Save Mobile App Teams Explanation

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Customer Interests Training

Download Guide

Auto Trigger Campaign Training

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Loyal-n-Save Digital Coupons Guide

Download Guide

Employee Incentive Program Guide

Download Guide

How To Sign Up Customers For Loyal-n-Save Training

Download Guide

Earn Additional Cash Incentives With Easy EAIV Verifications

See How It Works Download Customer Guide

Customers Can Get EAIV Approved In Minutes

Get additional cash-back for each EAIV verification! Customers can quickly and easily verify themselves through the Loyal-n-Save app to get access to additional manufacturer-funded offers.

Step 1:

Open the Loyal-n-Save app & click on the appropriate retailer.

Step 2:

Customers select the type of age-restricted products they’re interested in.

Step 3:

Accept the policy terms & click verify with FTx Identity.

Step 4:

Confirm your age with your driver's license details. Then click "Continue" to proceed with the age verification process.

Step 5:

Customer selects the phone number that is associated with them.

Step 6:

Customers will receive a one-time verification code via email or text.

Step 7:

Customers can now access 21+ offers for manufacturer promos.

Step 8:

21+ offers are now viewable for EAIV approved customers.

Step 9:

Customers can now participate in manufacturer promo offers.

Loyal-n-Save Training Videos

Explore our clear, step-by-step training videos and unlock the full potential of
Loyal-n-Save for your business.

How to Set Up Items in Your Swag Shop (Loyal-n-Save Training) Play video

How to Set Up Items in Your Swag Shop (Loyal-n-Save Training)

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How to Navigate Customer Interests (Loyal-n-Save Training) Play video

How to Navigate Customer Interests (Loyal-n-Save Training)

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Navigating Trigger Points Per Dollar Value Coupon (Loyal-n-Save Training) Play video

Navigating Trigger Points Per Dollar Value Coupon (Loyal-n-Save Training)

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How to Reward Customers Automatically with Anniversary Coupons (Loyal-n-Save Training) Play video

How to Reward Customers Automatically with Anniversary Coupons (Loyal-n-Save Training)

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Raffle Item-Based Campaign Setup (Loyal-n-Save Training) Play video

Raffle Item-Based Campaign Setup (Loyal-n-Save Training)

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How to Create an Auto Trigger Campaign for Anniversary Tokens (Loyal-n-Save Training) Play video

How to Create an Auto Trigger Campaign for Anniversary Tokens (Loyal-n-Save Training)

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Open Ended Campaign That Rewards Tokens for Every Dollar Spent (Loyal-n-Save Training) Play video

Open Ended Campaign That Rewards Tokens for Every Dollar Spent (Loyal-n-Save Training)

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How to Create Automatic We Miss You Tokens (Loyal-n-Save Training) Play video

How to Create Automatic We Miss You Tokens (Loyal-n-Save Training)

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Simplify EAIV Coupon Campaigns with Auto Triggers (Loyal-n-Save Training) Play video

Simplify EAIV Coupon Campaigns with Auto Triggers (Loyal-n-Save Training)

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How to Automate Signup Coupons for New Customers (Loyal-n-Save Training) Play video

How to Automate Signup Coupons for New Customers (Loyal-n-Save Training)

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How to Set Up Auto-Triggered Birthday Coupons (Loyal-n-Save Training) Play video

How to Set Up Auto-Triggered Birthday Coupons (Loyal-n-Save Training)

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How to Navigate the Marketing Tab in the Campaigns Module (Loyal-n-Save Training) Play video

How to Navigate the Marketing Tab in the Campaigns Module (Loyal-n-Save Training)

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How to Create Trigger Points Static Tokens Campaigns (Loyal-n-Save Training) Play video

How to Create Trigger Points Static Tokens Campaigns (Loyal-n-Save Training)

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Make Loyalty Simple and Rewarding with Loyal-n-Save Play video

Make Loyalty Simple and Rewarding with Loyal-n-Save

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Navigating Trigger Points Per Dollar Value Coupon (Loyal-n-Save Training) Play video

Navigating Trigger Points Per Dollar Value Coupon (Loyal-n-Save Training)

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How to Create a Trigger Points Campaign (Loyal-n-Save Training) Play video

How to Create a Trigger Points Campaign (Loyal-n-Save Training)

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How to Navigate Open Ended Campaigns – Static Tokens (Loyal-n-Save Training) Play video

How to Navigate Open Ended Campaigns – Static Tokens (Loyal-n-Save Training)

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Navigating Campaigns: Open Ended Percent of Dollar Value in Tokens (Loyal-n-Save Training) Play video

Navigating Campaigns: Open Ended Percent of Dollar Value in Tokens (Loyal-n-Save Training)

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How to Navigate the Customers Module (Loyal-n-Save Training) Play video

How to Navigate the Customers Module (Loyal-n-Save Training)

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How to Navigate the Loyalty Dashboard (Loyal-n-Save Training) Play video

How to Navigate the Loyalty Dashboard (Loyal-n-Save Training)

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Understanding General Information (Loyal-n-Save Training) Play video

Understanding General Information (Loyal-n-Save Training)

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How to Navigate POS Settings (Loyal-n-Save Training) Play video

How to Navigate POS Settings (Loyal-n-Save Training)

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Setting Up Terms and Notifications (Loyal-n-Save Training) Play video

Setting Up Terms and Notifications (Loyal-n-Save Training)

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How to Create Digital Coupons (Loyal-n-Save Training) Play video

How to Create Digital Coupons (Loyal-n-Save Training)

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How to Redeem Digital Coupons with FasTrax POS (Loyal-n-Save Training) Play video

How to Redeem Digital Coupons with FasTrax POS (Loyal-n-Save Training)

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Engage, Retain, and Grow with Loyal-n-Save Play video

Engage, Retain, and Grow with Loyal-n-Save

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Transform Walk-ins into Loyal Customers with Loyal-n-Save! Play video

Transform Walk-ins into Loyal Customers with Loyal-n-Save!

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Loyal-n-Save Demo – App-Based POS Loyalty Rewards Play video

Loyal-n-Save Demo – App-Based POS Loyalty Rewards

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Loyal-n-Save Training | Altria In-App Promotions for Tier 3 Play video

Loyal-n-Save Training | Altria In-App Promotions for Tier 3

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Loyal-n-Save Training | Campaign Settings Play video

Loyal-n-Save Training | Campaign Settings

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Loyal-n-Save Training | Customers Play video

Loyal-n-Save Training | Customers

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Mastering Your Swag Shop Setup (Loyal-n-Save Training) Play video

Mastering Your Swag Shop Setup (Loyal-n-Save Training)

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How to Create Trigger Points Static Tokens Campaigns (Loyal-n-Save Training) Play video

How to Create Trigger Points Static Tokens Campaigns (Loyal-n-Save Training)

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How to Set Up Campaign Triggers Based on Dollar Value (Loyal-n-Save Training) Play video

How to Set Up Campaign Triggers Based on Dollar Value (Loyal-n-Save Training)

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How to Set Up a Raffle Campaign Based on Total Dollars Spent… Play video

How to Set Up a Raffle Campaign Based on Total Dollars Spent (Loyal-n-Save Training)

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Reward Customers with Raffle Entries Based on Purchase Amounts (Loyal-n-Save Training) Play video

Reward Customers with Raffle Entries Based on Purchase Amounts (Loyal-n-Save Training)

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How to Reward Customers Automatically with Anniversary Coupons (Loyal-n-Save Training) Play video

How to Reward Customers Automatically with Anniversary Coupons (Loyal-n-Save Training)

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How to Create Auto Trigger Campaigns for Visit Tokens (Loyal-n-Save Training) Play video

How to Create Auto Trigger Campaigns for Visit Tokens (Loyal-n-Save Training)

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How To Set Up Automatic Campaigns For EAIV Token Rewards (Loyal-n-Save Training) Play video

How To Set Up Automatic Campaigns For EAIV Token Rewards (Loyal-n-Save Training)

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How to Create Auto Trigger Campaigns for Signup Tokens (Loyal-n-Save Training) Play video

How to Create Auto Trigger Campaigns for Signup Tokens (Loyal-n-Save Training)

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How to Create Automatic We Miss You Coupons (Loyal-n-Save Training) Play video

How to Create Automatic We Miss You Coupons (Loyal-n-Save Training)

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Easy Birthday Token Setup for Your Customers! (Loyal-n-Save Training) Play video

Easy Birthday Token Setup for Your Customers! (Loyal-n-Save Training)

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How to Navigate the Options Tab in the Campaigns Module (Loyal-n-Save Training) Play video

How to Navigate the Options Tab in the Campaigns Module (Loyal-n-Save Training)

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How to Set Up Campaign Triggers Based on Dollar Value (Loyal-n-Save Training) Play video

How to Set Up Campaign Triggers Based on Dollar Value (Loyal-n-Save Training)

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How to Create Trigger Points Coupon Campaigns (Loyal-n-Save Training) Play video

How to Create Trigger Points Coupon Campaigns (Loyal-n-Save Training)

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How to Navigate Token Balances for Probation Periods (Loyal-n-Save Training) Play video

How to Navigate Token Balances for Probation Periods (Loyal-n-Save Training)

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How to Set Up Campaign Requirements (Loyal-n-Save Training) Play video

How to Set Up Campaign Requirements (Loyal-n-Save Training)

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How to Create, Edit & Convert Employees (Loyal-n-Save Training) Play video

How to Create, Edit & Convert Employees (Loyal-n-Save Training)

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How to Navigate the Schedules Tab in the Campaigns Module (Loyal-n-Save Training) Play video

How to Navigate the Schedules Tab in the Campaigns Module (Loyal-n-Save Training)

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How to Navigate the Customer Balances Module (Loyal-n-Save Training) Play video

How to Navigate the Customer Balances Module (Loyal-n-Save Training)

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How to Navigate Altria Settings (Loyal-n-Save Training) Play video

How to Navigate Altria Settings (Loyal-n-Save Training)

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How to Navigate Global Blacklist (Loyal-n-Save Training) Play video

How to Navigate Global Blacklist (Loyal-n-Save Training)

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Understanding Team Settings (Loyal-n-Save Training) Play video

Understanding Team Settings (Loyal-n-Save Training)

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How to Navigate Swag Shop (Loyal-n-Save Training) Play video

How to Navigate Swag Shop (Loyal-n-Save Training)

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How to Gift Digital Coupons to Friends and Family (Loyal-n-Save Training) Play video

How to Gift Digital Coupons to Friends and Family (Loyal-n-Save Training)

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How to Redeem Digital Coupons (Loyal-n-Save Training) Play video

How to Redeem Digital Coupons (Loyal-n-Save Training)

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Level Up Your Customers’ Shopping Experience with EAIV Approval Play video

Level Up Your Customers’ Shopping Experience with EAIV Approval

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HOW TO: Sign Up New Customers in Loyal-n-Save (FTx POS Demo) Play video

HOW TO: Sign Up New Customers in Loyal-n-Save (FTx POS Demo)

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EAIV Age Verification in the Loyal-n-Save App Play video

EAIV Age Verification in the Loyal-n-Save App

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Loyal-n-Save Training | Email Campaigns Play video

Loyal-n-Save Training | Email Campaigns

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Loyal-n-Save Training | Swag Shop Play video

Loyal-n-Save Training | Swag Shop

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Loyalty Rewards Software Demo Play video

Loyalty Rewards Software Demo

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Need help with a feature, have questions about a training video,
or just want to chat?

Contact a loyalty specialist today!

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FTx Academy
FTx Academy

Loyal-n-Save Certifications
Coming Soon

Save time with expert tips and tricks. Level up your skills and earn valuable certifications to enhance your expertise. Explore courses on campaign setup, report analysis, building a Swag Shop, and more.

Get Notified When It’s Ready