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Documentation Index

Fetch the complete documentation index at: https://help-plum.xoxoday.com/llms.txt

Use this file to discover all available pages before exploring further.

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Dashboard

This article outlines the key components and modules on the modules Admin Portal, helping administrators navigate the system effectively.

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Dashboard Overview

Upon successful login, the admin is presented with a Dashboard summarising key insights and statuses.

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1.1 Merchant Information (Pie Chart)

  • Displays a breakdown of merchants by countries
  • Helps track the geographic distribution of partner merchants

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1.2 Vouchers Information (Pie Chart)

  • Shows a breakdown of vouchers by offer type
  • Useful for understanding which types of offers are most common

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1.3 Web Portals

  • Offer Apps
## 1.4 Important Reminder Section Stay on top of urgent or pending actions with this live summary:
  • Expired Merchants – List of merchants whose validity has lapsed
  • Expiring Merchants in 30 days – Merchants nearing their expiration date
  • Expired Offers – Offers that are no longer active
  • Expiring Offers in this year – Offers set to expire in the current year
  • To Be Reviewed – Offers or merchants pending admin review or approval
## Platform Modules The intuitive interface is organized into core modules that help you efficiently manage your tasks, based on your user role. Each module is accessible through the left-hand navigation menu and is tailored for a streamlined workflow.
  • Merchants: Manage merchant accounts and profiles. Admins use this module to onboard, approve, and monitor merchants.
Add and edit merchant details
  • Track merchant activity and status
  • Assign offers and stores to merchants
  • Offers: Create and manage promotional offers and discounts. Merchants and Admins can customize, schedule, and monitor offers here.
Create new offers with templates
  • Customize branding, validity, and types
  • Track active, expired, and upcoming offers
  • Customers: View and manage customer profiles, engagement, and redemption histories.
Access customer details and preferences
  • Monitor offer redemptions and activity
  • Segment customers for targeted promotions
  • Stores: Manage physical and online store locations linked to merchants and offers.
Add and update store information
  • Link offers to specific stores for localized promotions
  • Manage store operational details
  • History:Track past activities, transactions, and offer redemption logs for auditing and review.
View detailed logs of offer redemptions
  • Monitor customer interactions over time
  • Review activity history
  • Reports: Access comprehensive analytics and performance data to optimize campaigns and measure ROI.
Generate reports on offer performance
  • Analyze customer engagement trends
  • Export data for deeper insights
  • Web Portals: Configure customer-facing portals where offers are displayed and redeemed.
Customize portal appearance and branding
  • Publish offers across portals and regions.
  • Manage portal access and navigation
  • Approvals: Manage workflow approvals for offers based on the user roles – Admin, Checker and Maker.
Review and approve new offers
  • Track approval status and history
  • Settings: Configure account, user roles, subscription, user feedback and password.
Manage user roles and access control
  • Configure subscription and password