Customers
Add customers one by one or import an Excel/CSV. Select one, several or all to delete. Columns: userid, name, email, phone, statut (1 active / 0 inactive), zone, level.
Send message
Send a message to customers. It appears in the app under Notifications, in the Messages tab.
Compose
Sent messages 0
Products
Products are managed by Excel/CSV import. Pick the campaign, delete the existing products, then import the new file. You can prepare future campaigns in advance - the app switches to them automatically on their start date.
Campaign
The active campaign is what reps see now. Future campaigns wait for their start date. You can queue at least two campaigns ahead.
CODENameDESCRIPTIONType (NM/MS/MA)CategoryProductProduct NameMS CategoryLimitStatusPriceImageStockPercentageN
Catalogue 0 items
Categories
Categories shown on the app home page.
Add a category
All categories 0
Rewards management
Build the reward catalogue for the current 1-year cycle. Each rep can redeem one reward per cycle.
Show redeem buttons to reps
Master switch for the whole cycle. When off, reps still see rewards and their points, but every Redeem button is hidden until you re-open redemptions.
Add a reward Cycle 2026
Click to upload a picture
Catalogue 0 items
Sales data upload
Import the rep sales file. One row per rep, with previous-year, current-year and target figures by campaign.
Drop the Excel file here or click to browse
.xlsx or .csv
UserID (required)PY_C1..PY_C12CY_C1..CY_C12
Reps & points
Points balance and redemption status for each rep in the current cycle.
Incentive - Yearly
Targets are measured against the rep's yearly sales (from Sales Activity). Add or remove targets and edit the reach / not-reached popups. Use {target} and {amount} in messages.
Yearly sales used (demo rep)
Targets 0
Popups
When a target IS reached
When a target is NOT reached
Reached this year
How many reps have reached each yearly target. Click a number to see who reached it.
Incentive - Current
The active campaign-based incentive. Reps see a progress bar toward the target and the reward unlocks when they reach it. Only one incentive is active at a time - previous ones are kept as history below.
Active incentive
Preview
Past incentives
Completed incentives. Click a "reached" number to see who reached the target. Past incentives can't be edited or deleted.
Annual Club Level
The annual club-level ladder. Reps see their standing and what is needed for the next level. Add or remove levels and set each level's sales target.
Club levels 0
How it works
Levels are ordered by target amount. A rep's standing is the highest level whose target is covered by their yearly sales. The app marks "You are here" and shows the amount needed to reach the next level.
Annual total (uploaded)
Users & roles
The people who can sign in to the back office. Roles: Admin (full access), Manager and Staff (limited by Permissions).
Permissions
Control what Manager and Staff can do. Admin always has full access. "Import" permissions include downloading that import's sample file.
Security
Back-office access and sign-in security.
Sign-in & sessions
Two-factor authentication
Require a second factor for back-office sign-in.
Force HTTPS + HSTS
Redirect all traffic to HTTPS and send HSTS headers.
Keep a login log
Record every back-office sign-in.
Country & IP rules
Login log
OTP services
The provider used to send the one-time codes reps enter at login.
Logs
History of actions performed in the back office.
Force logout
Send a command that logs users out of the app. Target everyone, a zone, or specific users.
Home page
Edit the banner reps see at the top of the app - the campaign label and either a text banner or an uploaded image.
Campaign label
Banner content
Pages
Edit the messages the app shows to reps. Changes apply immediately in the Rep App tab.
Legal pages
Privacy Policy and Terms & Conditions shown in the app menu.
Blog
Posts shown in the app blog page.
Add a post
Click to upload a picture
All posts 0
Brochure / Flyer
Upload campaign brochures and flyers. They appear in the app under the Brochure / Flyer menu.
Add a flyer
Click to upload a cover
Flyers 0
Orders
Orders submitted by reps from the app. Filter, export, edit or delete.