Getting Started

Communications

• Preview Your Emails and Texts
• Declined Services Reminders
• Using Service Reminder Emails

Rewards, Bonuses, & Promotions

• Create a Promotion
• How Do Customers View a Promotion?
• Create a Bonus
• Sample Promotion Artwork
• How Customers Earn Rewards Points

Setup

• Tour Your BayIQ Homepage
• Navigating BayIQ
• Enrolling Customers with the Text-to-Join Feature
• Creating Specialty Rewards Programs within Your BayIQ Platform
• Communication Forwarding for Email & Text Message Responses
• Using Text-to-Join