# SessionM

## Welcome

- [SessionM Joins Capillary](https://session-m.documentationai.com/home.md): No description found

## Developer Center

- [Developer Center](https://session-m.documentationai.com/developer/sessionm-developer-center.md): No description found
- [Introduction](https://session-m.documentationai.com/developer/sessionm-api-services-overview.md): How the SessionM Platform exposes its capabilities through a collection of REST APIs powered by JSON over HTTP.
- [Technical Summary](https://session-m.documentationai.com/developer/sessionm-api-services-overview/technical-summary.md): Core design principles of the SessionM Platform APIs: authentication, server-to-server communication, message IDs, and generic statuses and errors.
- [API Domains](https://session-m.documentationai.com/developer/sessionm-api-services-overview/api-domains.md): A tour of the interconnected SessionM API domains — Customers, Campaigns, POS, Offers, Incentives, Catalog, Transactions, Advanced and Deprecated.
- [Before You Begin](https://session-m.documentationai.com/developer/before-you-begin.md): Obtain the API key and S2S API secret that authenticate every call your site or application makes to the SessionM APIs.
- [Customers](https://session-m.documentationai.com/developer/customers.md): APIs that manage customer profile data, account merges, notes, tags, events, timelines, data privacy requests and device tokens.
- [Customer Profile APIs](https://session-m.documentationai.com/developer/customers/customer-profile-apis.md): Create, retrieve, update and search standard customer profiles, and manage client-defined custom profile attributes.
- [Customer Accounts Merge API](https://session-m.documentationai.com/developer/customers/customer-accounts-merge-api.md): Merge customer accounts and retrieve merge entry information after the merge completes.
- [Customer Account Notes API](https://session-m.documentationai.com/developer/customers/customer-account-notes-api.md): Create and maintain comments on a particular customer, visible in the Notes tab of the Customers Module.
- [Tags API](https://session-m.documentationai.com/developer/customers/tags-api.md): Attach keyword classifier tags to customer profiles, retrieve them, and ingest them in bulk from a CSV file.
- [Events API](https://session-m.documentationai.com/developer/customers/events-api.md): Submit non-purchase customer actions for evaluation against campaign rules, and retrieve a customer's event history.
- [Timeline APIs](https://session-m.documentationai.com/developer/customers/timeline-apis.md): Create and maintain timeline services — event types and categories, event publishing, and the views and templates that render a timeline.
- [Data Privacy API](https://session-m.documentationai.com/developer/customers/data-privacy-api.md): Create and track requests to forget or export a customer's personal data, and restrict or reinstate a customer.
- [Device Tokens API](https://session-m.documentationai.com/developer/customers/device-tokens-api.md): Register and de-register device tokens so the SessionM platform can send mobile push notifications through Firebase.
- [Campaigns](https://session-m.documentationai.com/developer/campaigns.md): APIs for scheduled and targeted customer engagement — campaign management, application inbox notifications and loyalty promo codes.
- [Campaigns API](https://session-m.documentationai.com/developer/campaigns/campaigns-api.md): Query campaigns targeted to a customer, opt customers in, and fetch customer-specific campaign state and progress.
- [Inbox API](https://session-m.documentationai.com/developer/campaigns/inbox-api.md): Create, retrieve, update and delete application inbox notifications for a whole organization or a single customer.
- [Promo Code APIs](https://session-m.documentationai.com/developer/campaigns/promo-code-apis.md): Generate, retrieve, search, claim and cancel single-use and multi-use promo codes redeemable by customers for an incentive.
- [Overview](https://session-m.documentationai.com/developer/pos.md): APIs that connect a third-party point of sale or ecommerce platform to the SessionM Platform.
- [General DTO Definitions](https://session-m.documentationai.com/developer/pos/general-dto-definitions.md): Data Transfer Object definitions for the requests and responses used across the POS APIs.
- [Send Transaction](https://session-m.documentationai.com/developer/pos/send-transaction.md): Send transaction details to SessionM in near real-time from e-commerce platforms and point of sale systems.
- [User Lookup](https://session-m.documentationai.com/developer/pos/user-lookup.md): Attribute transactions to a user during checkout by looking the customer up on an exact match.
- [Discounting](https://session-m.documentationai.com/developer/pos/discounting.md): APIs supporting the full range of POS discount workflows — locking, unlocking, redeeming and reinstating offers.
- [Immediate Redeem API](https://session-m.documentationai.com/developer/pos/discounting/immediate-redeem-api.md): Immediately consume an offer, returning the Discount object as the General Response payload.
- [Lock Offer API](https://session-m.documentationai.com/developer/pos/discounting/lock-offer-api.md): Lock an offer to a transaction so it is redeemed when that transaction is finalized.
- [Unlock Offer API](https://session-m.documentationai.com/developer/pos/discounting/unlock-offer-api.md): Release a previously locked offer back to the customer's wallet.
- [Reinstate Offer API](https://session-m.documentationai.com/developer/pos/discounting/reinstate-offer-api.md): Reinstate an offer after it has been redeemed through Immediate Redeem or a closed locked transaction.
- [Offers](https://session-m.documentationai.com/offers.md): Reward customers with several outcome types, integrate offers with point of sale systems, enable fulfillment methods, and restrict how offers are acquired and redeemed.
- [Loyalty](https://session-m.documentationai.com/loyalty.md): Build custom loyalty programs with a points system and rules engine that configures point sources and accounts, delivers awards, moves customers between tiers, and triggers campaigns.
- [Catalog](https://session-m.documentationai.com/catalog.md): Normalize a master catalog of store categories and items, with endpoints for the commands, queries, and rules that control catalog behavior.
- [Transactions](https://session-m.documentationai.com/transactions.md): Handle transactions procedurally by storing items and payments, and retrieve transaction information as single transactions or as pageable, sortable lists.
- [Advanced](https://session-m.documentationai.com/developer/advanced.md): APIs and procedures that support complex, less common implementation goals — divisions, models, lockouts, limiters and request encryption.
- [Divisions API](https://session-m.documentationai.com/developer/advanced/divisions-api.md): Retrieve the organization management configuration for a SessionM tenant, including the full division hierarchy.
- [Model API](https://session-m.documentationai.com/developer/advanced/model-api.md): Retrieve the attributes of a customer model and create organizational models, optionally scoped to a division.
- [Lockout API](https://session-m.documentationai.com/developer/advanced/lockout-api.md): Retrieve lockout policies and lockout data for a customer, and reset a customer's lockout counter.
- [Limiter API](https://session-m.documentationai.com/developer/advanced/limiter-api.md): Retrieve active limiter policies and the customer-specific counters that track a customer's events within a quantum.
- [Encrypting Requests](https://session-m.documentationai.com/developer/advanced/encrypting-requests.md): Use HTTP content-coding in a message header to encrypt the body of an HTTPS request, following the IETF Encrypted Content-Encoding draft.
- [Data Administration](https://session-m.documentationai.com/developer/technical-docs/data-administration.md): Documentation for SessionM Sync (SM Sync) data ingest and the daily platform data dump.
- [Integration Docs](https://session-m.documentationai.com/developer/technical-docs/integration-docs.md): Guides and use cases for SessionM integrations with Salesforce, NCR, and Twilio.
- [Deprecated](https://session-m.documentationai.com/developer/deprecated.md): APIs deprecated in favor of newer versions, still supported for legacy implementations.
- [Orders API](https://session-m.documentationai.com/developer/deprecated/orders-api.md): Place orders for rewards on a customer's behalf, retrieve previous orders and update an order's status.
- [Points API](https://session-m.documentationai.com/developer/deprecated/points-api.md): Track a customer's points transaction history and add or remove points from their account balance.
- [Tiers API](https://session-m.documentationai.com/developer/deprecated/tiers-api.md): Retrieve tier and tier system data, including status levels, point requirements and multipliers.
- [Core Loyalty APIs](https://session-m.documentationai.com/developer/deprecated/core-loyalty-apis.md): Rewards stores, skills test challenges, referrals and loyalty cards — the deprecated core loyalty services.
- [Places API](https://session-m.documentationai.com/developer/deprecated/places-api.md): Retrieve places near a location coordinate and submit check-in requests for a particular place.
- [Access Tokens API](https://session-m.documentationai.com/developer/deprecated/access-tokens-api.md): Grant customers login access with OAuth access tokens, and revoke a single token or every token for a customer.
- [Identity Services API](https://session-m.documentationai.com/developer/deprecated/identity-services-api.md): OAuth2 login and registration for customers of a web-based or mobile property, plus password reset and update.
- [SMS Validation API](https://session-m.documentationai.com/developer/deprecated/sms-validation-api.md): Verify phone ownership so customers can opt in to receive loyalty program messages through SessionM.
- [Customer Affiliation API](https://session-m.documentationai.com/developer/deprecated/customer-affiliation-api.md): Build and manage hierarchies, or affiliation trees, of customers represented in the platform as nodes.
- [Image Validation API](https://session-m.documentationai.com/developer/deprecated/image-validation-api.md): Submit receipt captures and photographs for validation and track them through the validation process.
- [Campaign Creation API](https://session-m.documentationai.com/developer/deprecated/campaign-creation-api.md): Create a campaign programmatically, setting its name, status, active window, type and template.
- [Campaigns Management API](https://session-m.documentationai.com/developer/deprecated/campaigns-management-api.md): Program an entire campaign via APIs — retrieve campaigns, manage behaviors, containers, creative groups and creatives, and perform campaign domain actions.

## Release Notes

- [SessionM Release Notes](https://session-m.documentationai.com/release-notes/overview.md): No description found
- [August 2026 Release Notes](https://session-m.documentationai.com/release-notes/2026/august-2026.md): SessionM platform release notes for August 2026 (release version 2026.2).
- [February 2026 Release Notes](https://session-m.documentationai.com/release-notes/2026/february-2026.md): SessionM platform release notes for February 2026 (release version 2026.1).
- [November 2025 Release Notes ](https://session-m.documentationai.com/release-notes/2025/november-2025.md): SessionM platform release notes for November 2025 (release version 2025.4).
- [August 2025 Release Notes ](https://session-m.documentationai.com/release-notes/2025/august-2025.md): SessionM platform release notes for August 2025 (release version 2025.3).
- [May 2025 Release Notes](https://session-m.documentationai.com/release-notes/2025/may-2025.md): SessionM platform release notes for May 2025 (release version 2025.2).
- [February 2025 Release Notes ](https://session-m.documentationai.com/release-notes/2025/february-2025.md): SessionM platform release notes for February 2025 (release version 2025.1).
- [October 2024 Release Notes](https://session-m.documentationai.com/release-notes/2024/october-2024.md): SessionM platform release notes for October 2024 (release version 2024.5).
- [July 2024 Release Notes](https://session-m.documentationai.com/release-notes/2024/july-2024.md): SessionM platform release notes for July 2024 (release version 2024.4).
- [April 2024 Release Notes](https://session-m.documentationai.com/release-notes/2024/april-2024.md): SessionM platform release notes for April 2024 (release version 2024.3).
- [February 2024 Release Notes](https://session-m.documentationai.com/release-notes/2024/february-2024.md): SessionM platform release notes for February 2024 (release version 2024.2).
- [January 2024 Release Notes](https://session-m.documentationai.com/release-notes/2024/january-2024.md): SessionM platform release notes for January 2024 (release version 2024.1).
- [October 2023 Release Notes](https://session-m.documentationai.com/release-notes/2023/october-2023.md): SessionM platform release notes for October 2023 (release version 2023.6).
- [August 2023 Release Notes](https://session-m.documentationai.com/release-notes/2023/august-2023.md): SessionM platform release notes for August 2023 (release version 2023.5).
- [June 2023 Release Notes](https://session-m.documentationai.com/release-notes/2023/june-2023.md): SessionM platform release notes for June 2023 (release version 2023.4).
- [April 2023 Release Notes](https://session-m.documentationai.com/release-notes/2023/april-2023.md): SessionM platform release notes for April 2023 (release version 2023.3).
- [February 2023 Release Notes](https://session-m.documentationai.com/release-notes/2023/february-2023.md): SessionM platform release notes for February 2023 (release version 2023.2).
- [January 2023 Release Notes](https://session-m.documentationai.com/release-notes/2023/january-2023.md): SessionM platform release notes for January 2023 (release version 2023.1).
- [October 2022 Release Notes](https://session-m.documentationai.com/release-notes/2022/october-2022.md): SessionM platform release notes for October 2022 (release version 2022.6).
- [August 2022 Release Notes](https://session-m.documentationai.com/release-notes/2022/august-2022.md): SessionM platform release notes for August 2022 (release version 2022.5).
- [June 2022 Release Notes](https://session-m.documentationai.com/release-notes/2022/june-2022.md): SessionM platform release notes for June 2022 (release version 2022.4).
- [April 2022 Release Notes](https://session-m.documentationai.com/release-notes/2022/april-2022.md): SessionM platform release notes for April 2022 (release version 2022.3).
- [February 2022 Release Notes](https://session-m.documentationai.com/release-notes/2022/february-2022.md): SessionM platform release notes for February 2022 (release version 2022.2).
- [January 2022 Release Notes](https://session-m.documentationai.com/release-notes/2022/january-2022.md): SessionM platform release notes for January 2022 (release version 2022.1).

## Help Center

- [Help Center](https://session-m.documentationai.com/help-center.md): No description found
- [Account Management](https://session-m.documentationai.com/account-management/overview.md): Configure account-level settings for the SessionM platform, including the time zone that governs how campaign runtimes are displayed.
- [Set up platform time zone](https://session-m.documentationai.com/account-management/set-up-platform-time-zone.md): Set the time zone for your SessionM account so that campaign runtimes display correctly in the Campaigns module.
- [Spur member spending with seasonal promotion](https://session-m.documentationai.com/Strategies/Engage/s_en_seasons.htm.md): Strategy guide: run a seasonal promotional campaign that awards bonus points on seasonal purchases, then measure results in Insights.
- [Boost member spending with expanded payment options](https://session-m.documentationai.com/Strategies/Reward/s_rw_payment_qsr.htm.md): Strategy guide: add a purchase rule that awards bonus points on a branded loyalty card, announce it by campaign, then track sales by payment type in Insights.
- [Audiences](https://session-m.documentationai.com/audiences/overview.md): Create, manage and view audiences built from real-time customer profile data, including exports, snapshots and bulk offers.
- [Create audience](https://session-m.documentationai.com/audiences/create/create-audience/overview.md): Create an audience from standard and custom customer attributes using real-time data in the Audiences module.
- [Create and name your audience](https://session-m.documentationai.com/audiences/create/create-audience/create-and-name-your-audience.md): Create a new audience from the All Audiences view and give it a unique name on the Audience Builder page.
- [Select your pre-defined attribute cards](https://session-m.documentationai.com/audiences/create/create-audience/select-your-pre-defined-attribute-cards.md): Add standard and custom attribute cards to the audience builder and define the criteria customers must meet to be included.
- [Define the logic for your attribute cards](https://session-m.documentationai.com/audiences/create/create-audience/define-the-logic-for-your-attribute-cards.md): Apply Boolean AND/OR logic within a single attribute card, between two cards, and across attribute groups.
- [Save and activate your audience](https://session-m.documentationai.com/audiences/create/create-audience/save-and-activate-your-audience.md): Save an audience configuration as a draft, then activate it to make it live and available across the SessionM platform.
- [Create static snapshot](https://session-m.documentationai.com/audiences/create/create-static-snapshot.md): Create a point-in-time snapshot of a SessionM audience. Choose to take the snapshot now or at a point-in-time in the future. Snapshots can be used to issue a bulk offer, targeted in a campaign, or exported to a destination location for further processing.
- [Activate, pause or edit export](https://session-m.documentationai.com/audiences/manage/activate-pause-or-edit-export.md): Change an export's status between active and paused, or edit the export, from any of three locations in the Audiences module.
- [Add export destination](https://session-m.documentationai.com/audiences/manage/add-export-destination.md): Add an SFTP host, Facebook account or AWS S3 bucket as a destination for audience export delivery.
- [Create audience export template](https://session-m.documentationai.com/audiences/manage/create-audience-export-template.md): Create an audience export template in the SessionM Platform for use with external campaigns built in the Campaigns module.
- [Custom data attributes](https://session-m.documentationai.com/audiences/manage/custom-data-attributes.md): Extract and manipulate data from SessionM standard and custom user profiles for audience exports, including helper functions and time stamps.
- [Delete audience](https://session-m.documentationai.com/audiences/manage/delete-audience.md): Delete an audience from the All Audiences view or from an individual audience page. Deletion cannot be undone.
- [Duplicate audience](https://session-m.documentationai.com/audiences/manage/duplicate-audience.md): Duplicate an existing audience from the All Audiences view and save the copy as a new draft audience.
- [Add encryption mechanism](https://session-m.documentationai.com/audiences/manage/add-encryption-mechanism.md): Set up a PGP encryption mechanism that can be applied to audience export files before they are sent to an SFTP destination.
- [Export audience or snapshot](https://session-m.documentationai.com/audiences/manage/export-audience-or-snapshot.md): Create and deliver a CSV file of audience or snapshot data to a destination, configuring setup, attributes and notifications.
- [Issue bulk offer to audience](https://session-m.documentationai.com/audiences/manage/issue-bulk-offer-to-audience.md): Issue an offer to every member of an audience from the Audiences module without creating a campaign or defining behavior events.
- [View audience information](https://session-m.documentationai.com/audiences/view/view-audience-information.md): View all defined audiences from the All Audiences view, or drill into a specific audience for size, snapshots, exports and bulk offers.
- [View audience size](https://session-m.documentationai.com/audiences/view/view-audience-size.md): View how an audience's size has changed over time on the Details tab, from its activation date through the last processed date.
- [View bulk offers issued to audience](https://session-m.documentationai.com/audiences/view/view-bulk-offers-issued-to-audience.md): View status, issued counts, ineligible members and errors for the bulk offers issued to an audience on the Offer Issuance tab.
- [View export job configurations](https://session-m.documentationai.com/audiences/view/view-export-job-configurations.md): View export job configuration details for a specific audience or for all audiences, including type, cadence, destination and state.
- [View export job history](https://session-m.documentationai.com/audiences/view/view-export-job-history.md): View the export job history for a specific audience or for all audiences, including state, cadence, destination and record count.
- [View static snapshots](https://session-m.documentationai.com/audiences/view/view-static-snapshots.md): View the list of static snapshots taken for an audience, including status, audience size, creator and creation date.
- [Admin & Rights](https://session-m.documentationai.com/admin-and-rights/overview.md): Configure platform accounts, groups and roles, customer search, Customers 2 settings, messaging providers, streams and SSO.
- [About Admin & Rights module](https://session-m.documentationai.com/admin-and-rights/about/about-admin-and-rights-module.md): Overview of the Admin & Rights module, where you administer the SessionM Platform across Management, Platform, Module and Integration areas.
- [About accounts, groups, and roles](https://session-m.documentationai.com/admin-and-rights/about/about-accounts-groups-and-roles.md): How accounts, groups and roles combine in the Admin & Rights module to build a logical, flexible account hierarchy.
- [About messaging providers and templates](https://session-m.documentationai.com/admin-and-rights/about/about-messaging-providers-and-templates.md): Overview of messaging providers and templates that shape the email, push and SMS messages delivered in SessionM campaigns.
- [About Customers 2 settings](https://session-m.documentationai.com/admin-and-rights/about/about-customers-2-settings.md): Overview of the Customers 2 Settings page and how its component settings correlate to the UI displayed in the Customers Module.
- [About customer search configuration](https://session-m.documentationai.com/admin-and-rights/about/about-customer-search-configuration.md): Overview of the Customer Search Configuration page, used to arrange the search and search result attributes shown in the Customers Module.
- [Access rights workflow for accounts, groups, and roles](https://session-m.documentationai.com/admin-and-rights/about/access-rights-workflow-for-accounts-groups-and-roles.md): How accounts, groups and roles work together to define access rights, with three recommended workflows for configuring them.
- [About Organization Management](https://session-m.documentationai.com/admin-and-rights/about/about-organization-management.md): Use a single instance of the SessionM platform to manage multiple loyalty and engagement programs.
- [Configure affiliations](https://session-m.documentationai.com/admin-and-rights/create/configure-affiliations.md): Create user and collection nodes to build customer hierarchies that allow for multi-brand rollup and relationships.
- [Configure Customers 2 event streams for sub-tabs on Activity tab](https://session-m.documentationai.com/admin-and-rights/create/configure-customers-2-event-streams-for-sub-tabs-on-activity-tab.md): Specify which event stream is displayed in a particular Activity tab sub-tab from the Customers 2 Settings page.
- [Configure Customers 2 product recommendations or member profiles](https://session-m.documentationai.com/admin-and-rights/create/configure-customers-2-product-recommendations-or-member-profiles.md): Configure the member profile or product recommendations shown on the Customers 2 main navigation bar for the active customer.
- [Configure Customers 2 quick actions for offers](https://session-m.documentationai.com/admin-and-rights/create/configure-customers-2-quick-actions-for-offers.md): Configure the names of the quick actions that display for offers shown in the Offers sub-tabs of the Customers Module.
- [Configure Customers 2 profile summary](https://session-m.documentationai.com/admin-and-rights/create/configure-customers-2-profile-summary.md): Configure the customer profile summary that appears near the top of a Customers Module details page in a Customers 2 implementation.
- [Configure Customers module](https://session-m.documentationai.com/admin-and-rights/create/configure-customers-module.md): Use Customers 2 Settings to configure UI components in the Customers Module, including event streams, profile summary, navbars and quick actions.
- [Configure messaging provider templates](https://session-m.documentationai.com/admin-and-rights/create/configure-messaging-provider-templates.md): Create messaging provider templates and build their JSON payload from campaign, custom, offer and user profile attributes.
- [Configure messaging providers](https://session-m.documentationai.com/admin-and-rights/create/configure-messaging-providers.md): Add and configure messaging providers to manage email, push notification and SMS messages from the Messaging Providers module.
- [Configure SSO and SAML settings](https://session-m.documentationai.com/admin-and-rights/create/configure-sso-and-saml-settings.md): Configure single sign-on and SAML settings for an SSO provider from the Admin & Rights module, including the identity provider certificate.
- [Configure event stream with Timeline Series Config tool](https://session-m.documentationai.com/admin-and-rights/create/configure-event-stream-with-timeline-series-config-tool.md): Follow the correct sequence of configuration steps to set up every object required for a functional event stream.
- [Create custom user profile attributes](https://session-m.documentationai.com/admin-and-rights/create/create-custom-user-profile-attributes.md): Create custom user profile attributes for customers to capture the unique characteristics of your organization's customers.
- [Add account](https://session-m.documentationai.com/admin-and-rights/create/add-account.md): Add an authorized user account to the SessionM Platform and assign its access rights via groups or the permissions table.
- [Create customer search attributes](https://session-m.documentationai.com/admin-and-rights/create/create-customer-search-attributes.md): Create and arrange the customer search and search result attributes that appear in the Customers Module.
- [Create event category](https://session-m.documentationai.com/admin-and-rights/create/create-event-category.md): Create an event category for the Timeline Series Config tool to group related event types.
- [Create event template](https://session-m.documentationai.com/admin-and-rights/create/create-event-template.md): Create an HTML event template for the Timeline Series Config tool so activity log events render in a clear, organized format.
- [Create event type](https://session-m.documentationai.com/admin-and-rights/create/create-event-type.md): Create an event type for the Timeline Series Config tool and tie it to an event category and stream.
- [Create group](https://session-m.documentationai.com/admin-and-rights/create/create-group.md): Create a permissions group for the SessionM Platform, add member accounts, and assign the roles those members inherit.
- [Create rendering context](https://session-m.documentationai.com/admin-and-rights/create/create-rendering-context.md): Create a rendering context for the Timeline Series Config tool to establish where a rendering template will be used.
- [Create rendering template](https://session-m.documentationai.com/admin-and-rights/create/create-rendering-template.md): Create a rendering template that ties a stream view, event template and rendering context together in the Timeline Series Config tool.
- [Create role](https://session-m.documentationai.com/admin-and-rights/create/create-role.md): Create a role for the SessionM platform, define its rules from resources and allowable actions, then assign the role to groups.
- [Create stream type](https://session-m.documentationai.com/admin-and-rights/create/create-stream-type.md): Create a stream type for the Timeline Series Config tool to reflect the kind of activity your organization generates.
- [Create stream view](https://session-m.documentationai.com/admin-and-rights/create/create-stream-view.md): Create a stream view for the Timeline Series Config tool to limit the events mapped to a particular stream.
- [Create stream](https://session-m.documentationai.com/admin-and-rights/create/create-stream.md): Create a stream for the Timeline Series Config tool from an existing stream type.
- [Create organization profile](https://session-m.documentationai.com/admin-and-rights/create/create-organization-profile.md): Create an organization profile and upload the logo that displays in the upper left-hand corner of the SessionM main dashboard.
- [Edit a Timeline Series Config object](https://session-m.documentationai.com/admin-and-rights/manage/edit-a-timeline-series-config-object.md): Edit any object configured in the Timeline Series Config tool, including streams, event types, templates and rendering contexts.
- [Perform basic operations for customer search settings](https://session-m.documentationai.com/admin-and-rights/manage/perform-basic-operations-for-customer-search-settings.md): Edit, delete and rearrange customer search attributes, and disable or enable the customer search configuration.
- [Perform basic operations for accounts, groups, and roles](https://session-m.documentationai.com/admin-and-rights/manage/perform-basic-operations-for-accounts-groups-and-roles.md): Edit accounts, groups and roles, manage pending invitations, and delete groups and roles in the Admin & Rights module.
- [Perform basic operations with Customers 2 settings](https://session-m.documentationai.com/admin-and-rights/manage/perform-basic-operations-with-customers-2-settings.md): Remove and arrange sub-tabs within a tab, and disable or enable page settings, from the Customers 2 Settings page.
- [Edit messaging providers and templates](https://session-m.documentationai.com/admin-and-rights/manage/edit-messaging-providers-and-templates.md): Edit existing messaging providers and their templates, including template attributes and JSON payload formatting.
- [Manage SM Sync](https://session-m.documentationai.com/admin-and-rights/manage/manage-sm-sync.md): Manage SM Sync jobs, templates and settings from the Admin & Rights module.
- [Campaigns](https://session-m.documentationai.com/campaigns/overview.md): Create, target and launch campaigns, define behaviors and outcomes, add messages, and monitor campaign performance.
- [Create campaign](https://session-m.documentationai.com/campaigns/create/create-campaign.md): Create a messaging or promotional campaign, select its type, name it, and complete its definition on the Setup tab.
- [Set campaign runtime](https://session-m.documentationai.com/campaigns/create/set-campaign-runtime.md): Set the start and end dates for a campaign and indicate whether customers must opt in to participate.
- [Specify advanced settings](https://session-m.documentationai.com/campaigns/create/specify-advanced-settings.md): Specify advanced campaign settings that allow data to be passed to another vendor, including permalinks and custom payloads.
- [Define behaviors](https://session-m.documentationai.com/campaigns/create/define-behaviors.md): Define the customer behaviors that trigger a campaign message or outcome, using campaign, engagement, purchase or custom events, or a template.
- [Define outcomes](https://session-m.documentationai.com/campaigns/create/define-outcomes.md): Define the offer or tag outcome that occurs when a customer performs a specific behavior in a promotional campaign.
- [Add message](https://session-m.documentationai.com/campaigns/create/add-message/overview.md): Complete the tasks required to add a message to a campaign, from selecting the message type through approving and launching it.
- [Select message type](https://session-m.documentationai.com/campaigns/create/add-message/select-message-type.md): Select and configure the type of message delivered to campaign participants, from graphic displays and push messages to bulk offers.
- [Set up message delivery](https://session-m.documentationai.com/campaigns/create/add-message/set-up-message-delivery.md): Indicate whether a campaign message is delivered on a schedule or triggered by a completed customer behavior.
- [Add creative content](https://session-m.documentationai.com/campaigns/create/add-message/add-creative-content.md): Add creative content to a campaign message — activity feed, inbox, email, SMS, push, external message or in app notification.
- [Select target for message](https://session-m.documentationai.com/campaigns/create/add-message/select-target-for-message.md): Refine message targeting to focus on a particular audience or user attributes within the campaign's existing audience pool.
- [Document message](https://session-m.documentationai.com/campaigns/create/add-message/document-message.md): Track free-form notes about a campaign message using the Notes tab of the message builder. This step is optional.
- [Approve and launch message](https://session-m.documentationai.com/campaigns/create/add-message/approve-and-launch-message.md): Approve and launch a campaign message directly, or request approval from a user with the required permissions.
- [Target campaign](https://session-m.documentationai.com/campaigns/create/target-campaign.md): Define which customers are eligible to participate in a campaign by targeting all users, a segment, or a targeting template.
- [Delete behavior or message](https://session-m.documentationai.com/campaigns/manage/delete-behavior-or-message.md): Delete a specific behavior or message defined for a campaign. The deletion cannot be undone.
- [Delete campaign](https://session-m.documentationai.com/campaigns/manage/delete-campaign.md): Delete a campaign, transitioning it to the Deleted state and removing all aspects of it from the SessionM platform.
- [End campaign](https://session-m.documentationai.com/campaigns/manage/end-campaign.md): End a campaign, transitioning it from the Active or Paused state to Completed.
- [Launch campaign](https://session-m.documentationai.com/campaigns/manage/launch-campaign.md): Launch a campaign directly, or request approval from a user with the permissions required to approve and launch it.
- [Pause or resume campaign](https://session-m.documentationai.com/campaigns/manage/pause-or-resume-campaign.md): Pause an active campaign or resume a paused campaign from the All Campaigns view.
- [Relaunch campaign](https://session-m.documentationai.com/campaigns/manage/relaunch-campaign.md): Relaunch a completed campaign. Limit this operation to testing on staging machines.
- [Review campaign](https://session-m.documentationai.com/campaigns/manage/review-campaign.md): Review a Draft, Active or Pending campaign using the summary panel on the campaign's main page.
- [View information for all campaigns](https://session-m.documentationai.com/campaigns/view/view-information-for-all-campaigns.md): Use the Manage and Calendar tabs to see, filter and open the campaigns defined for your brand.
- [View bulk offers](https://session-m.documentationai.com/campaigns/view/view-bulk-offers.md): View status, issued counts, ineligible members and errors for the bulk offers issued during a campaign.
- [View behavior or message details](https://session-m.documentationai.com/campaigns/view/view-behavior-or-message-details.md): View details for all customer behaviors or messages defined for a campaign using the summary panel.
- [View information for specific campaign](https://session-m.documentationai.com/campaigns/view/view-information-for-specific-campaign.md): Use the Setup, Calendar and Performance tabs to view components, scheduling and reporting metrics for a specific campaign.
- [Catalog](https://session-m.documentationai.com/catalog/overview.md): Ingest, map and manage product catalogs, including unified and disparate catalog uploads and master catalog mapping.
- [About SessionM catalogs](https://session-m.documentationai.com/catalog/about/about-sessionm-catalogs.md): Concepts and terminology for working with catalogs in the SessionM Platform, including key terms and why catalog accuracy matters.
- [About SessionM catalog mapping](https://session-m.documentationai.com/catalog/about/about-sessionm-catalog-mapping.md): Why mapping store items to a single master catalog item is essential in a disparate catalog scenario, with a worked example.
- [About the benefits of a unified catalog](https://session-m.documentationai.com/catalog/about/about-the-benefits-of-a-unified-catalog.md): The benefits of a unified catalog scenario, and the key details to watch for when analyzing which scenario a catalog falls into.
- [Methods of catalog ingest](https://session-m.documentationai.com/catalog/about/methods-of-catalog-ingest.md): The ways catalogs can be uploaded into the SessionM Platform — SM Sync, the Upload Catalog API and the Upload Catalog File API.
- [Pre-ingest: Assess catalog data](https://session-m.documentationai.com/catalog/about/pre-ingest-assess-catalog-data.md): Assess catalog structure, decide between a disparate and unified catalog, and validate catalog data before ingest.
- [Tour catalog management interface](https://session-m.documentationai.com/catalog/about/tour-catalog-management-interface.md): A tour of the Catalog Management interface for disparate and unified catalogs, including the Master Catalog, Store Catalog and mapping modal.
- [Upload disparate catalog](https://session-m.documentationai.com/catalog/create/upload-disparate-catalog.md): Ingest, map, verify and publish catalogs in a Disparate Catalog scenario, where item IDs differ per store.
- [Upload unified catalog](https://session-m.documentationai.com/catalog/create/upload-unified-catalog.md): Ingest, verify and publish a catalog in a Unified Catalog scenario, where all stores share a single catalog and no mapping is required.
- [Add categories or items](https://session-m.documentationai.com/catalog/manage/add-categories-or-items.md): Add categories or items manually to an existing category in a disparate master catalog.
- [Break mapping relationship](https://session-m.documentationai.com/catalog/manage/break-mapping-relationship.md): Break the link between a store item and its corresponding item in the master catalog. Available for disparate store catalogs only.
- [Edit categories or items](https://session-m.documentationai.com/catalog/manage/edit-categories-or-items.md): Edit categories and items manually in a disparate master catalog from the Catalog Management module.
- [Move categories or items](https://session-m.documentationai.com/catalog/manage/move-categories-or-items.md): Move or copy categories and items (nodes) from one category to another on the Add/Move Nodes tab.
- [Remove categories or items](https://session-m.documentationai.com/catalog/manage/remove-categories-or-items.md): Remove categories or items (nodes) from a category in the master catalog. Categories containing other nodes cannot be removed.
- [Search and view catalogs](https://session-m.documentationai.com/catalog/manage/search-and-view-catalogs.md): Search and view the categories and items in a master or store catalog, and refine results by all items or errors only.
- [Create master catalog](https://session-m.documentationai.com/catalog/manage/create-master-catalog.md): Create a master catalog by cloning a store catalog from the Store Mappings tab in a disparate catalog scenario.
- [Map store catalog to master catalog](https://session-m.documentationai.com/catalog/manage/map-store-catalog-to-master-catalog.md): Create mappings between a store catalog and the master catalog automatically for all stores, for one store, or manually.
- [Composer](https://session-m.documentationai.com/composer/overview.md): Build Composer audiences with attribute cards and Boolean logic, write custom SQL queries, and manage or export the results.
- [Create new Composer audience](https://session-m.documentationai.com/composer/create/audience/create-new-composer-audience/overview.md): Build a Composer audience from standard attributes, custom attributes and SQL queries using data from the Data Cloud.
- [Create and name audience](https://session-m.documentationai.com/composer/create/audience/create-new-composer-audience/create-and-name-audience.md): Create a new Composer audience from the module main page, give it a unique name, and save it.
- [Add attribute cards](https://session-m.documentationai.com/composer/create/audience/create-new-composer-audience/add-attribute-cards.md): Add standard, custom and SQL query attribute cards to the Audience Builder canvas and define the criteria for each.
- [Group the cards and define their Boolean logic](https://session-m.documentationai.com/composer/create/audience/create-new-composer-audience/group-the-cards-and-define-their-boolean-logic.md): Apply Boolean AND/OR logic within a single attribute card, between two cards, and across grouped cards in the Composer builder.
- [Save and activate audience in Composer module](https://session-m.documentationai.com/composer/create/audience/create-new-composer-audience/save-and-activate-audience-in-composer-module.md): Save a Composer audience as a draft, then activate it as either a static or dynamic audience and set its duration.
- [Activate Composer audience in Audiences module](https://session-m.documentationai.com/composer/create/audience/create-new-composer-audience/activate-composer-audience-in-audiences-module.md): Activate a live Composer audience in the Audiences module so it can be used for campaign targeting, bulk offers and monitoring.
- [Create custom SQL query](https://session-m.documentationai.com/composer/create/query/create-custom-sql-query/overview.md): Use the Composer module to create custom SQL queries that run essential custom extracts from the Data Cloud.
- [Create and name custom SQL query](https://session-m.documentationai.com/composer/create/query/create-custom-sql-query/create-and-name-custom-sql-query.md): Create a custom SQL query from the Composer module main page, give it a unique name, and save it.
- [Build and run custom SQL query](https://session-m.documentationai.com/composer/create/query/create-custom-sql-query/build-and-run-custom-sql-query.md): Write a custom SQL query in the Query Editor using the Data Cloud Schema, save it, run it, and preview the results.
- [Convert Composer audience definition to SQL editor](https://session-m.documentationai.com/composer/manage/convert-composer-audience-definition-to-sql-editor.md): Render a Composer Builder audience as an editable SQL statement, and review a library of common Composer SQL query templates.
- [Delete Composer audience](https://session-m.documentationai.com/composer/manage/delete-composer-audience.md): Delete a draft, expired or failed Composer audience from the Audiences table or the Audience builder page.
- [Duplicate Composer audience](https://session-m.documentationai.com/composer/manage/duplicate-composer-audience.md): Duplicate a Composer audience from the Audiences view and save the copy as a new draft.
- [Export Composer audience](https://session-m.documentationai.com/composer/manage/export-composer-audience.md): Export a Composer-built audience via the Audiences module once it is in the Active state.
- [Export Composer query](https://session-m.documentationai.com/composer/manage/export-composer-query.md): Export Composer query results to the SFTP location set up for your environment, either once or on a daily schedule.
- [View Composer audience information](https://session-m.documentationai.com/composer/view/view-composer-audience-information.md): View all Composer audiences and their status, type and size, or drill into a specific audience for segmentation details.
- [View Composer query information](https://session-m.documentationai.com/composer/view/view-composer-query-information.md): View all queries created in the Composer module, including name, estimated size, creator and creation date.
- [Customers](https://session-m.documentationai.com/customers/overview.md): Manage customer profiles, points, tier levels and stored value cards, and view customer activity, offers and campaigns.
- [About the SessionM customer profile](https://session-m.documentationai.com/customers/about/about-the-sessionm-customer-profile.md): How the SessionM customer profile unifies member data — demographics, activity, stored value cards, campaigns, offers and notes.
- [Add customer profile](https://session-m.documentationai.com/customers/manage/add-customer-profile.md): Add a customer profile or test persona manually to the Customer module.
- [Add note to customer profile](https://session-m.documentationai.com/customers/manage/add-note-to-customer-profile.md): Add a note to a customer profile to record key interactions and information you can refer back to during customer calls.
- [Adjust points](https://session-m.documentationai.com/customers/manage/adjust-points.md): Add or deduct loyalty points for a customer from the Incentives Point Balance section of the profile header.
- [Adjust tier levels](https://session-m.documentationai.com/customers/manage/adjust-tier-levels.md): Adjust a customer's tier level from the Incentives Tier section of the Customer Profile header.
- [Export customer data](https://session-m.documentationai.com/customers/manage/export-customer-data.md): Submit an export data request that returns a CSV of a customer's data, supporting GDPR Right to Data Access and Portability.
- [Forget customer record](https://session-m.documentationai.com/customers/manage/forget-customer-record.md): Forget a customer account and all associated data, supporting GDPR Right to be Forgotten. The action cannot be undone.
- [Manage stored value cards](https://session-m.documentationai.com/customers/manage/manage-stored-value-cards.md): Manage stored value cards by status — adjust balances, expire, transfer balances, report lost or stolen, and remove from an account.
- [Cease marketing](https://session-m.documentationai.com/customers/manage/cease-marketing.md): Stop and resume the processing or marketing of a customer's data without affecting their loyalty program activity.
- [Sync accounts](https://session-m.documentationai.com/customers/manage/sync-accounts.md): Synchronize a SessionM customer account with an external account using the customer's external ID.
- [Search customer profiles](https://session-m.documentationai.com/customers/view/search-customer-profiles.md): Search for customer profiles by name, email, phone, customer ID or date of birth, and refine the results.
- [View customer profile](https://session-m.documentationai.com/customers/view/view-customer-profile.md): View a customer's basic and custom profile attributes on the Profile tab.
- [View customer data](https://session-m.documentationai.com/customers/view/view-customer-data.md): Access any tab in the Customers module to view a customer's activity, profile, cards, campaigns, offers, notes and privacy data.
- [View customer activity](https://session-m.documentationai.com/customers/view/view-customer-activity.md): View the Activity, Point Audit, Tier Progress and Tags logs that show how a customer has engaged in your loyalty program.
- [View campaigns for customer](https://session-m.documentationai.com/customers/view/view-campaigns-for-customer.md): View the active and completed campaigns a customer is participating in or is eligible to participate in.
- [View offers issued to customer](https://session-m.documentationai.com/customers/view/view-offers-issued-to-customer.md): View the offers issued, redeemed, expired or still available for a customer on the Offers tab.
- [About Insights](https://session-m.documentationai.com/insights/about-insights.md): How the Insights reporting tool surfaces SessionM platform data and measures performance against KPIs.
- [What information does the Summary tab report?](https://session-m.documentationai.com/insights/what-information-does-the-summary-tab-report.md): The metrics and charts available on the Insights Summary dashboard.
- [What information does the Campaigns tab report?](https://session-m.documentationai.com/insights/what-information-does-the-campaigns-tab-report.md): The campaign performance metrics available on the Insights Campaigns tab.
- [What information does the Incentives tab report?](https://session-m.documentationai.com/insights/what-information-does-the-incentives-tab-report.md): The incentive and loyalty metrics available on the Insights Incentives tab.
- [What information does the Offers tab report?](https://session-m.documentationai.com/insights/what-information-does-the-offers-tab-report.md): The offer performance metrics available on the Insights Offers tab.
- [Loyalty Programs](https://session-m.documentationai.com/loyalty/overview.md): Build tiered loyalty programs and manage the rules that govern tier entry, maintenance and benefits.
- [About Loyalty 2](https://session-m.documentationai.com/loyalty/about/about-loyalty-2.md): An introduction to the Loyalty 2 solution, its benefits, and its new features.
- [Build loyalty program](https://session-m.documentationai.com/loyalty/create/build-loyalty-program.md): Build a tiered loyalty program — create and name it, configure the default tier, add further tiers, then publish.
- [Remove rules from tiered loyalty programs](https://session-m.documentationai.com/loyalty/manage/remove-rules-from-tiered-loyalty-programs.md): Remove or delete a rule from a tiered loyalty program using the Tier Definition screen.
- [What are points in loyalty programs?](https://session-m.documentationai.com/Features/Incentives/Points/f_i_p_intro.htm.md): What points are in a SessionM loyalty program, and how spendable points and qualifying tier points are used.
- [Offers](https://session-m.documentationai.com/offers/overview.md): Create, manage and view offers, including discounts, coupons, packages, fulfillment, booking and Buy X Get Y promotions.
- [Create offer](https://session-m.documentationai.com/offers/create/create-offer/overview.md): Create an offer for campaigns, loyalty rules, bulk issuance, reward stores or manual issuance — select the type, define creative and publish.
- [Set up Booking offer](https://session-m.documentationai.com/offers/create/create-offer/set-up-booking-offer.md): Set up a Booking offer — a parent offer with multiple child offers beneath it, such as different dates and times or inventory SKUs.
- [Set up Buy X, Get Y offer](https://session-m.documentationai.com/offers/create/create-offer/set-up-buy-x-get-y-offer.md): Set up a Buy X Get Y Fixed, Percent or Set Price offer, including discount config, restrictions and eligible Buy and Get menu items.
- [Set up Fixed Amount Discount](https://session-m.documentationai.com/offers/create/create-offer/set-up-fixed-amount-discount.md): Set up a Fixed Amount Check or Item Discount offer, including discount config, restrictions and eligible menu items.
- [Set up Fulfillment offer](https://session-m.documentationai.com/offers/create/create-offer/set-up-fulfillment-offer.md): Set up a Digital, Manual or Physical Fulfillment offer, including offer config, issuance restrictions and redemption restrictions.
- [Set up Package offer](https://session-m.documentationai.com/offers/create/create-offer/set-up-package-offer.md): Set up a Package offer that bundles individual offers into a single collection delivered to the customer.
- [Set up Percent Discount offer](https://session-m.documentationai.com/offers/create/create-offer/set-up-percent-discount-offer.md): Set up a Percent Check or Percent Item Discount offer, including discount config, restrictions and eligible menu items.
- [Set up Price Coupon offer](https://session-m.documentationai.com/offers/create/create-offer/set-up-price-coupon-offer.md): Set up a Set Price Coupon offer that offers an item for a defined promotional price with the use of a coupon.
- [Set up Selection offer](https://session-m.documentationai.com/offers/create/create-offer/set-up-selection-offer.md): Set up a Selection offer that bundles individual offers into a collection from which a customer selects a set number.
- [Deactivate offer](https://session-m.documentationai.com/offers/manage/deactivate-offer.md): Deactivate a Live offer so it is no longer eligible for reward store purchases or as a promotion or loyalty rule outcome.
- [Delete offer](https://session-m.documentationai.com/offers/manage/delete-offer.md): Delete a Draft offer from the SessionM platform. Offers already in customer wallets are unaffected.
- [Edit offer](https://session-m.documentationai.com/offers/manage/edit-offer.md): Modify an existing offer. Editing changes the Offer ID and requires republishing, and only affects offers issued going forward.
- [View offer information](https://session-m.documentationai.com/offers/view/view-offer-information.md): View status, titles, type, dates and issued/redeemed counts for all offers, or open a specific offer in edit mode.
- [What types of offers does SessionM support?](https://session-m.documentationai.com/offers/about/what-types-of-offers-does-sessionm-support.md): The offer types the SessionM platform supports — Buy X Get Y, fixed and percent discounts, coupons, fulfillment, packages, selections and bookings.
- [Points](https://session-m.documentationai.com/points/overview.md): Create and manage point accounts and point sources, set restrictions, and review point audit logs.
- [Create point account](https://session-m.documentationai.com/points/create/create-point-account.md): Create a point account that receives points from point sources, and define its rolling or user-inactivity expiration policy.
- [Create point source](https://session-m.documentationai.com/points/create/create-point-source.md): Create a point source that feeds points into a point account, then optionally add frequency and inventory restrictions.
- [Activate or deactivate point account](https://session-m.documentationai.com/points/manage/activate-or-deactivate-point-account.md): Activate or deactivate a point account from the Point Accounts tab of the Point Management page.
- [Activate, pause or archive point source](https://session-m.documentationai.com/points/manage/activate-pause-or-archive-point-source.md): Activate, pause or archive a point source from the Point Sources tab of the Point Management page.
- [Modify point source restrictions](https://session-m.documentationai.com/points/manage/modify-point-source-restrictions.md): Change or delete point source restrictions, including adjusting a configured inventory amount up or down.
- [Edit point account](https://session-m.documentationai.com/points/manage/edit-point-account.md): Edit an existing, deactivated point account from the Point Accounts tab of the Point Management page.
- [Edit point source](https://session-m.documentationai.com/points/manage/edit-point-source.md): Edit an existing point source from the Point Sources tab of the Point Management page.
- [View point accounts](https://session-m.documentationai.com/points/view/view-point-accounts.md): View high-level information about point accounts, including name, status, default flag and the number of feeding sources.
- [View point audit logs](https://session-m.documentationai.com/points/view/view-point-audit-logs.md): View and filter changes to point accounts and sources for points spent or earned — useful for troubleshooting and validation.
- [View point sources](https://session-m.documentationai.com/points/view/view-point-sources.md): View high-level information about point sources, including names, Active/Paused/Archived status and linked accounts.
- [Promo codes](https://session-m.documentationai.com/promo-codes/overview.md): Create single-use, multi-use and 3rd-party promo codes with associated outcomes, and view their details and usage.
- [Create promo code](https://session-m.documentationai.com/promo-codes/create/create-promo-code.md): Create single-use, multi-use or 3rd-party promo codes with associated outcomes, then generate and export a batch.
- [View promo code details](https://session-m.documentationai.com/promo-codes/view/view-promo-code-details.md): View detailed information about a specific promo code, including generation batches and the change log.
- [View promo codes list](https://session-m.documentationai.com/promo-codes/view/view-promo-codes-list.md): View list name, code type, start and end dates, and usage metrics on the Promo Codes Lists dashboard.
- [Reward stores](https://session-m.documentationai.com/reward-stores/overview.md): Create reward stores that offer rewards redeemable with customer points, and review the stores defined for your brand.
- [Create reward store](https://session-m.documentationai.com/reward-stores/create/create-reward-store.md): Create a reward store that offers rewards redeemable with customer points, add offers to it, and optionally add custom data.
- [View reward stores](https://session-m.documentationai.com/reward-stores/view/view-reward-stores.md): View the reward stores for your brand, filtered by Active, Future, Past or All status.
- [Rules Management](https://session-m.documentationai.com/rules/overview.md): Create, duplicate, delete and search the loyalty rules that govern how customers earn points and rewards.
- [Create rule](https://session-m.documentationai.com/rules/create-rule.md): Create a rule in the Rules Management module — name it, build its conditions, define its outcomes and save it.
- [Delete rule](https://session-m.documentationai.com/rules/delete-rule.md): Delete a rule from the Rules Management module, removing it from use in loyalty programs.
- [Duplicate rule](https://session-m.documentationai.com/rules/duplicate-rule.md): Duplicate and rename an existing rule to use it as a template for a new rule.
- [View and search rules](https://session-m.documentationai.com/rules/view-and-search-rules.md): List the defined rules in the Rules Management module, filter them, or search for a specific rule.