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User Guide
User Guide
  • Welcome to Open Loyalty!
  • What's New
    • 2024
    • 2023
    • 2022
  • What's Next
  • Technical Guide
  • Main Features
    • Global Management
      • Analytics
      • Settings
      • Config Duplication
      • Usage
    • Dashboard
      • General Overview
      • Units Wallet Overview
      • Additional Metrics
      • Members by Tiers
    • Members
      • Member List
        • Configuration
        • Creating Members
        • Managing Members
        • Removing Members
      • Segments
        • Creating Segments
        • Managing Segments
        • Segment Conditions
      • Referred Members
    • Campaigns
      • Creating Campaigns
        • Return Campaign
        • Referral Campaign
        • Time-Based Campaign
        • Redemption Code Campaign
        • Internal event - Achievement progressed
        • Percent value distribution
      • Managing Campaigns
      • Campaign Simulation
      • Follow-up Campaigns
    • Custom Events
      • Custom Event Schemas
    • Transactions
      • Adding Transactions
      • Managing Transactions
      • Channels
    • Tiers
      • Adding Tiers
      • Managing Tiers
      • Tiers Configuration
      • Tier Benefits
    • Wallets
      • Wallet Types and Configuration
      • Unit Transfers
        • Creating Unit Transfers
        • Importing Unit Transfers
        • Managing Unit Transfers
    • Achievements
      • Creating Achievement
      • Managing Achievements
      • Follow up Achievements
    • Rewards
      • Reward List
        • Rewards Configuration
        • Creating Reward
        • Reward Types
        • Units Conversion Coupon
        • Adding Coupons
        • Reward Flow
      • Reward Fulfillment
      • Reward Categories
    • Webhooks
      • How to Configure a Webhook
      • What Triggers a Webhook
      • Expiring Notifications
    • Collections
    • Imports / Exports
      • Imports
        • Sample Import Files
      • Exports
        • UI Data Exports
        • Configuration Exports
        • S3 Bucket Exports
    • Settings
      • Roles
      • Admins
        • System Logs
      • Tenants
      • Translations
    • Expressions
      • Attributes List
      • Operators
      • Custom Functions
      • Expression Examples
      • Sample Use Cases
        • Using Member Custom Attributes
        • Complex Effects (if, else)
        • Excluding Members
        • Elapsed Time Conditions
        • Using Additional Dates for Calculations
        • Register on Birthday
        • Transaction on Birthday
        • Tier Upgrade or Downgrade
  • Sample Setups
    • Good Practices
    • Pay with Points
    • Promo and Discounts in Cart
    • Sample Campaigns
      • #1 Earn 1 point for every $1 spent
      • #2 Earn 2x points when shopping on Monday morning
      • #3 Earn 1 stamp for every transaction
      • #4 Buy product ACME 123 and earn 100 points
      • #5 Refer a friend and get 100 points
      • #6 Refer 5 friends and get a $50 off coupon for the next purchase
      • #7 Register to the program and get 50 bonus points
      • #8 Get 30 bonus points for your first transaction in the loyalty program
      • #9 Cashback campaign
      • #10 Product meets selected criteria
    • Sample Achievements
      • #1 Celebrate summer - Buy 5 times between June and August
      • #2 Place 10 Orders above 50€ - Complete 10 transactions, for more than 50€ each
      • #3 Ambitious player - Log in to the game 3 times per week for 8 consecutive weeks
      • #4 SKU 'ABC' configuration - Spend total of 100$ on products with SKU 'ABC132' in September
      • #5 Workout track -Track a workout of at least 30 minutes for 5 days in a row
      • #6 4 referees made the transactions for 2 consecutive weeks
      • #7 2 referees made a transaction configuration
  • FAQ
    • Configuration Migration
    • Custom Attributes
    • Achievements
    • GDPR
    • Opt-Out
    • Referral Programs
    • Returns and Cancellations
    • Timezones
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  • Rewards fulfillment
  • Browsing Rewards Fulfillment
  • Browsing Selected Reward Fulfillment

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  1. Main Features
  2. Rewards

Reward Fulfillment

In this section, you will learn how to browse through the list of redeemed rewards and check a single redeemed reward.

Last updated 10 months ago

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Rewards fulfillment

This section contains all Rewards that were redeemed by Members.

Browsing Rewards Fulfillment

Rewards fulfillment list overview

In the table on the main view with all Rewards fulfillment, you will find data that gives you the first important information.

  • Unique identifier

  • Redemption date

  • Reward name

  • Reward type

  • First name

  • Last name

  • Email

  • Phone number

  • Loyalty card number

  • Status

Searching via the Table Search

To find the specific reward, you use a Search Table available in the upper right corner. The search field allows you to find the reward fulfillment via the name:

Once you start typing the reward fulfillment name, the results will change automatically

Filtering the Rewards list

To see a more detailed overview of all Rewards fulfillment, you can use filters. They will help you find the Reward which you are looking for.

Filters you can use:

  • Cost in Units

  • Email

  • First name

  • Last name

  • Loyalty card number

  • Member ID

  • Redemption date

  • Reward ID

  • Reward name

  • Reward type

  • Status

  • Token

You can use one filter or you can create and use several filters at the same time.

To use a filter, you need to click +ADD FILTER

After adding a filter, the Rewards fulfillment list has been filtered.

Managing Rewards from the Reward view perspective

As an Administrator, you can perform certain actions on the Rewards. The actions you can take:

  • Changing status - each status corresponds to a specific stage You can automate a visible status change along with a Reward status change. For example, when a Member buys the Reward the status will be "Pending" but when the Reward is shipped, the status will change to "Shipped".

    • Approved

    • Cancelled

    • Completed

    • Issued

    • Packing

    • Pending

    • Rejected

    • Returned

    • Shipped

    • Waiting for shipping

  • Seeing Members details

  • Seeing Reward details


Browsing Selected Reward Fulfillment

Reward fulfillment contains:

  • First name

  • Last name

  • Email

  • Phone number

  • Member ID

  • Status - Reward current status, can be active or inactive,

  • Reward type - the type of Reward,

  • Reward name

  • Reward Id

  • Redemption date

  • Price

  • Token

  • Address details

    • Street name

    • Building name

    • Flat/Unit name

    • Postal code

    • City

    • State/Province

    • Country

  • Reward redemption's status change history

    • Status

    • Comment

    • Updated at

  • What actions can I take on a Reward fulfillment view?

    • Change status - each status corresponds to a specific stage You can automate a visible status change along with a Reward status change. For example, when a Member buys the Reward the status will be "Pending" but when the Reward is shipped, the status will change to "Shipped".

      • Approved

      • Canceled

      • Completed

      • Issued

      • Packing

      • Pending

      • Rejected

      • Returned

      • Shipped

      • Waiting for shipping

Browsing Reward Fulfillment
Browsing Selected Reward Fulfillment