Reward List
In this section, you will learn how to configure and manage Rewards.
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User Guide
In this section, you will learn how to configure and manage Rewards.
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This part of the documentation will show you how to add Rewards to your loyalty program and what types of Rewards you can choose.
Rewards list overview In the table on the main view with all Rewards, you will find data that gives you the first information about Rewards.
Name - the name of the Reward
Type - the type of the Reward
Active - Reward current status, which can be active or inactive
Active from - day from which Reward is active, i.e. visible and available to use for Members
Active to - date by which the Reward can be claimed
Price in Points - units which the Member has to spend to redeem the Reward
Limit - information about the limit of Rewards
Availability - information on how many Rewards are left to claim
Created on - date and time when the Reward was created
Searching via the Table Search To find the specific reward, you use a Search Table available in the upper right corner under the 'Configuration' and 'Add reward' buttons. The search field allows you to find the reward via the name:
Once you start typing the reward name, the results will change automatically
Filtering the Rewards list To see a more detailed overview of all Rewards, you can use filters. They will help you find the Reward which you are looking for.
Filters you can use:
Active
Categories
Cost in Units
Created at
Featured
Name
Price
Public
Segments
Tiers
Type
Usage limit per user
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, select the filter, and define the condition value.
After completing all the steps, the Rewards 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:
Adding coupon - this action is allowed in reward - static coupon and reward - dynamic coupon
This is similar to the uploading coupons function but here you can add only a single coupon to the Reward
Claiming the Reward - signing the reward to the member's account. After proceeding with this action the webhook CustomerBoughtReward is triggered.
Editing the Reward - opening of the reward edition mode
Uploading coupons - this action is allowed in the Reward Coupon Type when you choose 'Coupon uploaded from external source' in the Coupon configuration
With this action, you can upload a file with multiple coupons to the Reward. For example, the Reward has the last two coupons available but will be active for the next 3 weeks, you can upload a certain amount of coupons for Members to redeem the Reward.
In this part, you will know how to edit a Reward you created. All you need to do is select the specific Reward and make changes.
How to edit:
Select the Reward
Click the context menu
Click Edit
Make changes
Click SAVE CHANGES
You can edit Member data directly from their Single Reward page or by selecting their record from the List of Rewards.
Name - the name of the Reward
Type - the type of the Reward
Status - Reward current status, can be active or inactive
Description - short description of the Reward
Price in points
Coupon value - discount value reducing the value of the order
Cost - units which the Member spent to redeem the Reward
Visibility - determines the time within the Reward is visible to Members
Availability - defines time boundaries when Members can use the Reward
Create on - the date of reward creation
Reward limit - information about the general limit of Reward
Limit per Member - information about limiting the redemption of Reward by one Member
Categories
Custom attributes
Limit in Tiers
Limit in Segments
Available coupons
Code
Issued
Reward redemption details
Unique identifier
Redemption date
Reward name
First name
Last name
Phone number
Loyalty card number
Status
Adding coupon - this action is allowed in reward - static coupon and reward - dynamic coupon
This is similar to the uploading coupons function but here you can add only a single coupon to the Reward
Claiming the Reward - signing the reward to the member's account. After proceeding with this action the webhook CustomerBoughtReward is triggered.
Editing the Reward - opening of the reward edition mode
Uploading coupons - this action is allowed in the Reward Coupon Type when you choose 'Coupon uploaded from external source' in the Coupon configuration
With this action, you can upload a file with multiple coupons to the Reward. For example, the Reward has the last two coupons available but will be active for the next 3 weeks, you can upload a certain amount of coupons for Members to redeem the Reward.
