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Rewards

In this section, you will get to know everything related to Rewards. You’ll be familiar with creating and managing Rewards available within your Loyalty Program. You will learn what type of Rewards can be chosen, how to assign a Reward to a specific Member, define activity time and manage Reward details. You will also learn how to verify which Rewards have been already redeemed and by which Member.

Rewards module overview

In this article, you'll learn how to create and manage Rewards. You will learn the types of Rewards you can choose, how to claim Rewards for a specific Member, and what other Rewards details you should set.
All the created Rewards can be used when creating a Campaign. If a Member meets the Campaign conditions, they will get an effect in the form of Units or a Reward. As an Administrator, you decide what Reward the Member receives.

Adding Rewards

This part of the documentation will show you how to add Rewards to your loyalty program and what types of Rewards you can choose.

Types of Rewards:

Rewards are divided into three types, which on the surface may seem similar, but there are significant differences between them in terms of configuration, as well as the ability of program members to use them. Take a look at the descriptions below to learn more about the reward types
  • Material reward - A physical product that we can award to a member as a prize for completing a campaign or allow him to purchase it using units. As additional attributes, we are able to add a photo of the product and track its shipping status. e.g. a book or a bluetooth speaker
  • Static coupon - An reward with a predefined value that is set when the coupon is created. e.g., a voucher for $20 or a 15% discount code
  • Dynamic coupon - a coupon that allows you to define its value at the time of redemption of the reward. e.g. a discount coupon worth 10% of a previous order.

Rewards configuration

This section allows you to choose which wallet will be used for rewards redemption.

Adding reward

  1. 1.
    Click “Add Reward”
  2. 2.
    Choose the Reward type
  3. 3.
    Fill in all required fields
  4. 4.
    Click “Add Reward”
In the Rewards section we have two separate settings:
  • Reward Activity - period of time that the reward might be acquired with units.
  • Reward Visibility - period of time that the reward is visible to the targeted Members.
Then we define a reward as available in OL if the following is true: Period of time that reward is visible, Period of time that it is active, Target is matched with member's segment or tier.

Fields to be completed when creating a Reward:

  • Name - name of the Reward
  • Wallet type allowed for redemption - Wallet type you want to use for reward redemption
  • Description - brief description
  • Usage instruction - short instruction on how to use the Reward
  • Conditions description - description of the conditions of getting a Reward
  • Brand description - description of the brand
  • Brand name - name of the brand
  • Add translation - option to add another translation of the Reward
  • Visible - time when the Reward will be visible to Members
  • Active - time when the Reward will be active to Members
  • Categories - you can select Campaign category or categories to be assigned to this Reward Campaign
  • Featured - is used when you want to filter Rewards using API
  • Public - is used when you want to filter Rewards using API
  • % of tax - tax rate that applies to the Reward
  • Price - price the Member get upon receiving the Reward
  • Tax price value - the monetary value of tax for Reward
  • Target - section identifies the Member group that qualifies to receive the Reward
  • Cost in units - Units which the Member spent to redeem the Reward
  • Days inactive - the number of days the Reward will be inactive
  • Days valid - the number of days during which coupon assigned to this Reward will be active since the inactive time boundaries finished. After the number of days provided here, the voucher will expire.
  • Coupon value - discount value reducing the value of the order
  • Active - you can activate or deactivate the Reward
  • Auto-generate coupon codes
    • Coupon generator length - length of the coupon
    • Coupon generator character set - choose the character of the coupon
      • Alphanumeric
      • Alpha
      • Numeric
    • Coupon generator prefix - you can add a prefix before your coupon code
    • Unlimited usage - set an overall coupon limit usage for Members
      • Usage limit general
  • Unlimited usage per Member - set a coupon limit usage per Member
    • Usage limit per user
  • Custom attributes - add custom attributes

Managing Rewards

In this article, you get all the most important information about managing Rewards data.
Below you will find described operations that you can perform on Rewards.

Browsing Rewards list

  • 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, 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
    • Cost in units - units which the Member has to spend to redeem the Reward
    • Limit - information about the limit of Rewards
    • Left - information on how many Rewards are left to claim
    • Created at - date and time when the Reward was created
  • 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 create it.
    1. 1.
      Click “Add filter”
    2. 2.
      Select a filter from the list and click on it
    3. 3.
      Choose the condition
    4. 4.
      Enter the values
    5. 5.
      Click “Add filter”
    6. 6.
      Check the table
    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 make:
    • 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 reward to the member's account
    • Editing the Reward - opening of the reward edition menu
    • Uploading coupons - this action is allowed in reward static coupon and Reward dynamic coupon
      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.

Browsing selected Reward

  • Details in the Reward
    • Name - the name of the Reward
    • Status - Reward current status, can be active or inactive
    • Type - the type of the Reward
    • Description - short description of the Reward
    • Price
    • 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 the Reward can be used by Members
    • Create at date
    • Limit of Rewards - 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
      • Email
      • Phone number
      • Loyalty card number
      • Status
  • What actions can I make on a Reward view?
    • 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
    • Editing the Reward
    • Uploading coupons - this action is allowed in reward static coupon and reward dynamic coupon.
      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.

Adding coupons

When you choose a Static coupon or a Dynamic coupon as a Reward type you will have to add codes to the program, which will later be used by members. OL provides three options you will be able to use depending on the scenario you want to use.
  • Auto-generating coupon codes
  • Adding multiple codes
  • Adding single code

To use auto-generation:

  1. 1.
    Check Auto-generate coupon codes
  2. 2.
    Choose length of the code
  3. 3.
    Choose a character set:
    • Alpha
    • Alphanumeric
    • Numeric
  4. 4.
    Choose coupon generator prefix (optional) - this function will allow you to automatically create a common code for all codes that will allow you to do future analytics, e.g. Set "BLACKFRIDAY" as a prefix to make every code start with this phrase.
Coupons will be generated every time a prize is purchased. It is not possible to create a full list of coupons before you claim your reward.

Adding multiple codes

  1. 1.
    Create a Reward
  2. 2.
    Go to List of rewards
  3. 3.
    Click three dots next to the reward
  4. 4.
    Choose Upload Codes
  5. 5.
    Upload file formatted according to the requirements
  6. 6.
    Click Upload Coupons button

Adding single code

  1. 1.
    Choose Upload Codes
  2. 2.
    Click three dots next to the reward
  3. 3.
    Go to List of rewards
  4. 4.
    Create a Add Coupon
  5. 5.
    Enter Coupon
  6. 6.
    Click Add Coupon

Units conversion coupon

Units conversion coupon allows you to convert the desired number of units into value coupons based on the conversion ratio.
  1. 1.
    Click Add reward
  2. 2.
    Choose Coupon
  3. 3.
    In coupon type choose Units Conversion Coupon
  4. 4.
    Insert conversion rate - For example "Amount of USD redeemed on a coupon for 1 Point"
  5. 5.
    Select rounding type
    1. 1.
      Roundup
    2. 2.
      Rounddown
  6. 6.
    Fill in Basic/ Additional settings fields
  7. 7.
    Activate the reward
  8. 8.
    Click Add reward

Updating a Reward

In this part, you will know how to edit a Reward that you created before. All you need to do is select the specific Reward and make changes.
How to edit:
  1. 1.
    Select the Reward
  2. 2.
    Click the context menu
  3. 3.
    Click "Edit"
  4. 4.
    Make a changes
  5. 5.
    Click “Edit Reward”
You can edit Member data directly from their Single Reward page or by selecting their record from the List of Rewards.

Rewards fulfilment

This section contains all Rewards that were redeemed by Members.

Browsing Rewards fulfilment

  • Rewards fulfilment list overview In the table on the main view with all Rewards fulfilment, 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
To see a more detailed overview of all Rewards fulfilment, 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 create it.
  1. 1.
    Click “Add filter”
  2. 2.
    Select a filter from the list and click on it
  3. 3.
    Choose the condition
  4. 4.
    Enter the values
  5. 5.
    Click “Add filter”
  6. 6.
    Check the table
After completing all the steps, the Rewards fulfilment 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 fulfilment

  • Reward fulfilment 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 make on a Reward fulfilment 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
      • Cancelled
      • Completed
      • Issued
      • Packing
      • Pending
      • Rejected
      • Returned
      • Shipped
      • Waiting for shipping

FAQ (Rewards)

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Last modified 9d ago