Creating Rewards
- 15 Jun 2022
- 3 Minutes to read
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Creating Rewards
- Updated on 15 Jun 2022
- 3 Minutes to read
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Contributors
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Print
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DarkLight
The best way to retain a customer is to offer them a reward for their loyalty. Here are the steps to guide you on how to create rewards for your customers/consumers via the backend which will be reflected on WebApp. The following rewards are as such: Welcome/Birthday/Anniversaries/Referral.
After login:
➮ Loyalty > Rewards > + Create (Refer to the image below)
General tab
➮ Select "Active" Status > Reward Type: [Standard / POS] (Refer to the image below)
Note: Welcome/Birthday/Anniversary rewards will be part under Standard Type. Thus, please kindly ignore Birthday and Anniversary Type under the Dropdown list.
Note: Welcome/Birthday/Anniversary rewards will be part under Standard Type. Thus, please kindly ignore Birthday and Anniversary Type under the Dropdown list.➮ Input Reward Title, Points Needed, and Upload Image of the Reward. [1200 pixel x 758 pixels] (Refer to the image below)
Note: under Points Needed - "X" no. of points required, when the reward involved points redemption. Otherwise, you may set it as 0.
➮ Input Reward Description, and Terms & Conditions. (Refer to the image below) 
➮ Select the following option from Enable Claim/Use Button dropdown list. (Refer to the image below) 
Note: This refers to how you would like your member to claim and redeem the reward. Click here (Claim and Redeem Rewards Option) for detailed information.
➮ Select the following option from Passcode to Confirm Usage dropdown list. (Refer to the image below)
Limits tab
This allows you to set the reward criteria: Quantity available, Limited claim/usage per member, and validity of the reward after claiming. (Refer to the image below)
➮ Quantity available: Maximum amount of a reward available for claim (while stock lasts)
➮ Limited claim/usage per member: Maximum amount of a reward available per member.
➮ Hide if limited reached: Reward will not be visible on the "Discover" page after it's been claimed/used.
➮ Expires X days after claim: Expiry duration set after they have claimed this particular reward.
➮ If applicable, there is an option to add Start Date, End Date, Usage Start Date, and Usage End Date upon claiming and usage of the reward.
➮ Usage option: number of x times the same reward can be redeemed within the same redemption action. (Refer to the image below)
| What is it | Purpose | Example |
| Single Unit Usage OnlySingle Unit Usage Only | To redeem the same reward one at a time. | - |
| All available points must be usedAll available points must be used | To claim by using all of the member's points. | The reward requires 100 points and the member has 300 points. All 300 points will then be used up upon claiming. |
| Allow Multiple Unit UsageAllow Multiple Unit Usage | To claim the same reward multiple times depending on x no. of maximality limit set | The member will be able to claim the reward repeatedly until reached its limit, based on the cap. |
Next, optional: rewards be applicable for specific stores OR specific store groups only. Otherwise, do leave it unchecked and click save. [Input - refer to the "Channels" Article on Stores]
Targets tab (Optional)
If applicable, these options are available based on your targeted people: Target by Tier, Target by Segment, Target by Date Field, and Viewing Preferences for Rewards.
➮ Target by Tier: Segregation values between each membership tier (Refer to the image below)
➮ Target by Segment: Based on the following categorization (Refer to the image below)
➮ Viewing preferences for Rewards (selection is usually on Default):
Integrations/Codes tab (Optional)
If applicable, these options are available for integrations: Integration to manage discount/coupon code, and Display Promo Code or Redeem Code.
➮ Integration to manage discount/coupon code (If it's applicable for integration)
By selecting: "unique_codes" option to either import your own codes or allow the system to auto-generate the codes for any discount/coupon codes on rewards.
➮ Display Promo Code or Redeem Code
More tab (Optional)
If applicable, these options are available for integrations: Tags, Tier Upgrade, Smart Form For Reward Claim/Use, Button Name Setting, and Reward Cost.
➮ Tags: It will be of use to help tie and categorize rewards.
➮ Tier Upgrade: use this feature to upgrade your members to the next tier available after they have claimed a specific reward?
➮ Smart Form For Reward Claim/Use: Select the Choose Form, and Show Form At Step.
➮ Button Name Setting for Claim/Use/Move to use:
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