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.

➮ 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)

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)

➮ Target by Date Field: Specify the date to auto-trigger the rewards accordingly. (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:

Note: Businesses could opt for the available Optional Settings based on their individual program structure, needs, and requirements.

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