As these 2 functions are frequently referred to, we've created a separate article so you can quickly refer to it.
On this page:
Enable Claim/Use Button on Webapp
Passcode to Confirm Usage
Enable Claim/Use Button on Webapp
After you've customised your reward, you're probably wondering which type to apply to provide a better user experience for the member. The following overview will help you decide which to chose based on your business needs.
How to claim on WebApp | Member's Action | Remarks |
Not Available on Web App | Member to visit the store for redemption. | Suitable for all-time rewards, but with conditions/objective. |
Claim and use in One Button/Step | Member to claim and use right away. | Suitable for all-time rewards, but standard conditions. |
Claim and use Button in 2 Steps | Member must claim this ahead of time and use it later. | For rewards with limited quantities available, limited time rewards or first come first serve basis. |
Claim Button Only (Usage in Other Method) | - | Mostly for use with integrated POS systems. Unless otherwise advised, do not chose this. |
Here are some examples of how claim buttons appear when members browse your Webapp:
(A) Not Available on Web App
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(I) Members can find the reward under the "Discover" item by clicking on the "Reward" icon. | (II) After tapping into the reward, members will see instruction to claim the reward in-store. |
(B) Claim and use in One Button/Step
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(I) Members can find the reward under the "Discover" item by clicking on the "Reward" icon. | (II) After tapping into the reward, members will be ask if they want to "Use" the reward. | (III) When members tap "Use," they will be asked to confirm their activity.
When a member clicks "Confirm," the points (if any) are deducted. |
(C) Claim and use Button in 2 Steps
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(I) Members can find the reward under the "Discover" item by clicking on the "Reward" icon. | (II) After tapping into the reward, members will be ask if they want to "Claim" the reward. | (III) When members tap "Claim," they will be asked to "Confirm" their activity.
When a member clicks "Confirm," the points (if any) are deducted. | (IV) The claimed reward will now parked under "My Rewards".
The member may use the reward in the next round. |
Passcode to Confirm Usage
If you create a claim button under "Claim and Use in One Button/Step" or "Claim and use Button in 2 Steps," one more step is needed to validate the reward usage.
There are 4 method to confirm the usage:
Usage Type | Action by | Remarks |
No Passcode | Member | Rewards that do not require verification. Also mainly used for integrated E-commerce settings. |
Staff Passcode | Storefront staff to enter/provide the passcode for member to enter | Rewards issuance that required verification in order to be audited. |
Set Passcode | Storefront staff or Member (depending on the collaboration requirement) | Rewards for partnership collaborating. Unless otherwise advised, do not chose this. |
Swipe to Use | Member | Rewards that do not require verification but require the member to do an additional action to validate. |
Here are some examples of how usage button appear when members browse your Webapp:
We will use the example from earlier,
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(I) Members can find the reward under the "Discover" item by clicking on the "Reward" icon. | (II) After tapping into the reward, members will be ask if they want to "Use" the reward. | (III) When members tap "Use," they will be asked to confirm their activity.
When a member clicks "Confirm," the points (if any) are deducted. |
After the completion of step (III), usage step will be displayed and must be performed by the appropriate parties.
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(A) No Passcode
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(IV) No action needed and the reward is successfully used. |
(B) Staff Passcode
Staff Passcode is a code that is given to the internal team for internal tracking.
E.g, You want to know who, when, and where the reward was issued.
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(IV) Storefront staff is required to enter/provide their passcode to validate, then press on "Submit". | (V) The reward is successfully used when the right passcode is entered. |
(C) Set Passcode
Set Passcode is a code that is given to the partner in order to validate the member's arrival/claims at the collaboration event.
E.g, You collaborated with ABC Gym for a Zumba session. When your member arrives at ABC gym, the gym staff will provide this passcode as validation.
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(IV) Partner to provide their passcode for the member to enter on the Webapp to validate, then press the "Submit" button. | (V) The reward is successfully used when the right passcode is entered. |
Swipe to Use
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(IV) Member simply tap the [ Right ] arrow and hold, then swipe it to the right side. | (V) The reward is successfully used. |
Unless your business provides a variety of rewards for different claim behaviours. We normally advise businesses to have only one type of claim and usage button to avoid confusion among internal team also with your members. After all, user experience matters.