People Details: Rewards

Overview

Rewards refer to different assets (such as Gift Cards, Badges, or Coupons, for example) that customers can redeem by spending their points. When a customer redeems a Reward, the platform creates a new asset called a Redemption that contains the details and metadata of the Reward.

The Rewards tab displays all of the Redemptions for this customer.

Note: Rewards are managed within the Cheetah Loyalty platform; for more information about Rewards, please see the Loyalty Online Help.

Features

The features available on the Rewards tab are described below.

Approve or Reject a Redemption

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If a Redemption's approval status is still "Submitted," you can approve or reject the Redemption. The possible approval status values are:

Submitted: The customer has submitted the Redemption, but it is not yet accepted or rejected.
Approved: The Redemption has been approved, either manually by a Marketer or automatically with the auto-approve feature.
Rejected: The Redemption has been rejected by a Marketer and is ineligible to receive the Reward. You must manually reject a response. You can send a message to the customer regarding the rejection and give him or her the opportunity to re-submit a response.
Returned: The Redemption has been rejected, but the customer has the opportunity to re-submit a response.

To approve or reject the Redemption:

From the "Action" drop-down menu, select "Approve" or "Reject."

Edit a Redemption

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To edit a Redemption:

From the "Action" menu next to the desired Redemption, select "Edit." The "Update Processing Status" pop-up window is displayed.
Optionally, from the "Processing Status" drop-down menu, select the desired status.
Optionally, from the "Activity Processed" drop-down menu, select either "Yes" or "No."
Click save.

Delete a Redemption

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To delete a Redemption:

From the "Action" menu next to the desired Redemption, select "Edit." The "Update Processing Status" pop-up window is displayed.
Click delete. A confirmation dialog box is displayed.
Click confirm.

Post to Newsfeed

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To post a comment:

From the "Action" menu next to the desired item, select "Post to Feed," then select which newsfeed (such as "Main Newsfeed" for example).

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