Rewards

Search

The search feature allows you to search for a specified text string anywhere within the following Reward fields: display name, internal name, SKU, category label, category name, or tag.  

1. Optionally, in the search field near the top of the Rewards screen, enter the desired text string.

2. Optionally, from the "Status" drop-down menu, select a Reward status (or "Any status").  

3. Optionally, from the "Effectivity" drop-down menu, select a Reward effectivity (or "Any effectivity").  

4. Press Enter, or click the search button (magnifying glass icon).

5. The Rewards screen is refreshed to show only the Rewards that meet your search criteria. Please note that if you enter multiple search conditions, the platform displays only the Rewards that meet ALL criteria..

6. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Rewards on a variety of different fields. To sort the list of Rewards, select the desired sort option from this menu.

• Name (the default option)

• Created Date

• Updated Date

• Metric Amount

• Total Responses

• Total Points

• Rank

Navigation

Once you've found the desired Reward, you can navigate to the following other screens:

• Click the Reward record to navigate to the Reward Details screen for that Reward.

To create a new Reward:

1. In the "Enter Display Name" field, enter the Display Name value for the new Reward.

2. Click create. The "Edit" pop-up window is displayed.

3. The "Display Name" field is populated with the value you entered above in step 1; optionally edit this value.

4. The "Internal Name" is automatically populated based on the "Display Name" value. This field is disabled by default. To edit the Internal Name, check the "Edit Internal Name" check box. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

5. From the "Type" drop-down menu, select the Reward type, such as a "Physical Product" or "Coupon," for example.

6. In the "Description" field, enter a description of the Reward.

7. In the "Required Metric" field, enter the number of points needed to redeem this Reward.

8. In the "SKU" field, enter the product SKU.

9. In the "Rank" field, enter a ranking for this Reward.

10. In the "Categories" field, assign one or more Categories to this Reward. Categories are used to organize Loyalty assets into groups. For more details, please see Reward Categories.

11. In the "Tags" field, assign one or more Tags to this Reward. Tags are used to help search, filter, and organize Loyalty assets within the platform (Tags are never visible to Members).

12. To assign an image to this Reward, click choose file. Browse to and select an image file, and click open.

13. In the "Tracking Code" field, specify a value to track clicks to a Reward when you share the Reward’s URL on external channels such as email or Facebook. Loyalty adds this Tracking Code to the Reward URL.

14. Click save.  

To view or edit the details of a Reward:

1. Search, sort, or filter the Rewards screen as described above.

2. Click on the desired Reward record.

3. The Reward Details screen is displayed and populated with all of the information about this Reward. See Reward Details for more information.

Export definitions can optionally be saved and reused, when you need to download Rewards from the Loyalty platform. 

From the "Actions" drop-down menu in the top-right corner of the screen, select "Export Rewards." The "Create New Export - Rewards" pop-up window is displayed.

 

 

 

 

 

 

 

 

 

 

 

To view or edit a Reward Export Definition:

1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Reward Exports." The "Rewards Export Definitions" pop-up window is displayed and populated with a list of all Rewards Export Definitions.

2. From the "Action" column of the desired Export Definition, click the Edit icon. The "Edit Export" pop-up window is displayed.

3. Make any necessary changes to the Export Definition properties.

4. When finished, click save.

To manually execute a Reward Export Definition:

1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Reward Exports." The "Reward Export Definitions" pop-up window is displayed and populated with a list of all Reward Export Definitions.

2. From the "Action" column of the desired Export Definition, click the Enqueue this Export icon. A confirmation dialog box is displayed.

3. Click confirm.

 

To download the last execution of an Export Definition:

1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Rewards Exports." The "Reward Export Definitions" pop-up window is displayed and populated with a list of all Reward Export Definitions.

2. In the "Action" column of the desired Export Definition, click the Download File icon. The platform downloads the file to your PC.

 

To delete a Reward Export Definition:

1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Rewards Exports." The "Reward Export Definitions" pop-up window is displayed and populated with a list of all Reward Export Definitions.

2. From the "Action" column of the desired Export Definition, click the Delete icon. A confirmation dialog box is displayed.

3. Click confirm.

 

To import records, from the "Actions" drop-down menu in the top-right corner of the screen, select "Import Rewards." The "Create New Import - Rewards" pop-up window is displayed.

 

 

 

 

 

To view a list of previous Reward imports:

1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Rewards Import List." The "Rewards Import List" pop-up window is displayed and populated with a list of all previous Reward imports. For each import, the screen displays the following:

• Imported by

• Filename

• Result (i.e., the number of records successfully imported, the number of failed records, and the number of skipped records)

• Created at

• Duration

• Status