Reward Certificates

Overview

The Loyalty platform uses Rewards Certificates to manage the list of valid codes that Members can redeem to claim a Reward.

Access

To access the Reward Certificates screen, select Rewards from the Main Navigation Menu, then select Reward Certificates from the Sub-Category menu.

Features

Manging Certificates

The Reward Certificates screen provides the following features:

 Searching and Sorting

Click here

 

 Generate New Certificate Codes

Click here

To create one or more Certificate Codes:

  1. Click auto-generate. The "Generate Certificates" pop-up window is displayed.

  2. From the "Reward" drop-down menu, select the Reward for which Members can redeem this Certificate.  

  3. In the "No. of Certificates" field, enter how many Certificates you want to generate.

  4. In the "Length of Code" field, enter the character length for the Certificate Code.

  5. In the "Code Prefix" field, optionally enter a prefix to be inserted before the Code (the Prefix doesn't count towards the length entered above in Step 4).

  6. From the "Excluded Characters" drop-down menu, optionally select a letter or number to be excluded from the Code. Repeat this step as needed to exclude additional characters.

You may save the above settings of length of code, code prefix, and excluded characters as your default data by clicking on the Save as Default button. Note that doing so will also update the program setting Certificate Generation Defaults.

      7.       If you want to use the effectivity assigned to the Reward, check the "Use Reward Effectivity" check box.

      8.       Optionally check "Unique in all Rewards."

      9.       In the "Batch Size" field, enter the size of a Certificate "batch."

    10.       Click generate. Or, to close the window without creating any Certificates, click close.  

Note: It may take a few moments for the platform to generate the Certificates; refresh the screen periodically until the Certificates are displayed. During this process, the auto-generate button label changes to read certificates generation on-going. You can't generate new Certificates until the process is finished. The platform will send you an email notification when the process is complete.

 

 View or Edit a Certificate Code

Click here

 

 Delete a Certificate Code

Click here

Exporting Reward Certificates

The Reward Certificates screen provides the following features related to exporting Reward Certificates.

 Create Export Definition

Click here

 

 View or Edit an Export Definition

Click here

 

 Manually Execute an Export Definition

Click here

 

 Download an Export Definition

Click here

 

 Delete an Export Definition

Click here

Import Reward Certificates

The Reward Certificates screen provides the following features related to importing Reward Certificate records.

 Import Reward Certificates

Click here

 

 View Certificate Imports

Click here

 

Back to Rewards Overview

Last Updated: October 2024