Reward Certificates
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 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

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On the Reward Certificates screen, existing Certificates are displayed in a spreadsheet-style grid. Each row in the grid represents a single Certificate code, and displays such information as the associated Reward, the status, the Member who redeemed the code, etc. The name of the Reward is a clickable link; if you click the Reward name, the Reward Details screen is displayed and populated with the details of this Reward.

The Reward Certificates screen provides a variety of options for searching for Certificate records.

Search

The search feature allows you to search for a specified text string anywhere within the following Certificate fields: label, code, secondary code, or coupon URL. .  

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

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

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

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

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

Sort

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

  • Created Date (the default option)

  • Updated Date

  • Reward Name

Navigation

From the Reward Certificates screen, you can navigate to the following other screens:

  • Click the name of the Reward within the "Reward" column to navigate to the Reward Details screen.

  • Click the name of the Member within the "Member" column to navigate to the Member Details screen.

 

 

 Generate New Certificate Codes

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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

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To edit a Certificate Code:

  1. Click the Edit icon next to the desired Code. The "Edit Certificate" pop-up window is displayed.

  2. Make any necessary changes to the Certificate Code properties. 

  3. Click save. 

 

 

 Delete a Certificate Code

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To delete the selected Certificate Code:

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

  2. In the "Action" column of the desired Certificate Code, click the "delete" icon.  A confirmation dialog box is displayed.

  3. Click confirm.

Exporting Reward Certificates

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

 Create Export Definition

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

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

 

Timing 

  1. Select when you want to execute the export:

  • Asynchronous -- check this option if you want to execute the export manually on an ad hoc basis.

  • Execute now -- check this option if you want to execute the export immediately.

  • Create schedule -- check this option if you want to define a schedule (either a one-off execution, or a recurring schedule).

  1. If you checked "Create schedule" above, the schedule options are displayed.

Define Export ScheduleDefine Export Schedule

To define the export schedule:

  1. From the "Recurrence" drop-down menu, select an option:

  • Repeat -- Execute the export based on the defined schedule; see below for more details.

  • Once -- Execute the export once. In the "Execute once on" field, enter the date and time. Select the time zone from the "Time Zone" drop-down menu.

  • On demand -- Execute the export when specified by a user. In the "Execute once on" field, enter the date and time. From the "Time Zone" drop-down menu, select the time zone to use.

Define a Repeating Schedule

  1. From the "Schedule Composer" drop-down menu, select a unit of time -- every minute, hour, day, week, month, or year.

  2. Optionally, check "Advanced" to enable the "CRON expression" text field, and enter a custom CRON expression.

  3. In the "From" and "To" field, enter the start date and time, and the end date and time, for the repeating schedule.

  4. From the "Time Zone" drop-down menu, select the time zone to use.

 

Notification and Transport 

If you checked "Asynchronous" above, this section is displayed.

  1. To send email notifications when the import process is successful, enter one or more email addresses in the "Success Email Recipients" text field. 

  2. To send email notifications if the import encounters an error, enter one or more email addresses in the "Error Email Recipients" text field. 

 

Fields 

This section allows you to optionally include (or exclude) specific columns in the export file.

  1. From the "Inclusion" drop-down menu, select an option:

  • All -- include all columns in the export file.

  • Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.

  • Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.

 

 

Rules 

This section allows you to create custom business rules to define which Segments are included in the export file.

  1. Click the Add icon, then select Add Rule. The platform adds a new blank row for defining the Rule Condition. 

  2. From the first drop-down menu, select the desired Attributes. This menu is populated with all of the different Attributes for building a condition.

  3. Select a mathematical operator. The available operators will vary based on the data type of the selected Attribute. 

  4. Enter or select a value. 

  5. Some attribute types allow you to define additional criteria, such as a date range, or a channel type, for example. Select or enter the additional criteria. 

  6. Repeat the above steps as needed to define more Rule Conditions. If you need to delete a Rule Condition, click the Delete icon to it. 

  7. Once you define more than one Rule Condition, select the logical operator. From the "Include customers that meet" drop-down menu, select either: 

  • All of the following: The conditions are processed with a logical 'AND' operator such that all conditions must be true for an individual to be selected by this Segment. 

  • Some of the following: The conditions are processed with a logical 'OR' operator such that at least one of the conditions must be true for an individual to be selected by this Segment. 

You can also group rules by selecting Add Rule Group from the Add icon. Rule Groups have their own internal logical operator.

 

Associations

To export associated records:

  1. Click add. A new row is displayed.

  2. Check Enabled. 

  3. From the "Association" drop-down menu, select the type of associated record.

  4. From the "Inclusion" drop-down menu, select an option:

  • All -- include all columns in the export file.

  • Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.

  • Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.

  1. Repeat the above steps needed to include more associated records. To remove an association, click the delete icon next to it.

 

Finish

When finished creating the Export Definition, click save. 

 

 

 View or Edit an Export Definition

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To view or edit a Reward Certificate Export Definition:

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

 

 Manually Execute an Export Definition

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To manually execute a Reward Certificate Export Definition:

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

 

 Download an Export Definition

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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 "Reward Certificate Exports." The "Reward Certificates Export Definitions" pop-up window is displayed and populated with a list of all Reward Certificate 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.

 

 Delete an Export Definition

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To delete a Reward Certificate Export Definition:

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

Import Reward Certificates

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

 Import Reward Certificates

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

Basic Properties

  1. From the "Import Method" drop-down menu, identify how you want the platform to handle the import records, such as create new records only, update existing records only, or both create and update records.

  2. In the "File Options" field, select one or more fields used to identify existing records in the database.

  3. By default, the platform will create an Activity record associated with this import. Optionally select the "Yes" radio button next to "Skip Publish Activity" to omit this process.

  4. If you want to import blank values, select the "Yes" radio button next to "Include Blank Values."

  5. The platform supports email and phone number syntax validation on the appropriate import fields. To run this validation, select the "Yes" radio button next to "Validate Records."

  6. If you account is configured with business units, select the desired Business Unit from the "Business Unit" drop-down menu.

  7. To send email notifications following the import process, enter one or more recipient email addresses in the "Recipients" field.

  8. To send email notifications following a failed import process, enter one or more recipient email addresses in the "Failed Import Email Recipients" field.

  9. To select the import file, click choose file, then browse to and select the desired file.

  10. Select a column separator: Comma or Semicolon.

 

Import Options

To configure additional import options:

  1. Click add options.

  2. To use a lookup table, select the desired table from the "Lookup table" drop-down menu.

  3. From the "Lookup column" drop-down menu, select the desired column on the lookup table.

  4. Enter a value in the "Rename as" field.

  5. In the "Find by columns" field, select one or more columns used to identify existing records in the database.

  6. If the lookup table is required, select the "Yes" radio button next to "Required."

  7. If you want to stop the import process if a duplicate record is found, select the "Yes" radio button next to "Abort on Duplicate Record."

  8. Optionally enter any additional conditions as Groovy expressions in the "Condition" field. 

  9. Optionally, click delete to remove the additional import options.

 

Finish

  1. When finished, click submit.

 

 

 

 View Certificate Imports

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To view a list of previous Reward Certificate imports:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Reward Certificates Import List." The "Reward Certificates Import List" pop-up window is displayed and populated with a list of all previous Reward Certificate 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

 

Back to Rewards Overview

Last Updated: September 2024

 

Copyright © Marigold   Marigold Loyalty Online Help 24.4  September 2024