Getting Started with Awards

Overview

A Reward is used to entice a Member to engage with your loyalty program by providing them with something beneficial in exchange for the Member spending their Metric points. In effect, the Member is "buying" something with their Metrics, such as a physical product, a badge, a promotional discount, or a coupon, for example. When a Member redeems a Reward, the platform creates an asset called a Redemption (sometimes referred to as a Reward Response) which links the Member to the Reward, and keeps track of the response metadata, such as its status, expiration date, and so forth.

The platform also supports the concept of an Award, which refers to a Reward given to a Member for free, without the Member having to spend their Metrics. Within the platform, an Award serves much the same purpose as a Redemption: it links the Member to the Reward and tracks important information about the Reward response.

Even though Redemptions and Awards are serving the same purpose, the platform tracks and displays Redemptions and Awards separately, in order to make it easier for users to differentiate between the Rewards that a Member "paid" for, and the Rewards that a Member received for free. The Redemptions screen displays both Redemptions and Awards (with a status of Claimed), whereas the Awards screen displays only the Awards (of all statuses) in your account. For more information on Redemptions, see Getting Started with Redemptions.

Note: The platform provides several other mechanism for viewing Awards. All the Awards granted to a single Member are displayed on the Awards tab of the Member Profile screen (see Tab Overview: Awards for more information). All the Awards granted for a single Reward are displayed on the Awards tab of the Reward Details screen (see View Awards for more information).

The platform does not allow you to grant a new Award from the Awards screen. If you need to grant an Award to a Member, see either the Member Profile screen, or the Reward Details screen.

Award Status

An Award can optionally go through the following life cycle if you want your loyalty program to track the status of the Award once granted to the Member. This life cycle requires additional integration to automate, as external systems are responsible for updating this status, not the Loyalty platform.

  • Pending: The Award has been created but not yet assigned to a Member. Once a Member is assigned, the status changes to either Awarded or Claimed (if "Auto Claim Upon Award" is enabled).

  • Awarded: The Member has received the Award, but hasn't redeemed it. If an Award is not set to "Auto Claim Upon Award," then it will be set to Awarded when initially created. The status will need to be changed to Claimed either manually, or by an API integration.

  • Claimed: The Member has received the Award, and has redeemed it. If an Award is set to "Auto Claim Upon Award," then it will be set to Claimed when initially created. A Claimed Award can no longer be edited.

  • Canceled: The Award has been canceled and can no longer be redeemed by the Member.

From the Awards screen, you can manually change the status of an Award. See Change an Award Status for more information.

Access

To access the Awards screen, select Rewards from the top navigation bar, then select Rewards > Reward Awards from the side navigation menu.

For more information on the search options available on the Awards screen, see Search for an Award.

Exports

The platform supports only Standard Exports for exporting Awards. See Export Awards for more information.

Imports

The platform does not support importing Awards.