Configure a Reward: Offer

This article describes the configuration options available within the Offer Reward type. This Reward type allows a Member to spend a prescribed number of Metrics in exchange for whatever discount or promotion is defined within an Offer.

For example, you could present Members with the option to “spend 500 points to get a free beverage.” You would define the Offer that gives a free item from the specified Product Category (“beverages” in this example). Then in the Reward, you define the number of Metrics that the Member must spend (500 in this example) in order to get the free beverage.

This article assumes that you have already created a Reward by either copying a Reward template, or by creating a new Reward from scratch.

In addition, this article assumes that you have already created and published the Offer that the Member will gain upon redeeming this Reward. See Getting Started with Offers for more information.

The Definition tab of the Reward Details screen is used to configure the properties and details of this Reward. The tab includes several sections, each of which is described below.

Reward Details

Within the header area of the screen, you can configure the following properties of the Reward:

  • Thumbnail Image: Click Upload to browse to an image file on your local PC. Select the desired image, then click Open. Please note that the thumbnail image is not used within the Reward content that gets configured on the Content Editor.

The Reward Details section contains many high-level properties about the Reward:

  • Display Name: The name of the Reward as displayed throughout the platform. When copying a Reward template, this value will automatically be the name of the template followed by an incremental counter, such as “(1).”

  • Description: A description of the Reward.

  • Reward Type: If you copied a Reward template, this field is automatically populated with the Reward Type of the base Reward template; you may optionally select a different option. If you change the Reward Type, the configuration properties displayed on the Reward Details screen will update accordingly.

  • Required Metric: Enter the number of Metrics the Member must spend in order to claim this Reward. From the drop-down menu, select the desired Metric.

  • Categories: Reward Categories are used to organize Rewards, often for controlling what Rewards get displayed on your website or app. From this drop-down menu, optionally select one or more Reward Categories to assign to this Reward.

  • Tag: Tags are used to help search, filter, and organize objects within the platform. To reuse an existing Tag, begin typing all or part of the Tag name, and select it. You can also type in a new Tag value.

The following additional configuration options are available for this Reward type:

  • Offer: From this drop-down menu, select the Offer that the Member will gain upon claiming this Reward. This menu is populated with all of your published Offers.

  • Internal Name: This field displays the internal name of the Offer you selected above.

The following fields are available by clicking the Show More link at the bottom of the Reward Details section.

  • Internal Name: This field is automatically populated based on the Display Name value. This field is disabled by default. To edit the Internal Name, click the lock icon to make the field editable. A confirmation dialog box is displayed; click OK. The Internal Name must be unique and can not include any special characters or spaces; only numbers, letters, and underscores are allowed.

Note: The recommended best practice is to change the Internal Name when you initially copy an Reward, in order to avoid issues with duplicate Internal Name values. After this initial change, you should not edit the Internal Name again. Never edit the Internal Name after you publish the Reward.

Effectivity Period

Rewards are governed by an overall Effectivity Period that controls when, and for long, the Reward is visible to Members on your website or app.

In addition to the overall Effectivity Period for the Reward, the platform allows you to set more granular schedules that control when a Member can respond to the Reward (called the Response Period), and when a Member can use the Reward (called the Usage Period).

See Define Reward Operational Ranges for more information.