Member Details: Redemptions Tab

Overview

The Redemptions tab displays all of the Rewards that this Member has redeemed.

When a Member uses, or responds to, a Reward, the platform captures that action as a Redemption. For more information on Redemptions, please see the Redemptions screen.

Features

The features available on the Redemptions tab are described below. 

Searching and Sorting

Search

The search feature allows you to search for a specified text string anywhere within the SKU, Reward label, or Reward name.

  1. Optionally, in the search field, enter the desired text string.

  2. Optionally, use the two date fields to define a range for "created date."

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

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

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

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

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

Sort

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

  • Created Date (the default option)

  • Updated Date

  • Transition Date

  • Exported Date

  • Imported Date

  • Reward Name

  • SKU

Reward details

To view additional information about a Redemption, optionally search for the Redemption as described above, then click on the Reward name. The platforms opens the Redemptions screen.

Post to News Feed

To post a comment:

  1. From the "Action" menu next to the desired item, select "Post to Feed," then select which newsfeed (such as "Main Newsfeed" for example).

For more information on newsfeeds, please see News Feeds.

Send Redemption Email

To email the Member who redeemed a Reward:

  1. From the "Action" menu, select "Email."

  2. A confirmation dialog box is displayed; click confirm.

Edit a Redemption

To edit a Redemption:

  1. From the "Action" menu next to the desired Redemption, select "Edit." The "Update Processing Status" pop-up window is displayed.

  2. Optionally, from the "Processing Status" drop-down menu, select the desired status.

  3. Optionally, from the "Activity Processed" drop-down menu, select either "Yes" or "No."

  4. Click save.  

Delete a Redemption

To delete a Redemption:

  1. From the "Action" menu next to the desired Redemption, select "Edit." The "Update Processing Status" pop-up window is displayed.

  2. Click delete. A confirmation dialog box is displayed.

  3. Click confirm.