Reward Details

Overview

The Reward Details screen provides detailed information on all aspects of a single Reward.

Access

To access the Reward Details screen, click on the desired record from the Rewards screen.

Navigation links are provided near the top of the Reward Details screen:

  • Back to Rewards: Click this link to return to the Rewards screen.

  • Next / Previous: Click these links to navigate to the Reward Details screen for the next or previous Reward.

The Reward Details screen is organized into different sections available by clicking the appropriate tab.

Select an item above for more details on that tab.

Definition

Display

Eligibility

Advanced Options

Awards

Responses

Translations

Dashboard

Used By

Draw Entry

Settings

The basic properties for the Reward are displayed at the top of the screen in the Header section. The features available within this section are described below.

Delete a Reward

To delete the selected Reward:

  1. In the Header section of the Reward Details screen, click the Edit icon. The "Edit Reward" pop-up window is displayed.

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

  3. Click confirm.  

Copy a Reward

The Loyalty platform allows you to copy a Reward to use as the basis for a new Reward. To copy a Reward:

  1. In the Header section of the Reward Details screen, click the Copy button.

  2. The system creates a new Reward and displays the Reward Details screen. The default name of the new Reward is the name of the original Reward, followed by a counter, such as "(1)."

Set Status and Effectivity Period

To set the status and overall effectivity period and assignees for a Reward:

  1. In the top-right section of the Reward Details screen, from the "Status" drop-down menu, select the desired status value -- Draft, Published, or Archive. Changing the status of a Reward alters its visibility to Members.

  2. Click the Edit icon. The "Edit Reward" pop-up window is displayed.

  3. Make any necessary changes to the Reward's effectivity. The effectivity designates the time frame during which Members can view and respond to the Reward. Valid values are:

  • Always: This Reward doesn't expire.

  • Scheduled: Enter a start date and end date, and select the time zone. Optionally, check "Recurring" to use a recurring schedule. Select the desired schedule from the "Recurring Schedule" drop-down menu, or define a new recurring schedule (see below for details on that process).

  • Relative: Select a date Attribute to use as the starting point for the relative date calculation. Enter a frequency and an interval, such as "30 days." Optionally check use current year and / or until end of day.  

  1. From the "Assignees" drop-down menu, select one or more users as assignees for this Reward. Choosing an assignee gives ownership, or responsibility, to one or more users in your account.

  2. Click save.

To define a new recurring schedule for this item's effectivity:

  1. From the Recurring Schedule drop down menu, select Enter Schedule. The Repeat pop up window is displayed.

  2. Select a recurrence frequency of Weeklyor Monthlyfrom the Frequency drop down menu.

  3. In the text field, enter the interval.

  4. For a Weekly frequency, select one or more days of the week. For example, Tuesdays and Thursdays.

  5. For a Monthly frequency, choose one of the following options:

  • Day of month: Select one or more days of the month. Ex: the 15th and the 30th.

  • Day of week: Select one or more days of the week, for each of the four weeks within a month. Ex: the second Wednesday of the month.

  1. Click ok. The system adds the new schedule to the Recurring Schedule drop down menu.