Redemptions

Overview

A Redemption refers to a Reward that a Member earns, or "purchases" by means of spending their loyalty points. Redemptions are also sometimes referred to as "responses."

Access

To access the Redemptions screen, select Rewards from the Main Navigation Menu, then select Redemptions from the Sub-Category menu.

Features

Manage Redemptions

The Redemptions screen provides the following features:

Searching and Sorting

Search

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

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

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

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

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

  5. The Redemptions screen 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.

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

Sort

The "Sort" drop-down menu allows you to sort the Redemptions 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

Navigation

Once you've found the desired Redemption record, you can navigate to the following other screens:

  • Click the Reward's name to navigate to the Redemption Details screen for that Redemption.

  • Click the Member's name to navigate to the Member Details screen for that Member.

Change Redemption Status

A Redemption has one of the following possible status values:

  • Pending

  • Processing

  • Completed

  • Cancelled

  • Errored

To change the status for a Redemption:

  1. From the "Action" drop-down menu, select "Edit." The "Update Processing Status" pop-up window is displayed.

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

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

  4. Click save.  

Note: Once a Redemption has been either Completed, Cancelled, or Errored, you can no longer manually change the Redemption status.

Approve / Reject Redemption

If a Redemption's approval status is still "Submitted," you can approve or reject the Redemption. The possible approval status values are:

  • Submitted: The Member has submitted the Redemption, but it is not yet accepted or rejected.

  • Approved: The Redemption has been approved, either manually by a Marketer or automatically with the auto-approve feature.

  • Rejected: The Redemption has been rejected by a Marketer and is ineligible to receive the Reward. You must manually reject a response. You can send a message to the Member regarding the rejection and give him or her the opportunity to re-submit a response.

  • Returned: The Redemption has been rejected, but the Member has the opportunity to re-submit a response.

To approve or reject the Redemption:

  1. From the "Action" drop-down menu, select "Approve" or "Reject."

Delete a Redemption

To delete a Redemption:

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

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

  3. Click confirm.

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 Reward 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.

Export Redemption Data

The Redemptions screen provides the following features related to exporting Reward Redemption records.

Create Export Definition

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

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

  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 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.

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. 

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.

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.

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.

To export child records joined to the main record:

  1. Click add. A new row is displayed.

  2. Check "Enabled."

  3. From the "Child" drop-down menu, select a child record type.

  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.

When finished creating the Export Definition, click save.

 

View or Edit an Export Definition

To view or edit a Reward Redemption Export Definition:

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

To manually execute a Redemption Export Definition:

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

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

To delete a Reward Redemption Export Definition:

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

The Redemptions screen provides the following features related to importing Reward Redemption records.

 Import Redemptions

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

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

  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 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.

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. 

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.

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.



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.

To export child records joined to the main record:

  1. Click add. A new row is displayed.

  2. Check "Enabled."

  3. From the "Child" drop-down menu, select a child record type.

  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.

When finished creating the Export Definition, click save.

  View Redemption Imports

To view a list of previous Reward Redemption imports:

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