How to Manage Rewards

You can easily manage the Rewards section. Rewards appear on the homepage below any benefits to customers currently logged in.

Rewards can be added, edited, and deleted.

Create a Reward

When you add a Reward it automatically adds to the highest hierarchy level and becomes available at all the other levels.

  1. From the CMS, select Rewards from the sidebar. The rewards management screen appears.

  2. Select the + Add button. The reward fields become active.

  3. Fill in the required fields:

Field Title

Type

Is Mandatory?

Description

Title

Input

Yes

Title of the Reward message

Text

Input

No

More information about the Rewardб is displayed at Reward details page (opened if the user selects a reward

Image

Button that opens dialog window

No

The image that represents a Reward; there’s no ‘Reward’ category but the Images from all the other categories can be used. It is strongly recommended to use Images from Benefit category as they have the same recommended size/resolution

Name

Input

Yes

Reward name, should be unique

Subtitle

Input

No

Reward subtitle, shown at the bottom of the Reward clickable, redirects to the page provided by the link

Sub Text

Input

No

Reward subtext, is displayed at Reward details page (opened if the user selects a reward

Link

Input

No

Makes the Reward clickable; when user clicks on a Reward then they are redirected to another page provided by the link

Reward Category

Single selection dropdown

Yes

The reward could be either free or require a user to complete a contest to get it

Total tickets available

Input

Yes

The count will reduce as rewards are redeemed; digits only

Display For

Checkbox group

Yes

Indicates what user categories the Reward should be shown to, at least one has to be selected. By default nothing is selected.

Before using images for a reward, please remember that they should be first uploaded to Images section.

4. Select Submit.

Edit a Reward

  1. From the CMS, select the Reward from the sidebar. The reward management screen appears.

  2. Choose the desired reward from the Select a Reward drop-down.

  3. Edit the desired fields.

  4. Select Submit.

Schedule a Reward to Appear

  1. From the CMS, select the Reward from the sidebar. The reward management screen appears.

  2. Choose the desired reward from the Select a Reward drop-down.

  3. Navigate to the Display Settings section, then edit the following fields:

  • Active - toggles whether the reward is currently active;

  • Scheduled - if set to On, then Start/End dates appear. After you select a date, AM/PM times appear;

  • Term - determines how often the reward appears (e.g, once, daily, weekly, or monthly).

4. Select Submit.

Delete a Reward

  1. From the CMS, select Reward from the sidebar. The reward management screen appears.

  2. Choose the desired reward from the Select a Reward drop-down.

  3. Select the Delete button.

  4. Confirm that you wish to delete this reward, then select Confirm.

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