How can I set up a reward?

The rewards configuration section is in the ‘Program Settings’ tab.

Program Settings >> Rewards

You can create new reward options, edit existing rewards, and activate or pause any of the options that have been configured.

Configuring the Rewards

This section deals with setting up coupon-based rewards. Coupon-based rewards include any reward that involves giving the customer a coupon code in exchange for loyalty points. The coupon code may be for a dollar discount, percentage discount, free shipping, free gift with the purchase, or it may even be a code for a 3rd party gift certificate.

Settings

The system will ask you for the basic configuration details and specifics of the reward.

The configuration fields are explained below:

Reward Type:

Select the type of your rewards-

• Fixed amount discount- $10 off
• Percentage discount- 20% off
• Free Shipping
• Product Redemption- To be able to claim a specified product free of cost

Reward tile image:

You can select a 'Minimal' or 'Visual option', where you can add an image in the tile for Visual and enhance its look and feel.

Fixed Amount or Percentage Discount:

You will be able to configure the amount or value of your rewards depending on the reward you choose (fixed amount discount or percentage discount).

• Fixed amount: Specify the value or amount for the reward.
• Percentage discount: Enter the percentage discount you want to offer.

In the case of the "Product Redemption" reward type, you have to enter Product ID and Product URL.

Redemption ID:

This field cannot be edited. The ID can be used in the CSS and APIs to uniquely identify this reward.

Points to be deducted:

Points that will be deducted when the code is issued to members.

Auto-generate coupon codes:

This option is exclusively available for Shopify users, where the codes are automatically generated

Note: If auto redemption is set on multiple rewards, Zinrelo follows a set priority order to decide which rewards should be triggered first. All points-based rewards will be given priority and will be processed in the decreasing order of points required. Then the tier-based rewards will be taken up in the decreasing order of points required.

You may see a few different options based on which e-commerce cart you are on.

Text Configuration

All customer-facing text elements in the redemption process can be customized.

You can configure the text of the rewards shown to the members via Text Configuration.

Program Settings >> Rewards >> Text Configuration

The following snapshots explain where the respective TEXT configuration elements are used in the redemption process.

How to hide the confirm and cancel button from EUD?

To hide the confirm and cancel buttons from EUD, please follow the given steps:

1. Go to the admin console, click on Design >> User Dashboard.
2. Click on the live template.
3. To customize the dashboard, click on 'Customize CSS.'
4. Add the given CSS:

div[data-redemption_id="reward_id"] {display:none;}
div[data-redemption_id="reward_id"] + #zncancel_redeem {display:none;}

5. Save and Publish

Note: Replace the 'reward_id' with the redemption ID you want to customize.

This will hide the confirm and cancel buttons from Reward EUD.

Manage Codes

The ‘Manage Codes’ section allows you to view all the codes uploaded for the redemption, the number of codes that are used up, the members to whom the codes were given out to and upload new coupon codes.

Please check the article Managing Coupon Codes for details.

Manage Rules

To set rules for rewards, go to Program Settings >> Rewards >> Manage Rules.

The exclusion rules in rewards can be set to hide rewards to members based on their redemption frequency and member attributes.

Note: All rewards will be visible to everyone unless an exception rules are set.

This is how the rule engine works:

• If any activity matches all or any of the set conditions, then the set action will be taken.
  These conditions are set on Redemption Frequency and Member Attributes.
• And each category has its operators which are selected on the basis of the requirements.

For example:

• If the category is ‘Date’ like Enrollment Date, Birthday, Last Points Earned Date, etc., then its operators could be Relative (more than, less than, etc.) and Absolute (after, before, on, etc.)
• If the category is ‘Number’ like Number of Reviews, Number of Purchases, etc., then its operators will be less than, greater than, equals and between.
• If the category is ‘String’ like member tags, city, nationality, etc., then its operators will be equals, not equals, in and not in, contain all of, contain any of, etc.

Note: The date added to the end date will be excluded from the business rules when using the 'between' operator. Only the start date and a date before the end date will be considered.

Setting Reward Rules

Rewards rules are set on Redemption Frequency and Member Attributes.

• Redemption Frequency- This adds a frequency cap on the number of times a member can redeem the reward. After the threshold is reached, no reward will be shown to the member.

By default, no rewards would have any frequency rules set. The administrator can set frequency rules to hide the reward from a specific member or group of members.

You can set multiple frequencies in the "match any" condition, while in the "match all" condition you are allowed to set the frequency only once.

Use Case- If available points<10, frequency>10 in a day and frequency>100 in a month. In this case, you can use the "match any" condition and set multiple frequencies for a day and a month.

• Member Attributes-You can hide the reward from members based on their member attributes and custom attributes like user tier, enrollment date, member tags, nationality, gender, etc.

Use Cases

Use Case 1- A one-time ‘Gold Tier Welcome’ reward has been configured. Members are able to redeem this reward when they upgrade to the Gold tier. However, this reward is available for redemption only once. So after a member has redeemed this reward, the reward should be hidden from that member.

For this use case, two rules have to be set. First, hide the reward from Platinum and Silver tiers, as this reward is only for Gold tier members. Second, you have to set redemption frequency.

Use Case 2- The loyalty program caters to both B2B and B2C members. The type of member is identified at the time of enrollment and the attribute ‘membership type’ is updated with the appropriate value. B2B members should not see the discount rewards offered to B2C members.

Use Case 3- To run a successful promotion, members in the loyalty program have been assigned different tags. Members with the tag "Redemption Made" should not see the discount rewards.

Ineligible rewards

All ineligible rewards will be visible to members with the locked icon. 

On clicking them, the reward card will display a progress bar related to the points needed to unlock this reward.

You can also edit the progress bar text for ineligible rewards.

Go to Program Settings >> Activities >> Text Configuration.

This will entice members to make more purchases and earn more points.

Note: To enable/ disable this feature for your program, reach out to your account manager at support.zinrelo.com.