Redemption

This guide will help you navigate the platform to view and analyse loyalty redemptions easily.

Table of Contents

1. REDEMPTION CATALOGS

   1. Introduction

   2. Accessing the Catalogs

   3. Creating a Catalog

   4. Viewing & Managing Catalogs

   5. Switching Views & Filters

   6. Tips

2. REDEMPTION CATEGORIES

   1. Introduction

   2. Accessing the Categories

   3. Creating a Category

   4. Viewing & Managing the Categories

   5. Switching Views & Filters

   6. Tips

3. ITEMS

   1. Introduction

   2. Accessing the Items

   3. Viewing & Managing the Items

   4. Switching Views & Filters

   5. Tips

REDEMPTION CATALOGS

Home page > Settings > Loyalty > Redemption> Redemption Catalogs

Introduction

In this section we will see how to manage the Redemption Catalog, including adding, updating, or organizing items that customers can redeem using their loyalty coins.

Accessing the Catalogs

• On the left-hand menu, hover over and click 'Settings'.

• From the submenu, select 'Loyalty', click on 'Redemption' and then 'Catalogs'.

• The Redemption Catalogs screen will open.

Creating a Catalog

1. Click on the plus “Add” Button - This opens the catalog creation form.

2. Start filling in the Catalog Details - Some fields are mandatory, marked with a red asterisk '*'. Complete these required fields before submitting the form. Let's begin with filling in the form:

   • Upload Image: Upload an image appropriate for this catalog.

   • Catalog Code: Enter a catalog code manually as per your internal policies or naming system, OR simply click the Generate Code button to automatically assign a code.

   • Name: Enter a name appropriate for this catalog.

   • Description: Enter a description of the catalog.

   • Set Catalog Period: Set the start and end dates and times, applicable to this catalog.

   Check your inputs on this page and once ready, click the Add button on the bottom right.

   

   Create Catalog form
3. The newly created Catalog will now appear in the catalogs listing on this Redemption Catalog page.

Viewing & Managing Catalogs

Viewing a Catalog

On the Redemption Catalog screen, click on any existing catalog to view its details. The details will appear on the right hand side of the page, as a pop up window, under 3 tabs:

About: This gives the basic catalog information such as the catalog name, description, end date.

Categories: Here the applicable categories will show.

Items: The items in this catalog will appear under this tab.

Managing or Editing a Catalog

Click on the 3 dot More menu next to the desired catalog, and then "Edit". This will open the Edit Catalog form. After making the desired changes click on the Update button to finish making changes. To simply cancel the editing, click the Cancel button.

In order to de-activate a catalog, click on the 3 dot More menu next to the desired catalog, and then "Deactivate". A prompt will ask you to confirm and after you confirm this action, that catalog will no longer appear under the Redemption Catalogs on this page.

Views & Filters

Using the Search Bar:

Using the Search bar will help you find a catalog faster. Type in the catalog name in the search bar, the possible results will appear in a list below.

Using Filters:

On the right side of the Search Bar, locate the Filters button, and then Advance Filters. Enter the start & end dates to show the catalogs for a specific time period. Click the Apply button to set this filter.

Click the Filters button, and then Reset Filter button on the top, to clear applied filters. Reset the selected filter first, in order to apply a new date filter.

Tips

Here are some tips for creating and managing loyalty programs:

• Provide Comprehensive Details – While some fields are optional, filling in details helps create a professional and detailed catalog, minimising the risk of creating duplicate or incomplete catalogs which may affect its reach.

• Double-Check Mandatory Fields – Before submitting the form, ensure that all required fields (marked with an asterisk *) are completed to avoid any errors in creating the catalog.

REDEMPTION CATEGORIES

Home page > Settings > Loyalty > Redemption> Categories

Introduction

Let's see how to manage Redemption Categories within the catalog, helping you organize redeemable items into structured and easy-to-navigate groups.

Accessing the Categories

• On the left-hand menu, hover over and click 'Settings'.

• From the submenu, select 'Loyalty', click on 'Redemption' and then 'Categories'.

• The Redemption Categories screen will open.

Creating a Category

1. Click on the plus “Add” Button - This opens the category creation form.

2. Start filling in the Category Details - Some fields are mandatory, marked with a red asterisk '*'. Complete these required fields before submitting the form. Let's begin with filling in the form:

   • Upload Image: Upload an image appropriate for this category.

   • Category Code: Enter a category code manually as per your internal policies or naming system, OR simply click the Generate Code button to automatically assign a code.

   • Name: Enter a name appropriate for this category.

   • Description: Enter a description of the category.

   • Select Catelog: Choose a catalog from the drop down list.

   Check your inputs on this page and once ready, click the Add button on the bottom right.

Create Category form

Viewing & Managing the Categories

On the Redemption Categories screen, click on any existing category to view its details. The Category details will appear on the right hand side of the page, as a pop up window. The details will appear on the right hand side of the page, as a pop up window, under 2 tabs:

About: This gives the basic category information such as the category name, description, end date.

Items: Here the applicable items will show, under this category.

Managing a Category

Click on the 3 dot More menu next to the desired category, and then "Edit". This will open the Edit Category form. After making the desired changes click on the Update button to finish making changes. To simply cancel the editing, click the Cancel button.

In order to de-activate a category, click on the 3 dot More menu next to the desired category, and then "Deactivate". A prompt will ask you to confirm and after you confirm this action, that category will no longer appear under the Redemption Categories on this page.

Switching Views & Filters

Views:

Next to the Search bar on the right, there is a drop down list of catalogs - use this to filter and view categories in a particular catalog.

Using the Search Bar:

Using the Search bar will help you find a category faster. Type in the category name in the search bar, the possible results will appear in a list below.

Tips

Here are some tips for creating and managing redemption categories:

• Provide Comprehensive Details – While some fields are optional, filling in details helps create a professional and detailed category, minimising the risk of creating duplicate or incomplete categories which may affect its reach.

• Double-Check Mandatory Fields – Before submitting the form, ensure that all required fields (marked with an asterisk *) are completed to avoid any errors in creating the category.

REDEMPTION ITEMS

Home page > Settings > Loyalty > Redemption> Items

Introduction

This section describes how to manage items within each redemption category, including physical goods, digital assets, and cash-based rewards.

Accessing the Items

• On the left-hand menu, hover over and click 'Settings'.

• From the submenu, select 'Loyalty', click on 'Redemption' and then 'Items'.

• The Redemption Items screen will open.

Viewing & Managing Items

On the Redemption Items screen, click on any existing item to view it's details. The Item deails will appear on the right hand side of the page, as a pop up window. The first tab About will contain the item information such as Type, Stock Quantity, Voucher Code and the second tab Audiences will display the members of the audience, for which this item is available for redemption.

Viewing & Managing an Item

Sorting Products: Using the up and down arrow button next to the Search bar will allow you to sort the products on the screen in ascending or descending order.

Using the Search Bar:Using the Search bar will help you find a loyalty transaction faster. Type in the program name or user name in the search bar, the possible results will appear in a list below.

Using Filters: On the left, locate the Filters, which may be used to display the loyalty programs on the basis of several listed criteria. Use the filters on the left hand side, to display specific loyalty programs:

1. Product Information: Here you may choose to display on the basis of a specific product name or product ID.

2. Date Range: Products will be filtered as per the dates you enter.

3. Scan Metrics: Filter transactions by Units, Value or Coins Earned.

Use the Apply button at the bottom of the filters to apply selected filters, and the Clear All button on the top, to clear applied filters. Clear selected filters first, in order to apply any new filters.

Tips

Here are some tips for viewing products:

• To see a list of Earners for a specific product, click the product itself and the earners will appear under the second tab Earners.

This guide ensures that admins can easily create, activate, and manage loyalty programs while tracking their performance and engagement — all within a centralized, intuitive interface. Having instant access to the actual usage data of loyaly programs enhances subsequent marketing planning and strategising.