Loyalty & Rewards: Redeem Rewards for Customers

  • Updated

At times, you may need to help customers to Redeem their points. This is useful when customers have any difficulty locating the redemption page or if you want to entice customers to repurchase with a discount by utilizing the customer's balance points for redemption.

Note: after redeeming the reward, customers will also receive an email notification with a coupon code (if the notification is not disabled on the spending rule or settings).


Rule conditions also still apply. If customers don’t meet any of the spending rules (e.g. reward only for customers with VIP status) the redemption will be unsuccessful with the “NotAllowedRules” error appearing.

 

The below guide provides instructions for both our Loyalty Classic and Loyalty 2.0 experience. We are migrating customers to Loyalty 2.0 throughout the coming months. If you're unsure which version you are on now, please first navigate here.


In This Guide


How To Redeem Rewards - Loyalty Classic

  1. Head over to Customers

    Redeem_for_customer0.png
  2. Click on the customer whose points you'd like to redeem 
  3. Click on the "Redeem Reward" button

    Redeem_for_customer1.png
  4. A window will appear showing available rewards to redeem. To create new rewards, please reference our guide here

    Redeem_for_customer2.png
  5. For rewards containing a variable value, you can adjust the slider to select the redemption amount

    Redeem_for_customer3.png
  6. Once you click Redeem beside one of the reward options, you will see the following notification confirming that the selection was successful

    Redeem_for_customer4.png
  7. The newly redeemed reward will be shown in the Rewards tab of the Activities section

    Redeem_for_customer5.png

How To Redeem Rewards - Loyalty 2.0

  1. Head over to Customers

    LR
  2. Click on the customer whose points you'd like to redeem 
  3. Click on the Redeem Reward button
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  4. A window will appear showing available rewards to redeem. If the Redeem button is greyed out, this means the customer does not have the necessary number of points for that reward. To create new rewards, please reference our guide here.
    LR
  5. For rewards containing a variable value, you can adjust the slider to select the redemption amount
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  6. Once you click Redeem beside one of the reward options, you will see the following notification confirming that the selection was successful

    Redeem_for_customer4.png
  7. The newly redeemed reward will be shown in the Rewards tab of the Activities section

    Redeem_for_customer5.png

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