Loyalty & Rewards: Redeem Rewards for Customers

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 spending rules (e.g., reward only for customers with VIP status), redemption will be unsuccessful, and the “NotAllowedRules” error will appear.

The guide below provides instructions for both our Loyalty Classic and Loyalty 2.0 experiences.

Note: New Loyalty & Rewards installations use Loyalty 2.0 by default. Unless you're working with an existing store that is still on Loyalty Classic, follow the Loyalty 2.0 instructions in this guide. The Loyalty Classic section is included for legacy accounts only.

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In This Guide

• How To Redeem Rewards
  • Loyalty Classic
  • Loyalty 2.0

How To Redeem Rewards - Loyalty Classic

1. Head over to Customers
   
   
2. Click on the customer whose points you'd like to redeem 

3. Click on the "Redeem Reward" button
    

   
4. A window will appear showing available rewards to redeem. To create new rewards, please reference our guide here
   
   
5. For rewards containing a variable value, you can adjust the slider to select the redemption amount
   
   
6. Once you click Redeem beside one of the reward options, you will see the following notification confirming that the selection was successful
   
   
7. The newly redeemed reward will be shown in the Rewards tab of the Activities section
   
   

How To Redeem Rewards - Loyalty 2.0

1. Head over to Customers
   
   
2. Click on the customer whose points you'd like to redeem 

3. Click on the Redeem Reward button
   

    
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.
   
5. For rewards containing a variable value, you can adjust the slider to select the redemption amount
   
6. Once you click Redeem beside one of the reward options, you will see the following notification confirming that the selection was successful
   
   
7. The newly redeemed reward will be shown in the Rewards tab of the Activities section