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Ad Hoc Reward

note

This feature may not appear in the Console depending on configuration.

The ad hoc reward feature in ES Loyalty provides bulk partner or business unit bonus point earning and related reporting. It enables partners or business units to issue bonus points to valid loyalty program members in real time by uploading a file. The maximum file size is 10 MB.

Previously uploaded ad hoc rewards files are shown on the Ad Hoc Rewards page, displaying the file name, status, total records, any errors, the upload date, and the name of the agent or marketer who uploaded the file. In the Download menu, you can choose to view the reject file for any upload errors. If there are no errors, the menu doesn't appear.

View past ad hoc reward file uploads and progress details​

  1. Navigate to Data > Ad Hoc Reward.
  2. Scroll down to see the existing ad hoc rewards files in the Upload History section.
  3. View the processing state in the Status column.
  4. Click the information button (the green button) next to a status to view additional processing information.
  5. View the number of errors in the Errors column. If there were errors, access the reject file from the Download menu to see which records weren't processed (see the procedure at the bottom of this topic). If there were no errors, the Download menu isn't available.

Upload an ad hoc rewards file​

  1. Navigate to Data > Ad Hoc Reward.
  2. Drag and drop a properly formatted CSV file into the upload area, or click Browse File, navigate to the file, select it, and click Upload.
  1. If there are validation errors, they appear in the upload area. Only valid CSV files can be uploaded.

If the file is valid, the upload begins processing through the status states and reaches Processed when complete. The file is then listed in the table of uploaded files.

You can use a filter to search for ad hoc rewards by status or by a date or date range.

Filter ad hoc rewards in the table​

  1. Navigate to Data > Ad Hoc Reward.

  2. Click the Filters button.

  3. In the filter window, select one or both of the following options:

    • Status: Select the status of the ad hoc rewards file. Options are Uploaded, Processing, Processed, Pending, and Finalizing.
    • Updated On: Select a date or date range. Choose the filter operator (Greater Than, In Between, or Less Than), then click the date field to select the date and time.

  4. Click Apply. The matching files appear in the table.

Download the reject file for an uploaded ad hoc rewards file:​

  1. Navigate to Data > Ad Hoc Reward.
  1. In the Download column for an ad hoc rewards file in the table, select Reject File. The Downloads window opens.
  2. Click Open to open the file, or click Save As, navigate to a directory, and click Save.
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