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Redemption Identifiers

note

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

A redemption identifier differentiates redemptions from each other and uniquely identifies an ad hoc redemption. Redemption identifiers may be grouped by department or business unit, if applicable.

View an existing redemption identifier​

  1. Navigate to Data > Redemption Identifiers. If there are multiple business units, select one.
  2. In the list on the Redemption Identifiers landing page, click the redemption ID value or click the ellipsis menu (⋯) in the Actions column and select View for that redemption identifier.

Filter the view of redemption identifiers​

  1. Navigate to Data > Redemption Identifiers. If there are multiple business units, select one.
  2. In the Redemption Identifiers landing page, click Filters.
  3. Select values for the filter, including the Redeemer (the partner or business unit redeeming the points) and/or the Created On date — with options for Greater Than (after or on a date), Less Than (before or on a date), or In Between (a date range).
  1. Click Apply to view the matching redemption identifiers on the landing page.

Create a redemption identifier​

  1. Navigate to Data > Redemption Identifiers. If there are multiple business units, select one.

  2. In the Redemption Identifiers page, select the + Add Redemption Identifier button.

  3. Select a Redeemer — the name of the organization issuing the redemption. All available redeemers are shown in the dropdown list.

    note

    If you selected a business unit in step 1, it is shown (and can't be edited) in the Business Unit(s) field. If not, select the business unit in the first field if applicable. If your company doesn't use business units, this option isn't shown. If All is selected, the redemption ID applies to all available business units.

  4. Enter a Redemption ID — the unique identifier for this redemption identifier in the system. Allowed characters are 3 to 128 characters: A-Z, 0-9, and underscore. Letters must be uppercase. This field is required.

  1. Enter a Redemption Name — a descriptive name that helps users understand the purpose of the redemption identifier. Allowed characters are 3 to 128 characters: a-z, A-Z, 0-9, space, _@+-$&, and French characters. This field is required.
  2. To exclude this item from the member's daily redemption cap, select Exclude from Redemption Cap Limit. This is useful for allowing members to redeem for selected high-value items that exceed the daily cap.
  3. For some clients, if enabled, select a Fulfillment Type to determine how redemptions are provided to the member. Select Statement Credit to generate a statement showing redemption to a credit vehicle, or Direct Deposit to deposit the redemption directly into the member's account. If neither applies, leave the default set to Not Applicable.
  4. For some clients, if enabled, and if the redemptions are in the US, you can send email notifications to one or more addresses other than the member's primary email address — for example, to facilitate acceptance of deposits by retail store owners. If the Require Fulfillment Email dropdown is displayed, select True to send notifications to additional email addresses for direct deposits in the US, or False to send no additional emails. Note that if Statement Credit is selected as the fulfillment type, or if the redemptions are direct deposits outside the US, this dropdown must be set to False.
  5. Click Create Redemption Identifier, then Create again in the confirmation window. The redemption identifier is created and added to the list on the Redemption Identifiers landing page.

Duplicate a redemption identifier​

  1. Navigate to Data > Redemption Identifiers. If there are multiple business units, select one.
  2. On the Redemption Identifiers page, click a redemption's ID and select Duplicate from the bottom toolbar's ... More menu. Alternatively, you can click its Actions ellipsis (⋯) and select Duplicate.
  3. The Enter New Name window opens with the original name and _copy appended. Update the name if required (3 to 128 characters: a-z, A-Z, 0-9, space, _@+-$&, and French characters).
  4. The business unit can't be changed. All fields are required. Confirm that the correct redeemer is selected, a unique redemption ID has been entered, and the redemption name is correct. Optionally select Exclude from Redemption Cap Limit. The fulfillment type defaults to the same as the duplicated identifier but can be changed if needed. Click Create Redemption Identifier.
  5. Click Create again in the confirmation window. The new redemption identifier is created and added to the list.

Delete a redemption identifier​

  1. Navigate to Data > Redemption Identifiers. If there are multiple business units, select one.
  2. In the list on the Redemption Identifiers landing page, click the redemption ID value or click the ellipsis menu (⋯) in the Actions column and select Delete for that redemption identifier. Alternatively, open an existing redemption identifier and select Delete from the ...More menu on the bottom toolbar.
  3. In the confirmation window, click Delete. The redemption identifier is deleted from the landing page and removed from the database.
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