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Reward Identifiers

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

A reward identifier differentiates reward earnings associated with the same issuer. For example, a Survey 1 bonus versus a Survey 2 bonus. The reward identifier must come from an eligible, pre-existing list of bonus IDs associated with that partner or business unit (the issuer).

Reward identifiers use the same formatting as OFFER_ID: 3 to 128 alphanumeric characters and underscores only (a-z, A-Z, 0-9, _).

View or edit an existing reward identifier​

  1. Navigate to Data > Reward Identifiers. If there are multiple business units, select one.
  2. In the list on the Reward Identifiers landing page, click the reward ID value or click the ellipsis menu (⋯) in the Actions column and select View for that reward identifier.
  3. If editing, click Save to save any changes, then Accept in the confirmation window.

Filter the view of reward identifiers​

  1. Navigate to Data > Reward Identifiers. If there are multiple business units, select one.
  2. On the Reward Identifiers landing page, click Filter.
  3. Select values for the filter, including the Issuer (the company or business unit issuing the points) and 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 reward identifiers on the landing page.

Create a reward identifier​

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

  2. In the Reward Identifiers page, select + Add Reward Identifier.

  3. Select the business unit in the first field.

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    If you selected a business unit in step 1, it is shown and can't be edited. If All is selected, the reward identifier applies to all available business units.

  1. Select an Issuer — the name of the organization issuing the reward for this reward identifier.
  1. Enter a Reward ID — the unique identifier for this reward identifier in the system. Allowed characters are A-Z, 0-9, and underscore. This field is required.
  2. Enter a Reward Name — a descriptive name that helps users understand the purpose of the reward identifier. Allowed characters are a-z, A-Z, 0-9, space, _@+-$&, and French characters. This field is required.
  3. Click Create Reward Identifier, then Create again in the confirmation window. The reward identifier is created and added to the list on the Reward Identifiers landing page.

Duplicate a reward identifier​

  1. Navigate to Data > Reward Identifiers. If there are multiple business units, select one.
  2. On the Reward Identifiers page, click a reward's ID and select Duplicate from the bottom toolbar's ... More menu. Alternatively, you can click its Actions ellipsis (⋯) and select Duplicate.
  3. The editing window opens with the same name as the original, with _copy appended. Make any required changes to the name, reward ID, and issuer.
  4. Select Create Reward Identifier. Click Create again in the confirmation window. The new reward identifier is created and added to the list.

Delete a reward identifier​

  1. Navigate to Data > Reward Identifiers. If there are multiple business units, select one.
  2. In the Actions column for a specific reward identifier, click the ellipsis menu (⋯) and select Delete for that reward identifier.
  3. In the confirmation window, click Delete. The reward identifier is removed from the landing page.
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