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This tutorial shows the steps of the possible scenarios that result in sharing a reward through Antavo’s platform. It is important to point out that sharing using Antavo. Sharing the reward is in fact effectively a transfer . Thus, and this process works as a gift that goes from one loyalty member to another person and the . The member who gave away the reward will no longer have it on their profile.

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Reward sharing workflow

The reward sharing solution is available for all types of incentives (however, transferring coupon-type of rewards has a slightly different process). As a first step, the reward needs to be created as “transferable”, then the sharing happens . The first step is to create a “transferable” reward. Sharing can happen through either the coupon_transfer or reward_transfer event , depending on whether it is a for coupon type rewards (bundle, dynamic coupon, gift card) or another type reward_transfer event for all other types of reward. The reward can be shared to another customer's ID or to their email address. The emailing option also works for those too, who are not yet loyalty members yet. This way, scenario results in the creation of an inactive ("ghost") customer gets created and then an opt_in event occurs that registers , registering them to in the loyalty program.

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Setting up a transferable reward

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Expiration information is an additional field to fill out if you are while creating a Coupon-type reward:

• Transfer coupon expirations: this refers to the transferred coupon’s expiration dates.

  • Remains: The date will remain the same as given in the .

  • Modify: Specify the amount of time you would like to add to the current date.

  • Extend: Extend the currently given expiration date by a specified amount of time. 

Click the Save button at the bottom of the page. Now the customer is able to can share the reward by sending it to another loyalty member member’s ID or by emailing it to someoneto any email address.

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Go to the customer’s profile and see if find the reward is present on their Claimed rewards list. If so, go to their Go to the Events page from the menu bar on the left side, click on Add action in the upper right corner and pick either of these two events:

Coupon transfer - Transfering a coupon from one customer to another
Reward transfer - Transfering a reward from one customer to another

The transfer event needs the following information to be filled out:

• Expiration date: use the date picker to define the date when the coupon transfer event will should expire. If you leave it empty, the automatic expiration’s date will be applied.

• Account: In case of using Multi-accounts, choose from the dropdown to which account the points can be given.

• Coupon code or Reward ID: find these the ID on the reward’s/coupon’s pagespages of the reward or coupon.

• E-mail and/or target ID: give type the email address and/or the ID of the customer to whom the coupon should be transferred. The input field is case-insensitive.

See the following video snippet that demonstrates this process.

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Once After the coupon_transfer or reward_transfer event has been completed, a coupon_recieve or reward_recieve event will appear on the receiver customer’s event listprofile.

Verify that the is coupon received by going to the Events tab on the customer profile.

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Sharing initiated by a workflow rule

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There are two outcomes of the event when the reward is transferred transferring a reward to an email address: the customer recipient is either already a loyalty member or they are not yet present in the systemAntavo. In case the email that was provided does not exist in Antavo, the system, there will automatically create be a new, inactive, so-called “ghost” customer profile created with this email address and store the coupon . The coupon will be stored on their accountprofile. This

The ghost profile creation is illustrated in the video snippet below.

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Reward sharing in popular culture

The need for transferring goods has been expressed in the text below from 1991, even before the existence of Antavo.

“What I got, you got to give it to your mama

What I got, you've got to give it to your papa

Give it away, give it away, give it away now”

Kiedis A., Frusciante J., Balzary MF., Smith C. (1991). Give it away {Recorded by the Red Hot Chili Peppers}