Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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

    • Remains: The date will remain the same.

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

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

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

...

You can transfer the reward on behalf of the customer by submitting a coupon_transfer or a reward_the transfer event in the Backoffice.

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

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

The transfer event needs requires the following information:

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

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

  • Coupon code or Reward ID: find the ID on the pages of the reward or coupon.

  • E-mail and/or target ID: 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 demonstrating this process.

...

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 profile.

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

...

Info

This functionality is not yet available with other rewards reward types - the workflow transfer only covers coupon-type rewards.

...