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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 coupon type event for coupon-type rewards (bundle, dynamic coupon, gift card) or another type of reward reward_transfer event for all other types of rewards. The reward can be shared to with another customer 's via their customer 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

The first step is to ensure that the reward can be transferred.

You can find the configuration page of the Rewards module by opening the ‘Modules’ page and scrolling down to the ‘Core’ modules category. The page opens up to the list of rewards that are already set up.

Click on the ‘Create new reward’ button on the top left-hand side of the Rewards module pageor click the hamburger menu’s 'Edit' button one for one of the existing rewards. Find the instructions for populating the “Create a new Reward” page and editing the reward here.

The last item of Scroll down to the Mechanics section is the “Transferable” checkbox that you need to enable where you can find the 'Transferable' checkbox that needs to be enabled and fill in the following information:

• Transfer limit:
  Set how many times a reward can be transferred. Set to 0 to disable the transfer limit.

• Transfer points:
  Set how many points should be given to the customer who transfers this reward.

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 remains 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 with 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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Reward sharing on the platform

Reward sharing from the customer’s profile

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

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 add either of these two events:

Coupon transfer - Transfering coupon_transfer
Transferring a coupon from one customer to another
Reward transfer - Transfering Read more about this event type here.
reward_transfer
Transferring a reward from one customer to another. Read more about this event type here.

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

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

• Coupon code or Reward ID: find these
  Find 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 demonstrating this process.

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

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among the receiver’s events.

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

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Sharing initiated by a workflow rule

The Coupon transfer node gives an opportunity to have the coupon shared with another customer based on a trigger event.

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Coupon sharing via emails and the creation of ghost customers

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” 'ghost' customer profile created with this email address and store the coupon will be stored on their account. This profile. The use of the inactive customer status depends upon local data processing regulations and policies.

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}