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 the reward is in fact a transfer. Thus, this process works as a gift that goes from one loyalty member to another person and the member who gave away the reward will no longer have it on their profile.

Flow chart of reward sharing - a summary

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 through either the coupon_transfer or reward_transfer event, depending on whether it is a coupon type (bundle, dynamic coupon, gift card) or another type of reward. The reward can be shared to another customer's ID or to their email address. The emailing option works for those too, who are not loyalty members yet. This way, an inactive ("ghost") customer gets created and then an opt_in event occurs that registers them to the loyalty program.

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 page. Find the instructions for populating the “Create a new Reward” page here.

The last item of the Mechanics section is the “Transferable” checkbox that you need to enable 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 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 share the reward by sending it to another loyalty member or by emailing it to someone.

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 event in the Backoffice.

Go to the customer’s profile and see if the reward is present on their Claimed rewards list. If so, go to their 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 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 expire. If you leave it empty, the automatic expiration’s date will be applied.

• Account: choose from the dropdown to which account the points can be given.

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

• E-mail and/or target ID: give the email address and/or 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.

Once 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 list.

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.

Go to the Workflow editor as the next step. Find the Coupon transfer among the action nodes and fill in the information.

Coupon sharing via emails and the creation of ghost customers

There are two outcomes of the event when the reward is transferred to an email address: the customer is either already a loyalty member or they are not present in the system.

In case the email that was provided does not exist in Antavo, the system will automatically create a new, inactive, so-called “ghost” customer profile with this email address and store the coupon on their account. This profile creation is illustrated in the video snippet below.

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}