Reward categories

By default, categories serve only for informative purposes in the Backoffice. However, if you want to organize your rewards into categories on the customer-facing membership site as well, please consult your Account manager.

After the consultation, you can start setting up your reward categories.

• Go to the Reward management page

• Click on the ‘Categories’ tab on the left-hand side of the page

• Click on the ‘Create new’ button at the top of the page

Basic information

• Enter the title of the category

• Enter a description of the category
  This will appear on the reward category page

• Add a short description
  This will appear on the reward category card

• Add the CTA and reward claim button labels

• Select a custom “Thank you” page
  If you want to use a previously created custom thank you page as the default thank you page for the rewards in a specific category, you can select it from the dropdown list. Learn more about the thank you pages below. Please note that the thank you page set under a specific reward will overwrite the default category thank you page.

• Select the status of the category

  • Active: the category appears on the membership site

  • Coming soon: the category appears on the membership site with a “coming soon” overlay on it and the rewards within cannot be claimed

  • Hidden: the category will not appear on the membership site

• Upload a minimum 350×260 pixel image for the category

Mechanics

• Segments
  You can choose to make the reward in the category redeemable for specific customer segments only.

• Display reward category only for the selected segments
  Tick the box if you want to hide the reward category card from customers who are not in your selected segments. Learn more about segmentation here. If you do not hide the reward category, the card will still be visible on the membership site for customers outside of the selected segment(s), but the redemption option will be locked.

• Restriction message
  This text will appear on the locked card, explaining why the customer is unable to redeem rewards in this category.

Permissions

This section only appears if you applied User Group restrictions to reward categories. The dropdown menu offers the list of groups that you have previously implemented. Selecting one makes it possible to filter the reward categories according to user groups all over the platform.

You may set up as many categories as you wish, but only the categories which contain at least one reward will be visible to customers.

If you have the Multilanguage module turned on, use the ‘Translate’ button to add translations in the dialog that appears.

Use the ‘Edit’ buttons on the ‘Categories’ page to edit your categories. A category can be deleted by clicking on the ‘Delete’ button on the upper lefthand side of the reward category editor page.