# Rewards

Rewards play a crucial role in NextBee loyalty programs, as they are the main incentive for customers to participate and engage with the program. By offering valuable rewards, businesses can motivate customers to take desired actions, build customer loyalty, and increase their overall engagement with the brand.

By offering rewards for certain activities, such as making a purchase or referring friends, businesses can incentivize customers to engage with the brand. This helps to increase customer participation and interaction with the brand, which can lead to higher sales and a stronger relationship between the brand and its customers.

Rewards can also be used to encourage repeat purchases. By offering greater rewards for customers who make frequent purchases, businesses can motivate customers to continue making purchases and increase their overall spending.

Rewards play a key role in building customer loyalty. By offering valuable rewards, businesses can show customers that they are valued and appreciated. This can help to create a strong and lasting bond between the customer and the brand, resulting in higher customer satisfaction and loyalty.

NextBee Loyalty Programs offer a variety of rewards, including Cash, Gift Card, Physical Mailings, Sweepstakes and Leaderboard Rank. This variety helps to keep customers engaged and motivated, as they have multiple rewards to choose from and can select the rewards that are most valuable to them.

In conclusion, rewards are an essential component of NextBee Loyalty Programs. They play a key role in incentivizing customer engagement, encouraging repeat purchases, and building customer loyalty. By offering valuable rewards, businesses can increase customer participation, engagement, and loyalty, resulting in a more successful and profitable loyalty program.

# Overview

The Rewards Report is an important report that can be found in the NextBee Insights Dashboard. This report details all the transactions that are associated with the rewards that members have redeemed. ID, First Name, Last Name, Email Address, Reward Option Name, Reward Count, Redeemed Points Count, Date Claimed, Status, and Details are some of the columns that are included in this report. Simply clicking on the plus sign that is located at the end of the header will allow you to change the report’s columns quickly and easily. This will open a list of new columns with checkboxes, and you will have the option to pick whether you want to add or remove columns by selecting the appropriate checkboxes and then clicking the Apply button.

# Multi-Select and Update

The Rewards report also includes a checkbox next to each record. This checkbox is designed to help you update the status of multiple rewards at once, which can be a helpful feature if you are managing a large number of rewards.

To use this feature, you simply need to check the boxes next to the rewards you want to update. Once you have made your selections, you can click the Update button, which is located on the top right side of the screen.

When you click the Update button, a dialog box will appear. This dialog box allows you to add notes and change the status of the rewards you have selected. You can choose from a variety of status options, including Fulfilled, Rejected, Rollback, or others as needed. This allows you to customize the status of the rewards based on your specific needs or preferences.

# Rewards Toolbox

The Rewards report toolbox is designed to make managing and analyzing reward transaction data easier and more efficient. The toolbox includes a range of features that streamline the process of sorting, saving, and managing your segment reports.

# Filtering

Filter through the segment data to display only the relevant information. Quickly sort and display only the information you need.

# Saving

Save multiple report views with specific criteria so that you can quickly access the reports you need. The saved views can be listed and easily switched between.

# Refreshing

Keep the report up-to-date with the latest data by using the refreshing option. Ensure that you have access to accurate information.

# Downloading

Download the report in spreadsheet format for easy saving and sharing.

# Listing

List all the saved views in one place for easy management and overview of your reports.

# Reward Transaction Details

To access more information about a particular reward, users can click on the "details" button located at the end of each record in the rewards report. This action opens a sidekick dialog that displays all relevant details associated with the selected reward.

The sidekick dialog contains information such as the reward type, amount, and date earned, as well as any additional notes or comments related to the reward. By accessing this information, users can gain a deeper understanding of the rewards program and make more informed decisions about how to engage with their customers.

This section provides key information about the reward transaction, including ID, Reward Option Name, Reward Count, Redeemed Points Count, Transaction Type, Date Claimed, and Status. In addition, there is an Update button next to the reward status, which opens a dialog box where you can change the status of the reward. The status options include Fulfilled, Rejected, Rollback, and others.

# Update Reward Status

The Update Reward Status dialog box is where you can change the status of a reward transaction. You can select the new status from a dropdown list and add any relevant notes in the text area.

# Email Notification

There is an email notification field that displays the recipient's email address and a Send Again button. By clicking the Send Again button, you can send the email notification to the recipient again, in case it was not received the first time.

This section provides a detailed overview of the reward transaction, making it easy to keep track of all rewards and their status.

# Member Details

The member details section contains information about the member who claimed the reward, including First Name, Last Name, Email Address, and other member-related details.

# Reward Configuration Details

The Reward Option Configuration section provides valuable information regarding the configuration of the reward option. This section includes details about the rules that govern the reward option, such as the Reward Option Name, Available Quantity, Minimum Conversion Count, and Type. Additionally, the section includes information about the status of the reward option, as well as any custom attributes that may have been added, such as the Fulfillment Channel, Redemption Endpoint, and Redemption Value.

This section provides a comprehensive overview of the reward option, enabling you to understand exactly how the reward option is configured and what it entails. Whether you're a marketer looking to gain insights into your reward options or a customer support representative helping a member with a reward-related issue, this section provides the information you need to make informed decisions.

Rewards are an essential part of the NextBee Loyalty Program, as they serve as incentives to encourage customers to engage more with the business. The program allows businesses to offer a range of rewards to their customers, including cash, gift cards, physical mailing, sweepstakes, and leaderboard ranks.

Cash rewards are an effective way to incentivize customers to make purchases, as they offer tangible financial benefits. Gift cards provide customers with flexibility and allow them to choose a reward that suits their preferences. Physical mailing rewards, such as free products or merchandise, can create a memorable experience for customers.

Sweepstakes rewards are particularly effective for encouraging engagement, as they offer customers the chance to win big prizes. Leaderboard rank rewards can drive competition among customers and motivate them to engage more with the business.

By offering a range of reward options, businesses can cater to the diverse needs and preferences of their customers, ultimately driving customer loyalty and increasing sales. The NextBee Insights Dashboard provides businesses with the tools to design and manage an effective reward system, ensuring that customers are incentivized to engage with the business in meaningful ways.

# Rewards List

The Reward Option list view is a feature in NextBee Loyalty Program that displays a list of all reward options that have been configured. It provides detailed information about each reward option, including its ID, name, type, available quantity, points required, start and end date, and status.

Users can search for specific reward options using the search toolbox located at the top of the list. The search criteria can be added to filter the rewards based on certain parameters.

The list view also includes an "Add New" button that opens a form to create a new reward option. This makes it easy for businesses to add new rewards to their loyalty program and keep their customers engaged.

Next to each reward option in the list, there is a detail icon which, when clicked, opens the Reward Option detail view. This view provides a more detailed overview of the reward option, including its name, type, description, image, and other important details.

# Reward Option Details

The Reward Option Details view provides a detailed overview of a specific reward option that has been configured in the NextBee Insights Dashboard. The view contains multiple sections that capture information related to the reward option.

The first section is the Basic Data section, which displays the reward name, reward type, reward status, reward preference, available quantity, points required, start date, and end date. This section provides a quick summary of the key details of the reward option.

The next section is the Option Attributes section, which displays the detailed attributes of the reward option, such as the reward description, reward image, redemption instructions, and additional terms and conditions. This section provides a comprehensive overview of the reward option and its associated attributes.

The third section is the Reward Conditions section, which displays the conditions that need to be met in order for a customer to be eligible for the reward option. This includes conditions such as minimum points required, eligible activities, and any other specific criteria that need to be met in order to qualify for the reward option.

The fourth section is the Additional Properties section, which displays any additional properties that have been configured for the reward option, such as the reward category, tags, and any custom fields that have been added.

Finally, the Notification Content section displays the content of the email or push notification that will be sent to the customer when they redeem the reward option. This includes the subject line, message body, and any other details related to the notification.

# Create New Reward

The "Create New Reward" feature in NextBee Insights Dashboard allows you to add a new reward option to your loyalty program. When you click on the "Add New" button in the Reward Option list view, it will open a form where you can enter the details of the new reward option.

The form contains five different sections, each capturing logically grouped data related to reward configuration

1. Basic Data
2. Option Attributes
3. Reward Conditions
4. Additional Properties
5. Notification Content

# Basic Data

The Basic Data screen is the first section of the Create New Reward form in NextBee Insights Dashboard. This section captures the fundamental information that is common to all types of reward options.

The following fields are included in the Basic Data screen:

• Reward Type : The type of reward option, such as Cash, Gift Card, or Physical Mailing.
• Reward Name : The name of the reward option, which will be displayed to the customers.
• Reward Status : The current status of the reward option, which can be either Active or Inactive.
• Reward Preference : Collation of options that guide the redemption of a Reward
• Reward Quantity : The total quantity of the reward available.
• Reward Points : The number of points required to redeem the reward.
• Start Date : The date on which the reward option becomes available to customers.
• End Date : The date on which the reward option expires and is no longer available to customers.

Once the user submits the Basic Data, the form will navigate to the Option Attributes section where additional details about the reward option can be added.

# Reward Option Preferences

The Reward Preferences section of the Rewards form contains several options that guide the redemption of a Reward. These options include:

# Enable Manual Fulfillment

This option allows rewards to be fulfilled manually using the NextBee Insights Dashboard from the Rewards Report.

# Restrict User to Receive this Reward Only Once

This option ensures that a user can redeem a particular reward only once.

# Automatically Reward Qualified Users

This option automatically awards the reward to eligible members. If the member earns enough points to redeem the reward, it is automatically redeemed.

# Supplementary Add On

If a reward is designated as a Supplementary Add On, it does not require any points to be exchanged.

# Enable Push Notification

This option sends a push notification to the rewarded member.

# Enable Admin Notification

This option sends a notification to the administrator when a reward is redeemed.

# Require Address

If this option is checked, the system requires the user to fill in their shipping address before the reward can be redeemed.

# Require Phone Number

If this option is checked, the system requires the user to provide their phone number before the reward can be redeemed.

# Decide Eligibility Based on Total Points

If this option is checked, eligibility for rewards is decided based on the total number of points earned by the user.

# Option Attributes

The Option Attributes Screen in the Rewards form provides specific fields based on the reward type selected in the Basic Data Screen. The available fields may differ depending on the type of reward being created. For example, the fields required for creating a points-based reward may differ from those required for creating a physical reward. These variations ensure that the necessary attributes for each reward type are captured appropriately in the system.

# Option Attributes for Cash Reward

The Cash Type Rewards Configuration screen contains the following fields:

• Amount Per Point - This field determines the amount of money to be credited for each point redeemed.

• Payment Channel - This field captures the payment method used to pay the cash reward to the member. Available options include Paypal, Visa Card, ACH Deposit, Omni Card, and Virtual Currency.

# Option Attributes for Gift Card

The Gift Card Type Reward has the following option attributes:

• Gift Card Value - This field captures the value of the gift card to be redeemed by the member.

• Gift Card ID - This field is used to specify a unique identifier for the gift card reward.

• Fulfillment Channel - This field determines the method by which the gift card will be fulfilled. NextBee supports various fulfillment channels such as Gyft.com, Tango.com, NextBee.com, In-house Gift Cards, and Manual fulfillment.

• Coupons - The coupon component of the gift card reward allows the creation and management of coupon codes that have specific redemption limits, expiration dates, and redemption rules.

• Coupon Type - NextBee supports the following coupon types:

  1. Redemption Endpoint: In this type of coupon, NextBee provides the coupon, and redemption takes place at a different URL, which is usually the client's URL.
  2. Upload Coupon File: If selected, a file with a pre-defined set of coupons can be uploaded.
  3. Shared Coupon: In this type, there is only one coupon that is shared across all users for the specific reward.

• Option Variation - In this case, the reward amount and conditions are the same, but the provider of the card can vary. This means that multiple variations of the reward can be added with the same definition.

# Option Attributes for Physical Mailing Reward

Option Attributes for Physical Mailing Type Reward are as follows

• Product Name -This field is used to specify the name of the product that will be fulfilled as a reward.
• Provider Name - This field is used to specify the name of the provider of the product.
• Provider URL - This field is used to specify the URL of the provider's website.
• Product Code - This field is used to specify a unique code for the product.
• Category - This field is used to specify the category of the product, such as Electronics, Home Goods, etc.
• Product Supplier - This field is used to specify the supplier of the product.
• Product Brand - This field is used to specify the brand of the product.
• Product URL - This field is used to specify the URL of the product's page on the provider's website.
• Product Price - This field is used to specify the price of the product.
• Product Price Currency - This field is used to specify the currency of the product price.
• Product Description - This field is used to provide a detailed description of the product.
• Sold Out Thumbnail - This field is used to specify the image to be displayed when the product is sold out.
• Option Variation - This field is used to specify different variations of the reward, such as different colors or sizes of the product.
• Custom Attributes - This field is used to specify any additional attributes for the reward.

# Option Attributes for Sweepstakes Reward

The sweepstakes reward attributes screen is identical to the physical mailing reward attributes screen.

# Option Attributes for Leaderboard Rank Reward

• Leaderboard Size - This field determines the number of members that will be displayed on the leaderboard. The number entered here will determine the top n members who will be displayed on the leaderboard.

• Leaderboard Type - The Leaderboard Type field in the Option Attributes for Leaderboard Rank type Reward has three options to choose from:

Points Based Leaderboard : This type of leaderboard is based on the points earned by the member. The member who has the highest number of points will be ranked at the top of the leaderboard. Purchase Amount Leaderboard : This type of leaderboard is based on the total amount spent by the member on purchases. The member who has spent the highest amount will be ranked at the top of the leaderboard. Number of Purchases Leaderboard : This type of leaderboard is based on the number of purchases made by the member. The member who has made the highest number of purchases will be ranked at the top of the leaderboard.

# Reward Conditions

Reward Conditions section of Reward Option Configuration form contains the following fields.

# Available Countries

You can select the list of countries where the Reward is eligible for redemption. By selecting the countries, you can restrict the reward to be redeemed only in those selected countries.

# Points Rule

There is an option for restricting the reward to a specific points rule. If this option is selected, you need to select a points rule from the dropdown provided, and then the rewards will be eligible only in exchange for the points obtained from that rule.

# Segments

There is an option for restricting the reward for a specific group of segments. If the option is selected, then you need to select one or more segments, then you have an option to either include or exclude those segments. This way, you can restrict the reward to be redeemed only by members who belong to the selected segments.

# Additional Properties

The Additional Properties section in the Reward Option Configuration form provides an option to add custom attributes to the reward. It contains an “Add Additional Property" link, which when clicked opens a new field set for adding key-value pairs. Users can add multiple properties by repeating the process of clicking the "Add Property" link. This feature allows users to store additional information about the reward, such as SKU, vendor, or any other relevant information. The key-value pairs are stored as properties of the reward and can be easily retrieved and used in other parts of the loyalty program.

# Notification Content

The Notification Content tab is a section within the reward options settings that allows you to customize the content of your notifications. In this tab, you can create and edit the email templates that will be sent to recipients when they redeem a reward or when their reward is fulfilled.

In the case of the reward option in question, there are two emails that have been configured: the Reward Redemption Acknowledgement Notification and the Reward Fulfillment Notification. These emails will be sent to the recipient at different stages of the reward process.

The Reward Redemption Acknowledgement Notification is the first email that will be sent to the recipient after they have redeemed their reward. This email serves as confirmation of their redemption and should include important details such as the reward name, the redemption date, and any other relevant information about the reward.

The Reward Fulfillment Notification is the second email that will be sent to the recipient once their reward has been fulfilled. This email should include details about how the recipient can access or receive their reward, such as a redemption code or instructions on how to claim the reward.

# Reward Redemption Acknowledgement Notification

When the user clicks on the "Yes" option button for this notification, a form for creating the email will open.

The form will include a textbox for the subject line, which should clearly convey the purpose of the email. This subject line is important as it will be the first thing the recipient sees in their email inbox.

The email body can be created using the WYSIWYG (What You See Is What You Get) editor. This editor allows the user to format the text, add images, and create links without needing to know HTML code. The editor will display a preview of the email as it is being created, making it easy to see how it will look to the recipient.

If the user is comfortable creating their own HTML content, they can also upload a file using the file upload button. This can be useful if the user has an existing template that they would like to use or if they prefer to work with HTML code directly.

If the reward is in edit mode, the user can preview or download the existing template. This allows them to see how the email was previously formatted and make any necessary changes.

Once the email has been created or edited to the user's satisfaction, they can save the changes and the email will be sent to the recipient.

# Reward Fulfillment Notification

The Reward Fulfillment Notification is an email that is sent to the recipient once their reward has been fulfilled. This email should include details about how the recipient can access or receive their reward, such as a redemption code or instructions on how to claim the reward.

The form for creating the Reward Fulfillment Notification is similar to the form for creating the Reward Redemption Acknowledgement Notification. When the user clicks on the "Yes" option button for this notification, a form for creating the email will open.

The form will include a textbox for the subject line, which should clearly convey the purpose of the email. The email body can be created using the WYSIWYG editor or by uploading a file with HTML content. If the reward is in edit mode, the user can preview or download the existing template.

It is important to make sure that the Reward Fulfillment Notification email is clear, concise, and provides all necessary information to the recipient. This email is the final communication in the reward process and should provide the recipient with everything they need to claim their reward.

Once the email has been created or edited to the user's satisfaction, they can save the changes and the email will be sent to the recipient. The Reward Fulfillment Notification is a crucial part of the reward process as it is the final confirmation that the recipient has successfully redeemed their reward.