Creating Rewards

Creating Rewards

There are many, many different types of rewards you can offer your Advocates, so really you’re only limited by your imagination - think company swag, dinners, training with your team, or even donations to charities. For more examples on rewards and perks, check out  Creating rewards and perks that mean something to your Advocates. To learn more specifically about perks, see this article .

In Admin view, click on  Rewards in the toolbar. Once selected, you can see the Add a reward button directly below. You will then be taken to the Reward Template Library. Here you can either use an existing reward template, or create a new reward from scratch. To create a new reward from scratch, click on the Create a reward from scratch link above the catalog. 

Reward Template Library

Browse through the library and find one that appeals to you. When you click the  Select button, the reward process will proceed in the standard way. However, the reward you select will have a default image, headline, and description pre-loaded. These are all editable, of course. 


Setting up your reward

Once you click on a reward template, or create a new reward, you will be directed to the reward editing panel. Here we can edit the three sections; fulfillment, headline, redeeming, and eligibility. If you are interested in  setting up Tango Card, click here.

Fulfillment

The first tab is the  Fulfillment section. Here you can decide how the reward will be given to the individual. Your options are, Manual, Redemption Link, and Tango Card.

When you click on a fulfillment option, you will be able to edit criteria for that choice. Each one has its own criteria. For example, to setup a Tango Card, once your Tango Card account is integrated to the AdvocateHub, you will see a list of possible gift cards.

Fulfill gift card rewards only when redemption is approved by admin

You can set rewards to only be sent once you click the reward approval button. You can turn this option on when creating or editing a reward under the  Fulfillment tab. Tick the Administrator Approval Required check box for every reward you want to manually approve. 

Headline

Decide what you want to call your reward and give it a description for the Advocate to read. The “type” of reward will keep certain rewards in specific categories.You also have to assign it a picture. Featuring the reward will keep it at the top of the rewards page, so it’s the first thing that your advocates see when they click on the rewards catalog.  

Redeeming

The redeeming section is how your Advocates will win the reward. The reward can be part of a catalogue, where the Advocates can spend the points they've built up. Otherwise you can give the reward as a Perk, for completing specific challenge types. If the particular reward requires you to have customized information from your Advocate, you can add a question at the bottom of this screen. 

Eligibility

You can target a reward just like targeting groups or challenges. This is a great idea for regional rewards such as gift cards which depend on currency.

The first option in the  Include Members area is Everyone. When selected, everyone in your hub will see this challenge. This is useful for the cases when you want to include every advocate except a few people or a specific group of people. 

If you would like advocates who match specific criteria to see (or be excluded from) this challenge, choose the second radio button. You will also note the option to include (and exclude) members who meet  all or any of the conditions you choose.. 

Criteria for inclusion falls into four groups:

1.  Individuals: Specific advocates.

2.  Group: The advocate is a member of a specific group

3.  Advocate Info: Criteria based on information about the advocate (e.g. Industry, Region, Title, etc.)

4.  Behaviour: How the advocate behaves in your hub (e.g. Engaged, Not Engaged, completed specific challenges, etc)

5.  Responses: Includes/Excludes advocates based on their response to a question. You can choose to segment an exact response or a response which contains a certain word. 

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