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How to Set Redemption Gift / Vouchers

March 26, 2024

Section 1: Introduction

In this topic, you can set up gifts or vouchers for members to redeem using their member points.

Section 2: How to access to Membership & Loyalty Program

Note: Before accessing Membership & Loyalty Program plugin, you need to make sure the plugin is activated.

Here are the two fastest ways to access the plugin:

Method 1: After activating the plugin, refresh your browser. It will appear in the left-side menu, click “Member Reward Station”

Method 2: After activating the plugin, you can quick access to “Member Reward Station” by using the search menu button

Section 3: Set Member Reward

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Step 1: Click “Add Reward Item”

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Step 2: Add a picture – If no picture is uploaded, a default picture will be displayed.

Step 3: Select "Available For":

a) Unavailable Redemption – The gift is not available for redemption.

b) All Members – This means any member can redeem the item.

c) Internal User Only – This means that the item can only be redeemed by specific members when the merchant sends a reward to them.

Step 4: Redemption Item Name – Provide a name for this item that is easy for both merchants and members to understand.

Step 5: Redemption Points Required – Specify how many points are needed to redeem this item.

Section 4: Item Redemption Setting

a)     For item (Not a voucher)

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Step 1: Set Total Redemption Limit – Total number of the redemption item. If not set, members can redeem the item unlimited

Step 2: Set Redemption Limit Per User – A number that each user can redeem. If not set, members can redeem the item unlimited

Step 3: Set Redemption Limit to Tier Member – This means that only members in the specific tier are allowed to redeem the item. If not set, all members can redeem

Step 4: Set Redemption Time Period – Turn on to set the start and end time for this item to redeem

Step 5: Note – this note if for internal use only will not show to user/ member.

Step 6: Click “Create”

a)     For item (voucher)

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Step 1: Turn on “Use Voucher Setting (Optional)

Step 2: Click “ Add Voucher”

Step 3: Add Note (Optional)

Step 4: Click “Create” 

Section 5: Approval or Rejection of Redemption

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When a member redeems an item, you will receive an email notification regarding the redemption request. Subsequently, you can either approve or reject the request in the Pending Approval section.

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Any redemption request will be displayed in the Pending Approval section. In this section, the total number of redemptions pending approval and the latest approval list will be shown.

Step 1: Click on 'Total' or the number to view which redemptions are pending approval.

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Step 2: Click  to approve or click x to reject the redemption.

Section 6: Member Perspective

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In the member profile (Points & Rewards) section, members can click on 'My Rewards' to check available items for redemption.

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If a member has sufficient points to redeem the items, they can click 'Redeem' to initiate a redemption.

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Members can check their redemption status at “My Redemption”

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If there is any update on reward redemption, whether approved or rejected, members will receive an email notification regarding the update.

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Tags:
point system

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