Walk Through - Creating, Claiming, and Issuing Point Rewards
In the previous walk-through, we looked at how a BrandChamp can earn points by completing an Activity. In this walk-through, we'll see how to create a reward so a BrandChamp can use earned points.
Note: for more information on the different reward types and configurations available in BrandChamp, check out the Rewards section.
Creating a Reward
We can create a Point reward on the "Rewards" page under the "Reward Types" > "Point Rewards" tab:
Click "New Points Reward".
Let's create a reward that costs 50 points.
Note: this value is very low, given that the social media post Activity we defined earlier only gave 100 points. 50 points is used as an example in this walkthrough so that when the BrandChamp earns 100 points, they have enough credit to claim one or two instances of this reward.
If you click the Reward Type dropdown, you'll see the available types of rewards that can be given to BrandChamps in exchange for the number of points we've defined:
For details on the different reward types, see the Reward Types article.
For this example, however, let's pick the "Custom Reward" option. This type allows you to enter a simple free-text description of the reward:
After creating the reward description.
- Enter "50" in the "Points" section.
- Select an "Icon" or "Custom Image" for the reward.
- The "Auto-issue" field is unchecked, so this reward goes into a queue of "unissued rewards" that an administrator must review and click to issue.
Before saving the reward, check the box under "Availability" to make the reward available for selection by your BrandChamps.
Click Save to add the reward definition.
Claiming a Reward
Let's go back to the BrandChamp portal and go to the "Rewards" section:
Click the reward box to choose a reward with our 100 points:
Click "Review" and "Confirm" to claim your selection.
Since we didn't tick the "Auto-issue" checkbox in the reward definition, the reward will need to be manually issued by an administrator. So when the BrandChamp clicks Confirm, the reward goes into a "Pending Rewards" list:
If the reward was set up to be auto-issued (and this only really applies to rewards where the BrandChamp system can automatically create the reward itself - like Shopify discounts and gift cards), then the reward would be created and issued immediately and go straight into the "Issued Rewards" section. For more information on that, see:
But this reward selection will need to be issued by an administrator, so let's see how to do that next.
Issuing a Reward
Let's go back to the administrator portal now and click on the "Rewards" awaiting review link or the "Rewards" page in the admin nav bar:
Note: either selection will take you directly to the "Rewards" section and show the "Unissued" rewards tab:
We can now see our BrandChamp-selected reward.
The "Reference" field allows us to provide the BrandChamp with the information needed in order to claim the reward. For example, we could enter a discount code here if this was a product discount reward type. As it's a Custom reward and for the sake of this walk-through, let's enter "123" and click "Issue."
The reward is no longer visible in the "Unissued" tab and is now shown in the "Issued" tab:
Here, we could edit the Reference field or delete the reward altogether if needed (which would credit the 50 points back to the BrandChamp).
The BrandChamp will get an email (by default at 8 pm on the day the reward was issued) with details of all rewards that were manually issued to them in the last 24 hours.
If the BrandChamp logs into their portal and goes to the "Rewards" section, they will now see the issued reward along with the reference we entered:
So that's a quick walk-through of the reward flow in BrandChamp for a simple, custom reward. For much more details, see the Rewards section, including: