Summary

Rewards serve as a cornerstone of modern customer retention strategies, driving engagement, loyalty, and long-term brand advocacy. By incentivizing desired behaviors, rewards create a mutually beneficial relationship between businesses and their customers. Annex Cloud’s loyalty program takes this strategy to the next level by offering members loyalty points, a versatile and impactful reward type. These points act as a dynamic currency that integrates seamlessly across various program elements, such as Campaigns, Tiers, and Segments, enhancing the overall customer experience.

The rewards configuration module provides businesses with robust tools to tailor rewards to their unique needs, allowing them to create, update, export, and delete rewards with ease. Transparency and accountability are prioritized, as members gain access to detailed audit trails, ensuring they have a clear view of any changes or updates made to their rewards. This comprehensive approach empowers brands to build deeper relationships with their members while delivering a rewarding and personalized experience that fosters loyalty.

Navigation: Products > Loyalty > Rewards

Capabilities

The Rewards module is a key feature of the loyalty program, designed to empower marketers to efficiently create, manage, and modify rewards tailored to their loyalty strategies. This module offers a member-friendly interface, presenting a tabular view of all available rewards within the system. This structured layout allows marketers to easily access critical information about each reward, including details such as reward type, status, and associated program components.

The module simplifies reward management by providing intuitive actions directly within the interface, such as creating new rewards and editing existing ones. These features are designed to ensure marketers can adapt their loyalty offerings in real time, meeting evolving customer expectations and business goals.

The screenshot below illustrates the range of actions available within the module, showcasing how the Rewards module serves as a comprehensive hub for all reward management activities, streamlining operations and maximizing the effectiveness of the loyalty program.

1. Add New Rewards: To configure new rewards, click on the Add New Reward button. The steps for configuring rewards are outlined in detail below to guide you through the process.
2. Search Box: The search functionality enables administrators to quickly locate previously configured rewards by entering relevant keywords into the search box.
   For more refined search options, click on the dropdown icon within the search box to access advanced search capabilities. Here, you can apply custom criteria to narrow down your search results and find specific rewards more efficiently

• Reward Name: Enter the name of the reward in the provided field.
• Reward ID: Input the unique identifier for the reward.
• Reward Type: Select the appropriate reward type from the drop-down menu.
• Points to Claim: Choose Greater Than or Range from the drop-down menu.
  • If you select Greater Than and enter a specific number of points, the system will display rewards that require more points than the entered value.
  • If you select Range and specify a minimum and maximum value for points, the system will display rewards available within the defined range.
• Reward Deduction Amount: Choose Greater Than or Range from the drop-down menu.
  • If you select Greater Than and enter a deduction amount, the system will display rewards with a deduction amount greater than the entered value.
  • If you select Range and provide a minimum and maximum deduction amount, the system will display rewards that fall within the specified range.
• Reward Status: Select the reward status (On or Off) from the drop-down menu.
• Reward Created Within: Choose a time frame (1 Day, 1 Week, or 1 Month) from the drop-down menu or select specific start and end dates using the calendar.
  At the bottom-right of the Search Options window, the following buttons are available:
  • Reset: Resets the search criteria to their default settings.
  • Cancel: Closes the search window without applying any filters.
  • Search: Applies the selected search criteria and updates the rewards list accordingly.

Once the filter criteria are applied, a message will appear stating: Below are the rewards matching your criteria, followed by the filtered rewards list.

Filters remain active even if a member edits rewards, utilizes the sort functionality, or changes the display order. Filters are only reset to their default state under the following conditions: clicking the Reset button in the Search Options window, selecting the X icon in the search bar, switching from the Rewards tab to another tab, or reloading the page.

3. Export: The export functionality enables administrators to generate a list of all currently configured rewards in either CSV or Excel format for easy reference and analysis.
4. Display Order: This feature shows the arrangement of all listed rewards, as illustrated in the image below. When a reward is newly created, it is initially displayed as the first entry in the list. However, administrators can modify its position at any time using the Change Display Order feature to rearrange the order based on their preferences.
5. Status: The Status field allows administrators to toggle a reward ON or OFF throughout the system. If the status is set to OFF, the reward will not appear under the specified Site ID or UID, effectively deactivating it for members.
6. Actions: The Actions field offers three key functions for managing configured rewards, providing administrators with the tools needed for effective reward management.
   • Edit: The Edit icon enables the administrator to edit existing Rewards.
   • Change Display Order: Any existing rewards can be reordered by the administrator using this feature.

There are four options available for reordering existing rewards using the Change Display Order feature:

Reorder options	Description
Send To Top	This option moves the selected reward to the top of the list. Note: When you click Send to Top, a confirmation pop-up will appear. You must click OK to finalize the action.
Send To Bottom	This option moves the selected reward to the bottom of the list. Note: When you click Send to Bottom, a confirmation pop-up will appear. You must click OK to complete the action.
Send To Position	This feature provides the flexibility to organize existing rewards according to a desired sequence. By using the Change Display Order option, administrators can define the position of each reward within the list, ensuring that they are displayed in the preferred order. Whether rearranging rewards for visibility, prioritizing certain rewards, or aligning them with specific program goals, this functionality helps maintain an organized and streamlined rewards structure. After clicking Send to Position, a pop-up appears prompting you to confirm the position number where the reward should be placed. You click OK to confirm and finalize the change, updating the reward's position in the list accordingly. Once you submit the desired position number, a confirmation pop-up will appear, asking you to verify the change. You must click OK to confirm and finalize the action, which updates the reward's position in the list. For example, on entering the required sequence number the order of a reward is changed, moving it from the top position to the ninth position in the list, reflecting the updated arrangement. This allows for precise control over the display order of rewards within the system.
Drag and Drop	This feature allows members to intuitively rearrange rewards within the list by simply clicking and holding a reward, then dragging it to the desired position. Once the reward is dropped in the new location, the list automatically updates to reflect the change. Key Points: Enables a quick and user-friendly way to reorder rewards without navigating additional pop-ups or prompts. Perfect for situations where multiple rewards need to be reordered simultaneously or when making on-the-fly adjustments to the list. The new order is saved automatically, ensuring a seamless and efficient workflow. For example, you can move a reward from the third position to the first by dragging it upward and dropping it at the top. The updated sequence will immediately display in the rewards list.

Audit: The Audit icon provides access to all available audit logs for the reward. By clicking on this icon, you can view a detailed history of changes made to the reward, including edits, updates, and any other modifications. This ensures transparency and accountability, allowing administrators to track and review any actions taken within the system related to that specific reward.

Configure a New Reward

1. To configure a new reward, click Add New Reward in the Rewards List section and select the Add Single Reward option. This action opens a form where you can input all the essential details for the new reward, such as its name, type, points value, and any associated configurations. The form is designed to guide you through the setup process, ensuring that all necessary information is collected for accurate reward creation. Once the details are entered, you can save the reward to be added to the system and included in your loyalty program.

Field Name	Explanation
General Information Start by setting up the basic details for the reward. This section allows you to define key attributes such as the reward name, type, points required, and any other essential information that will define how the reward functions within the system. Ensuring accurate and complete information in this section is crucial for proper reward configuration and integration into your loyalty program.
Reward Name*	Enter the name of the reward. This name should clearly identify the reward, making it easy for both administrators and members to recognize and understand. The reward name plays a key role in how it is displayed within the system and communicated to members.
Reward Type	This field is intended solely for display purposes within the API and does not affect the functionality of the reward system. It is used to define the nature of the reward like Voucher, Gift Card, making it easier for members and administrators to understand its purpose or value when interacting with the system. The name serves as an identifier and helps to present the reward clearly in API responses and user interfaces.
Reward Category	A Reward Category is a classification system used in loyalty programs to group and organize rewards based on specific attributes, purposes, or themes. It allows administrators to efficiently manage, filter, and present rewards to participants by categorizing them, ensuring that rewards are aligned with customer preferences and program goals. Reward categories can include various attributes such as status, linked rewards, and creation periods, providing flexibility and clarity in reward management. Select the Reward Category from the drop-down list.  Categories are configured on the Reward Category tab next to the Rewards tab.
Reward Status	The administrator has the ability to enable or disable rewards within the loyalty program. This functionality allows for greater control over which rewards are active and available to members at any given time. By disabling a reward, it is no longer accessible or visible to members, while enabling it makes the reward available for members to claim or interact with as part of the program.
Reward Eligibility Threshold	Select the Reward Eligibility Threshold limit: Fixed Recurring
Product SKU	If this reward is associated with a product benefit, enter the Store Keeping Unit (SKU) number for the product.
OR
Upload Product SKU	Upload the file containing the Product SKU numbers.
Click Next, and the Redemption page will open. Redemption
Required Points to Claim*	The number of points needed to claim the reward.
Points to claim for buckets	This section provides details for Multi-Point Bucket (MPB)-enabled sites, displaying all available or configurable buckets. Points required to claim a reward are verified and deducted from the corresponding bucket during redemption.
Deduction Amount	This field shows the amount that will be deducted after claiming the reward. Note: This information is displayed in the API. Annex Cloud does not validate it.
Reward Currency	Indicates the type of currency offered for the reward.
Reward Code Settings	This section displays the following field information:
Redeem Reward With or Without a Code	There are three options available in the dropdown menu for how rewards can be redeemed: Allow redemption with or without a code A code linked to the reward will be provided. If no code is available, members can still redeem the reward without one. Allow redemption without a code No code is required to claim the reward. Members can redeem the reward without needing a specific code. Do not allow redemption without a code Rewards require associated codes for redemption, as codes are mandatory.
Incentive Group	Select the Incentive Group from the drop-down list. This option is visible only if the Incentive Engine is enabled for the site and the reward group is associated with the Loyalty product.
Redemption Limitation	Configure the required fields according to the specified criteria, ensuring members can only redeem the reward during the selected eligible year and period.
Eligible Year	Specify the year in which members are eligible to redeem the reward.
Eligible Period	Select the eligible period for reward redemption from the dropdown list: Monthly Quarterly Half Yearly Annually
Claim limit per Reward	Set the Claim Limit per Reward to define how many times a reward can be claimed by members. This limit determines the maximum number of available rewards that can be redeemed by members, ensuring that the reward is distributed according to the desired restrictions. For example, If the Claim Limit per Reward is set to 5, the reward can be claimed a maximum of 5 times. If the Claim Limit per Reward is set to 0, there are no restrictions on the number of times the reward can be claimed, meaning members can redeem it as long as it is available.
Claim limit per Member	If the Claim Limit per Member is defined, an individual member will not be able to claim the reward beyond the set limit. The Claim Limit per Member must be less than or equal to the Claim Limit per Reward to ensure the system functions correctly. For example, If the Claim Limit per Member is set to 3, a member can claim the reward only three times. If the reward's overall claim limit has been reached, even though the claim limit per member has not, the member will be unable to claim the reward.
In	Select the Redemption/Claimed Duration from the following options: Day Month Week Year Anniversary Lifetime This option allows you to specify the time frame during which the reward can be redeemed or claimed by the member.
Reward Expire In The "Reward Expire In" field is solely for display purposes in the Get/users/reward API and does not perform any validations or calculations.	Define the Reward Expire In in either Rolling Days or Calendar Days: Rolling Days: The expiration period is calculated from the day the reward is claimed, and the timer resets each time the reward is claimed by a member. Calendar Days: The expiration period is based on fixed calendar days, starting from the date the reward is claimed/ issued. This setting helps determine the validity period of the reward before it expires. This date begins once the reward is claimed.
Use case: Claim Limit per Reward & Claim Limit per Member The Claim limit per Reward is set to 5, meaning a total of 5 rewards can be claimed overall.     The Claim limit per Member is set to 3, meaning each member can claim the reward up to 3 times. The duration is set to Lifetime, which means this claim limit applies for the member's entire lifetime, not for a specific period.
Click Next, UI Settings page will open. UI Settings This page allows you to configure the settings related to how rewards are presented to and claimed by members. You can customize the appearance and behavior of the reward system as per your requirements.
Reward Description	This field allows you to provide an additional description for the reward. Editor: This is a rich text editor (CKEditor) where you can format the text and add details about the reward.
Reward Terms	Terms and Conditions: Here, you can define the rules, restrictions, and conditions that apply to the reward. Editor: Also, a CKEditor for formatting and detailing the terms and conditions clearly.
Reward URL	This URL will redirect the member to a specific page when they click to claim the reward. You can specify a URL where members will be taken after claiming the reward.
Video URL	Enter the URL to the video associated with the reward. This video can provide additional information about the reward or how it works.
Reward Image URL	Enter the URL of any image associated with the reward, which will be displayed on the reward page or in emails.
Additional Settings
Group Reward	When enabled, this setting allows the reward to be claimed by the primary members of a group using common group points. This is visible only if Hierarchy Management is enabled for the site.
Automate Reward Based On	If this feature is enabled, rewards are automatically claimed/ issued, and a reward code is provided to eligible members once they meet the required criteria. Automated rewards can be based on two criteria: Lifetime Points Purchase Amount Refer: Automate Reward Claim with Limit
Claim Threshold *	Define the threshold value that a member must meet to claim the reward. Threshold Types: Rolling: The reward can be claimed multiple times if the member meets the threshold over time. Fixed: The reward can only be claimed once the member meets the threshold.
Auto-Claim Reward Limit*	Set the maximum number of times a reward can be claimed automatically when the member meets the threshold criteria. Note: This is different from the reward-level limit and applies specifically to automated claims.
Reason	This field stores the reason used in the API payload when the reward is claimed automatically.
Time Based Issuance	Configure whether the reward is issued automatically on a specific date.
Date Selection	Select the date when the reward will be automatically issued to eligible members.
Notification Alert Settings	Set an alert to be sent out when available loyalty Reward Codes are running out.
Notification Email Subject	The subject of the email that will be sent when available loyalty reward codes are running out.
Notification Email Body	The body content of the notification email that alerts members about the available reward codes nearing depletion.
* Required field: Make sure to fill in all required fields marked with an asterisk (*) to ensure proper configuration and functionality of the reward system.

Click Create New Reward to save the reward in the system.

Reward Eligibility Threshold: Fixed Limit

If the member selects the Fixed option in the Reward Eligibility Threshold, the Fixed Eligibility and Fixed Threshold options appear. Here's how they function:

Fixed Eligibility:

• Description: This dropdown allows the member to select how the eligibility for claiming the reward is determined.
• Available Options:
  1. Lifetime Points
     • If this option is selected, the Fixed Threshold option will appear where the member specifies the number of lifetime points required to meet the eligibility criteria.

2. Purchase Amount
   • This option allows members to define the eligibility threshold based on the total purchase amount.
3. Segment
   • This option allows eligibility based on specific customer segments, useful for targeting particular groups.
4. Tier
   • This option sets eligibility based on the member’s tier in the loyalty program, restricting the reward to certain tiers.

Fixed Threshold:

This field allows the member to set the threshold that needs to be met for eligibility.

Lifetime Points: If Lifetime Points is selected under Fixed Eligibility, the Fixed Threshold option will allow the member to enter the exact number of lifetime points required to claim the reward.

• Example: If the Fixed Threshold is set to 500, members need to accumulate 500 lifetime points before they are eligible to claim the reward.

This setup ensures that members can define clear and specific eligibility rules for reward claims based on their selection in the Fixed Eligibility dropdown.

Purchase Amount: This option allows the member to define the eligibility for claiming the reward based on the total purchase amount made by the member.

• When selected:
  • If the member selects the Purchase Amount option in the Fixed Eligibility dropdown, the Fixed Threshold option will appear.

Fixed Threshold: This field allows the member to specify the purchase amount required to meet the eligibility threshold for claiming the reward.
Segment: 
A member must belong to the specified segment to be eligible for the reward.
When you select Segment under Fixed Eligibility, choose a segment from the drop-down list.

• Use Case:

Once you select Segment under Fixed Eligibility, select the segment(s) for which you want this reward to be available.
You can select one or more segments from the Segment drop-down list. However, even if multiple segments are selected, the reward will only be displayed to members who are eligible for the selected segment(s). Each member can only qualify for the reward based on their eligibility within a particular segment.
If the member belongs to any of the segments specified in the configuration, they are eligible for the reward.

Tier:
A member must be a part of the specified tier to qualify for the reward.
When you select Tier under Fixed Eligibility, choose a tier name from the drop-down list.

• Use Case:

When selecting Tier within the Fixed Eligibility section, pick the specific tier name for displaying the reward. Then, specify the eligibility as Yes or No, set the claim limit, and choose the applicable duration (Day, Week, Month, Year, Anniversary Year, or Lifetime).

Reward Eligibility Threshold: Recurring Limit

The Recurring option under the Reward Eligibility Threshold sets a points value that allows the participant to claim the reward multiple times for a single transaction—each time the threshold points are exceeded during that transaction. This means the reward can be claimed repeatedly, based on the number of times the points threshold is surpassed within the same transaction.

Process

1. Reward Eligibility Threshold: Select Earned points in the calendar year. This is the only available option for this field.
2. Recurring Eligibility: The Earned points in the calendar year set a limit, ensuring that points earned in a previous year cannot be carried over to the next year to trigger a recurring reward. Only points accumulated within the current calendar year are considered for eligibility.
3. Recurring Threshold: Add the number of points required to meet the threshold for claiming the reward.

Use Cases:

For these cases, the Recurring Threshold is set as 500 points.

Case 1: Member 1 Completes Three Different Transactions

1. For the first transaction, Member 1 earns 100 points. Since the Total Earned Points threshold has not been met, the Member is not eligible for the Reward.
2. For the second transaction, Member 1 earns 500 points, bringing the Total Earned Points to 600 points. This exceeds the required threshold, making the Member eligible for the Reward. As a result, the Claim Limit increases to 1.
3. For the third transaction, Member 1 earns 1000 points, raising the Total Earned Points to 1600. Since this is three times the Recurring Threshold, the Claim Limit increases to 3.

Case 2: Member 2 Earns Points in One Transaction

Member 2 earns 1200 points in a single transaction. Since the Member has earned two times the Recurring Threshold, they become eligible to claim the reward, and the Claim Limit is increased to 2.

Case 3: member 3 Earns Points from Previous Calendar Year

member 3 has accumulated 200 points from the previous calendar year. These points are not eligible for the current year. Even though member 3 earned 400 points in the current year, they do not meet the Recurring Threshold, so the Claim Limit remains at 0.

Import Rewards

Instead of configuring individual Rewards, administrators have the option to bulk upload Rewards using the Import Rewards functionality in the Add New Rewards section. This process involves:

• Download Template: Administrators can download an Excel template with predefined column headers for the upload process.
• Download Sample Spreadsheet: A sample spreadsheet with predefined column headers and sample data can be downloaded for reference.

Once the data is entered and saved in the spreadsheet, it can be uploaded back into Annex Cloud by selecting the file using the Select File button.

Edit an Existing Reward

To edit a pre-configured reward, click the Edit Rewards icon from the Actions column. You can modify the necessary fields in the pre-filled form. These fields are presented during the creation of the Reward and can be updated accordingly. Once the changes are made, click Update Reward to save the updated reward in the system.

Reward Category

Summary: The Reward Category sub-section allows you to configure categories for Rewards, helping to group different Rewards within the Reward List. The category configurations include the ability to create, update, and export previously configured Reward Categories. These categories can be accessed when creating new Rewards, ensuring that records are categorized appropriately as they are created.

The Reward Category feature also provides clear audit trails for any changes or updates made to a category, ensuring transparency for configuration members.

Navigation: Rewards > Rewards Category

Capabilities

The Category Section allows members to manage Reward Categories within their loyalty program. This section provides a tabular view that lists all available categories. Below is a description of the actions an administrator can take to manage these categories:

1. New Reward Category: To create new reward categories, click Add New Reward Category. Detailed configuration steps for creating the category are outlined below.
2. Search box: The Search Box allows administrators to search for previously configured reward categories using keywords. By clicking the drop-down icon within the search box, administrators can access advanced search options, enabling searches based on custom criteria.

• Category Name: Enter the name of the reward category.
• Category ID: Enter the unique ID for the reward category.
• Reward ID Linked: Enter the ID of the reward associated with this category.
• Category Status: Select the status of the reward category from the drop-down list: ON or OFF.
• Category Created Within: Select the creation period for the reward category. You can choose from the available options in the drop-down list or set a custom date range, such as 1 Day, 1 Week, or 1 Month, and select the relevant calendar year.

Once the required fields are completed, click Search to retrieve the records.

3. Export Button: The Export functionality allows members to export the list of currently configured categories in either CSV or Excel format.
4. Status Toggle: The Status Toggle allows a category to be turned ON or OFF across the system.
5. Additional Actions: The Action field offers two options for managing configured categories:

• The Edit icon allows the administrator to modify any aspects of a category.
• The Audit icon opens a window displaying all available audit logs for that category.

Configure a New Category

1. To configure a new category, click Add New Reward Category in the Rewards Category section and select Add Single Category.
   Result: A form is displayed to capture all the necessary details for the category.

Click Create New Reward Category to save the new Reward Category in the system. This option is visible when creating new rewards.

Import Reward Category

As an alternative to configuring individual Categories, administrators can bulk upload Categories using the Import Reward Category functionality within Add New Reward Category.

Administrators can download templates for uploading Categories with the appropriate column headers. There are two templates available for download:

1. Download the template: This option downloads an Excel spreadsheet with predefined column headers.
2. Download sample spreadsheet: This option downloads an Excel spreadsheet with predefined column headers and sample data for reference.

Once the data is saved to the spreadsheet, click Select File to upload the file to Annex Cloud.

Edit an Existing Category

1. To edit a pre-configured Reward Category, click Edit from the Actions column and update the necessary fields. A pre-filled form will appear, allowing you to update all the relevant details for the Category.
   The fields presented during category creation are the same as those displayed when updating a category.
2. Once all the details are updated, click Update Reward Category to save the changes and update the Category in the system.