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Managing Company Reward Redemptions

The details on what happens when your Users redeem Company Rewards

Felix Tan avatar
Written by Felix Tan
Updated over a year ago

Who can use this feature

πŸ‘‘ Available to all Workspaces.

βš™οΈ Global or Reward Ops Admin Permissions are required


Notifications

By default, when a User redeems a Company Reward, all Admins within your Workspace will receive a notification via email. However, you can assign a single Admin to be the Point of Contact, after which only that Admin will receive notifications.

This can be configured within Manage Rewards under the Rewards tab of Admin Settings.

Reward Redemptions

All Redeemed Rewards, both Company Rewards and Gift Cards, appear within your Workspace's Redemptions report, which you can find within the Rewards tab of Admin Settings.

You'll find details of each redemption, such as the points for which the reward is redeemed, the redemption date, as well as the redeeming User. Each reward will also have a status, which is what will be used to manage the redemption process.

Reward Statuses

Redeemed Rewards have 4 different statuses:

  • Pending

  • Approved

  • Fulfilled

  • Refunded

Rewards that have just been redeemed are automatically assigned a "Pending" status.

Important:

  • Whenever a reward changes its status, the redeeming User will receive an email notifying them of the change in status.

  • Users will also be able to see the status of their reward redemption change on their "My Redemptions" page.

  • You cannot revert a reward's status back to what it was before. Do reach out to Support if you require assistance with this.

Typically, Admins use the "Approved" status to indicate to Users that their redemption is in the midst of being processed. Once it has been processed, the reward is then marked as "Fulfilled".

Marking rewards as "Approved" and "Fulfilled" are available as Bulk Actions should you select multiple rewards.

Refunds:

There might be instances where the reward is no longer available for the redeeming User to redeem. This is when you might want to refund the points that the User has spent back to the User.

Refunds are not available as Bulk Actions and you need to individually click into the reward to process a refund.

A prompt for a refund reason will appear. Should you provide a reason here, it will be sent along within the refund email to the User once you confirm the refund.

We recommend providing a reason here for a better user experience; allowing the redeeming User to understand why their redeemed reward was refunded to them at a glance. This also saves you the need for excessive correspondence when you have too many redemptions to handle.

Reward Status Audit Trail

When you have multiple Admins managing redemptions, it might be a challenge to coordinate workflows.

With an audit trail, you can tell who has changed a reward redemption's status, when it was done, and to what status it was changed. This would give you visibility on your team's work and allow for better collaboration.

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