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Redemption Manager

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    The Redemption Manager allows you to create a library of rewards which can be displayed and redeemed by your panelists within their Community. There are four reward types available, including Panel Management incentives, coupons, Paypal points, and Tango cards. The redemption process can be done either automatically (where a respondent with the allotted points is immediately approved for the redemption), or manually (where the respondent's request must be accepted by a panel or rewards manager).

    To access the Redemption Manager from the navigation menu, open the Panel functions drop-down menu and select Redemption Manager.

    1:  Adding a Redemption

    Select New Redemption to create a redemption.

    When creating a new redemption, you will be required to fill in the following fields:

    • Vendor:  When creating a new redemption, the drop-down allows you to select between the different available vendors. When editing a redemption, the type of vendor the redemption is associated with will display. The vendor type cannot be changed for existing redemptions. The four types of redemption are Panel Management, Tango Card, Coupon, and Paypal.
    • Name:  The name of the redemption that will be displayed to panelist. Each localized value is displayed in the corresponding language tab.
    • Automated:  This option has two settings:
      • Yes: The redemption will be automatically accepted and processed.
      • No: An administrator will have to manually accept the redemption in order it to be processed.
    • Points:  The number of points the redemption is worth. A Panel Management redemption will not be displayed to a panelist if they do not have enough points. Also, when they redeem their points, this is the cost that will be subtracted from the panelist's available points.

    Once rewards have been created, they will be listed in your Redemption Manager.

    You can edit any reward by left-clicking it. The following options are also available:

    • Enabled:  Enable this reward so it appears in your Community and can be redeemed by your panelists. Newly created redemptions are enabled by default. Disabling a redemption will not delete it from the Manager; it will only make it unavailable for use.
    • Delete:  Removes the redemption from the Redemption Manager. Once deleted, the redemption cannot be restored and must be recreated.

    Note:  The reward redemptions below may require a contract addendum to access. Contact your account manager if you are interested in using these reward types.

    1.1:  Panel Management Incentives

    This vendor type keeps track of points redemption but will not actually send the panelist an incentive. Instead, this method requires that the user send panelists their incentive. You will want to ensure that the panelist has been sent their incentive and that the panelist has enough points in their Reward History to redeem the incentive. 

    To add a Panel Management incentive, select "Kinesis" from the Vendor drop-down menu and adjust your settings as needed.

    1.2:  Coupons

    This vendor type sends the panelist an electronic coupon or gift card code that has been purchased and uploaded into the panel system. If there is a connection error, no remaining coupon codes available, or if the panelist has redeemed more points than they have earned, the redemption will fail. As with Panel Management incentives, you will first want to check that the panelist has enough points to redeem the coupon code by checking their Reward History. If they do, you will also want to check within the Redemption Manager to make sure coupon codes are available.

    To add a coupon, select "Coupon" from the Vendor drop-down menu.

    The following fields are required for coupon rewards:

    1.2.1:  General Coupon Fields

    • Internal name: Enter the name for the redemption as it should appear throughout Panel Management; not visible to recipients.
    • Country filter: If using multiple countries, select the country for the redemption.
    • Admin auto-approve: Indicate whether a panel administrator needs to approve the automatic redemption for processing.
      • Yes: The redemption will be automatically accepted and processed.
      • No: An administrator will have to manually accept the redemption in order it to be processed.
    • Email alert:  This option has two settings:
      • Yes: Sends email alerts when the number of available coupon codes is below the alert threshold.
      • No: Disables sending email alerts. Even if the number of available coupon codes is low or zero, no alerts will be sent.
    • Email alert to:  The email address(es) to send low coupon code alerts to. Multiple email addresses can be entered by comma separating them. Only available when email alerts are turned on.
    • Community image: Upload a custom image to show it on the Community's reward selection screen.
    • Points required: Enter the number of points the redemption is worth. A Panel Management redemption will not be displayed to a panelist if they do not have enough points. Also, when they redeem their points, this is the cost that will be subtracted from the panelist available points.
    • Alert when only this many coupons remain:  The available coupon code threshold for when alerts will start sending. Only available when email alerts are turned on.

    1.2.2: Coupon Automatic Redemption

    Important:  Enabling this feature will deplete the reward points of all panelists who are eligible. Use with caution!

    • Automatically redeem reward: Select “Yes” to periodically auto-redeem all available points for eligible panelists. Panelist eligibility is determined by the following factors:
      • Subscription status: Panelist must be subscribed
      • Blacklist status: Panelist must not be blacklisted
      • Community: Panelist must be part of a Community where this redemption type is enabled
      • Available points: Panelist must have enough points
      • Email status: The panelist's "email valid" flag must be set to "yes" or sending the email containing the code will fail and the coupon code will not be redeemed
    • Frequency: Select from the drop-down menu to set a schedule on which this auto-redemption should occur. The time of day is derived from the time when the feature is first enabled.
      • daily: The first time the redemptions are expected to happen is on the next day at the same time the redemption item was saved.
      • weekly: Will run once a week, starting the following week on the time the redemption item was saved.
      • fortnightly: Will run every other week starting two weeks from when the redemption item was saved.
      • monthly: Will run once a month on the same day that the redemption item was saved. If the day is the 31st for example, we will assume the last day of the month for all other months.

    Note:  Before enabling this feature, be sure to set "Admin auto-approve" to "yes" unless you wish to manually approve all requests. Also ensure that you have enough coupon codes for all your potential reward recipients - once all available codes have been sent out, the automatic redemption feature will be disabled.

    Preconditions

    The following settings are required when using automatic reward redemption:

    • The Country filter should be disabled
    • The Points required field should be set
    • A Frequency should be selected
    • Enough coupons should be available so that auto-redemption can happen
    • The corresponding Community for that panel should have the Coupon reward type enabled for redemption
    • All panelists should have valid email addresses to get the automatic redemption
    • No panelist should be blacklisted

    Coupon Management

    • Coupons:  This option has two settings:
      • Available: The number of available coupons. Coupons that have NOT been awarded to a panelist.
      • Used: The number of used coupons. Coupons that have been awarded to a panelist.
    • Upload coupons:  This button allows selecting a CSV file that contains coupon codes which will then be imported into the redemption system and associated with this current coupon code redemption. Once imported, the coupon codes will become available to award to panelist.
    • Delete unused coupons:  Deletes any unused coupons, or coupons that have NOT been awarded to a panelist yet.
    • Delete all coupons:  Deletes ALL coupons, used and unused.
    • Download unused coupons: Download all unused coupons
    • Download used coupons: Download all used coupons with their sent at timestamp.

    1.3:  PayPal

    Note:  Enabling this option requires a contractual amendment. Contact your Account Manager for assistance with setup.

    This vendor type allows panelists to redeem incentive points through PayPal and is compatible with PayPal's latest Application Programming Interfaces (API's). Select this option if you are using a new PayPal API. 

    To add PayPal points, select "PayPal" from the Vendor drop-down menu.

    The following fields are required and should be provided by PayPal:

    • Points required:  The number of points the redemption is worth. A PayPal redemption will not be displayed to a panelist if they do not have enough points. Also, when they redeem their points, this is the cost that will be subtracted from the panelist available points.
    • App Client ID: This is used to connect to PayPal's REST API. In PayPal, this is found in app details under "Client ID".
    • App Secret:  This is used to connect to PayPal's REST API. In PayPal, this is found in app details under "Secret".
    • App Environment:  Select from either the sandbox environment or production. In sandbox mode, sending funds to panelists is limited to the list of sandbox users you created in PayPal.
    • Transaction amount:  The amount of money to send when a panelist requests it.
    • Currency:  Select the appropriate currency from the drop-down. All funds will be sent in this currency.

    1.3.1:  PayPal (Legacy)

    Note:  This option has been deprecated. If you previously added it, you can still make updates. However, Forsta recommends that you update to the new version of PayPal as Panel Management no longer supports this version.

    1.4:  Tango Card

    Note:  This reward method requires an existing Tango Card account.

    This vendor type allows panelists to redeem incentive points via a virtual Tango Card. Enabling this option requires a contractual amendment, so you will need to contact your Account Manager for assistance with setup.

    To add a Tango Card, select "Tango Card" from the Vendor drop-down menu.

    The following fields are required for Tango Card rewards:

    • Name:  Redemption name for display in the Community. This name will be visible in the reward dropdown in your Community's Rewards Component.
    • Custom Messages:  Custom text is available for all Tango Card processing. Messages are:
      • Processing Message:  Text visible when Community is processing a claim
      • Confirm Message:  Confirmation text when selecting a reward. To pipe points spent, use %COST% in the body of the text. To pipe the selected card, use %CARD%.
      • Reward Message Subject:  Subject in email alert sent to panelist when claiming a reward
      • Reward Message:  Content text in email alert sent to panelist when claiming a reward
      • No Gift Cards Available:  Text to display if Tango Card fails to display current inventory
      • Email templates: Email templates created in Tango Card. If a template is not selected, the default email template set up in Tango Card is used.
    • Internal Name:  Label for your Tango Card redemptions in the Redemption Manager. Only visible within Panel application.
    • Country filter: If using multiple countries, select the country for the redemption.
    • Admin auto-approve:  Toggle to automate Tango Card reward processing. See Rewards Redemption for more information on automated and manual processing.
    • Platform Name:  Name of client's Tango Card platform. This is provided to you by Tango Card.
    • Platform Key:  Unique key for client's Tango Card account. This is provided to you by Tango Card and MUST match the Platform Name.
    • Customer:  Client's customer name for the Tango Card account.
    • Account Identifier:  Tango Card account ID/name. This is provided to you by Tango Card.
    • Environment:  Current environment for Tango Card account. Use Sandbox for testing and onboarding, and Production for live panels.
    • Email alert to:  Contact email to alert if account balance falls below preset value.
    • Alert if funds drop below:  Preset value to trigger alert. Emails contact set in Email Alert To.
    • Currency / Points Conversion:  The exchange rate of panelist points to currency. E.g. if your currency is US Dollars and you want 100 panelist points to equal one US Dollar ($1), then you would enter 100 as the points conversion.
    • Select SKUs:
      • Available SKUs:  After the API credentials have been verified, a new option becomes accessible that allows admins to specify which SKUs to show to the panelists. By default, none of the SKUs are selected.
      • Variable SKUs:  The selection screen also allows admins to set minimum and maximum dollar amounts for variable SKUs. All variable SKUs have limits that are imposed by the API. Those limits are shown in parentheses.

    Learn More:  Adding Tango Card Redemptions.

    1.5: Tremendous

    This vendor type allows panelists to redeem incentive points for a virtual gift card.

    Note:  This reward method requires an existing Tremendous account.

    Note:  Enabling this option requires a contractual amendment. Contact your Account Manager for assistance with setup.

    To add Tremendous, select "Tremendous" from the Vendor drop-down menu.

    The following fields are required for Tremendous rewards:

    • Name:  Redemption name for display in the Community. This name will be visible in the reward drop-down in your Community's Rewards Component.

    • Custom Messages:  Custom text is available for all Tremendous processing. Messages are:

      • Processing Message: Text visible when Community is processing a claim

      • Confirm Message:  Confirmation text when selecting a reward. To pipe points spent, use %COST% in the body of the text. To pipe the selected card, use %CARD%.

      • No Gift Cards Available:  Text to display if Tremendous fails to display current inventory

    • Campaign:  The reward email template, set up using Tremendous campaigns. The drop-down will populate with your campaigns after you provide your API Key.

      Note:   Add your Tremendous API Key to populate the Campaign drop-down.

    • Internal Name:   Label for your Tremendous redemptions in the Redemption Manager. Only visible within Panel application.

    • Country filter: If using multiple countries, select the country for the redemption.

    • Admin auto-approve:  Toggle to automate Tremendous reward processing. See Rewards Redemption for more information on automated and manual processing.

    • API Key: A unique key for your Tremendous account. Create this key in the Tremendous application. Required to populate the Funding Source ID and Campaign fields.

    • Funding source ID: A unique key for client’s funding source, set up in Tremendous. The drop-down will populate with your funding sources after you provide your API Key.

      Note:   Add your Tremendous API Key to populate the Funding Source ID drop-down.

    • Currency / Points Conversion: The exchange rate of panelist points to currency. For example, if your currency is US Dollars and you want 100 panelist points to equal one US Dollar ($1), then you would enter 100 as the points conversion.

    • Select SKUs:

      • Available SKUs: After the API credentials have been verified, a new option becomes accessible that allows admins to specify which SKUs to show to the panelists. By default, none of the SKUs are selected.

      • Variable SKUs: The selection screen also allows admins to set minimum and maximum dollar amounts for variable SKUs. All variable SKUs have limits that are imposed by the API. Those limits are shown in parentheses.

    Learn More:  Adding Tremendous Redemptions.

    1.6:  BHN Rewards

    This vendor type allows panelists to redeem incentive points for a virtual gift card.

    Note:  This reward method requires an existing BHN Rewards account.

    Note:  Enabling this option requires a contractual amendment. Contact your Account Manager for assistance with setup.

    To add BHN Rewards, select "BHN Rewards" from the Vendor drop-down menu.

    The following fields are required for BHN rewards:

    • Name:  Redemption name for display in the Community. This name will be visible in the reward drop-down in your Community's Rewards Component.

    • Internal Name:   Label for your BHN Rewards redemptions in the Redemption Manager. Only visible within Panel application.

    • Country filter: If using multiple countries, select the country for the redemption.

    • OAuth Client ID:  Your BHN Rewards OAuth Client ID.

    • OAuth Secret:  Your BHN Rewards OAuth Secret.

    • Reward gallery key:  Your BHN Reward gallery key.

    • Environment: Select an environment from the drop-down menu.

      • Production: Connects to your live BHN Rewards account. Redemptions from this account will be credited from your BHN Rewards Balance.

      • Sandbox: Connects to your test BHN Rewards account. Redemptions will not be credited to your actual account.

    • Point bank API user name: Create a username to add to your BHN Rewards account.

    • Point bank API password: Copy the password to add to your BHN Rewards account.

    Learn More:  Adding BHN Rewards Redemptions

    1.7: Virtual Incentives

    This vendor type allows panelists to redeem incentive points for a virtual gift card.

    Note: This reward method requires an existing Virtual Incentives account.Enabling this option requires a contractual amendment. Contact your Account Manager for assistance with setup.

    To add Virtual Incentives, select "Virtual Incentives" from the Vendor drop-down menu.

    The following fields are required for Virtual Incentives:

    • Name: Redemption name for display in the Community. This name will be visible in the reward drop-down in your Community's Rewards Component.

    • Processing message: Text visible when Community is processing a claim.

    • No gift cards available message: Text to display if Virtual Incentives fails to display current inventory.

    • Programs: This control will display all the programs available for this account. This is automatically enabled once you enter credentials and those are validated through an API call.

    • Select SKUs: open a window to allow SKU selection for this program. To select a SKU you need to save all changes made on Programs select first.

    • Internal name: Label for your Virtual Incentives redemptions in the Redemption Manager. Only visible within Panel application.

    • Country filter: If using multiple countries, select the country for the redemption.

    • Admin auto-approve: Toggle to automate Virtual Incentives reward processing. See Rewards Redemption for more information on automated and manual processing.

    W-9 eligible:

    • Yes: The panelist identifier will be sent in every request for 1099 reporting using w9eligible and w9id field in the API call.

    • No: The w9eligible and w9id won't be sent in the API call.

    • Username: Virtual Incentives username for API calls can be generated in Virtual Incentives Admin console. Once both username and password are filled the programs' dropdown will be enabled.

    • Password: Virtual Incentives password for API calls can be generated in Virtual Incentives Admin console. Once both username and password are filled the programs' dropdown will be enabled.

    Learn More: Adding Virtual Incentives Redemption

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