Training - Loyalty & Rewards

Update Rewards Custom Values


Update Rewards Custom Values

Custom Values are used throughout the system to update messaging, workflows, funnels, and trigger links. 

Think of custom values like system wide settings, we can create and set to be used throughout the CRM so that we only need to update the values in one place, rather than in multiple for example (funnels, workflows, email templates, sms templates, and urls). Update the from name in custom values and in each of the above locations that value is updated automatically. 

Custom Values & What They Do

Rewards Business Description
{{custom_values.rewards__business_description}}
A short description of your business that will show on the Referral & Work With Us Pages

REWARDS - Clients Patients Customers
{{custom_values.rewards__clients_patients_customers}}    
The verbiage used to refer to your clientele. Doctors have patients, Retail has customers etc.. 

REWARDS - Company Tagline
{{custom_values.rewards__company_tagline}}
A short energetic tag line for the Work With Us Page - IE: The Best Little Pancake Shop in Ohio

REWARDS - From Email
{{custom_values.rewards__from_email}}
The email address that your Reward Emails will come from. 

REWARDS - From Name    
{{custom_values.rewards__from_name}}
The name Rewards Emails will come from 

REWARDS - Main Service You Provide
{{custom_values.rewards__main_service_you_provide}}    
Describe the main service you provide in a single line: Carpet Cleaning

REWARDS - New Customer Gift
{{custom_values.rewards__new_customer_gift}}    
What is the gift or offer you are providing your client when they first sign up. May end up being points, or something like a bottle of spot remover, or entering a contest.

REWARDS - Points To New Customer
{{custom_values.rewards__points_to_new_customer}}    
The points value of the gift you are giving to new customers who sign up or first get started with you.  

REWARDS - Points To New Customer Commercial
{{custom_values.rewards__points_to_new_customer_commercial}}    
The points value you are giving commercial customers for each referral. Commercial customers have a potential for higher volumes because their contacts are greater. May set this points value less than residential. 

REWARDS - Referral Invite Points
{{custom_values.rewards__referral_invite_points}}    
Points assigned for inviting a new contact to check your business out - can set to any number, even 0. This is not points for a referral, just for sending an invitation (email or sms)

REWARDS - Referral Invite Points Commercial
{{custom_values.rewards__referral_invite_points_commercial}}    
Points assigned for inviting a new contact to check your business out - can set to any number, even 0. This is not points for a referral, just for sending an invitation (email or sms)

REWARDS - Social Share Description SEO Metadata
{{custom_values.rewards_social_share_description_seo_metadata}}    
The description customers see when a facebook post is shared. This is the SEO description on the work with us page. 

REWARDS - Social Share Title SEO Metadata
{{custom_values.rewards__social_share_title_seo_metadata}}    
The title that is seen when a facebook post is shared. This is the SEO title on the work with us page. 

REWARDS Admin Pass
{{custom_values.rewards_admin_pass}}    
Password for admin pages.
    
REWARDS Business Logo
{{custom_values.rewards_business_logo}}    
The location's business logo. 

REWARDS Commercial Share Body
{{custom_values.rewards_commercial_share_body}}    
The body text displayed when sharing to a social media platform that is (not Facebook), or via email, or sms.

REWARDS Commercial Share Subject
{{custom_values.rewards_commercial_share_subject}}    
The title text displayed when sharing to a social media platform that is (not Facebook), or via email, or sms.

REWARDS Domain URL
{{custom_values.rewards_domain_url}}
URL of the domain or subdomain used for the funnels in the Rewards Program, in the format: https://www.yoururl.com - no trailing slashes. 
    
REWARDS Loyalty Share Points
{{custom_values.rewards_loyalty_share_points}}    
Points given to a rewards member for sharing on social media - Points can only be granted once per 24 hour period. 

REWARDS Loyalty Share Points Commercial
{{custom_values.rewards_loyalty_share_points_commercial}}    
Points given to a commercial rewards member for sharing on social media - Points can only be granted once per 24 hour period. 

REWARDS Offer For Referral
{{custom_values.rewards_offer_for_referral}}
Describe the points value you are offering referral members for each referral they are providing. You may also describe what they can get with those points. IE: "Get 200 points for referring a friend who completes a job, which can be redeemed for valuable in house gift vouchers."

REWARDS Powered By Logo
{{custom_values.rewards_powerd_by_logo}}
Your Business Logo

REWARDS Print QR Desc
{{custom_values.rewards_print_qr_desc}}

REWARDS Print QR Title
{{custom_values.rewards_print_qr_title}}
The attention grabbing title displayed on the printable version of the QR code page. 

REWARDS QR Print Banner Image
{{custom_values.rewards_qr_print_banner_image}}    
The banner image displayed on the printable QR code page - Dimensions should be: 1200px wide x 600px tall. 

REWARDS Referral Lead Points
{{custom_values.rewards_referral_lead_points}}
The points assigned to a rewards member when an invitation turns into a lead - Does not mean the new contact has purchased anything yet. 

REWARDS Referral Lead Points Commercial
{{custom_values.rewards_referral_lead_points_commercial}}    
The points assigned to a commercial rewards member when an invitation turns into a lead - Does not mean the new contact has purchased anything yet. 

REWARDS Referral Points
{{custom_values.rewards_referral_points}}
The points assigned to a rewards member when the contact they referred as purchased / completed service and has now become a customer.

REWARDS Referral Points Commercial
{{custom_values.rewards_referral_points_commercial}}    
The points assigned to a rewards member when the contact they referred as purchased / completed service and has now become a customer.

REWARDS Show Points Button
{{custom_values.rewards_show_points_button}}    
Answer Yes if you want to show the earn points button in the Rewards Dashboard under the current points value. 

REWARDS Show Redeem Button
{{custom_values.rewards_show_redeem_button}}    
Answer Yes if you want to show the redeem points button in the Rewards Dashboard under the current points value. 

REWARDS Show Transactions
{{custom_values.rewards_show_transactions}}
Answer Yes to show transactions on the dashboard. 

REWARDS Social Share Body
{{custom_values.rewards_social_share_body}}
The body text displayed when sharing to a social media platform that is not Facebook, or via email, or sms.

REWARDS Social Share Points Value
{{custom_values.rewards_social_share_points_value}}    
    
REWARDS Social Share Subject
{{custom_values.rewards_social_share_subject}}    
    
REWARDS Tech Pass
{{custom_values.rewards_tech_pass}}

REWARDS referral details
{{custom_values.rewards_referral_details}}

SMART - Referral Conditions
{{custom_values.smart__referral_conditions}}

SMART - Social Media Link Graphic
{{custom_values.social_media_link_graphic}}

 

There may be more custom values used in the system than are shown in this list. 

Not call custom values are used by every version of the Loyalty & Rewards snapshot. Some systems require different configurations, however the custom value fields may still be in the snapshot you've installed. 

 

 FAQ: Why Isn't My Reward Being Created?

  • While Creating a Rewards DO NOT add Emojis in Title, Description of Redemption Method Because the System right now does not support that format.