Digital Inventory is a new way to manage the rewards for your Incentives and Point Programs. By combining these tools, you will be able to automatically reward your users with item codes, send automatic follow-up and notification emails, disperse pre-filled PDFs, and more.
If you are looking to set up an advanced inventory item we want to make sure you have the best experience with the tool and this specific area definitely has a vast amount of complexity. Please reach out to our team if you need help planning or implementing your inventory.
Options for Digital Inventory Items:
Basic Item Details
- Name: The label of the Digital Inventory Item. Make this easy to reference as this is what you will see when setting up your Incentive or Point Program.
- Description: The description of the item will show alongside its name when choosing it within an Incentive or Point Program.
- Additional Notes: Basic text area for you to place more details about the item. This is only visible within this edit area, and not visible to end-users.
- Managing Networks (optional): You can allow Network Managers to access, edit, and report on this specific item by adding them using the search/dropdown menu.
Pre-Defined Redemption Workflows
Redemption workflows are where you define the exact process of how your item is dispersed. There are a variety of options:
This option simply shows a message to the user after they have redeemed their item using the Confirmation Message.
This option’s workflow consists of emailing a code and instructions directly to the user. Codes will have to be imported, entered, or constructed. While the name is ‘Lyft Codes’, you can change the text within the areas to match any type of redeemable code you would like to implement.
Emailed ERH Request
This option emails an Emergency Ride Home (ERH) request directly to a vendor. Submission requires user to provide more details via an in-app form.
Basic form includes the following fields: Contact Phone Number, Employer, Reason for Request (Illness, Family Emergency, Unexpected Overtime), Drop Off Location (Home or Park & Ride)
Choose your adventure! You can mix and match any of the available options listed below.
Redemption Workflow Options
When creating a custom workflow, the following options are available:
Request Additional Info
Choose a pre-defined form for the user to fill out in order to finalize their item redemption. A basic ERH/GRH form is available as a default. If you need additional forms created, please contact RideAmigos.
Unique ID or Codes
Import or automatically generate codes and pass them to the user. These codes can be used in other areas as well such as ‘Send an Email’ or ‘Confirmation Message’.
Send an Email
Need to alert a user, remind them of the code they earned, or just give them additional information? Use the email option. You can also use this to send to multiple addresses in case you would like the manager of the program to get an identical emails so that they may disperse additional items as necessary.
Disperse a pre-filled PDF. While we have a basic example ERH/GRH PDF available, more can be added upon request. Contact RideAmigos for help.
Send a user to an external link to claim their item. You can also automatically construct the link using tokens to put the user’s information into the link (such as if you’re pre-filling a TypeForm).
Use Zapier, IFTTT, or other custom services to facilitate even more advanced capabilities. Set up your POST URL here.
Again, if you need help setting up your digital inventory items please submit a ticket and our support team will be happy to assist you.