Digital Inventory (DI) is an advanced way to manage the reward workflows for your Incentives and Point Programs. With these tools you can automatically reward your users with custom messages and item codes, send follow-up and notification emails, distribute pre-filled PDFs, and more.
If you are looking to set up a Digital Inventory item, we want to make sure you have the best experience with the tool, which can be quite complex. Please reach out to our team if you need help planning or implementing your DI workflow.
View and Manage Existing Items
From the management screen you can review any existing DI items or create new ones.
Sort the DI management screen by clicking a column title (Name, Description, etc.)
Filter the items displayed by clicking the blue filter icon to the right of the column title.
Details / Edit allows you to view and edit the configuration options for a specific item.
Clone creates a new DI item based on the cloned item.
Redemptions takes you to a redemption report for the chosen item which can be filtered, sorted, and exported.
User navigates to the user detail page for whomever claimed that redemption.
Point Program / Incentive navigates to the report page for the program through which the user redeemed the DI item.
Creating and Editing Items
New DI items can be created via the New Item button or a clone link.
Basic Item Details
- Name: This is the label of the Digital Inventory Item. Make this unique and easy to reference, as this is what you will see when adding the item to your Incentive or Point Program. This is not the name your users will see.
- Description (optional): The description of the item will only appear to administrators in the DI management area. It is not visible to end users.
- Additional Notes(optional): This area is for you to place more details about the item, should you need to. This is only visible within this edit area and not visible for end users.
- Managing Networks (optional): You can allow Network Managers to reference this item in incentives and point programs and report on it by adding them using the search/dropdown menu.
Pre-Defined Redemption Workflows
Redemption workflows define the exact process of how your item is dispersed. There are a variety of options to use:
This simple option shows a custom message to the user after they have redeemed their item using the Confirmation Message fields.
This option’s workflow consists of emailing a digital code and instructions directly to the user. Valid codes for your use-case must be imported, entered, or generated. While the name of this option is ‘Lyft Codes’, this workflow can be used to distribute any digital code from a predetermined list or generated codes that conform to a predetermined generatable pattern. You can change the text within this area 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 the user to provide more details via an in-app form.
The 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.
Custom Redemption Workflow Options
When creating a custom workflow, the following options are available:
Request Additional Info
This allows you to 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
Use this to 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 program manager when an item is redeemed? What about letting a user know about the code they earned? Or maybe you just need to submit them a receipt. You should use the email option. You can also use this to send to multiple addresses, in case the manager of the program would like to get an email identical to that which the user receives.
This will 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.
You can use this to 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).
Using Zapier, IFTTT, or other custom services, you can 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.
The confirmation message field allows you to type a custom message that appears to the user after successfully redeeming an item. This could be used to give further instruction on receiving their reward should there be any, a notification of when they should expect their prize, or even a simple ‘congratulations’. This section is standard for all redemption workflows, and it includes the ability to use Markdown tags for formatting your text.
Note that certain Markdown tags will not display properly in the mobile app view. You can provide an alternate message for mobile users – otherwise leave the Mobile Confirmation Message field blank to use the same description everywhere.
Connect to Your Program
After you have configured and saved your Digital Inventory item, it will appear as a delivery option within your Incentives and Point Programs.