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 whoever 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:

Basic

This simple option shows a custom message to the user after they have redeemed their item using the Confirmation Message fields.

Lyft Codes

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 of 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)

Custom/Advanced

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.

PDF

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.

Custom URL/Link

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).

Custom Webhook

Using Zapier, IFTTT, or other custom services, you can facilitate even more advanced capabilities. Set up your POST URL here.

Tango Card Integration

This option will allow you to connect to an account listed on your Fulfillment Integrations page to distribute Tango Card rewards. You can choose the reward catalog available and the dollar amount of the gift card within this section.

Additional States

Adding states to your item allows you to create additional follow-up actions and classifications for your rewards workflow. For example, you could create states to allow manual approval on Tango Card redemptions, identify and reward raffle winners, or anything else you would need to classify reward progress.

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.

Confirmation Message

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.

If you need to learn how to create one of these programs, you can visit our How to Create and Edit Incentives and How to Create and Edit Point Programs pages.