Just getting started with Point Programs? Check out these resources first:

Differences between Incentives and Point Programs.

How to Create and Edit Point Programs

Accessing Point Program Reports

System Administrators and Network Managers: Programs > Point Programs

Locate the program you wish to manage. Next to the program you’ll see options for Report, Users and Purchases.

Report

This is the primary interface for administering a point program, giving an overview of the program and an interface for managing redemptions.

Users

The Users report is a CSV file with information about each user eligible for the program:

  • User ID, name, email, and networks
  • Number of purchases each user has made
  • Number of points spent, earned, and available for each user

Data from this report can then be analyzed using your favorite spreadsheet tools to determine more complex metrics such as average points earned or spent per participating user, etc.

Purchases

The Purchases report is a CSV file with information about every redemption activity from the program:

  • User ID, name, email, and networks
  • Item ID and name
  • Item price, quantity, and total cost
  • Purchase date and status (purchased, denied, or cancelled)
  • User home and work addresses

Like the User report, this allows you to use your favorite spreadsheet tools to analyze purchase data for auditing or planning purposes.

Managing Item Redemption

System Administrators and Network Managers:
Programs > Point Programs > Search for your program > Report

Within the main Point Program Report managers can review and act on user’s redemption requests.

The default view shows New redemptions, which have not been marked as Rewarded, Denied, or Cancelled.

Switch between the All, New, Rewarded, Denied, or Cancelled tabs as needed to review redemption history. From any tab you can filter results by typing a user’s name, email, employee ID, or the item name into the search box.

Redemption Action Options

Program managers can Reward, Deny, or Cancel each redemption request.

Reward – Marks request as rewarded in all reports

Deny – Marks request as denied in all reports

Cancel – Marks request as cancelled in all reports and restores the points to the requesting user.

*Note: Items using certain Digital Inventory workflows as the delivery method are automatically considered rewarded and can only be cancelled, not denied. Cancelling a request fulfilled via digital inventory will not undo any associated workflow actions, such as emails sent or webhooks triggered.

Editing Available Points

System Administrators and Network Managers:
Programs > Point Programs > Search for your program > Report > User Points Report

Occasionally you may need to edit the number of points a user has available to them. For example, if you want to give certain users extra credit for trips taken on a bonus point day, or to remove points to enforce a maximum accrual.

Instructions on making point adjustments can be found here.

System Administrators and Network Managers:
Programs > Point Programs > Search for your program > Report > Program Triplog Report

Some advanced program management tasks, such as issuing bonus points for trips logged on a particular day, make use of the Program Triplog Report.

Note that there is not necessarily a 1:1 ratio of trips that appear in this report and trips for which users are issued points. For example, if your program only allows users to earn a maximum number of points per day, all of the users trips for those days will appear in the triplog report, however they will still only receive points according to your set daily maximum.

Webinar video on how to use the triplog report to issue bonus points