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What is the Redeem feature and how does it work?

The Redeem feature allows you to validate or "burn" events directly from a wallet card in physical locations without any IT system integration.

What is Redeem used for?

Redeem enables you to mark any event as completed and track it. Common use cases include:

✅ Validate one-time offers (discount, gift, promotion)

✅ Record store visits (for loyalty programs)

✅ Confirm warranty usage (product registration)

✅ Track event attendance (VIP invitations, conferences)

✅ Burn punch card stamps (visit-based rewards)

✅ Confirm in-store purchases (without POS integration)

How does Redeem work?

  1. Customer receives card via email, SMS, or web
  2. Card contains a link or QR code to the redeem page
  3. Customer goes to location (store, event, etc.)
  4. Staff scans QR code or customer opens link
  5. Redeem page opens with validation form
  6. Staff enters validation code (password)
  7. Confirmation displays. The event is recorded with date/time/location

What is tracked?

Every successful redeem captures:

  • WHO: Which customer/card
  • WHAT: Which offer or event
  • WHEN: Date and time of validation
  • WHERE: Which store (if using store-specific codes)

You can find the information related to the redeem by generating a reporting file.

Set up a Redeem route

Step 1: Create the redeem route

  1. Go to Library > Redeem
  2. Click Add a redeem link.
  3. Configure the redeem route:
    1. Identifier: Unique ID for this redeem
    2. Banner image: Visual for redeem page
    3. Title & Subtitle: Displayed on validation page
    4. Description: Instructions for staff
    5. Submit button label: Text for validation button
    6. Disclaimer: Legal text or terms
    7. Success message: Confirmation text after validation

Step 2: Configure your validation codes

To configure validation codes, you have two options:

  1. Add generic codes
  2. Add store-specific codes

Option 1: Generic codes

To add generic validation codes, click ••• Manage redeem codes. From there, you can create custom validation passwords that can be shared across all locations. Simple setup for single-location use:

Option 2: Store-specific codes

To add store-specific codes, click ••• Manage Store Codes. From there you can create one unique code per store that enables tracking by location. 

You can create your store-specific codes by uploading them from a .csv file. Codes are stored in the Store tab with the "redeem code" field.

Step 3: Set up usage limits

Configure how many times a redeem can be used:

  • Unlimited: No restrictions
  • Single-use: One time only (default)
  • Limited uses: Set maximum number (e.g., 3 times)

[Advanced] Combine with recurrence period:

  • Once per day
  • Once per week
  • Once per month
  • X times per year

For example: "Redeemable 3 times per month".

Step 4: Set a validity period

Configure when the redeem is active. You can choose:

  • Unlimited: Always available
  • Start date only: Available from specific date
  • End date only: Available until specific date
  • Date range: Available between two dates

Step 5: Add redeem code to a card template

  1. Go to Library > Redeem and click the copy icon to copy the redeem identifier placeholder.{{redeem_route('your_redeem_identifier')}}
  2. Go to Campaigns and edit your campaign
  3. Click Edit Template > Barcode Slot
  4. Paste the variable in the Content field
  5. Save the template

The QR code on the card will now link to your redeem page.

In-store validation process

For staff members

❗️ Important
Each staff member or store location should have their own validation code for tracking purposes.
  1. Customer shows their wallet card
  2. Staff scans the QR code (using any smartphone/tablet) OR customer opens the redeem link
  3. Redeem page opens with validation form
  4. Staff enters the validation code (password)
  5. Clicks Submit/Validate
  6. Success page displays — redemption is recorded

Automation triggers

A successful redeem validation is an Automation Event that can trigger actions.

Available automation actions

✅ Move to different campaign (e.g., welcome card → loyalty card)

✅ Increment a counter (e.g., add +1 visit)

✅ Send push notification (thank you message)

✅ Update segmentation (add to VIP segment)

✅ Present new offer (unlock reward)

Example automation flow

Scenario: Loyalty punch card program

  1. Customer visits store → Staff validates redeem
  2. Automation: Counter increases by +1
  3. When counter reaches 3 visits → Automation: Move to "Reward" campaign
  4. Customer receives reward card
  5. Staff validates reward redeem → Automation: Move back to loyalty campaign, reset counter

Limitations and considerations

  • ⚠️ Best for: Small brands without existing loyalty systems or POS integration
  • ⚠️ Manual process: Requires staff training and validation discipline
  • ⚠️ Not for transaction amounts: Can only track "yes/no" validation, not purchase amounts

Alternatives: For larger brands or complex loyalty programs, consider API integration with your existing systems.

🚧 Troubleshooting

Redeem page not opening

  • Verify the redeem route identifier is correct in the template
  • Check that start/end dates are configured properly
  • Ensure the redeem route is active

Validation code not working

  • Verify the code is correctly configured in Manage redeem codes or Manage Store Codes
  • Check if maximum uses have been reached
  • Confirm the store code matches the customer's associated store

Automation not triggering

  • Go to Automation and verify the rule is active
  • Check trigger configuration: "A redeem route has been validated"
  • Ensure target campaign matches the current customer campaign