This document provides a comprehensive overview of setting up a redemption flow in 99Minds using the workflow feature. Follow these steps to configure the system to allow users to redeem loyalty points for discounts effectively.
Step 1
Ensure you are logged in and can access the dashboard section. Navigate to the left-side menu bar and click on the Workflow tab.
Step 2
Once in the Workflow section, locate the "All Workflows". To set up the redemption flow, identify and select the "Loyalty Points Claimed" trigger for updates.
Step 3
Begin the setup process from scratch by selecting the "Points Claimed" trigger.
Step 4
Select the "Points Claimed" trigger and configure the conditions. Choose the condition where loyalty points claimed are greater than or equal to 40, as an example.
Step 5
In the action section, configure the coupons. Choose the desired rule, for instance, a $10 fixed discount.
Step 6
Click on "Save Workflow" and close the tab. Return to the dashboard section.
Step 7
Replicate the same setup in the widget settings. Navigate to the left-side menu bar and click on the "Widget Setting" tab. Locate the "Loyalty widget", click on the "Customize" tab, and configure the redemption flow.
Step 8
Click on "Points", scroll down, and examine the "Ways to Redeem" section.
Step 9
Here, configure the redemption flow by selecting the first option. Enter 40 points to redeem a $10 coupon.
Step 10
Set up the option for demonstration purposes. This option will also be visible on the Loyalty widget.
Step 11
Click on "Save". Close this and return to the dashboard to check the Store section or storefront.
Step 12
Ensure you are logged in, as exemplified by the "John Doe" profile.
Step 13
Navigate to the Home tab and verify the Loyalty widget.
Step 14
Access the Loyalty widget by clicking on it.
Step 15
Verify the "John Doe" profile with 50 points. Click on "Redeem" to see the configuration from the Loyalty widget setting.
Step 16
With the settings already configured, clicking "Redeem" should provide a $10 coupon, confirming successful redemption.
Step 17
Return and verify the transaction: $10 coupon for 40 points. To confirm redemption, revisit the 99Minds section.
Step 18
In the Workflow tab, check the "Loyalty Points Claimed" trigger and refresh the browser.
Step 19
Inspect recent events with the current timestamp and confirm the "Action Executed Successfully".
Step 20
Confirm successful coupon issuance by clicking on the Customer tab.
Step 21
Verify the points redemption history, confirming 40 points redeemed and a $10 coupon issued on the Loyalty widget.
This concludes the redemption flow setup in 99Minds. Thank you.