Heads Up! Requirements Before you Start Using this Feature.

Prior to using the Rewards Notification feature, you must first make sure you have the Rewards program activated in your Edge.

To Activate your Rewards Program

1. Navigate to Administrative → System Options → Tender/Rewards Card Options.
2. Scroll down to the Tender/Rewards Card Options section.
3. Locate the option labeled Enable Rewards/Referral Cards and set it to True.

All Rewards, All the Time. Take a peek at the Rewards/Referral Section of the Knowledge Base for more available Rewards System Options, as well as step-by-step instructions for setting up Rewards tiers, best practices, redeedming Rewards, and more.

To Create Rewards Notifications Templates

Heads Up, This is a Requirement! Though there are Default Rewards Templates in the Edge that you can use, you still have to create and manually save your template for use with this feature.

1. Click Administrative → Notifications → Manage Notification Templates.
2. Click the Add New Email or Add New SMS button at the bottom.
3. Select your Notification Type from the Type menu and enter a Name
4. Click Load Default Values to load the default template or use available merge fields to create a custom template.
5. Create and save your template. For tips on how to customize your template, check out the Notification Templates documentation.

To Create Triggered Actions for Rewards Notifications

1. Click Administrative → Automation Rules → Automation Rules. The Automation Task Rules window will open.
2. Click Add Triggered Action at the bottom.
3. Enter a Name, then click Next. In this example, we will create a Triggered Action for Rewards Balances.
4. Choose Rewards Card Notification, then click Next.
5. At the top, select Rewards Card Balance Update under the Triggers dropdown menu.
6. The Select Customer(s) dropdown menu will open the Find Customer window. Enter any desired criteria and click OK.
7. Select an Email or SMS Template. You can specify both if you like.
8. Click Next then Finish.

Note: Repeat these steps, but instead select New Rewards Balance from the Triggers dropdown menu to create the Triggered Action for Rewards Card Activation notifications.