Stamp Loyalty Solutions

How to access general stamp & redemption activity and lookup a specific member's stamp and reward history.

How to View and Download Stamp and Redemption Activity

This article breaks down reward statuses when viewing data in the Dashboard area.

What Does Each Reward Status Mean?

This article describes how to filter your rewards view by status in the Dashboard area.

How to Filter Rewards by Status

This article explains how you can search and find unclaimed rewards for your customer.

How do I Find Unclaimed Rewards for a Customer?

This article breaks down the stamp statuses visible from the Dashboard area and what they mean.

What are the Stamp Statuses?

Tammy

How to understand and utilise your stamps and rewards data in the Dashboard area.

Stamping & Rewards Data

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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