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Kinesis Support

All the topics, resources needed for Kinesis.

FocusVision Knowledge Base

Redemption Manager

Overview

The Redemption Manager allows you to create a library of rewards which can be displayed and redeemed by your panelists within their Community. There are four reward types available, including Kinesis incentives, coupons, Paypal points, and Tango cards. The redemption process can be done either automatically (where a respondent with the allotted points is immediately approved for the redemption), or manually (where the respondent's request must be accepted by a panel or rewards manager).

1: Adding a Redemption

Select the New Redemption to create a redemption:

When creating a new redemption, you will be required to fill in the following fields:

  • Vendor - When creating a new redemption, the drop down allows you to select between the different available vendors. When editing a redemption, the type of vendor the redemption is associated with will be display. The vendor type cannot be changed for existing redemptions. The four types of redemption are Kinesis, Tango Card, Coupon, and Paypal.
  • Name - The name of the redemption that will be displayed to panelist. Each localized value is displayed in the corresponding language tab.
  • Automated - This option has two settings:
    • Yes: The redemption will be automatically accepted and processed.
    • No: An administrator will have to manually accept the redemption in order it to be processed.
  • Points - The number of points the redemption is worth. A Kinesis redemption will not be displayed to a panelist if they do not have enough points. Also, when they redeem their points, this is the cost that will be subtracted from the panelist available points.


Once rewards have been created, they will be listed in your Redemption Manager. You can edit any reward by left-clicking it. The following options are also available:

  • Enabled - Enable this reward so it appears in your Community and can be redeemed by your panelists. Newly created redemptions are enabled by default. Disabling a redemption will not delete it from the Manager; it will only make it unavailable for use.
  • Delete - Removes the redemption from the Redemption Manager. Once deleted, the redemption cannot be restored and must be recreated.

The reward redemptions below may require a contract addendum to access. Contact your account manager if you are interested in utilizing these reward types.

1.1: Kinesis Incentives

This vendor type keeps track of points redemption but will not actually send the panelist an incentive. Instead, this method requires that the user send panelists their incentive. You will want to ensure that the panelist has been sent their incentive and that the panelist has enough points in their Reward History to redeem the incentive. 

To add a Kinesis incentive, simply select "Kinesis" from the Vendor drop-down menu and adjust your settings as needed:

1.2: Coupons

This vendor type sends the panelist an electronic coupon or gift card code that has been purchased and uploaded into the panel system. If there is a connection error, no remaining coupon codes available, or if the panelist has redeemed more points than they have earned, the redemption will fail. As with Kinesis incentives, you will first want to check that the panelist has enough points to redeem the coupon code by checking their Reward History. If they do, you will also want to check within the Redemption Manager to make sure coupon codes are available.

To add a coupon, select "Coupon" from the Vendor drop-down menu:

The following fields are required for coupon rewards:

  • Email alert - This option has two settings:
    • Yes: Send email alerts when the number of available coupon codes is below the alert threshold.
    • No: Disables sending email alerts. Even if the number of available coupon codes is low or zero, no alerts will be sent.
  • Email alert to - The email address(es) to send low coupon code alerts to. Multiple email addresses can be entered by comma separating them. Only available when email alerts are turned on.
  • Alert when only this many coupons remain - The available coupon code threshold for when alerts will start sending. Only available when email alerts are turned on.
  • Coupons - This option has two settings:
    • Available: The number of available coupons. Coupons that have NOT been awarded to a panelist.
    • Used: The number of used coupons. Coupons that have been awarded to a panelist.
  • Upload coupons - This button allows selecting a CSV file that contains coupon codes which will then be imported into the redemption system and associated with this current coupon code redemption. Once imported, the coupon codes will become available to award to panelist.
  • Delete unused coupons - Deletes any unused coupons, or coupons that have NOT been awarded to a panelist yet.
  • Delete all coupons - Deletes ALL coupons, used and unused.

1.3: PayPal

Enabling this option will require a contractual amendment, so you will need to contact your Account Manager for assistance with setup.

This vendor type allows panelists to redeem incentive points through PayPal and is compatible with PayPal's latest Application Programming Interfaces (API's). Select this option if you are using a new PayPal API. 

To add PayPal points, select "PayPal" from the Vendor drop-down menu:

paypal.png

The following fields are required and should be provided by PayPal:

  • Points required - The number of points the redemption is worth. A PayPal redemption will not be displayed to a panelist if they do not have enough points. Also, when they redeem their points, this is the cost that will be subtracted from the panelist available points.
  • App Client ID - This is used to connect to PayPal's REST API. In PayPal, this is found in app details under "Client ID".
  • App Secret - This is used to connect to PayPal's REST API. In PayPal, this is found in app details under "Secret".
  • App Environment - Select from either the sandbox environment or production. In sandbox mode sending funds to panelists is limited to the list of sandbox users you created in PayPal.
  • Transaction amount - The amount of money to send when a panelist requests it.
  • Currency - Select the appropriate currency from the drop-down. All funds will be sent in this currency.

1.3.1: PayPal (Legacy)

Enabling this option will require a contractual amendment, so you will need to contact your Account Manager for assistance with setup.

This vendor type allows panelists to redeem incentive points through PayPal and is the legacy version, incompatible with new API's. Select this option if you already have an API connection to PayPal.

To add PayPal points, select "PayPal (Legacy)" from the Vendor drop-down menu:

legacypaypal.png

The following fields are required and should be provided by PayPal:

  • Points required - The number of points the redemption is worth. A PayPal redemption will not be displayed to a panelist if they do not have enough points. Also, when they redeem their points, this is the cost that will be subtracted from the panelist available points.
  • Sender Email - The email address of the account sending the funds. This account should be the same as the API caller.
  • API User name / API Password / API Signature - Create a sandbox or live PayPal account (Business/Premier) and fetch your API credentials from the sandbox or live.
  • API App ID - Before being able to use PayPal's Adaptive Payments API, you must create an App and get it approved. The default App ID for a PayPal's Sandbox App is: APP-80W284485P519543T
  • IPN Notification URL (optional) - When the payment is complete, PayPal sends an IPN message to the Notification URL.Click here to learn more about IPN.
  • Environment - Select from either the sandbox environment or production. In sandbox mode sending funds to panelists is limited to the list of sandbox users you created in PayPal.
  • Transaction amount - The amount of money to send when a panelist requests it.
  • Currency - Select the appropriate currency from the drop-down. All funds will be sent in this currency.

1.4: Tango Card

This reward method requires an existing Tango Card account.

This vendor type allows panelists to redeem incentive points via a virtual Tango Card. Enabling this option will require a contractual amendment, so you will need to contact your Account Manager for assistance with setup.

To add a Tango Card, select "Tango Card" from the Vendor drop-down menu:

The following fields are required for Tango Card rewards:

  • Name - redemption name for display in the Community. This name will be visible in the reward dropdown in your Community's Rewards Component.
  • Custom Messages - custom text is available for all Tango Card processing. Messages are:
    • Processing Message - text visible when Community is processing a claim
    • Confirm Message - confirmation text when selecting a reward. To pipe points spent, use %COST% in the body of the text. To pipe the selected card, use %CARD%.
    • Reward Message Subject - subject in email alert sent to panelist when claiming a reward
    • Reward Message - content text in email alert sent to panelist when claiming a reward
    • No Gift Cards Available - text to display if Tango Card fails to display current inventory
  • Internal Name - label for your Tango Card redemptions in the Redemption Manager. Only visible within Panel application.
  • Automated - toggle to automate Tango Card reward processing. See Rewards Redemption for more information on automated and manual processing.
  • Points Required - number of points required in panelist account to access Tango Card redemptions. If set to 0, all panelists will have access to the Tango Card interface.
  • Platform Name - name of client's Tango Card platform. This is provided to you by Tango Card.
  • Platform Key - unique key for client's Tango Card account. This is provided to you by Tango Card and MUST match the Platform Name.
  • Customer - client's customer name for the Tango Card account.
  • Account Identifier - Tango Card account ID/name. This is provided to you by Tango Card.
  • Environment - Current environment for Tango Card account. Use Sandbox for testing and onboarding, and Production for live panels.
  • Email alert to - contact email to alert if account balance falls below preset value.
  • Alert if funds drop below - preset value to trigger alert. Emails contact set in Email Alert To.
  • Currency / Points Conversion - the exchange rate of panelist points to currency. E.g. if your currency is US Dollars and you want 100 panelist points to equal one US Dollar ($1), then you would enter 100 as the points conversion.
  • Select SKUs
    • Available SKUs - After the API credentials have been verified, a new option becomes accessible that allows admins to specify which SKUs to show to the panelists. By default, none of the SKUs are selected.
    • Variable SKUs - The selection screen also allows admins to set minimum and maximum dollar amounts for variable SKUs. All variable SKUs have limits that are imposed by the API. Those limits are shown in parentheses.
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