How you configure redemption rules shapes customer behaviour as much as how incentives are earned. A well-designed redemption strategy drives the right actions at the right time.Documentation Index
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In-store redemption
In-store redemption happens via Clienteling or direct API integration at the POS:- Staff identify the customer (card scan, name/email search)
- Clienteling displays available balance and benefits
- Customer decides what to redeem
- Staff applies the redemption before processing payment
Online redemption
Online redemption happens in the checkout flow via your eCommerce integration:- Customer authenticates (account login)
- Checkout shows available reward balance or applicable benefits
- Customer opts in to apply their balance
- Redemption is created via API, discount applied in cart
- Order completes and transaction is recorded with redemption linked
Minimum redemption thresholds
You can configure a minimum transaction value for redemption (e.g., rewards can only be applied on purchases over $50). This prevents redemption being used on trivial purchases and encourages meaningful transactions.Maximum redemption per transaction
Limit how much of the cart value can be covered by rewards. Common caps:- 50% of cart value (ensures customer always pays something)
- A fixed dollar cap (e.g., max $25 per transaction)
- No cap (full wallet coverage)
Expiry and urgency
Reward expiry creates urgency and drives return visits. Key settings:- Send an expiry reminder email 2 weeks before expiry
- Show remaining validity in the customer’s Profile Portal
- Configure a “last chance” push notification if the customer has a mobile app
Benefit redemption
Benefits require explicit redemption — the customer (or staff) must actively select a benefit to apply. Unlike rewards, benefits are not auto-applied and do not pool. Configuremax_redemptions per benefit instance to control whether it can be used once or multiple times.