Overview
This guide walks through how to configure a Reward for Action Program that issues a reward to a group of users - for example, a $25 Amazon.com gift card to participants who complete a survey.
This setup assumes the survey is hosted outside of Extole and events are sent in via batch upload or the Create Event page.
Configuration Steps
Step 1: Add the Offers Program
On the programs page, click + New Program
Choose the Reward for Action program (talk to your CSM if it’s not available)
Choose to add it as a new program or add to an existing program and give it a name.
It’s recommended to create a new program for each campaign audience.
Step 2: Update the Outcome Event Name and Trigger Rule
Configure the default Outcome event so it listens for the correct incoming event.
Update the event name
In the Flow tab, select the Outcome event.
Update the Event Name to match the event that will be sent into Extole.
This event name will be used in a batch file upload, API request, or the Create Event page
Using a Different Incoming Event Name (Advanced)
By default, event will be triggered based on that event name (ex. Survey Reward event name is triggered by the input event of the same name "survey_reward").
If the incoming input event name should be different than the Event Name:
Click into Triggered on Input Event.
If Trigger Rules are not visible, enable Advanced and/or Expert filters.
Navigate to Trigger Event Names.
Click Edit.
In Values:
Remove the default value (for example, survey_reward).
Add a New Value with the desired incoming event name.
Click Apply.
To avoid confusion, rename the Triggered on Input Event rule to clearly indicate the input event name it is triggered by.
Example:
Outcome Event Name: Survey Reward
Trigger Rule: Triggered on Input Event - changed to Input Event send_reward
Incoming Event that Triggers Event:
send_reward
Step 3: Update the Reward Name & Rules
Update the Reward
Select the Participant Reward in the Flow.
Update the Reward Name and description to clearly describe the incentive.
Update the reward to either a test reward, or your PROD reward. Rewards can be created by following these steps:
Configure the Reward Rules Behavior
Review Reward Rules and keep only those required for a simple survey or welcome offer. Default Rules you may not need:
Business Event Quality if there are no other rules on the event itself
Reward Limit
Has Not Been Rewarded
Review Reward Behavior to choose when to reward a user
First Action (most common)
Reward is issued only the first time the event occurs.Every Action
Reward is issued every time the event occurs.Every Unique Action
Reward is issued once per unique value of a specified data parameter.
Step 4: Configure the Reward Email
Follow these instructions to configure the Tango Reward Email
Follow these instructions to configure a Tremendous Reward Email (coming soon).
Step 5: Test Using a CSV Event Upload
Create the CSV file
Create a CSV with the following column headers:
event_name
email
required_labels
Populate values
event_name: The incoming event name (for example, survey_reward)
email: Recipient’s email address
required_labels: Program label
Find the program label by clicking the view button on the Programs Page.
Step 6: Test, Validate, and Launch the Offer
Test the program
Set the campaign to Live.
Navigate to Tech Center → Batch Jobs.
Upload the CSV file using the format above with a test email address and click Save
After the events have processed:
Go to User Support and search for the user.
Confirm the test reward is sent as expected and that you received the reward email.
Verify reward behavior (for example, only rewarded once)
Move to production
Replace the test reward with the PROD reward.
Save and apply changes.
Publish the campaign.
Send production rewards
Use the same CSV format
Upload the recipient list through Batch Jobs to issue rewards
Common Customizations to Reward for Action Campaigns
Send Multiple Reward Values
In many cases, you may have some participants earning either a $50 reward or a $100 reward. If you want to upload them in one file, you will need to add a column for reward_value and make the following changes:
Step 1: Add Reward Value Data to Event
Click into the outcome step (example Survey Reward) and click + New Data
Choose Business Event Data from the list
Rename it to Reward Value
Step 2: Configure the First Reward
Click into the reward and under Trigger Rules click + New Reward Rule
Select Reward Data Comparison and rename it Reward Value is $XXX
For the Journey Parameter, you want to use the name of the Business Event data with underscores instead of spaces and then choose Equals and enter the value.
This trigger rule is indicating it should only trigger the reward, if the reward_value is 200.
Step 3: Add and Configure the Second Reward
On the flow page, find the step you want to send a reward on and click the + button
Choose Add Reward and Participant
Rename this Reward so it is differentiated from the first reward
Repeat Step 2 to configure this new reward for the additional reward values.