SaaSquatch Help Center

Boost participant satisfaction with our reward exchange feature. Our reward exchange provides participants with options beyond what a program can. This allows them to choose rewards that motivate them the most.

🔗 Reward Exchange Configuration

Reward exchange rules allow exchanging credit for any reward on the SaaSquatch platform. This includes gift cards, cash, discounts, custom reward units and more. Reward exchange rules support this through four configuration types.

🔗 Fixed Global Reward Exchange

Fixed global exchange rules allow participants to exchange credit for a global reward. This type of exchange rule only presents participants with a single exchange option.

The following configuration options exist for Fixed Global Exchanges:

Field Description
Global Reward Key The global reward being exchanged for.
Source Unit The credit unit used in the exchange.
Source Value The amount of credit to be exchanged with.

For example, use a fixed global exchange rule to exchange points for a gift card or discount.

🔗 Stepped Fixed Global Reward Exchange

Stepped fixed global exchange rules provide a selection of reward options called steps. Steps all use the same source unit but have unique source values and can map to separate global rewards.

The following configuration options exist for Stepped Fixed Global Exchanges:

Field Description
Source Unit The credit unit used for the reward exchange.
Step - Global Reward Key The global reward being exchanged for with this step.
Step - Source Value How much credit is to be exchanged with this step.

For example, use a stepped fixed global rule to exchange points for a coffee mug with different designs.

🔗 Variable Global Reward Exchange

Variable global exchange rules provide participants with a selection of global reward options. Unlike stepped fixed global exchange rules, steps are automatically inferred from the rule configuration. Steps use the same source unit and global reward, although the exchange amount varies.

The following configuration options exist for Variable Global Exchanges:

Field Description
Global Reward Key The global reward being exchanged for.
Source Unit The credit unit used in the reward exchange.
Source Min Value The minimum amount of the source unit required.
Source Max Value The maximum amount of the source unit permitted.
Rate The exchange rate from source to destination reward.
Step The amount of source unit incremented between steps

For example, use a variable global rule to exchange for a range of Tango Cards from $10 to $100 in increments of $10.

🔗 Variable Credit Reward Exchange

Variable Credit Rewards allow exchanges from one credit unit to another credit unit. They provide participants with a selection of credit reward options in the form of steps. Similar to variable global exchange rules, steps are automatically inferred from the rule configuration. Steps use the same source and destination unit, although the exchange amount varies.

The following configuration options exist for Variable Credit Exchanges:

Field Description
Source Unit The credit unit used in the reward exchange.
Destination Unit The credit unit received in the exchange.
Source Min Value The minimum amount of the source unit required.
Source Max Value The maximum amount of the source unit permitted.
Rate The exchange rate from source to destination reward.
Step The amount of source unit incremented between steps

For example, use a variable credit rule when exchanging points for discounted months or feature trials on your platform. Participants could select between 1-3 months and exchange a varying amount of points.

🔗 Advanced Use Cases

🔗 Availability and Visibility

Sometimes there is logic beyond what your reward exchange rules are. This could include hiding or disabling exchange options in certain cases. We support this behavior with custom logic in the form of JSONata.

The logic could involve a participant's country, segments, custom fields and more. For example, an exchange option could only be visible to participants with a US country code.

Another case would be disabling an exchange option to users not in a premium segment. As seen below, users not in the segment can still see the exchange but are unable to interact with it. Additionally, a custom message is displayable on the disabled exchange rule. This drives further engagement as participants can see the benefits of the segment.

Screenshot of unavailable exchange option

🔗 W-9 Tax Compliance

If W-9 Tax compliance is active on your tenant, the enforcement applies to the reward exchange. Participants are not able to exchange for rewards that would push them over the limit for the tax year. For more information, read our W-9 Tax Compliance document.

🔗 End User Experience

Each reward exchange rule has a name, description and image used in the end user experience.

When a participant first views the reward exchange, they see a card for each exchange rule. Each card contains the name, image and information on the source reward needed.

Screenshot of reward exchange option

When a participant selects an option they want, they are able to advance to the next stage of the exchange. In the next stage they see the exchange description. If it is not a Global Fixed Exchange, they can select what reward they want from a drop down of options.

Screenshot of the details page with a variable reward

After selecting their reward, participants are able to advance to exchange confirmation. They see a summary to review before completing the exchange. Participants can return to selection from here if needed.

Screenshot of the confirmation page reward

Once the participant clicks Redeem the exchange is complete. They see a confetti animation and a short exchange description. From here, participants return back to the exchange catalog when they click Done.

Screenshot of success page

🔗 Getting Started

If you are an existing customer and interested in getting a reward exchange of your own, please contact our support team. Otherwise please request a demo.