How to set up dynamic rewards

Dynamic rewards let you offer different reward values based on specific attributes of the participant (such as their VIP status).

You can achieve this by setting up dynamic rewards using participant metadata and integrations. This will allow you to automate the reward process and ensure that each participant is issued the appropriate reward based on their attributes.

Examples:

• "If the participant has a metadata property vipStatus present, then reward them with a $100 gift card"
• "If the participant has a metadata property vipStatus NOT present, then reward them with a with a $20 gift card"

Follow these steps to set up dynamic rewards.

Step 1 of 3: Configure campaign

1. In Campaign Editor > 1. Rewards, make sure you have at least one reward set up (this will be the reward that gets dynamic rules set on it)

Step 2 of 3: Update your participant signup form

1. Navigate to Campaign Editor > 2. Design > Sign Up / Log In
2. Update the participant signup form to contain any custom fields that you want the participant to enter (which will be saved as metadata)

• Alternatively, you can use the REST API /POST Add Participant to add new participants or /POST Update Participant to update the metadata of existing participants if you want to control exactly what metadata fields will be set per each participant.

Note: In many cases, you may want to add or update the participant's metadata after their initial time of signup (e.g, if they select a paid plan). See the Updating participant metadata section at the bottom of this page.

Step 3 of 3: Automate using an integration

You can choose from the following integrations to automate dynamic reward issuance: Zapier, Webhooks, Tango Card, PayPal, Stripe, Recurly, Chargebee.

Using Zapier

1. Navigate to Campaign Editor > 4. Options > Integrations > Zapier
2. Create a Zap with a Zapier Filter. Use the metadata of the participant to determine what reward amount to issue.

Using Webhooks

1. Navigate to Campaign Editor > 4. Options > Integrations > Webhooks
2. Add a webhook URL to your campaign and make sure the New Participant Reward event is checked (view complete webhook instructions here).
3. Once a participant unlocks a reward, their metadata will be available in the webhooks payload so you can determine reward amounts to issue out to them.

Using Tango Card

1. Navigate to Campaign Editor > 4. Options > Integrations > Tango Card
2. Connect a reward
3. Toggle on "Enable dynamic rewards"
4. Add different reward amounts based on specific conditions that a participant meets (see image below)

If you run into issues with reward fulfillment with Tango Card, please see our troubleshooting tips.

Using PayPal

1. Navigate to Campaign Editor > 4. Options > Integrations > PayPal
2. Click the Payouts tab
3. Connect a reward
4. Toggle on "Enable dynamic rewards"
5. Add different reward amounts based on specific conditions that a participant meets (see image below)

If you run into issues with reward fulfillment with PayPal, please see our troubleshooting tips.

Using Stripe

1. Navigate to Campaign Editor > 4. Options > Integrations > Stripe
2. Click the Coupons/Credits tab
3. Connect a reward
4. Toggle on "Enable dynamic rewards"
5. Add different reward amounts based on specific conditions that a participant meets (see image below)

If you run into issues with reward fulfillment with Stripe, please see our troubleshooting tips.

Using Chargebee

1. Navigate to Campaign Editor > 4. Options > Integrations > PayPal
2. Click the Coupons/Credits tab
3. Connect a reward
4. Toggle on "Enable dynamic rewards"
5. Add different reward amounts based on specific conditions that a participant meets (see image below)

If you run into issues with reward fulfillment with Chargebee, please see our troubleshooting tips.

Using Recurly

1. Navigate to Campaign Editor > 4. Options > Integrations > Recurly
2. Click the Coupons/Credits tab
3. Connect a reward
4. Toggle on "Enable dynamic rewards"
5. Add different reward amounts based on specific conditions that a participant meets (see image below)

If you run into issues with reward fulfillment with Recurly, please see our troubleshooting tips.

Updating participant metadata

If you need to update participant metadata at any time, you can do so from the admin dashboard or programmatically by calling the following REST API endpoints:

• /POST Update Participant by ID
• /POST Update Participant by Email

For more ways of updating participant metadata, view API Guidelines > Metadata > Setting participant metadata.

Troubleshooting

If you run into issues where a participant received an incorrect reward amount or no reward at all, you can troubleshoot the dynamic reward rules that were used by viewing the participant's rewards panel or the participant's activity logs (see image below).

NOTE: Activity logs for dynamic reward rules will only appear for the following integrations: Tango Card, PayPal, Stripe, Chargebee, Recurly.

Contact LoyaltySurf customer support with the full snippet of the expression and we'll assist with troubleshooting efforts.