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Rewards and vouchers for a specific group of contacts

You can make a reward visible only to one group of contacts, such as employees, partners or locals. It runs alongside your tiers, so your program can have Silver and Gold members and also a reward just for staff. The easiest way to mark who's in the group is an attribute.

Create a group attribute

  1. Click the gear icon at the top right of the dashboard to open Settings, then click Attributes under Management. Click Add attribute.
  2. In Create attribute, fill in a Label, choose Select as the Data type, and click Create.
  3. The new attribute opens. Under Selection options, click New option for each group, for example Employee, Partner and Local. A single "Yes" option works too.

Put contacts in the group

Set the attribute by hand on the contact's Data page, under Attributes. For a group that signs up through its own form, add the attribute to that form as a hidden field with a default value, so everyone who signs up there lands in the group.

Show a reward to the group only

  1. Go to Loyalty → Rewards and open the reward, or create one.
  2. Go to Visibility filters and click Add filter group. If the reward already has filters, the button says Filter group.
  3. Choose Contact, then Select an attribute. Pick your attribute, set Operator to is equal to and pick the option for the group.
  4. Click Save filter.

For a handful of people, choose Select contacts instead and search for them. For a bigger group you already keep in a list, choose Relations and then Contact lists. Both have an Operator too.

A Contact filter passes when there's no identified contact, so someone who isn't logged in, for example on your widget, also sees the reward. See Showing a reward only to certain contacts for all filters.

Give the group a voucher

To hand everyone in a group a voucher, put them in a contact list and create an issuance on the promotion: go to Loyalty → Promotions & Vouchers, open the promotion, go to Issuances and click New issuance. Under Audience, choose Narrow down and then Contact lists. A dynamic list has to be switched on before you can pick it there. For one person, see How to send a voucher to one contact.

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