Showing a reward only to certain contacts

Visibility filters decide who sees a reward, and when and where it shows. Use them for rewards that are only for your top tier, only on Fridays, or only in one store. Without filters, a reward is visible to everyone.

Add a filter

1. Go to Loyalty → Rewards and open the reward.
2. In the sidebar, under Settings, click Visibility filters.
3. Click Add filter group. If the reward already has filters, click Filter group instead.
4. Choose the type of filter and fill it in.
5. Click Save filter.

To add another filter to an existing group, click the plus button at the end of that group.

Change or remove a filter

Click a filter to open it. Make your change and click Update filter. To remove it, click Delete and confirm with Delete. When you remove the last filter in a group, the group goes too.

How filters combine

• Within a group, every filter has to pass. That's why they're joined with And.
• The reward shows when any one group passes.

So to show a reward to Gold contacts on Fridays only, put both filters in one group. To show it to Gold contacts and also to everyone on Fridays, use 2 groups.

Filter types

• Contact: who the contact is. Choose one of:
  • Select contacts: search for specific contacts and pick them.
  • Select an attribute: filter on something you know about the contact, like their Tier or an attribute of your own.
  • Relations: contacts in one of your Contact lists, or contacts with an Associated business profile.
  • Contact type: only shown when you have more than one contact type.
• Date: only between 2 dates.
• Day and time: On a day, then pick a weekday, Every day, Monday until friday or Saturday until sunday, and choose The entire day or Between two times. Or pick Between two dates.
• Business profile: the business profile where the reward is being viewed.
• Device: only on the devices you select. Only the Business app has a device, so everywhere else this filter passes.
• Channel and Platform: where the reward is being viewed: the Business app, the Native Customer App, the Widget, or Nowhere to hide it everywhere. Both work the same way.

Tip: you can give contacts an attribute value by hand on their profile, or automatically at signup with a hidden field in a form.

Examples

• Free coffee Fridays: Day and time, On a day, Friday, The entire day.
• Lunch deal: Day and time, On a day, Monday until friday, Between two times 11:00 and 14:00.
• Gold members only: Contact, Select an attribute, Tier is Gold.

Business profile or the contact's store?

The Business profile filter looks at where the reward is being viewed, for example the store whose Business app shows it. When there's no business profile at that moment, the filter passes.

To show a reward only to contacts who belong to a store, use Contact → Relations → Associated business profile instead.

Anonymous viewers see contact-filtered rewards

A Contact filter passes when there's no identified contact. So someone who isn't logged in, for example on your widget, also sees a reward that's filtered on contacts. Keep that in mind for rewards that are meant to be exclusive.

Test your filters

Click Test, pick a contact (and a business profile or device if your filters use them), click Test again and see the Result: Filter passed or Filter did not pass. The test treats Channel and Platform filters as passed, unless you chose Nowhere.

What goes wrong

• The test passes, but the reward still doesn't show. The test only checks the filters. The reward also has to be active, in stock and within its limits for that contact.
• A change doesn't show on your widget yet. The widget keeps its list of rewards for up to an hour. Changes can take that long to reach logged-in contacts, and time-based filters can switch up to an hour late.
• An integration still shows a reward you limited to a channel. Integrations that fetch rewards for every channel at once, such as POS integrations, aren't limited by Channel and Platform filters. Only Nowhere hides a reward there.