ANTE User Manual

Reward Groups

A reward group describes a wallet-to-wallet conversion for customers who qualify: it names a source wallet, a destination wallet and a conversion rate, and holds the qualifying rules for each membership tier. Each time a distribution runs, the group records who qualified, who did not and how much was paid. You reach it at Point of Sale → Rewards Management → Reward Groups.

Reward Group List

The list shows Reward Group, Conversion (from which wallet to which), Rate, Total Distributed and Status. Search by name. Click a row to open the group, or Add Reward Group to create one in a dialog.

  1. Open the dialog

    Click Add Reward Group.

  2. Fill in the details
    Name*text
    What the group is called.
    Descriptiontext
    Optional note.
    From Wallet (Source)*dropdown
    The wallet the amount is converted from.
    To Wallet (Destination)*dropdown
    The wallet the converted amount is paid into.
    Conversion Rate (%)*number
    The conversion percentage, for example 100 for a one-to-one conversion.
  3. Save

    Both wallets must exist. The group then appears in the list.

Reward Group Details

The group page has three tabs, and the buttons at the top right are Activate or Deactivate, Edit (the same dialog as adding) and Delete.

Deleting a group

A group that already has distributions cannot be deleted. Deactivate it instead, and its distribution history stays.

Overview shows the Group Information (Name, Description, Status, Created By, Created At) and the Conversion Settings (From Wallet, To Wallet, Conversion Rate, Total Distributed).

Rules

The Rules tab decides which customers qualify. Pick a membership on the left, then use Add Rule to add rules for it, and click Save Rules to keep them. The number beside each membership is how many rules it has. A membership with no rules qualifies automatically.

Rule Typedropdown
Required Referral Count, Required Group Count or Required Wallet Balance.
Target Walletdropdown
Shown only for Required Wallet Balance: the wallet whose balance is checked.
Required Valuenumber
The number or balance the customer must reach. At least 0.
Date Scopedropdown
All Time or Date Range: whether the rule looks at all history or only at a date range.

The cross on a rule card removes it.

Distributions

A list of every distribution run for the group, with its Date Range, Clients, Total Reward, Status, Created By and Date. Click a row to open the full-screen breakdown. It shows Total Clients, Total Reward, Status and Created By, then two tabs: Qualified Entries and Unqualified Entries, each listing the Client, Membership and From Balance (qualified entries also show the reward and its status).

Tip

Use the Unqualified Entries tab to answer "why did this customer not get paid?" and compare the customer against the group's rules.

How It Connects

Set up first

Gets its data from

  • Rewards — rewards pay customers into wallets, which a group can then convert onward.
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