# Knowledge Base ## I am a...
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#### 💬 Need more help? We’re always here to support you. **Reach out anytime at**\ 📩 [**help@iwantchips.com**](mailto:help@iwantchips.com) Whether you have a question, need help with the app, or just want to say hi — we’ve got your back. # Brands Knowledge Center
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# Welcome Welcome to the Chips Loyalty Program! **Overview** Welcome to the Chips Loyalty Platform User Guide, your go-to resource for maximizing the rewards experience for your users. We've curated all the essential information you need to get started and make the most of your subscription. Stay tuned for updates as we continuously enhance our offerings. If you can't find the answer you're looking for, feel free to visit our vibrant community or contact our support team via live chat from any of the pages on the website. **Where to Start?** Begin your journey with our Quick Start guide to familiarize yourself with the Chips Loyalty Platform core features and benefits. **How to Use This Guide** Depending on what you need, here are some ways to navigate our user guide: 1. **Search.** Enter keywords into the search bar to quickly find information on specific topics. Our efficient search system will help you find what you need in no time. 2. **Core Modules.** Explore our Core Module sections to understand the fundamental components of the Chips Loyalty Platform. Each entry links to more detailed articles, making this a great place to begin your exploration. 3. **Use Cases.** Check out our Use Cases section for detailed guides on how to leverage the Chips Loyalty Platform in various scenarios. This is ideal if you’re looking for step-by-step guidance. We’re excited to have you on board and can't wait to help you unlock the full potential of your loyalty rewards! # Get Started **Basic Concepts** The Chips Loyalty Platform empowers you to build engaging loyalty experiences for your customers. Here are the key concepts to get you started: 1. **Rewards and Tiers.** Our core components is the Rewards engine. You can define different reward types (e.g., chips, products, discounts, memberships) and organize them into tiers to incentivize increased customer engagement and spending. Customize the rewards and tier thresholds based on your brand's strategy. 2. **Brands.** If you manage multiple brands, you can set up individual loyalty programs for each brand to allow tailored customer experiences and brand-specific rewards. 3. **Products.** Highlight specific products or categories within your loyalty program. Offer product-based rewards, such as giveaways or discounts on eligible items, early access to new products, or exclusive offers. 4. **Stores.** Integrate both physical and online stores into your loyalty program. Track customer interactions across various locations and channels, and provide store-specific promotions and rewards. **Dashboards** Upon logging into your Chips account, you'll be directed to your Dashboard. This is your central hub where you manage your loyalty programs. The dashboard provides insights into customer engagement, reward redemptions, and overall program performance. Preview unavailable **Rewards Management** Here are some essential articles to help you set up and manage your loyalty program: * **Creating a Chips Rewards Offer** * **Generate Product QR Codes** **Chat Support** Need assistance? Use our chat button located at the bottom left of all pages to reach out to our support team for any questions, complaints, or suggestions. # Authentication #### **Overview** The **Authentication Feature** is a critical component of the Chips Rewards Loyalty Platform, ensuring secure and personalized access for both consumers and brand partners. This feature provides robust mechanisms for verifying the identities of users, safeguarding their data, and managing access to the platform's features and resources. #### **Key Components** 1. **User Registration** 2. **User Login** 3. **Password Management** 4. **Session Management** 5. **Role-Based Access Control (RBAC)** #### **1. User Registration** New users can create an account on the Chips Rewards Loyalty Platform using a simple registration process. This process requires users to provide essential details such as their email address and a secure password. **Steps:** 1. **Navigate to the Registration Page**: Click the **Sign Up** button on the homepage. 2. **Enter Information**: Fill in the registration form with your email and password. 3. **Verify Email**: Check your email for a verification link. Click the link to confirm your account. 4. **Complete Profile**: Optionally, complete additional profile details for a personalized experience. #### **2. User Login** Registered users can access their accounts by logging in with their email and password. The login process ensures secure entry and personalized access to the platform. **Steps:** 1. **Navigate to the Login Page**: Click the **Log In** button on the homepage. 2. **Enter Credentials**: Input your registered email and password. 3. **Log In**: Click **Log In** to access your account. Successful login redirects you to your dashboard. #### **3. Password Management** Users can manage their passwords securely, including changing passwords and resetting forgotten passwords through email verification. **Steps:** 1. **Change Password**: Go to **Account Settings** > **Change Password**. Enter the new password, and confirm the new password. 2. **Forgot Password**: Click **Forgot Password** on the login page. Enter your registered email to receive a password reset link. 3. **Reset Password**: Follow the link from the email to create a new password. #### **4. Session Management** Session management ensures that user sessions are secure and inactive sessions are terminated automatically after a period of inactivity. **Features:** * **Automatic Logout**: Users are logged out after a set period of inactivity to prevent unauthorized access. * **Session Overview**: Users can view active sessions in their account settings and terminate any suspicious or unnecessary sessions. #### **5. Role-Based Access Control (RBAC)** RBAC allows the platform to restrict access based on user roles, ensuring that each user only has access to features and data relevant to their role (e.g., consumers, brand managers, stores, admin). **Roles:** * **Consumers**: Access to personal dashboard, rewards tracking, and redemption. * **Brand Managers**: Access to brand-specific analytics, campaign creation, and reward management. * **Stores:** * **Admin**: Full access to all platform features and user management. Brands, Stores and Amdin role groups have other 3 Roles with their corresponding permissions: * Owner * Manager * User * Custom Learn more about the Brand Roles and Permissions [here](https://iwantchips.atlassian.net/wiki/spaces/SD/pages/73400321). #### **Contact Support** If you encounter any issues with the authentication process, please contact our support team at . # Brands #### **Overview** The **Brands Management** feature on the **Chips Rewards Loyalty Platform** provides a comprehensive toolkit for brand owners and managers to create, manage, and optimize their rewards programs and campaigns. This feature allows brands to interact with their customers, monitor performance, and adjust strategies in real-time. Brand users can manage their Brands by adding new Brands, editing and deleting them. # Brands Users **Brand User** = businesses or brands that participate in the platform to offer rewards and incentives to their customers. These brands leverage the loyalty platform as a marketing tool to enhance customer engagement, drive sales, and foster brand loyalty. **Brand User** is tipically the user that is assigned to at least 1 Brand Profile. **Who are the Brand Users?** * **Manufacturers**: Brands producing consumer goods that are sold through retail channels. * **Retailers**: Physical stores, online retailers, or both, offering products or services to consumers. * **Online Platforms**: E-commerce websites or marketplaces that facilitate transactions between sellers and buyers. * **Service Providers**: Businesses offering services such as hospitality, travel, entertainment, or professional services. **Types of Brand Users:** **Brand Owners** - Brand owners are the individuals or entities that have legal ownership and control over a brand. They are responsible for overseeing the brand's overall strategy, marketing, and operations. **Brand Manager** - Brand managers are professionals responsible for the execution and management of a brand's marketing strategy and activities. They typically work under the direction of brand owners to implement marketing campaigns and initiatives. **Brand Users** - Brand user is the user type with most basic permissions. To contribute to the diversity and breadth of rewards and incentives offered to consumers, brand owners or brand managers can assign custom permissions to this user type. View the list of [Brand Users Permissions.](https://iwantchips.atlassian.net/wiki/pages/resumedraft.action?draftId=68190220) # View My Brands The View Brands List feature provides an overview of all brands registered on the platform. Users can see a list of brands along with key details, and navigate to individual brand profiles for more information. 1. To view the Brands List: * Go to **Dashboard** > **Brands**. 2. Review List: * The list will display all registered brands with columns for brand name, status, the number of offers, products, and stores available for the brand, as well as the number of transactions. * **Search and Filter**: Use the search bar to find specific brands or apply filters to narrow down the list. 3. Navigate to Brand: * Click on a brand name to view detailed information about that brand. 4. From the brands list view, users can **Edit** a brand, **Delete** or upload more brands with the **Bulk Upload** feature. 5. For Brands that are not activated/published, users can **Activate** the Brand to make it available for the Rewards Offers. **Best Practices:** * Utilize Filters: Use filtering options to quickly find and manage specific brands. * Monitor Changes: Regularly review the list to keep track of new and updated brands. Brand users can view their Brands list from the Brands module. The Brands lins displays:\ \- brand logo\ \- brand name\ \- brand status\ \- the number of offers associated with the brand\ \- the number of products associated with the brand\ \- the number of transactions associated with the brand\ From the list view users can search for brands by a keyword in the Search bar. Filter? Users can add/create a new Brand from the Brands list or upload multiple brands with the Bulk Upload functionality. Editing a Brand is possible from the brands list view as well as from the Brand details page. For draft Brands (unpublished/deactivated) the Edit and Delete feature will be available. If the Brand is linked to any Rewards Offers, Products or Stores, deletion is not possible. User will need to deactivate any linked Rewards Offers and reassign the linked items. # Add New Brand The **Brand Creation** feature allows brand owners to add/create brands within the Chips Rewards Loyalty Platform. This includes setting up basic brand information, uploading logos, and defining initial settings. **To create a new brand:** 1. Navigate to Brands module: * Go to **Dashboard** > **Brands** > **Create New Brand**. 2. Enter Basic Information: * **Brand Name**: Input the name of the brand. * **Description**: Provide a brief description of the brand. * **Website**: Enter the brand's website URL (optional). 3. Upload Brand Assets: * **Logo**: Click **Upload Logo** to add the brand’s logo. Ensure the image is in a suitable format (e.g., JPEG, PNG) and resolution. * **Cover Image**: Add a cover image that represents the brand. 4. Set Initial Settings: * **Contact Information**: Add contact details such as email and phone number. * **Social Media Links**: Provide links to the brand’s social media profiles. 5. Save and Create: * Click **Save** to finalize the creation of the new brand. The brand will now appear in the brands list. **Best Practices:** * Accurate Details: Ensure all entered information is accurate to maintain brand integrity. * High-Quality Images: Use high-resolution images for logos and cover photos to enhance brand representation. Brand user is able to create a new brand by entering the following information:\ \- brand name - text input of max 20 alphanumeric characters\ \- brand logo - accepted file formats: svg, png, jpg. max file size: 1MB, dimensions 100px x 100px\ \- brand featured image -\ \- bio - short text input up to 200 alphanumeric characters\ \- website - text input in the website format e.g. [yourwebsite.com](http://yourwebsite.com/) If any of the inputs are entered differently then the field specifications, user is getting validation error messages. All this information entered, will be later visible to the consumer users. When brand users create a brand, by clicking on the Save button, it will be saved as inactive. A brand will become active, once tat least 1 Rewards Offer is active. Learn more about the [statuses here](https://iwantchips.atlassian.net/wiki/spaces/SD/pages/74842200). # View Brand Details The View Brand Details feature allows users to see detailed information about a specific brand, including its profile, products, stores, and rewards programs. 1. To view Brand Details: * Go to **Admin Dashboard** > **Brands**. * Select the brand from the list and click on it to view the details. 2. Review Brand Information: 1. **Profile**: View basic details including brand name, logo, cover image, description, website and category of products the brand carries. 2. **Products**: Check the list of products associated with the brand. 3. **Stores**: See the stores where the brand’s products are redeemable or available for purchase. 4. **Rewards Programs**: View active rewards offers created by the brand. 3. From the Brand details view, users can **Edit** the brand, **Delete** or **Activate** the Brand to make it available for the Rewards Offers. **Best Practices:** * Regular Checks: Frequently review brand details to ensure up-to-date information. * Utilize Analytics: Use the analytics section to monitor and optimize brand performance. Brand user can view the Brand details, by clicking on it from the Brands list. User can view:\ \- brand logo\ \- brand name\ \- featured image\ \- bio\ \- website If the Brand is active(is linked to at least 1 Rewards Offer) these are the same details the consumer users will see on the Brand profile on the Chips app. A Brand becomes inactive if there are no active Rewards Offers linked to it. If the Brand already has Products, Rewards Offers or Stores added/created under it, then the Products list, Rewards offers list and the Stores list can be seen below the Brand’s basic information in the Summary tab. Brand user can click on the View All option to see all products, rewards or stores in their corresponding tabs with the Brand filter applied. # Edit Brand The Edit Brand Details feature allows administrators and brand managers to update information about an existing brand, including its profile, images, and contact details. 1. To Edit a Brand: * Go to **Admin Dashboard** > **Brands**. * Select the brand you want to edit from the list and click **Edit**. 2. Update Information: * **Basic Details**: Modify brand name, description or website. * **Brand Assets**: Change the logo or cover image by clicking **Update Logo** or **Update Cover Image**. * **Contact Information**: Edit email, phone number, and social media links. 3. **Save Changes**: * Click **Save** to apply the updates to the brand’s profile. **Best Practices:** * Consistent Branding: Ensure all changes align with the brand’s identity and guidelines. * Up-to-Date Contact Info: Regularly update contact details to maintain accurate communication channels. Brand users with the editing permissions can edit the following Brand details: * brand name - text input of max 20 alphanumeric characters * brand logo - accepted file formats: svg, png, jpg. max file size: 1MB, dimensions 100px x 100px * brand featured image - * bio - short text input up to 200 alphanumeric characters * website - text input in the website format e.g. [www.\[yourwebsite.com](https://help.iwantchips.com/brands/modules/brands/http:/www.\[yourwebsite.com)]\() If any of the inputs are entered differently then the field specifications, user is getting validation error messages. All the updated information will be visible to the consumer users immediately if the Brand is published/active. If the Brand has any active Rewards Offers atatched, the Brand cannot be deactivated. Once there are no active Rewards Offers linked to the Brand, it becomes inactive. Please learn more about the [statuses here](https://iwantchips.atlassian.net/wiki/spaces/SD/pages/74842200). To make a Brand with no active Rewards Offers active, move the toggle to ON. This way the Brand will become published and available for use throughout the other modules, e.g. products, offers, etc. # Delete Brand The Delete Brand feature allows administrators to remove a brand from the Chips Rewards Loyalty Platform, including all associated data such as products, stores, and rewards programs. 1. To Delete a Brand: * Go to **Admin Dashboard** > **Brands**. * Select the brand you want to delete from the list and click **Delete**. * If you’ve clicked on a specific Brand, you will also have the option to delete from the brand details page. 2. Confirm Deletion: * A confirmation dialog will appear to confirm the deletion by entering your user email. Click **Delete** to proceed with deleting the brand. * A success message will be displayed to notify about the deletion of the Brand. **Best Practices:** * Backup Data: Ensure any important data is backed up before deleting a brand. * Double-Check: Confirm that deletion is necessary to avoid accidental data loss. Brand users can easily delete inactive Brands with no Products, Rewards Offers or Stores linked to it. However, if the Brand is active(is linked to at least 1 active Rewards Offer), the Reward Offer would need to be deactivated first to make the Brand inactive. If an inactive Brand is linked to Products, Rewards Offers or Stores, these items will need to be either deleted from this Brand or reassigned to another Brand, before the Brand can be deleted. # Products The **Products Module** in the Chips Loyalty Rewards Platform is a central hub for managing the products available for purchase or redemption within your loyalty programs. It provides a streamlined interface for brands to create, edit, and organize their product offerings, ensuring that customers have access to a diverse and engaging range of rewards. Brands can set specific conditions for product eligibility when creating the Rewards Offers. This module enhances the customer experience by offering attractive and relevant products, thereby driving engagement, satisfaction, and loyalty within the Chips ecosystem. Brand users can manage their products from the Products module by adding new products, editing or deleting them. # View Products The View Products List feature provides an overview of all products in the brand’s catalog. Users can see a list of products with key details, and navigate to individual product pages for more information. 1. To view the Products List: * Go to **Brand Management** > **Products**. 2. Review List: * The list will display all products with columns for:\ \- **product image**\ \- **product name**\ \- **brand**\ \- **SKU**\ \- the **reward** where the product is either eligible or is a reward\ \- the **store** where the product can be purchased or redeemed * **Search and Filter**: Use the search bar to find specific products or apply filters to narrow down the list. 3. Navigate to Product: 1. Click on a product name from the list to view detailed information. 4. From the list view, with appropriate permissions users can edit or delete a selected product from the list. 5. Apply the **Eligible** or **Reward** filter to view products list that are either eligible for purhcase or redeemable as a reward. **Best Practices:** * Utilize Filters: Use filtering options to quickly find and manage specific products. * Monitor Inventory: Regularly check the list to update availability as needed. Either from the Products list page or from the Product Details page, with appropriate permissions users can Edit or Delete an inactive Product. If the Product is active(in active Reward Offer), it cannot be deleted unless it is removed or replaced from any active Rewards Offer or if the Rewards offer is no longer active. # Add New Product The Creating a Product feature allows brands to add new products to their catalog, to make them eligible for purchase or available as a reward. The created products can then be used in rewards offers. 1. To Create a New Product: * Go to **Products** > **Create New Product**. 2. Enter Basic Information: * **Product Name**: Input the name of the product. * **Description**: Provide a detailed description of the product. * **SKU**: Enter the Stock Keeping Unit identifier for inventory management. 3. Upload Product Images: * **Upload Images**: Click **Upload** to add the image of the product. Ensure the image is clear and high-quality. 4. Set Pricing and Availability: * **Price**: Enter the retail price of the product. * **Product Category**: Assign the product to a relevant category for easier navigation. 5. Save Product: * Click **Save** to add the product to the catalog. **Best Practices:** * Accurate Pricing: Ensure pricing and point costs are accurate to avoid customer dissatisfaction. * High-Quality Images: Use high-resolution images to attract customers. Brand users can add new Products and make them eligible into the Rewards Offer or make the available for redemption. To create a new Product, user will need to enter the following:\ \- product image - file format: svg, png, jpg, max file size: 1MB, dimensions: 100px x 100px\ \- product name - input text up to 20 characters\ ?- description - up to 100 characters\ \- retail price - input field with XX.XX digits format\ \- category - selection\ \- SKU - input field up to 20 alphanumeric characters\ \- brands - dropdown selection, single option selection. By default, the Chip value will be calc ulated based on the entered retail price and will convert it to Chips at 10 cents=1 Chip value. If there are any issues with the validation of the Product fields, appropriate error messages will be displayed while trying to save the Product. If any errors are detected, appropriate error messages should be displayed to the user to correct the issues. If there are no errors, the Product will be saved, a success message will be displayed and the user can see the Product in the Products list. When a Product is saved, it will be by default in draft/inactive status. Once the Product is part of any Rewards Offer, it will become active/published once the Rewards Offer is active/published. Learn more about the Product [statuses here](https://iwantchips.atlassian.net/wiki/spaces/SD/pages/74842200). # View Product Details The View Product Details feature allows users to see detailed information about a specific product, including its description, pricing and whether it’s eligible for purchase or as a reward. 1. To view the Product Details: * Go to the **Products** module**.** * Select the product from the list and click on it to view. 2. Review Product Information: * **Basic Details**: View the product image and name * **Brand** * **SKU** * **Pricing**: Check the retail price and point cost (if applicable). * **Category**: View assigned category for the product. **Best Practices:** * Regular Reviews: Frequently review product details to ensure up-to-date information. * Check Eligibility: Verify product eligibility settings to align with current rewards programs. Brand user can view the Product details, by clicking on it from the Brands list. User can view: * product image * product name * brand name * SKU * pricing * category If the Product is part of an active Rewards Offer, these are the same details the consumer users will see on the Chips app. Products become active once they are part of an active Rewards Offer. From the Product Details page, user can Edit or Delete an inactive Product. If the Product is active(in active Reward Offer), it cannot be deleted unless it is removed or replaced form the active Rewards Offer or if the Rewards offer is no longer active. # Edit Product The Edit the Product feature allows brands to update information about an existing product, including its description, pricing, and more 1. **To Edit a Product**: * Go to **Products** * Select the product you want to edit and click **Edit**. 2. Update Information: * **Product Name** * **SKU** * **Price** * **Product Image** * **Category** 3. Save Changes: * Click **Save** to apply the updates to the product’s information. **Best Practices:** * Accuracy: Double-check all edits for accuracy to avoid customer confusion or dissatisfaction. Brand users with the editing permissions can make edits to their Products, to keep product information up-to-date and accurate. Users can edit an inactive or active Product. Users can edit:\ \- product image\ \- product name\ \- product Brand\ \- SKU\ \- product retail Price\ \- product Category Upon submission of the edited product details, the system validates the input fields to ensure all required information is provided and in the correct format. If any errors are detected, appropriate error messages will be displayed to guide the user in correcting the issues. If the changes are successfully validated, users see a notification of successful update. Once the updates are saved, users can see the changes in the product list as well as in the product details. # Delete Product The Delete a Product feature allows brands to remove a product from their catalog. This is useful for outdated or discontinued products. 1. To Delete a Product: * Go to **Products**. * Select the product you want to delete rfom the list and click **Delete**. 2. Confirm Deletion: * A confirmation dialog will appear. Click **Confirm** to proceed with deleting the product. **Best Practices:** * Consider Dependencies: Ensure the product is not part of active rewards offer before deletion. With appropriate permissions, Brand users can delete inactive Products from the Products list or the Product details page. If the Products is part of an active Rewards Offer, it would need to be either removed from it, or the Rewards Offer would need to be deactivated first before deleting the Product. If the product is eligible into multiple offers, the product would need to be removed from any active offers first, then deleted. The system will prompt the user with a confirmation dialogue to ensure they intend to delete the rewards product. The dialogue should include a warning message explaining the implications of deleting the product and any associated offers that include this offer. e.g.\ This products is linked to X, Y, Z offers, do you want to remove this product from all offers? Yes/No\ Once you delete this product, consumers cans till see product info in their code redemption history. Confirm/Cancel. User will see a confirmation message indicating that the rewards product has been successfully deleted and it will no long be showing up on the Products list. # Product QR Codes # Stores The **Stores Module** in the Chips Loyalty Rewards Platform offers a comprehensive solution for managing brand’s store locations and other stores participation in loyalty programs. This module enables brands to create and manage individual stores, whether physical or online, and link them to Brand’s Rewards Offers. Brands can easily add new stores, edit existing own store details, and involve the in the Rewards Offers. The module also supports setting store-specific rewards and conditions, allowing for tailored customer experiences at each location. The Stores Module provides valuable insights into store performance and customer engagement, ensuring a cohesive and effective loyalty strategy across all retail touchpoints. # View Stores The View Stores List feature provides an overview of all stores associated with a brand. Users can see a list of stores with key details and navigate to individual store profiles for more information. 1. To view the Stores List: * Go to **Stores**. 2. Review List: * The list will display all stores with columns for store **logo**, **name**, **status**, **address**, contact information(**email**). * Users can also view the number of **Rewards Offers**, **Transactions** and **Products** for each store. * **Brand Filter**: Filter the list of Stores by Brand * **Search and Filter**: Use the search bar to find specific stores or apply filters to narrow down the list based on location or status. 3. **Navigate to Store:** * Click on a store name to view detailed information or edit the store. **Best Practices:** * Utilize Filters: Use filtering options to quickly find and manage specific stores. * Monitor Changes: Regularly check the list for updates or changes in store information. # Add New Store The feature to Add a New Store allows brand users to either create a new store under their brand or add an existing store from the system to their brand’s list. This involves providing store details, location, and contact information. **Adding your own Store** 1. To create your own Store: * Go to **Stores** > **Add New Store**. 2. Specify the **Store Type:** My Store 3. Enter Store Information: * **Store Name**: Input the name of the store. * **Address**: Provide the full address of the store. * **Brands:** Assign the Brand(s) that will be available at this Store. * **Contact Information**: Enter the store’s phone number and email address. * **Operating Hours**: Specify the store’s operating hours. 4. Upload Store Images: * **Upload Logo**: Click **Upload** to add your logo image or store picture. Ensure images are clear and high-quality. 5. Save Store: * Click **Save** to add the store to your brand’s list. **Adding an Existing Store** 1. To add a Store already in the Chips system: * Go to **Stores** > **Add New Store**. 2. Specify the **Store Type:** Other Store (from the Chips system) 3. Search for Store: * **Search Bar**: Enter the store’s name or address in the search bar. * **Select Store**: From the suggested search results, select the store you want to add. If there are multiple Stores with the same name, check the box for the Stores you’d like to add, given they have different addresses. 4. Send Invite: * Finilize: Click **Send Invite** to associate the existing store with your brand. 5. Once the **Store** accepts your invite, the store will be in **Active** status. Otherwise it will show as **Inactive**. **Best Practices:** * Accurate Information: Ensure all store details are accurate to avoid customer confusion. * Ensure the input Store name or address are entered correctly. * Clear Images: Use high-quality images to represent the store effectively. # Add My Own Store # Add Other Store **Adding an Existing Store** 1. To add a Store already in the Chips system: * Go to **Stores** > **Add New Store**. 2. Specify the **Store Type:** Other Store (from the Chips system) 3. Search for Store: * **Search Bar**: Enter the store’s name or address in the search bar. * **Select Store**: From the suggested search results, select the store you want to add. If there are multiple Stores with the same name, check the box for the Stores you’d like to add, given they have different addresses. 4. Send Invite: * Finilize: Click **Send Invite** to associate the existing store with your brand. 5. Once the **Store** accepts your invite, the store will be in **Active** status. Otherwise it will show as **Inactive**. **Best Practices:** * Accurate Information: Ensure the input Store name or address are entered correctly for the system to be able to provide accurate suggestions. * Clear Images: Use high-quality images to represent the store effectively. # Invite Store **1. To Invite a Store to Chips platform:** 1. Navigate to Stores 2. From the **Stores** list click on **Add Store**. 3. Select Other Store 4. Enter the email of the Store you wish to invite 5. Click on Send Invite. The store owner or the person receiving the invite, will receive an email with the invitation link to join the Chips platform. #### **Best Practices** 1. **Follow-Up** with the store owner or manager via phone or email to ensure they received the invitation.
# View Store Details # Edit Store The **Edit Own Store** feature allows brand users to update information about their stores, including address, contact details, operating hours, and images. 1. To Edit a Store: * Go to **Stores**. * From the list, select the store you want to edit and click **Edit**. 2. Update Store Information: * **Basic Details**: Modify store name, address, contact information, and operating hours. * **Store Images**: Click **Update** to change existing image or upload new one. 3. **Save Changes**: * Click **Save** to apply the updates to the store’s information. * **Best Practices:** * Consistent Updates: Regularly update store information to reflect any changes in location or contact details. * High-Quality Image: Replace outdated images with newer, high-quality one. # Delete Store The Delete Own Store or Remove Non-Owned Store feature allows brand users to remove a store from their list, either by deleting their own store or disassociating an existing one from their brand. **Delete Own Store** 1. Tod delete your own Store: * Go to **Stores**. * From the list, select the store you want to delete and click **Delete**. 2. Confirm Deletion: * A confirmation dialog will appear. Click **Confirm** to proceed with deleting the store. 3. The Store should no longer be on your Stores list.\
**Remove Non-Owned Store** 1. To remove a Store: * Go to **Stores**. * Select the store you want to remove and click **Remove**. 2. **Confirm Removal**: 1. A confirmation dialog will appear. Click **Confirm** to proceed with removing the store from your brand’s list. 2. **Note**: This action only disassociates the store from your brand and does not delete it from the platform. 3. The Store should no longer be on your Stores list. # Rewards Offers The Rewards Offers module in the Chips Loyalty Platform empowers brands to create compelling incentives and rewards programs to engage and retain customers. This module is designed to enhance customer loyalty through a variety of customizable reward options. Our Chips Rewards Offers engine empowers brands to enhance customer loyalty through dynamic and customizable rewards. This versatile feature allows brands to create chips-based incentives, giveaways, memberhsip tiered rewards, discounts, exclusive offers, and more. By offering a variety of engaging and personalized rewards, the rewards offersencourage ongoing customer participation, fosters deeper brand connections, and drives repeat business, making it an essential tool for boosting customer engagement and retention #### Key Features of the Rewards Offers Module: 1. **Customizable Rewards Programs:** * Brands can design tailored loyalty offers with flexible reward structures, including chips, products, membership or discount based offers. 2. **Multiple Earn/Burn Method Options:** * Users can earn chips by scanning the QR code from the physical product. * Users can earn chips at the store when purchasing items and seller sends the chips to the user at the time of purchase. * Users can redeem earned chips through various channels such as online purchases or in-store transactions. 3. **Automated Chips Tracking:** * Our chips platform automatically tracks and updates users' reward balances and redemption history in real-time, ensuring transparency and accuracy. 4. **Personalized Rewards:** * Brands can personalize rewards offers based on user behavior, preferences, and purchase history to enhance relevance and customer satisfaction. 5. **Analytics:** * Detailed analytics and reporting tools provide insights into the effectiveness of rewards offers, including earn/burn metrics as well as engagement analysis. The **Rewards Offers Module** in the Chips Loyalty Rewards Platform empowers brands to design, manage, and deploy a wide range of rewards that drive customer engagement and loyalty. This dynamic module allows for the creation of various offer types, including Chips-based offers, product-based rewards, membership tier benefits, and discount-driven incentives. Brands can customize reward criteria to align with their marketing strategies, such as setting purchase thresholds, product-specific rewards, or tiered loyalty benefits. The module's intuitive interface simplifies the process of configuring and scheduling offers, ensuring that customers receive timely and relevant rewards. # View Rewards Offers The **Rewards Offers Module** in the Chips Loyalty Rewards Platform empowers brands to design, manage, and deploy a wide range of rewards that drive customer engagement and loyalty. This dynamic module allows for the creation of various offer types, including Chips-based offers, product-based rewards, membership tier benefits, and discount-driven incentives. Brands can customize reward criteria to align with their marketing strategies, such as setting purchase thresholds, product-specific rewards, or tiered loyalty benefits. The module's intuitive interface simplifies the process of configuring and scheduling offers, ensuring that customers receive timely and relevant rewards. From the Rewards module, Brand users can view the category groups of the Rewards types:\ \- chips rewards\ \- product rewards\ \- memberhsip rewards\ \- discount coupons For each category group users can preview the first 3 Rewards Offers. From here, users can either view all the Offers form the selected Reward type or go ahead and create a new Reward Offer. Users can also view all the Rewards Offers by clicking on the View All Rewards. To view all the rewards you have created on the Chips platform, login into your Chips account as a brand user. Open image-20240813-185521.png![image-20240813-185521.png](blob:https://iwantchips.atlassian.net/ab8220aa-94b6-476e-8482-d7b6088530f2#media-blob-url=true\&id=50577645-fb90-41ea-9f79-147041001275\&collection=contentId-83066883\&contextId=83066883\&mimeType=image%2Fpng\&name=image-20240813-185521.png\&size=55923\&width=627\&height=432\&alt=image-20240813-185521.png) Once logged in go to the Rewards menu from the left side of the screen. Open image-20240813-185632.png![image-20240813-185632.png](blob:https://iwantchips.atlassian.net/14ab06fc-0fee-4f2a-a258-0f855431cc0f#media-blob-url=true\&id=0ef47efb-64ae-4f57-a360-5db61026523f\&collection=contentId-83066883\&contextId=83066883\&mimeType=image%2Fpng\&name=image-20240813-185632.png\&size=7091\&width=150\&height=343\&alt=image-20240813-185632.png) On the Rewards page, choose the Brand for which you’d like to see the Rewards offers. Open image-20240813-185738.png![image-20240813-185738.png](blob:https://iwantchips.atlassian.net/f705b560-9803-493d-b3f8-55f7d0f3a4f7#media-blob-url=true\&id=ad8b1cdb-a649-4a18-87fa-c5ce2f10699c\&collection=contentId-83066883\&contextId=83066883\&mimeType=image%2Fpng\&name=image-20240813-185738.png\&size=5418\&width=257\&height=105\&alt=image-20240813-185738.png) Then click on the View All Rewards button from the bottom of the page. Open image-20240813-185911.png![image-20240813-185911.png](blob:https://iwantchips.atlassian.net/633b8543-0750-44b5-9dbd-418f71005ddf#media-blob-url=true\&id=68e1c738-93bc-401c-82cf-b0e28e5adc2e\&collection=contentId-83066883\&contextId=83066883\&mimeType=image%2Fpng\&name=image-20240813-185911.png\&size=67531\&width=677\&height=625\&alt=image-20240813-185911.png) The list of all of your Rewards will show up in the List view. Open image-20240813-190010.png![image-20240813-190010.png](blob:https://iwantchips.atlassian.net/1c91df50-e543-4fc6-ab33-da496b9c4eaa#media-blob-url=true\&id=87b0a43e-acbc-487e-86ad-5696c51cbaca\&collection=contentId-83066883\&contextId=83066883\&mimeType=image%2Fpng\&name=image-20240813-190010.png\&size=8326\&width=461\&height=111\&alt=image-20240813-190010.png) If, you wanted to see only the Rewards grouped by the type of reward, from the Rewards page, click on the View All button from the Rewards group. Open image-20240813-190141.png![image-20240813-190141.png](blob:https://iwantchips.atlassian.net/e06d03b5-3400-40af-af1c-0ef216eb0301#media-blob-url=true\&id=63ea38ce-c327-478c-a11c-52483a5507da\&collection=contentId-83066883\&contextId=83066883\&mimeType=image%2Fpng\&name=image-20240813-190141.png\&size=38462\&width=448\&height=380\&alt=image-20240813-190141.png) You will now see the list of Rewards from the selected group. Open image-20240813-190010.png![image-20240813-190010.png](blob:https://iwantchips.atlassian.net/1c91df50-e543-4fc6-ab33-da496b9c4eaa#media-blob-url=true\&id=87b0a43e-acbc-487e-86ad-5696c51cbaca\&collection=contentId-83066883\&contextId=83066883\&mimeType=image%2Fpng\&name=image-20240813-190010.png\&size=8326\&width=461\&height=111\&alt=image-20240813-190010.png) The title of the page will show the Rewards group that your are currently browsing. OpenPreview unavailable [How to view all the rewards I have created for my brand?](https://iwantchips.atlassian.net/wiki/x/AQClBg) Where can I see all of my rewards? # View Offer Details To view the offer details, go to the Rewards module Open image-20240815-194302.png![image-20240815-194302.png](blob:https://iwantchips.atlassian.net/03530afb-7d8d-46c1-ad85-4cc921dc413e#media-blob-url=true\&id=182457de-82eb-420b-aaec-ba037f6b9063\&collection=contentId-82837508\&contextId=82837508\&width=106\&height=382\&alt=image-20240815-194302.png) Select the Reward type group by clicking on the View All button e.g. Chips Rewards Open image-20240815-202506.png![image-20240815-202506.png](blob:https://iwantchips.atlassian.net/ea5d092e-7597-4d1d-b243-3b157f18e65b#media-blob-url=true\&id=34cc496d-8773-4059-880c-005355070e35\&collection=contentId-82837508\&contextId=82837508\&width=483\&height=364\&alt=image-20240815-202506.png) Click on the offer name you wish to review. Open image-20240815-194238.png![image-20240815-194238.png](blob:https://iwantchips.atlassian.net/e34a9912-128b-483f-8731-9c2255704f2d#media-blob-url=true\&id=bd14e305-8a47-434a-a884-11d0a3e3a6ac\&collection=contentId-82837508\&contextId=82837508\&width=697\&height=380\&alt=image-20240815-194238.png) The selected offer page will open and you can view all the details for it.. Open image-20240815-194401.png![image-20240815-194401.png](blob:https://iwantchips.atlassian.net/8c92ca19-9c11-4737-975a-1ab15fda7215#media-blob-url=true\&id=d2395f5e-3ed1-414d-bf48-ffd1cf1e906c\&collection=contentId-82837508\&contextId=82837508\&width=697\&height=837\&alt=image-20240815-194401.png) You can view the offer:\ \- title, image and summary\ \- eligibility criteria: user type, membership, condition, the parameters for the condition and details about the brand, products and categories, as applicable.\ \- the validity dates: start and end date\ \- the stores where the products can be purchased and redeemed, as applicable.\ \- reward details: chips, product, discount, membership.\ CHIPS - you will see the amount of chips consumers would get as a reward for the offer you’re viewing\ PRODUCT - product details consumers will get as a reward (product name, brand, category)\ DISCOUNT - discount details consumers will get as a reward (% percentage or $ fixed dollar value)\ MEMBERSHIP - the membership tier consumers will earn as part of the offer.\ \- redemption method: Seller Sends @ Checkout and User Scans QR on Product\ \- the amount of QR codes generated for the offer. Offer Transactions\ How can I view the redemptions or transactions for an offer? Offer QR Codes How can I view the QR associated with an offer or products? FAQ: What types of rewards can I offer? You can offer chips, products, discount coupons or memberships. Each reward type can be customized to fit your marketing goals and customer preferences. How do I set eligibility criteria for the offer? You can set eligibility criteria based on conditions/customer actions (e.g., purchases, referrals), spending thresholds, membership tiers, or specific dates/events like anniversaries or sign-ups. Learn more about the conditions What is the best way to set the offer validity period? The offer validity period should align with your campaign goals. Limited-time offers can create urgency, while ongoing offers can drive sustained engagement. Consider your audience and objectives when setting the dates. How can I promote the offer to my customers? On Chips platform consumers get automated notifications to alert eligible customers about the offer you have created. Offers become visible to the consumers on the start date you set on the offer. Notifications on the mobile app are sent on the date the offer starts. You can also promote the offer through your marketing tools via the link that can be shared through email campaigns, SMS, push notifications, social media, and in-store displays. Can I create multiple offers at the same time? Yes, you can create and manage multiple offers simultaneously. This allows you to run different campaigns targeting various customer segments or objectives. How do I track the performance of my offer? The platform provides analytics and reporting tools to track key metrics about the earning and burning transactions(redemptions). This helps you measure the success of your offer and make data-driven decisions. Can I modify or cancel an offer after it’s been launched? If the offer has been launched, you cannot make modifications to the conditions, stores, reward, but can only extend the end date. The end date cannot be changed for an expired offer. **What happens if a customer tries to redeem an offer after it expires?** Typically, expired offers will not be available for redemption to the consumers and they will not be able to see it on the mobile app. Expired offers cannot be redeemed, and customers will be notified that the offer is no longer valid. **Are there any costs associated with creating and managing offers?** We are only charging the subscription plan and there are no other associated costs with creating and managing the offers. You have a choice to upgrade the visibility of your brand or offers through a featured ad placement. **Can I set limits on how many times an offer can be redeemed?** Yes, you can set redemption limits per customer or overall. For products, the QR code amount is limited to the amount of QR codes you generate through the offer. You can always increase the amount as necessary. This helps manage inventory and ensure that the offer remains exclusive or within budget. What should I include in the terms and conditions of the offer? Where can I add the terms and conditions of the offer? Where can I see the terms and conditions of the offer? The terms and conditions of the offer content is autogenerated based on the conditions and parameters you set when you create the offer. You can see the offer summary, or terms and conditions, in the offer preview on the offer details page. # Create Offer Creating an offer on the Chips Rewards Platform is a straightforward process that allows brands to design personalized rewards for their customers. Here's a step-by-step guide: Log in to your account Navigate to the Rewards module and click on the Add Reward button from the upper right corner of the screen. Open image-20240814-190311.png![image-20240814-190311.png](blob:https://iwantchips.atlassian.net/2399c51b-ed47-4862-a573-be23e2afc018#media-blob-url=true\&id=9b80a605-f195-4f90-91d1-c294276cf760\&collection=contentId-83001349\&contextId=83001349\&width=695\&height=639\&alt=image-20240814-190311.png) Reward Offer Type Choose Reward type from Chips, Product, Discount or Membership options: Open image-20240814-190414.png![image-20240814-190414.png](blob:https://iwantchips.atlassian.net/18ba0259-7f48-46e1-8010-0ca1e04f641b#media-blob-url=true\&id=0dcc37d1-6d05-4814-9555-3ef4b614d852\&collection=contentId-83001349\&contextId=83001349\&width=684\&height=470\&alt=image-20240814-190414.png) Each Reward Offer includes 2 sections: left for eligibility and right for reward. **Eligibility** **Who is this reward for?** **User Type** Specify who is the user of the Rewards offer you are creating: Consumer or Store (coming soon) Open image-20240814-190911.png![image-20240814-190911.png](blob:https://iwantchips.atlassian.net/a8440302-4160-4b07-b60f-b4d6bf2ab487#media-blob-url=true\&id=5193e4cc-c4e1-4aea-8985-ed781c4c5792\&collection=contentId-83001349\&contextId=83001349\&width=435\&height=290\&alt=image-20240814-190911.png) **Membership** Specify the membership, if users will be getting the rewards only if they are members of a specific tier. Select from: Silver, Gold and Platinum. When User… Define **Offer Details**: Select the condition of the offer: buys, redeems, has event, earns, spends, participates, favorites or scans. Depending on what condition you choose, you may need to further specify criteria. View parameters. * BUYS\ \- Specify the amount of how many products the consumer should buy to qualify for this offer.\ \- Select if the amount is fixed (EXACTLY), a range (ADD RANGE) or is the button threshold (OR MORE).\ EXACTLY - will work when the consumer buys exactly X amount of products.\ OR MORE - will work when the consumer buys at least the amount you have entered of products.\ ADD RANGE - will work when the consumer buys the amount of products within the specified range.\ \- Select if you wish to specify the product (SPECIFIC) or if the product can be any product from the products you will select below (ANY PRODUCT)\ SPECIFIC - the offer will work only if the consumer buys this specific product. It is a single product you specify.\ ANY PRODUCT - the offer will work if the consumer buys 1 of any of the products you specify below.\
* REDEEMS\ \- Specify the type of redemption that will need to be triggered in this condition.\ CHIPS - use chips to enable events on chips redemption. When users redeem chips, they will get the reward. You will further need to specify the amount of chips to be redeemed, to get the reward.\ PRODUCT - use product to enable events on product redemption. When consumers redeems the product, they will get the reward. You will further need to specify which products redemption would qualify and the amount of those products.\ \ EXACTLY - will work when the consumer redeems exactly X amount of products.\ OR MORE - will work when the consumer redeems at least the amount you have entered of products.\ ADD RANGE - will work when the consumer redeems the amount of products withing the specified range.\ \ SPECIFIC - the offer will work only if the consumer redeems this specific product. It is a single product you specify.\ ANY PRODUCT - the offer will work if the consumer redeems 1 of any of the products you specify below.\ \ DISCOUNT - use coupon to enable events on coupon redemption. When consumers redeem a coupon, they will get the reward.\ \
* HAS EVENT\ \- Specify the type of event that will trigger this reward. You can choose from: Birthday, Anniversary and SignUp\ BIRTHDAY - if enabled, the consumer will get the reward on their birthday (e.g. chips)\ ANNIVERSARY - if enabled, on the anniversary date of the consumer’s first interaction with the brand, the platform automatically triggers the reward.\ SIGNUP - if enabled, rewards consumers immediately upon signing up for the Brand on Chips platform/ creating an account on the platform.\
* EARNS\ \- Specify the amount of chips the consumer would need to earn to get the reward.\ EXACTLY - will work when the consumer earns exactly X amount of chips.\ OR MORE - will work when the consumer earns at least the amount you have entered of chips.\ ADD RANGE - will work when the consumer earns the amount of chips within the specified range.\ Note: you cannot have 2 different offers where 1 has a RANGE of chips and another one has OR MORE condition. The Chips system will reward the users in both rewards offers according to the condition.\ The EARNS condition is popular for membership rewards, where by entering the ranges, consumers could reach the 3 tiers of memberships. However, if you use 2 different offers with a RANGE and with OR MORE with concurrent values, you will get an error. e.g.\ OK: 1-1000 chips → Silver membership\ 1001-2000 chips → Golden membership\ 2001-3000 chips → Platinum membership\ WRONG: 1-1000 chips → Silver membership\ 500 OR MORE → Golden membership\ 1200 OR more → Platinum membership\
* SPENDS\ \- Specify the amount of $dollars the consumer has to spend to qualify for the reward.\ EXACTLY - will work when the consumer spends exactly X amount of chips.\ OR MORE - will work when the consumer spends at least the amount you have entered of chips.\ ADD RANGE - will work when the consumer spends the amount of chips within the specified range.\ \- Specify how the $dollars are spend. Rewards can be triggered for overall spending as well as per unit(per dollar).\ OVERALL - if enabled, the offer will work based on the overall spending. It can be set for a single transaction as is, or for the overall amount of spending based on cumulative transactions within a period.\ PER DOLLAR - if enabled, the offer will work based on a single dollar spent. The value you have entered, will determine the amount of rewards calculated by multiplying the value you enter by the $dollars spent. e.g. for each dollar spent\
* PARTICIPATES\ \
* FAVORITES\ \- Specify what the consumer would need to mark as favorite. There are 2 options: brand and rewards.\ BRAND - if selected, consumers can get rewards by marking your brand as favorite. Specify the Brand in the next field\ REWARDS - if selected, consumers can get rewards by marking your rewards as favorite. Specify the Reward in the next field.\ \
* SCANS\ \- Specify the use case of the QR code that the consumers would need to scan to get the reward through this offer. Select Brand Select the **Brand** of the product you will specify. Open image-20240814-192259.png![image-20240814-192259.png](blob:https://iwantchips.atlassian.net/af1b5f20-8d8d-400d-b988-e26098bbe489#media-blob-url=true\&id=de0a04a3-dc51-4c87-9d74-c7e2b4cfbf1c\&collection=contentId-83001349\&contextId=83001349\&width=570\&height=173\&alt=image-20240814-192259.png) Select Product Choose the **product** that the consumer would buy. You may narrow your search by applying the Category filter. If you do not see the product you wish to use for the offer, click on the View All to expand the list. Open image-20240814-192323.png![image-20240814-192323.png](blob:https://iwantchips.atlassian.net/e6499d62-3273-43f4-a413-19c9e50421d6#media-blob-url=true\&id=4216eb7e-1659-45f5-80a2-634b3aaa08b4\&collection=contentId-83001349\&contextId=83001349\&width=657\&height=441\&alt=image-20240814-192323.png) If you selected ANY PRODUCT and only chose the Brand, the condition will work for any product from the selected Brand. If you selected the Brand and applied a filter to the Category, without selecting the products, the condition will work for any product from the selected Category. When **Offer Validity** Set the start and end dates for your offer. The offer will be active and visible to the consumers on the mobile app on the set start date and will no longer be available to them on the end date. The offer will only be valid during the set period and does not have a separate timeframe for eligibility and reward. (e.g. excluded case: consumers buys product A from 01/01/2024 to 03/312024 but get the reward between 04/01/2024 to 05/01/2024). The validity of the offer assumes both the eligibility time and the reward time together. (e.g. if consumer buys product A from 01/01/2024 to 03/312024 they can get the reward also only during the offer validity dates) Open image-20240814-192913.png![image-20240814-192913.png](blob:https://iwantchips.atlassian.net/7cf27a3e-0642-452c-899f-093376313aa0#media-blob-url=true\&id=e55b4195-3be3-4611-aa7d-f70ac9c52bf2\&collection=contentId-83001349\&contextId=83001349\&width=564\&height=124\&alt=image-20240814-192913.png) Where **Stores** Select the stores where the consumers would need to buy the specified product from. This field is optional. If left unselected, the offer will be valid at all the stores you currently have enabled (active) in your Brand profile. **Reward** Enter chip amount Enter the amount of chips the consumer will be rewarded with. When e.g. they buy the product and scan the product QR code, they will get the amount of chips you set here. **Note:** By default, our chips equivalence to $ dollar is: 1 chip = 10 cents. When you set a product for which consumers would get chips, the chips amount will be auto calculated, based on the retail price entered in the product details. In this scenario, you cannot adjust the chips amount. However for all the other cases, you can manually enter the chip amount for the condition you have selected. How will he reward be redeemed Choose between Seller Sends @ Checkout and User Scans @ Terminal. You can only choose one of the options at this time and cannot do both. User Scans Product QR - use this redemption method if you wish the consumers to scan the QR code from the product. If you choose this method, you will need to specify the amount of printable QR codes to be generated, that you can print and stick on the product or package to make the QR code available to consumers. This method will work if: * you specify the amount of QR codes for this offer * you print the generated QR codes for this offer * You stick the QR code on the product or package * you ship the products to stores where consumers can buy the product with the QR codes If you have chosen multiple eligible products in the condition section, you have the option to print 1 generic QR code for all products, or individual for each. Using the QR code for scanning the products is an easy way for consumers to earn chips by interacting with your Brand. Seller Sends @ Checkout - use this redemption method if you wish the sales people to send chips to consumers from the Chips app at the stores. This method will work if: * Sellers from the stores can only send the chips to consumers if they have the Chips app access * If the store has accepted your Brand’s invite * If the offer you are creating includes the store where you wish the consumers to redeem For sellers to be able to send chips to the consumers through the Chips app, they will need to ask the consumers one of the consumer identifiers: * phone number * email * wallet QR code * Offer QR How many printable codes Enter the amount of unique QR codes that you would like to generate. The generated QR codes can then be exported as CSV, images or html link to be used for your printing software to print them. The printed QR codes will need to be sticked on the products from the offer you’re creating. This field will only be available in the offers where you have chosen the redemption method User Scans Product QR. **Finalize your reward** Title your reward The title of your reward will be autogenerated, based on the condition and offer details you have entered for the offer your are creating. If you wish to change the title text, you can go ahead and delete it and input your text. If for some reason, you decided to go back to the auto-generated text, click on the Reset icon to get it back. Reward image Select the image that the consumers will see on this offer. You have 3 options: use brand’s logo, use the product image (if applicable) or you can upload an image from your computer. Preview In the Preview section you can preview the offer to make sure you didn’t miss any details. What you see in the preview of the offer: image, title and summary will be visible to the consumers on the mobile app. # Edit Offer The Editing Offer feature on the Chips Rewards Platform empowers brands with the flexibility to fine-tune their rewards before it goes live. Whether it's adjusting the reward type, modifying eligibility criteria, or updating the offer's validity period, this feature ensures that your promotions remain relevant, effective, and aligned with your evolving marketing goals. Brands can edit the offer before it is active and visible to the users. When you create an offer, it becomes a draft offer, until you activate it. Learn more about Active/Inactive status. While the offer is in Draft, any offer details can be edited. But once the offer is active and visible to the consumers, you can only extend the end date of the offer’s validity period. *Check the Create Offer article to learn more about editing the fields of the offer.* All the other conditions, parameters, product and rewards details are not editable and cannot be modified after the offer is launched. To edit the offer’s end date, click on the Edit button from the Offer details page or from the Offers list view. Open image-20240815-211431.png![image-20240815-211431.png](blob:https://iwantchips.atlassian.net/f6968915-00b6-4374-b7ba-b0358e7fe74f#media-blob-url=true\&id=f2948ab4-a2e1-430e-b82d-08ed3911b817\&collection=contentId-82903044\&contextId=82903044\&width=803\&height=641\&alt=image-20240815-211431.png) Open image-20240815-211505.png![image-20240815-211505.png](blob:https://iwantchips.atlassian.net/077822b9-b8bc-4055-9c0c-d3ebe47849fd#media-blob-url=true\&id=07a3b665-a9a9-4508-b695-2db409a1cb4f\&collection=contentId-82903044\&contextId=82903044\&width=666\&height=861\&alt=image-20240815-211505.png) Click Save to save your new end date # Delete Offer Chips Loyalty Rewards Platform allows brands to efficiently manage their promotional campaigns by providing the ability to remove outdated or underperforming offers from the system. This feature ensures that only relevant and active offers are visible to customers, helping to maintain a clean and organized rewards catalog. Deleting a Rewards Offer is possible only if the offer is in Draft status and has not yet been Activated. Learn more about the statuses. Rewards Offers that are active can be Deactivated, but they cannot be Re-activated. Brand user can delete a Deactivated Offer. By default any deleted offer will move to Archives, where it will be stored for up to 90 days. After 90 days, all deleted offers will no longer be stored in Chips system. To do delete a Reward Offer, go to the Rewards module. Open image-20240827-190411.png![image-20240827-190411.png](blob:https://iwantchips.atlassian.net/d61fb9ee-4ea2-4bb2-a096-fd900e4333b5#media-blob-url=true\&id=98856db1-a07b-4dc6-b5d8-984810763cb5\&collection=contentId-82903054\&contextId=82903054\&width=1236\&height=901\&alt=image-20240827-190411.png) Choose the group type of rewards offers or go to View All list. Open image-20240827-190444.png![image-20240827-190444.png](blob:https://iwantchips.atlassian.net/82152c13-bcbf-4a39-acf2-d20981d4567d#media-blob-url=true\&id=2f519325-3b2a-409e-9619-ddbd2215a10e\&collection=contentId-82903054\&contextId=82903054\&width=1911\&height=1331\&alt=image-20240827-190444.png) Select the Reward offer you wish to delete and click on the Delete option from the list view or from the Reward details page. From list view: Open image-20240827-190657.png![image-20240827-190657.png](blob:https://iwantchips.atlassian.net/fbe46bc3-8587-4f80-b4d4-c73646df10be#media-blob-url=true\&id=2f6822a5-9819-475d-bc36-37d65fd17419\&collection=contentId-82903054\&contextId=82903054\&width=1754\&height=1179\&alt=image-20240827-190657.png) From rewards details page: Open image-20240827-190739.png![image-20240827-190739.png](blob:https://iwantchips.atlassian.net/cd5c5a58-4d3b-47df-8900-387f8a0a3c7a#media-blob-url=true\&id=002f181d-84c2-4fa6-a3dd-8bdd3cb4aeaf\&collection=contentId-82903054\&contextId=82903054\&width=1173\&height=1727\&alt=image-20240827-190739.png) If you do not see the Delete option, it is because the Reward Offer is active. It needs to be deactivated first if you wish to delete it. Move the toggle to deactivate the offer. Open image-20240827-190907.png![image-20240827-190907.png](blob:https://iwantchips.atlassian.net/e11f5d15-faf7-4a96-9a33-55600edb26d3#media-blob-url=true\&id=94c2eaf9-6d63-46a9-a3b0-4c612eb3cdb8\&collection=contentId-82903054\&contextId=82903054\&width=1980\&height=1205\&alt=image-20240827-190907.png) Note: Remember, you will not be able to Reactivate the offer back. Confirm the deletion in the next step. Open image-20240827-191102.png![image-20240827-191102.png](blob:https://iwantchips.atlassian.net/4d4dcf1c-8477-41dd-bba0-beadaaaef0a8#media-blob-url=true\&id=4f6d1795-5c32-4616-ac2a-a3179ed9926b\&collection=contentId-82903054\&contextId=82903054\&width=745\&height=605\&alt=image-20240827-191102.png) Upon successful deletion you will see a message confirming it. # Activate/Deactivate Offer The Editing Offer feature on the Chips Rewards Platform empowers brands with the flexibility to fine-tune their rewards before it goes live. Whether it's adjusting the reward type, modifying eligibility criteria, or updating the offer's validity period, this feature ensures that your promotions remain relevant, effective, and aligned with your evolving marketing goals. Brands can edit the offer before it is active and visible to the users. When you create an offer, it becomes a draft offer, until you activate it. Learn more about Active/Inactive status. While the offer is in Draft, any offer details can be edited. But once the offer is active and visible to the consumers, you can only extend the end date of the offer’s validity period. *Check the Create Offer article to learn more about editing the fields of the offer.* All the other conditions, parameters, product and rewards details are not editable and cannot be modified after the offer is launched. To edit the offer’s end date, click on the Edit button from the Offer details page or from the Offers list view. Open image-20240815-211431.png![image-20240815-211431.png](blob:https://iwantchips.atlassian.net/f6968915-00b6-4374-b7ba-b0358e7fe74f#media-blob-url=true\&id=f2948ab4-a2e1-430e-b82d-08ed3911b817\&collection=contentId-82903044\&contextId=82903044\&width=803\&height=641\&alt=image-20240815-211431.png) Open image-20240815-211505.png![image-20240815-211505.png](blob:https://iwantchips.atlassian.net/077822b9-b8bc-4055-9c0c-d3ebe47849fd#media-blob-url=true\&id=07a3b665-a9a9-4508-b695-2db409a1cb4f\&collection=contentId-82903044\&contextId=82903044\&width=666\&height=861\&alt=image-20240815-211505.png) Click Save to save your new end date # Rewards Types # Chips Rewards The **Chips-Based Offers** in the Chips Loyalty Platform revolutionize customer engagement by allowing brands to reward their customers with “Chips” — a flexible points system. These Chips can be earned through diverse actions such as purchases, referrals, and other activities, and redeemed for a variety of attractive rewards including products, discounts and unique experiences. This innovative approach not only incentivizes continuous customer interaction but also provides a personalized and rewarding experience, fostering long-term loyalty and driving repeat engagement across all brand touchpoints. Chips are the currency within our rewards platform, where customers earn points based on their behaviors, actions or events. These points can be accumulated and redeemed for various rewards, such as products/services, discounts or special offers. Our chips system incentivizes repeat business and enhance customer loyalty by providing a tangible way to track and reward engagement. # Product Rewards The **Product-Based Offers** feature in the Chips Loyalty Platform enables brands to drive customer engagement and boost sales by creating compelling offers directly tied to specific products. Product rewards involve offering physical goods/merchandise or services as part of a loyalty program. Customers can redeem their earned points or rewards for specific services, or branded merchandise, gadgets and other products and services available through the rewards platform. This type of reward motivates customers to engage with the brand in exchange for tangible and desirable products. [What are Eligible products?](https://iwantchips.atlassian.net/wiki/x/AoCmBg) What does Eligible mean on the products page? What is an Eligible product? How do I set up a product reward offer with an eligible product? Where can I see all the products that are Eligible for purchase to qualify for a reward? [What are Rewards products?](https://iwantchips.atlassian.net/wiki/x/CoClBg) What does Rewards mean on the products page? What is a Reward product? How do I set up a an offer with the Reward product? Where can I see all the products that qualify for a reward from my offers? # What are Eligible products? **Eligible products** are those items or services that qualify for earning rewards when purchased through participating brands in the Chips Rewards platform. These products are typically marked or tagged by the brand, making it clear to consumers that they will earn points, discounts, or other benefits upon purchase. The range of eligible products can include: * **Everyday Essentials:** Groceries, household items, and personal care products that you buy regularly. * **Fashion and Accessories:** Clothing, shoes, bags, and other fashion-related items from popular brands. * **Electronics and Gadgets:** Smartphones, laptops, and other tech products that contribute to earning substantial rewards. * **Dining and Food Services:** Meals, beverages, and snacks purchased at participating restaurants, cafés, or food outlets. * **Travel and Hospitality:** Bookings for flights, hotels, or experiences that earn points towards future travel rewards. Brands can update the list of eligible products regularly, keeping the offers fresh and relevant to consumers. When setting up an offer, the Eligible product is set on the left side in the Rewards engine. Open image-20240813-202025.png![image-20240813-202025.png](blob:https://iwantchips.atlassian.net/325e4589-0355-481e-a939-1fbcfc1b5f24#media-blob-url=true\&id=b7b9c49b-2e55-42fc-a1e6-362def4d25eb\&collection=contentId-111575042\&contextId=111575042\&width=518\&height=811\&alt=image-20240813-202025.png) You can create any type of Rewards offer with an Eligible product. When you create rewards offers with an Eligible product/service, you can view all of these Eligible products in the Products module. Open image-20240813-202700.png![image-20240813-202700.png](blob:https://iwantchips.atlassian.net/e0b2d984-1a2e-496b-92b6-8cd5761a0eb8#media-blob-url=true\&id=37a7261c-b2fa-46e2-b52f-e8d6ff5e483d\&collection=contentId-111575042\&contextId=111575042\&width=625\&height=487\&alt=image-20240813-202700.png) Choose the Eligible filter from the left side in the top of the list. When you set an offer with the same product in the Eligible section (left) as in the Reward section (right), this product will show in both tabs on the Product list. # What are Rewards products? **Rewards products** are the special items or services that consumers can redeem using the points or rewards they've accumulated through the Chips platform. These products are typically highly desirable, providing consumers with an added incentive to participate in the loyalty offer. Rewards products can be: * **Exclusive Merchandise:** Branded items or limited-edition products that are only available through the rewards program. * **Free Products or Samples:** Complimentary items, such as beauty samples, tech gadgets, or trial-sized goods, often given to introduce consumers to new offerings. Rewards products are selected to appeal to a wide range of consumer preferences, making it easy for users to find something valuable to redeem their chips for. When setting up a Reward offer, it is set on the right side in the Rewards engine. Open image-20240813-202128.png![image-20240813-202128.png](blob:https://iwantchips.atlassian.net/707ee49f-a494-48fb-a169-2204eddd61b6#media-blob-url=true\&id=e0846a1e-b5be-4161-9f23-b8f9bd0d8112\&collection=contentId-111509514\&contextId=111509514\&width=518\&height=826\&alt=image-20240813-202128.png) If you create Product Rewards offer types, all of them will include the Reward product. To view the offers you create with a Reward product, you would need to click on the Product type of Rewards from the Rewards page. Open image-20240813-202613.png![image-20240813-202613.png](blob:https://iwantchips.atlassian.net/6fc38bef-8e15-4860-87cb-f160ac9a9dcf#media-blob-url=true\&id=b224d750-3cfa-4356-9b54-b7229d1cda32\&collection=contentId-111509514\&contextId=111509514\&width=610\&height=543\&alt=image-20240813-202613.png) To view all the products that were set as Reward in any of your offers, go to the Products module. Open image-20240813-202700.png![image-20240813-202700.png](blob:https://iwantchips.atlassian.net/588f837f-78d8-4909-aeac-57e7238aaf3e#media-blob-url=true\&id=f7111ed6-135a-4244-891e-b116343847eb\&collection=contentId-111509514\&contextId=111509514\&width=625\&height=487\&alt=image-20240813-202700.png) Choose the Reward filter from the left side in the top of the list. # Discount Rewards The **Discounts-Based Offers** in the Chips Loyalty Platform empower brands to attract and retain customers by providing immediate savings through flexible discount offers. Customers can earn and redeem Chips for discounts on future purchases or receive instant price reductions as part of promotional offers. This feature enables brands to create targeted, appealing discounts that incentivize purchases, enhance customer satisfaction, and boost sales. By offering attractive price cuts and exclusive savings opportunities, Discounts-Based Offers effectively drive customer engagement and loyalty, contributing to a more rewarding shopping experience. The Discounts rewards on the Chips platform allows brands to offer consumers exclusive price reductions as part of their rewards program. This is a great approach for the growing stage of your business. * Discount Types: Brands can choose from 2 types of discounts, such as :percentage-based discounts (e.g., 10% off) or fixed amount discounts (e.g., $5 off) * Eligibility Criteria: Define who can redeem the discount. This could be based on membership tier, chips accumulation, or any other condition available in the Rewards engine. * Apply to Products or Categories: Brands can apply discounts to specific products, entire categories, or across the entire Brand. For example, you might offer 20% off all skincare products or a flat $10 off any purchase over $50. * Define Time Frame: Set the start and end dates for the discount offer. This can be for a limited time promotion, such as a holiday sale, or an ongoing offer for loyalty members. * Customer Redemption: Once a consumer qualifies for a discount, it can be automatically applied at checkout when they make a purchase, either online or in-store via: * QR Codes: For in-store purchases, sellers can scan a QR code to apply the discount directly from consumers mobile device, ensuring a seamless and quick transaction. * Coupon Codes: Alternatively, brands can issue unique coupon codes that consumers can enter at checkout to redeem their discount. FAQ What types of discounts can I offer through the Chips platform? You can offer various types of discounts, including percentage-based discounts (e.g., 10% off) and fixed amount discounts (e.g., $5 off) How do I create a discount offer on the Chips platform? Creating a discount offer is simple. You can select the discount type, define the eligible products or categories, set the discount amount or percentage, establish the time frame for the offer, and specify eligibility criteria such as customer segments or membership tiers. Can I target specific customer segments with discounts? Yes, the Chips platform allows you to target specific customer segments with personalized discounts. You can tailor offers based on customer behavior, purchase history, membership tiers, or demographic factors. How are discounts applied for customers? You can use the offer QR codes that customers can use to redeem their discount. By scanning the QR code, the Seller verifies the validity of the discount for the consumer. Alternatively, discounts can be applied at checkout for eligible customers as a coupon code. Can I limit the discount to specific products or categories? Yes, you can choose to apply discounts to specific products, product categories, or even entire Brand. This flexibility allows you to promote particular items or manage inventory more effectively. Can I adjust or extend a discount offer after it has been launched? Yes, you can easily adjust the end date of your discount offers, but not the discount amount, eligible products after the offer has been launched. To change the parameters of the offer, you will need to create a new offer, and end the previous one, as applicable. How can I prevent abuse of discount offers? The Chips platform currently does not allow you to set limits on discount usage, such as one-time use per customer or restrictions on combining discounts with other offers. This is planned on our roadmap. Can I create time-sensitive or flash discounts? Absolutely! You can set up time-sensitive discounts, such as flash sales, that are only available for a limited period. These offers can create urgency and drive quick sales. Are there any fees associated with offering discounts on the Chips platform? The discounts feature is available to Brand in the Gold plan. If you are on a Silver plan you will need to upgrade to the Golden plan. There are no other fees associated with the discounts offering. # Membership Rewards The **Membership Tiered-Based Offers** in the Chips Loyalty Platform provide a dynamic way to enhance customer engagement by implementing a multi-level rewards system. Customers advance through tiers based on their activity and loyalty, unlocking progressively valuable benefits and exclusive rewards at each level. This tiered structure incentivizes continued participation and higher spending, as users strive to reach and enjoy the perks of higher membership levels. By offering differentiated rewards and recognition, the tiered system fosters deeper customer loyalty, increases retention, and drives sustained engagement with the brand. On the Chips platform there are 3 types of memberships: * Silver * Gold * Platinum Brands can manage these membership as they see fit. Here are some examples how to leverage the memberships feature. * Accumulation of chips - Consumers can earn membership rewards by accumulating chips through purchases, participation in offers, or other engagement activities on the Chips platform. Brands can set their own thresholds for memberships on the Chips platform to determine when consumers become eligible for the membership tiers. Each tier should offer progressively more valuable rewards.\ For example: * Silver Membership: 1,000 points * Gold Membership: 5,000 points * Platinum Membership: 10,000 points\ Consumers will automatically upgrade to a new membership tier when they reach the required points or engagement level. * Assign Benefits **-** For each tier, clearly define the exclusive benefits that members will receive, such as free products, discounts, exclusive access to deals or VIP experiences. * Time period - All of the memberships on Chips platform are ongoing. Chips accumulation is cumulative over time and is reached when the conditions set in the membership offers are satisfied. It is not currently possible to create memberships that are valid for a fixed period of time (e.g., one month, six months, one year) * Activity-Based Thresholds - while most of the memberships can be earned through the accumulation of chips, our platform allows to earn memberships based on other conditions, such as: purchase frequency, spending amounts, engagement in social media, event, etc. * Dynamic Adjustments **-** Brands can periodically adjust thresholds based on consumer behavior, market conditions, or campaign goals to keep the loyalty program competitive and engaging. Consumers that earn memberships during the offer validity dates will keep their tier, while you have the option to create new offers with different conditions for the new members. Use Chips platform's analytics tools to monitor consumer progress toward thresholds. Analyze the effectiveness of the thresholds in driving desired behaviors. How can I determine the right thresholds for my membership tiers? Setting the right thresholds involves analyzing your customer base, their purchasing behavior, and the value you want to provide at each tier. Start by identifying the spending habits of your top customers and build your tiers to reward increased engagement and loyalty.\
Can I customize the benefits for each membership tier? Yes, the Chips platform allows full customization of benefits for each membership tier. You can tailor chips, product rewards, discounts, and exclusive offers to align with your brand's goals and customer preferences. What kind of rewards can I offer through membership tiers? You can offer a wide range of rewards, including free products, exclusive discounts, access to special events, and personalized offers. The flexibility of the platform allows you to create unique and appealing rewards that resonate with your audience. Can I change the thresholds or benefits after the program has launched? No, you cannot adjust thresholds, benefits, and other elements of your membership offer. However, you can expire the current membership offer and create a new one, as needed, with the new conditions. # Conditions The **Conditions** feature in the Chips Loyalty Platform provides a powerful mechanism for brands to create precise and effective rewards offers. Conditions serve as the criteria that must be met for customers to earn rewards, enabling brands to tailor offers based on specific customer actions or behaviors. These can include conditions such as purchase items(products), purchase amounts, product categories, frequency of redemptions, or engagement with promotions. By setting detailed conditions, brands can ensure that rewards are aligned with strategic goals, effectively target desired customer segments, and optimize the overall impact of their loyalty programs. Currently Chips Platform supports the following conditions: * BUYS * REDEEMS * HAS EVENT * EARNS * SPENDS * PARTICIPATES * FAVORITES * SCANS BUYS - This condition triggers when a customer makes a purchase. It can be used to reward customers for buying specific products. Brands can specify the amount of products that would need to be bought with this condition. The amount can be specific(EXACTLY) , a range (ADD RANGE) or a bottom threshold (OR MORE). Example: Buy 1 exactly Product A to get 100 Chips. REDEEMS - This condition is activated when a customer redeems their chips for products or discounts. It helps brands track how customers are using their accumulated chips. Example: When consumer redeems 200 chips, they get Product A. Or, When consumer redeems 10 products a month, they get 10 chips. HAS EVENT - This condition is used when a customer has a specific event associated with their account, such as a birthday, anniversary, or signups. Brands can reward consumers on these events or use this to trigger special offers (coming soon). EARNS - This condition occurs when a consumer earns chips with your Brand. It's a way to incentivize and recognize customer engagement and loyalty. This is a great condition to create membership tiers or use it for other use cases. Examples: Earn 1000 chips from Brand X to become a Silver member. Or, Earn 100 chips in January to get $5 discount. become a Silver member. Or, Earn 100 chips in January to get $5 discount. SPENDS - This condition triggers when a customer spends a certain amount of money, either in a single transaction or over a set period (recurring). It can be used to encourage higher spending or reward loyal customers. Example: Spend $50 to get 10 chips. Or, For every $1 spent, get 1 chip. PARTICIPATES (coming soon) - This condition is activated when a customer participates in a brand's promotional activities, such as contests, surveys, events, or social media engagements. FAVORITES - This condition is triggered when a customer marks a product, category, or brand as a favorite. It helps brands identify customer preferences and tailor their offerings. Consumers will not see these offers on their mobile app. The offer will reward consumers for favoriting their brands or offers organically, without letting users abuse the offer. SCANS - This condition is triggered when a customer scans a QR code, usually associated with a product, promotion, or event. Scanning the QR code can be used to provide instant rewards and drive engagement. Example: Scan this QR code to get 10 chips when you sign up with Brand X. Or, scan the social media post QR code, to get 10 chips. These conditions provide you with a flexible and dynamic way to engage customers, personalize offers, and drive loyalty through the Chips rewards platform. By leveraging these conditions effectively, you can create highly targeted and relevant reward programs that resonate with your customers. View our Use Cases to see how to create different rewards with different conditions. # Statuses Open Section 2 (1).png![Section 2 (1).png](blob:https://iwantchips.atlassian.net/c33c6c57-3660-4d18-96fd-7c9d1178d706#media-blob-url=true\&id=5165f58c-46aa-4329-b767-f59827edebb0\&collection=contentId-74842200\&contextId=74842200\&mimeType=image%2Fpng\&name=Section%202%20\(1\).png\&size=24748\&width=1140\&height=386\&alt=Section%202%20\(1\).png) #### **Statuses for Rewards:** 1. **Draft:** When brands create a reward offer it becomes a draft by default. It is not visible to consumers and can be freely edited by the brand. This status allows the brand to finalize details and make adjustments before making the reward publicly available. If a Draft is deleted, the reward offer will no longer be stored in the system. 2. **Active:** The reward is ready for use but not yet visible to consumers on the platform. Once the draft is finalized, the reward can be set to active status to make it ready for publication on the offer’s start date. 3. **Published:** The reward is live on the Chips platform and visible to consumers. Users can redeem or earn this reward based on the conditions set by the brand. The reward remains in this status until it is either manually deactivated by the user or expired. 4. **Inactive:** The reward is temporarily unavailable to consumers but not permanently removed from the platform. Brands can deactivate a reward if they need to pause it for any reason, such as a temporary halt in promotions or inventory issues. A published reward can be moved to inactive status if the brand needs to pause its availability. It can be reactivated and published again later. 5. **Expired:** The expired reward will be unpublished and can no longer be reactivated or published. Expired offers are stored in the system. 6. Deleted: An inactive reward can be deleted. Deleting a reward offer is a final action, and the reward cannot be restored once deleted. Deleted offers are stored in the system. Open Section 2.png![Section 2.png](blob:https://iwantchips.atlassian.net/efffa1cf-3e60-44f4-a847-706ec0d2d79d#media-blob-url=true\&id=fa5c1395-6244-41b3-9dae-378e73844766\&collection=contentId-74842200\&contextId=74842200\&mimeType=image%2Fpng\&name=Section%202.png\&size=61090\&width=1140\&height=863\&alt=Section%202.png) **Brand** When you create a Brand, it is initially saved as a Draft by default. While in Draft status, the Brand can be freely edited or deleted as needed. Once the Brand has active or published reward offers, it transitions to an Active status, at which point it cannot be edited or deleted. To make changes to the Brand, you must first deactivate the associated offers, which will revert the Brand back to Draft status, allowing you to edit or delete it as required. **Product** When you create a Product, it is initially saved as a Draft by default. While in Draft status, the Product can be freely edited or deleted as needed. Once the Product is included in an Active or Published rewards offer, it becomes Active and can no longer be directly edited or deleted. To make changes, you must first deactivate the associated offer if it contains only that single product. Alternatively, if the offer includes multiple products, simply remove the specific product from the offer. If the product is not part of any other offers, it will revert to Draft status, allowing you to make any necessary edits. The only edit that is possible to do on an Active Product is the addition of QR codes. **Store** When you create a Store, it is initially saved as a Draft by default. While in Draft status, the Store can be freely edited or deleted as needed. Once the Store is included in an Active or Published rewards offer, it becomes Active and can no longer be directly edited or deleted. To make changes, you must first deactivate the associated offer if it is linked solely to that single store. Alternatively, if the offer includes multiple stores, you can remove the specific store from the offer. If the store is not part of any other offers, it will revert to Draft status, allowing you to make any necessary edits. # Analytics # Dashboard The **Dashboard** on the Chips Rewards Loyalty Platform is the central hub for brand owners and managers to oversee and manage various aspects of their loyalty rewards offers. It provides a comprehensive view of key metrics and recent activities. *** The Dashboard shows key metric for a specific Brand. If you own multiple Brands, you can always apply the Brand filter in the upper left corner to view the metrics for that Brand. Open image-20240827-195439.png![image-20240827-195439.png](blob:https://iwantchips.atlassian.net/cbfc5bbb-14dd-40bb-afff-3e51c942c157#media-blob-url=true\&id=a2757acc-8d23-4afd-9247-41d5800f38ea\&collection=contentId-74252292\&contextId=74252292\&width=2065\&height=1802\&alt=image-20240827-195439.png) If you are new to Chips Platform, there will be no data to be displayed at first. Once you have active Rewards Offers, the dashboard will start displaying the key metrics. Key Sections of the Dashboard 1\. Overview Cards * Total Chips Earned: Displays the total number of loyalty points (Chips) earned by users. * Total Codes Scanned: Shows the cumulative count of Product rewards codes scanned by users. * Total Rewards Redeemed: Indicates the total number of rewards redeemed by users using their Chips. * Engaged Users: Represents the number of users actively participating in the loyalty offers(weekly).\
Open image-20240827-195504.png![image-20240827-195504.png](blob:https://iwantchips.atlassian.net/71e55379-119e-4855-9a69-b69ab1397c61#media-blob-url=true\&id=ea0a436a-9af9-4a00-a384-7649018b690b\&collection=contentId-74252292\&contextId=74252292\&width=1235\&height=289\&alt=image-20240827-195504.png) 2\. Graphs Section * Overall Chips Earned: Visualizes the total Chips earned over time per Brand * Top Redemption Stores: Ranks stores by the frequency of reward redemptions. * Most Scanned Products: Lists products by the number of times their codes have been scanned. * Most Redeemed Product: Shows which products have been most frequently redeemed using Chips. Open image-20240827-195629.png![image-20240827-195629.png](blob:https://iwantchips.atlassian.net/484b44e3-3917-4159-96c4-ccc15d7e2697#media-blob-url=true\&id=79414509-384d-40f8-be08-d23b2835e166\&collection=contentId-74252292\&contextId=74252292\&width=1734\&height=859\&alt=image-20240827-195629.png) Open image-20240827-195652.png![image-20240827-195652.png](blob:https://iwantchips.atlassian.net/6b6de3cf-a332-489a-99db-71e9781db41a#media-blob-url=true\&id=96835fb0-8a8a-4b78-9cac-cc4169ea9564\&collection=contentId-74252292\&contextId=74252292\&width=1727\&height=826\&alt=image-20240827-195652.png) The Dashboard is designed to provide you with a snapshot of the Rewards Offers FAQ: * What metrics can I track on the dashboard?\ You can track metrics such as total chips earned, total codes scanned, total rewards redeemed, engaged users, overall chips earned, top redemption stores, most scanned products, and most redeemed products. * Can I customize the dashboard view?\ Unfortunately not, currently that is not possible but we are always looking for ways to improve our product. If this is important to you, you can always vote for this feature to prioritize on our roadmap. * How often is the data on the dashboard updated?\ The data on the dashboard is updated in real-time or at regular intervals, depending on the specific metrics, ensuring you always have the latest insights. * Can I export data from the dashboard\ Export data is possible from the Analytics module on Chips platform. Each Report from the Analytics module, offers export options that allow you to download reports and data for further analysis or integration with other tools. * How do I interpret the graphs and charts on the dashboard.\ The graphs and charts provide visual representations of key performance indicators, helping you easily understand trends and performance metrics over specific time frames. * Is it possible to view data from specific time periods?\ Yes, you can filter the dashboard data to view metrics over different time periods, such as daily, weekly, monthly, or yearly. These options are available in the upper right corner of the graph widget. * Can I view data specific to certain stores or locations?\ The Dashboard displays the overall performance of the top 5 Stores. For a more detailed analysis on Stores performance, you can always check the reports form the Analytics module. * How do I access the dashboard?\ The dashboard is accessible upon logging into the Chips Rewards Platform with your admin credentials. * What should I do if the dashboard data doesn't seem accurate?\ If you notice any discrepancies in the dashboard data, you should contact our support team for assistance. They can help troubleshoot and resolve any issues. # Brands Analytics Most Loved Brands - Highlights the brands that receive the highest levels of user engagement and positive feedback, indicating strong brand affinity among users. Brands with Most Redemptions - Shows which brands have the highest number of reward redemptions, reflecting the effectiveness and popularity of their reward offerings. Brands with Most Chips Rewards - Identifies brands that have distributed the most Chips rewards, showcasing their activity and generosity within the loyalty program. Brands with Most Product Rewards - Displays brands offering the highest number of product-based rewards, indicating their commitment to providing tangible benefits to users. Brands with Most Discount Rewards - Lists brands that have offered the most discount rewards, highlighting opportunities for users to save money on purchases. Brands with Most Chips Earned - Reveals which brands have helped users earn the most Chips through various interactions and transactions. Brands with Most Unique Users - Shows brands that have engaged with the highest number of unique users, indicating broad reach and appeal. New Users - Provides data on the number of new users engaging with each brand, helping assess growth and acquisition success. # Product Analytics Most Loved Products - Highlights products that receive the most positive feedback and engagement from users, indicating high satisfaction and popularity. Products with Most Redemptions - Shows which products have been redeemed most frequently as rewards, reflecting their desirability among users. Products with Most Chips Earned - Identifies products that have contributed to users earning the most Chips, indicating high engagement and purchase frequency. Products with Most Chips Value - Displays products associated with the highest total value in Chips, showcasing their significance within the rewards economy. Most Loved Product - Singles out the top product with the highest user approval and engagement metrics. Most Redeemed Product - Identifies the single product that has been redeemed more than any other, indicating exceptional popularity. \#1 Product with Most Chips Earned - Highlights the leading product responsible for users earning the highest number of Chips. Product with Highest Chips value - Shows the product that holds the greatest value in terms of Chips, reflecting its premium status or high demand. # Stores Analytics Top Stores with Most Overall Redemptions/Scans - Lists stores where users have completed the highest number of redemptions or scans, indicating high foot traffic and engagement. Stores with Most Chips Redemptions - Identifies stores where users have redeemed the most Chips rewards, reflecting effective in-store reward utilization. Stores with Most Chips Redemptions? Stores with Most Unique Users - Shows stores that have attracted the highest number of different users, demonstrating broad customer appeal and reach. # Rewards Offers Analytics Featured Offers - Highlights current or specially promoted offers available to users, providing visibility into premium or time-sensitive deals. Most Loved Offers - Shows offers that receive the most positive feedback and engagement, indicating high user satisfaction and appeal. Popular Chips Offers - Identifies Chips-based offers that are most frequently redeemed or interacted with by users. Popular Product Offers - Displays product-specific offers that have high redemption rates, reflecting strong user interest. Popular Discount Offers - Lists discount-based offers that are widely utilized by users, indicating effective price incentives. Popular Offers with Most Chips Earned - Shows offers through which users have earned the most Chips, demonstrating high engagement and participation rates. # Transactions All Transactions - Provides a complete overview of all transactions conducted on the platform, useful for broad analysis and tracking. Chips Transactions - Details all transactions involving Chips, including earning and redemption activities. Product Transactions - Shows transactions related to specific products, offering insights into sales and redemption patterns. Discount Transactions - Displays all transactions where discounts were applied, useful for assessing the effectiveness of discount strategies. Membership Transactions - Details transactions related to membership sign-ups and renewals, indicating user commitment and retention. Unique Users Transactions - Provides data on transactions conducted by unique users, helping to understand user engagement and activity levels. \#Total Redemptions - Shows the total number of reward redemptions across all categories, offering a snapshot of overall engagement. \#Chips Redemptions (scans) - Details the total number of Chips redemptions verified through scans, indicating active reward utilization. \#Product Redemptions - Displays the total number of product-specific redemptions, reflecting product popularity and reward success. \#Chips Earned - Shows the total number of Chips earned by users over a specified period, indicating overall engagement and activity. \#Coupon Scans - Details the total number of coupon codes scanned and redeemed, useful for tracking promotional effectiveness. # My Profile The **My Account** section for **Brand Users** on the Chips Loyalty Platform provides a central hub for managing account information. It allows Brand Owners, Brand Managers, and Brand Users to maintain account details. **Key Features for Brand Users:** 1. **Account Information**: * Manage personal details such as name * Update contact details such as email address * Change password * Delete account * Change Language * Update Notifications preferences 2. **Brands Info**: * You can view how many brands you have on your account. 3. **Subscription and Billing**: * View and manage subscription plans for the Chips platform. 4. **Users and Permissions**: * Add Users * Assign and update user roles, ensuring that team members have the correct access to brand management functions. # Referrals The Chips Loyalty Referral Program is designed to allow you to earn you additional income when sharing Chips rewards platform with friends and family and earn additional income from their paid subscription. The referral process is simple, with your unique referral codes that tracks and rewards you with each active paid subscription. Once you join Chips platform as an Associate, you will start earning from your very first referral. The Associate level lets you earn X and Y depending on the plan the Brand subscribed. Advocate level will pay X and Y depending on the plan the Brand subscribed. When you refer 21 to 50 brands a month, you become Chips Partner and your earnings increase to X and Y. For those who refer over 50 brands each month, you'll become a Chips Stakeholder, unlocking the potential to earn significantly, turning your efforts into a rewarding opportunity. For a more detailed and structured information about our referral thresholds, please check the table below. | Level |

Referrals Threshold

| Platinum | Gold | Silver | | ----------- | ---------------------------------- | -------- | ---- | ------ | | Stakeholder | 50+ | 12 | 11 | 10 | | Partner | 21-50 | 9 | 8 | 7 | | Advocate | 6-20 | 6 | 5 | 4 | | Associate | 0-5 | 3 | 2 | 1 | Brands typically sign up for the Chips platform with a free trial. Once the trial period ends, their subscription is activated, this is when your referral fee is earned. If the brand doesn’t cancel their paid subscription after activation, you will get the referral income to your account. You should be able to see it on your Chips account. Overall the moment you see the referral fee applied to your account is on the 60th day from the moment subscribed for a free trial on Chips platform. **How to earn your first referral** To earn your first referral, simply get the email account from your referral and onboard the new brand to our Chips platform. Once the free trial expires and the brand activates the paid subscription you will start earning your referral. The payout for referral is calculated and paid after 30 days from subscription activation. **Where can I view my referrals details** To view referral details, go to the Referrals tab from My Account. From there you should be able to see your referrals summary and history. **When will the income show on my referral page?** Referral income is earned 30 days after the Brand activates their paid subscription. In total, from the initial onboarding of the Brand to when you receive payment, approximately 60 days will have passed. # Subscriptions The **Brand Subscriptions** feature in the Chips platform offers brands to manage their subscription plans effectively. Brands can subscribe to various tiers that align with their business needs, granting access to additional features such as memberships, discounts offers and advanced analytics. Subscriptions are tailored to accommodate brands of all sizes and needs, providing flexibility in scaling loyalty programs and maximizing engagement strategies. This module ensures brands can leverage the full potential of the Chips platform to optimize customer retention, drive sales, and achieve strategic growth objectives efficiently. Chips platform currently offers 2 main Plans: * Silver * Golden **Silver** With the Silver plan, Brands are able to access all Chips platform features to create Chips and Product Rewards. The plan comes with a 30 days free trials, where you can try the platform to see how it fits your needs. Feel free to reach out for any questions or use cases clarifications. **Golden** The Golden plan extends the Chips platform to Discounts and Membership Rewards. Brands can create Chips, Product, Discount and Membership Rewards. Create exclusive rewards for Silver members and VIP for Golden member for example. Get creative and use different combinations our Rewards engine offers! The plan comes with a 30 days free trials, where you can try the platform to see how it fits your needs. Feel free to reach out for any questions or use cases clarifications. Both plans allow you to use any condition with a variety of additional parameters, such as multipliers, reoccurrence, frequency, limits and more. To track the performance of your rewards, the Analytics module offers a variety of reports and visual graphs to capture important trends for easy decision making and marketing strategy alignment. FAQ: **1. What subscription plans are available?** We currently offer 2 subscription plans Silver and Gold. Each plan comes with a unique set of features and benefits. With the Silver plan you can create Chips and Product Rewards. With the Gold plan you can extend your offers to Discount and Membership offers. You can view the details of each plan on our Subscription page. **2. What’s included in each subscription plan?** Each subscription plan includes access to various types of Rewards. In Silver there are Chips and Product rewards available, in Gold we have Discount and Membership rewards. The higher-tier plans offer more advanced features and additional benefits. You can compare the plans on our Subscription page to find the one that best suits your needs. **3. Can I try a subscription plan before committing?** Yes, we offer a 30 days free trial period for our subscription plans. This allows you to explore all the features and benefits before making a financial commitment. # Subscribe to a Plan To subscribe to a plan, click on the Free Trial button from the website. Register for an account, verify your email and start rewarding your customers. Open image-20240828-210508.png![image-20240828-210508.png](blob:https://iwantchips.atlassian.net/d811f333-013a-401d-bf9f-34a935c76b69#media-blob-url=true\&id=3f6e41a2-6cd8-4249-a01b-d38244dbcfa2\&collection=contentId-123404300\&contextId=123404300\&width=443\&height=304\&alt=image-20240828-210508.png) Once you have an account on Chips platform, you will be able to go through a few quick onboarding steps, to set up your brand and create your first reward offer. Open image-20240828-210919.png![image-20240828-210919.png](blob:https://iwantchips.atlassian.net/0922db30-5767-4223-bd20-2517df0c839f#media-blob-url=true\&id=4d1abc6c-283b-4772-ad80-e4c5a8b4c20b\&collection=contentId-123404300\&contextId=123404300\&width=382\&height=264\&alt=image-20240828-210919.png) Open image-20240828-210951.png![image-20240828-210951.png](blob:https://iwantchips.atlassian.net/ce28db5b-6987-48bd-bacb-56ca11b30110#media-blob-url=true\&id=64b90018-a5c6-4cc7-a694-18716c7e2f96\&collection=contentId-123404300\&contextId=123404300\&width=412\&height=267\&alt=image-20240828-210951.png) If you activate the reward offer right away, it will become available to the users on their mobile app instantly! FAQ: **1. How do I subscribe to a plan?** To subscribe to a plan, simply register for an account on the brands website. From there, you can choose the plan that best suits your needs and follow the on-screen instructions to complete your subscription. **2. What payment methods do you accept?** We accept all major credit and debit cards, including Visa, MasterCard, and American Express. We also accept additional payment methods such as PayPal, direct bank debit, or digital wallets. **3. Will I be charged immediately when I subscribe?** If you choose a plan with a free trial, you will not be charged until the trial period ends. If you subscribe to a plan without a trial, your payment will be processed immediately upon confirmation of your subscription. # View My Subscriptions To view the plan details of your Chips subscription, go to My Account. Open image-20240828-211201.png![image-20240828-211201.png](blob:https://iwantchips.atlassian.net/5d8f51e6-ba83-4c0a-9e03-40110811eac9#media-blob-url=true\&id=8ab6b2e9-91c5-420e-b12d-8427b5b73079\&collection=contentId-123600911\&contextId=123600911\&width=855\&height=571\&alt=image-20240828-211201.png) From there, go to the Subscription tab. Open image-20240828-211234.png![image-20240828-211234.png](blob:https://iwantchips.atlassian.net/79cf7289-6e60-4687-afe8-676d841a8b60#media-blob-url=true\&id=285ec0fd-b00a-4ee1-a6e5-30306a6b0f5a\&collection=contentId-123600911\&contextId=123600911\&width=838\&height=555\&alt=image-20240828-211234.png) On the Subscription page you will find your plan details: * Chips Subscription Plan name * plan renewal date * payment method Open image-20240828-211937.png![image-20240828-211937.png](blob:https://iwantchips.atlassian.net/3b1a1a93-d393-4b46-bba0-013b9c2b19c6#media-blob-url=true\&id=fae3a733-b695-438e-a8b9-aef47b29ed2b\&collection=contentId-123600911\&contextId=123600911\&width=406\&height=100\&alt=image-20240828-211937.png) At any time, you can buy the featured placement if you wish to showcase your Brand or Reward Offer on the mobile app in the Featured section. Simply click on the Add Featured Placement and proceed with the schedule and payment. Open image-20240828-211952.png![image-20240828-211952.png](blob:https://iwantchips.atlassian.net/a6eae681-f33a-4eaf-a2b9-5619ebff50d1#media-blob-url=true\&id=f914422b-38eb-495a-8391-cb29e95639c1\&collection=contentId-123600911\&contextId=123600911\&width=406\&height=100\&alt=image-20240828-211952.png) On the Subscriptions tab, you can also view all of your payment history and review any invoice details and payment status. Open image-20240828-212246.png![image-20240828-212246.png](blob:https://iwantchips.atlassian.net/937424fa-cd52-434c-8359-6b2b35961734#media-blob-url=true\&id=dfb516c5-ba58-42ca-96b2-9aaad674094c\&collection=contentId-123600911\&contextId=123600911\&width=508\&height=196\&alt=image-20240828-212246.png) **1. How can I view my current subscription plan?** You can view your current subscription plan by logging into your account and navigating to the "Subscriptions" tab from "My Account” settings page. There, you’ll find details about your current plan, including the renewal date and billing information. **2. Can I view the history of my subscriptions?** Yes, you can view the history of your subscriptions in your account settings. This includes past plans, billing dates, and payment history. **3. How do I check when my subscription will renew?** Your renewal date is listed on the "Subscription" page in your account settings. You’ll also receive a reminder email before your subscription is due to renew. 4. **How can I get an invoice for my payment?**\ You can always view and download the invoices for your subscription plan. Go to Subscriptions tab in My Account and from the Payment history, select the invoice you’d like to review. The click on the Download icon to download the invoice to your computer form where you can review it. # Upgrade Plan To upgrade to a Golden plan, go to Subscription from my Account. Open image-20240828-212725.png![image-20240828-212725.png](blob:https://iwantchips.atlassian.net/345da88c-5516-43b0-b5a4-ad0a619ef002#media-blob-url=true\&id=0c767ac7-8774-44c7-b170-0b6a29957c7b\&collection=contentId-123437074\&contextId=123437074\&width=370\&height=303\&alt=image-20240828-212725.png) From there, you should be able to see the 2 plans currently available on Chips platform. Select the Golden plan and click Upgrade to proceed with your new subscription. Open image-20240828-212937.png![image-20240828-212937.png](blob:https://iwantchips.atlassian.net/bbe632a6-accf-4a1e-9017-7c23f599b7c4#media-blob-url=true\&id=356b71ea-d0db-434d-9e5b-5a406e962200\&collection=contentId-123437074\&contextId=123437074\&width=370\&height=303\&alt=image-20240828-212937.png) Confirm your upgrade. X Once you upgrade, your new plan will be come active with your next billing date. If you wish to start using the new plan right away, contact us and we will make the necessary adjustments. Your current payment method will be applied, towards the new subscription. Check your email, to see the email confirming your new subscription. Starting with your next billing date, you can use the Discount and Membership rewards offers. **1. How do I upgrade my subscription plan?** To upgrade your subscription, log into your account, go to the "Subscriptions" on "My Account" page, and select the plan you wish to upgrade. Once you choose a new plan, follow the prompts to complete the upgrade. **2. Will I lose any features when I upgrade my subscription?** No, upgrading your subscription will only add new features and benefits. All the features from your current plan will still be available, along with the additional features from the upgraded plan. **3. When will I be billed for the upgrade?** When you upgrade your subscription, you may be billed a prorated amount for the remainder of your current billing cycle. After that, you’ll be billed the full amount for the new plan at your next billing date. **4. Can I downgrade my plan if I upgrade and find I don’t need the extra features?** Yes, you can downgrade your plan at any time by navigating to your account settings. However, please note that any changes will take effect at the end of your current billing cycle. **4. What will happen with my Discount and Membership rewards after downgrade?** If you have downgraded from the Gold plan to Silver, all your rewards will stay active, if applicable, until your next billing date. The transactions activity will be kept in your previous offers. You can always deactivate the offers yourself prior to the end of the billing cycle if necessary. # Users # Permissions
FeatureBrand OwnerBrand ManagerBrand UserCustom
Brands
Create BrandX--Select
View BrandXXXSelect
Edit BrandX--Select
Delete BrandX--Select
Activate BrandX--Select
Upload BrandsX--Select
Search and Filter BrandsXX-Select
Products Select
Create ProductXX-Select
View ProductXXXSelect
Edit ProductXX-Select
Delete ProductXX-Select
Activate ProductXX-Select
Upload ProductsXX-Select
Search and Filter ProductsXX-Select
Generate QR CodesXX-Select
View QR CodesXX-Select
Mark QR Codes claimedXX-Select
Stores Select
Create StoreX--Select
View StoreXXXSelect
Edit StoreX--Select
Delete StoreX--Select
Activate StoreX--Select
Upload StoresX--Select
Search and Filter StoresXXXSelect
Invite StoreXXXSelect
Rewards Select
Create RewardsXX-Select
- ChipsXX-Select
- ProductsXX-Select
- DiscountsXX-Select
- MembershipsXX-Select
- ContestsXX-Select
- Seller @ CheckoutXX-Select
- Consumer @ Product QRXX-Select
View RewardsXXXSelect
Edit RewardsXX-Select
Delete RewardsX--Select
Activate RewardsXX-Select
Export RewardsXXXSelect
Search and Filter RewardsXXXSelect
Dashboard Select
View DashboardXX-Select
Analytics Select
View Reports OptionsXX-Select
View Graphs per Report ModuleXX-Select
# View Users To view the list of all users that you have given permission to, go to My Account section. Open image-20240827-211149.png![image-20240827-211149.png](blob:https://iwantchips.atlassian.net/a0da6549-4a7b-4f4a-a709-e93f84e02e88#media-blob-url=true\&id=d6a6db4f-9a4b-45c9-b0bd-5b44844a4b18\&collection=contentId-122421277\&contextId=122421277\&width=1050\&height=687\&alt=image-20240827-211149.png) Once you are on you profile page, go to the User Settings tab. Open image-20240827-211231.png![image-20240827-211231.png](blob:https://iwantchips.atlassian.net/5d5a326b-b838-4c4e-b518-fefbb3927c2e#media-blob-url=true\&id=12ad5272-df4e-4542-bd7d-b89a3be0583e\&collection=contentId-122421277\&contextId=122421277\&width=1034\&height=677\&alt=image-20240827-211231.png) From there you will see the list of all users in your system. The list will display the user details (First, Last Name, Email, Role) and the Brand to which they are assigned. Open image-20240827-211629.png![image-20240827-211629.png](blob:https://iwantchips.atlassian.net/11aef8cc-393d-48b7-8333-f78d177437cc#media-blob-url=true\&id=33b26f23-7fc2-4b93-b132-8be6d8550426\&collection=contentId-122421277\&contextId=122421277\&width=1336\&height=855\&alt=image-20240827-211629.png) As a Brand owner, if you also are the Store owner you can filter the table to see the users and their roles for the corresponding Stores. To view further details on each user’s permissions, click on the View Permissions. # Add User The Chips Loyalty Rewards Platform allows you to add new users with customizable permissions, enabling you to assign specific roles such as brand owner, brand manager, or brand user. This flexibility ensures that each user has access to the appropriate features and tools needed for their responsibilities, while maintaining security and control over your brand's operations within the system. To add a new user to the platform, go to your Account section. Open image-20240827-204134.png![image-20240827-204134.png](blob:https://iwantchips.atlassian.net/38714936-2cc1-48fa-ae54-c4ac21b6c707#media-blob-url=true\&id=fb587747-19da-4b63-8700-a4f6309421f6\&collection=contentId-121864198\&contextId=121864198\&width=1727\&height=1100\&alt=image-20240827-204134.png) Click on the Add User button form the upper right corner of the screen. Open image-20240827-204229.png![image-20240827-204229.png](blob:https://iwantchips.atlassian.net/cb85e2ec-1f37-45d9-8306-3f93823cd6e7#media-blob-url=true\&id=5216da6a-e4b2-4f15-94fb-e40336980540\&collection=contentId-121864198\&contextId=121864198\&width=1716\&height=1100\&alt=image-20240827-204229.png) Enter User details, such as:\ \- First and Last Name\ \- Email\ \- Select the User type: Brand or Store\ \- Assign the Role from the dropdown options to the new user\ \- Select the Brands to which the new Brand user will need to have access \ if you are adding a Store user:\ \- Select the Brands to which the new Brand user will need to have access Open image-20240827-204920.png![image-20240827-204920.png](blob:https://iwantchips.atlassian.net/312ec52d-d389-4444-848f-964bfc40c6b4#media-blob-url=true\&id=52fa7065-e9c3-40b8-9a1f-71a39fc0c2fb\&collection=contentId-121864198\&contextId=121864198\&width=2179\&height=1404\&alt=image-20240827-204920.png) Once the User details were entered, next you can view the permissions for the selected user role. Open image-20240827-205117.png![image-20240827-205117.png](blob:https://iwantchips.atlassian.net/48232cd9-121e-43bd-bbfd-22cfb1b5096d#media-blob-url=true\&id=dbf2efcf-e82a-40c9-bc39-e85f913b810f\&collection=contentId-121864198\&contextId=121864198\&width=798\&height=989\&alt=image-20240827-205117.png) If all permissions look good to use, click on Create User. All Brand users and Store users, come with predefined set of permissions. If you need to adjust the permissions of the user you are adding, you can go ahead and check the necessary checkboxes from the Custom column: Open image-20240827-210430.png![image-20240827-210430.png](blob:https://iwantchips.atlassian.net/57024aa0-6f44-4679-931f-1ebad6e8928f#media-blob-url=true\&id=a43ae878-c438-4ca2-95e1-3fdf4cf29ccf\&collection=contentId-121864198\&contextId=121864198\&width=190\&height=619\&alt=image-20240827-210430.png) Once you click on the Create User button, the user will get an invite to join the Chips platform. They will need to go through the registration on the corresponding website to be able to use the system. If you are a Brand Owner, you can only add Brand Manager and Brand Users. If you are a Brand Manager, you can only add a Brand User. # View User Details To view the user details and their permissions, go to the User Settings in My Account. Open image-20240827-213009.png![image-20240827-213009.png](blob:https://iwantchips.atlassian.net/e49575cb-da54-4201-a9fb-df2567b17fb0#media-blob-url=true\&id=8ccb41c5-b302-4a27-a789-31be203c4d5d\&collection=contentId-122093573\&contextId=122093573\&width=1599\&height=1036\&alt=image-20240827-213009.png) From there, select and click on the user you wish to review. Open image-20240827-213032.png![image-20240827-213032.png](blob:https://iwantchips.atlassian.net/d9a36f07-46d6-4b3a-a1cb-f2e37e7c031a#media-blob-url=true\&id=7fe1ad9e-ee23-44a8-9fc3-74d540114233\&collection=contentId-122093573\&contextId=122093573\&width=1266\&height=806\&alt=image-20240827-213032.png) The details page will open and you can review the details of the selected user.\
Open image-20240827-213135.png![image-20240827-213135.png](blob:https://iwantchips.atlassian.net/43685d05-6f13-4513-8f4a-52b70893100d#media-blob-url=true\&id=be22960a-90a2-431f-a848-b448de420581\&collection=contentId-122093573\&contextId=122093573\&width=1251\&height=811\&alt=image-20240827-213135.png) Click on Next to view the permissions of this user. Open image-20240827-213158.png![image-20240827-213158.png](blob:https://iwantchips.atlassian.net/f7ddcd6e-a4a0-4e89-9841-b13cbd756c6f#media-blob-url=true\&id=5c880256-325e-497c-ba44-d026a66d96bd\&collection=contentId-122093573\&contextId=122093573\&width=579\&height=374\&alt=image-20240827-213158.png) Add label # Edit User To edit a user, go to the User Settings tab from My Account. Open image-20240827-211719.png![image-20240827-211719.png](blob:https://iwantchips.atlassian.net/f08a3f49-10f4-4cb9-88d2-ace2cb209df7#media-blob-url=true\&id=49db462a-f11a-4db1-bcf7-e228487c5395\&collection=contentId-122126365\&contextId=122126365\&width=1336\&height=855\&alt=image-20240827-211719.png) From there, click on the user you wish to edit. Open image-20240827-211826.png![image-20240827-211826.png](blob:https://iwantchips.atlassian.net/3d36b7cf-70e3-4d1f-a8d6-ac579f3b3bf0#media-blob-url=true\&id=75c7d93c-9b04-43c3-95a5-6649800d612b\&collection=contentId-122126365\&contextId=122126365\&width=1336\&height=855\&alt=image-20240827-211826.png) Once you are on the user details page, click on the Customize button to adjust the permissions as needed. Open image-20240827-212205.png![image-20240827-212205.png](blob:https://iwantchips.atlassian.net/7495a22d-04eb-4b10-a579-c4969b4d1e15#media-blob-url=true\&id=90440614-9351-4cb9-a855-8482ee34a3c1\&collection=contentId-122126365\&contextId=122126365\&width=2031\&height=1304\&alt=image-20240827-212205.png) Click Save to save the changes to permissions. # Delete User To delete a user, go to the User Settings from My Account. Open image-20240827-212702.png![image-20240827-212702.png](blob:https://iwantchips.atlassian.net/a98cb692-3a27-4a68-9ebd-4f0261dd84be#media-blob-url=true\&id=6dcf7bb8-50cb-437f-8db6-70ff27c37516\&collection=contentId-122028045\&contextId=122028045\&width=2004\&height=1293\&alt=image-20240827-212702.png) From the list of users, select the user you wish to delete and click on the Remove button. Open image-20240827-212710.png![image-20240827-212710.png](blob:https://iwantchips.atlassian.net/5c8a1ea5-4669-49e7-aba9-7acd41c3ddf2#media-blob-url=true\&id=eb219878-e2e3-464c-8b72-94291ed747b0\&collection=contentId-122028045\&contextId=122028045\&width=2074\&height=1293\&alt=image-20240827-212710.png) Confirm that you want to remove the user from the system. Open image-20240827-212842.png![image-20240827-212842.png](blob:https://iwantchips.atlassian.net/52e93ac9-67b6-4eb1-8126-e685dd63b001#media-blob-url=true\&id=f129cbf5-38c8-44a4-975d-bb36d52ba223\&collection=contentId-122028045\&contextId=122028045\&width=456\&height=260\&alt=image-20240827-212842.png) A confirmation message will show if successful. Once the user is Remove, they will no longer be able to access Chips platform. # Integrations # Stripe The Chips platform is designed to seamlessly integrate with a variety of tools and systems, ensuring a smooth and efficient experience for brands. By connecting the Chips platform with your existing infrastructure, you can maximize the impact of your loyalty programs, streamline operations, and gain deeper insights into customer behavior. #### **Stripe Integration** Stripe integration with the Chips platform makes managing payments effortless and secure. Because Stripe is largely used in online business, the integration with Stripe allows leveraging the rewards offers for your online or ecommerce business. To enable Rewards offers from Chips platform to your online customers, enable the Stripe integration first. 1. **Adding the Stripe Integration** To enable Stripe integration for your online business, go to Integrations tab from My Account. Open image-20240830-195906.png![image-20240830-195906.png](blob:https://iwantchips.atlassian.net/ffc3b437-4ef8-43b8-ac99-5b19f961b102#media-blob-url=true\&id=b6ea9bd9-0dab-45bb-a18d-d2951e95d578\&collection=contentId-125206537\&contextId=125206537\&width=1012\&height=677\&alt=image-20240830-195906.png) From the list, choose Stripe integration and click on Add to begin the setup process. Open image-20240830-195948.png![image-20240830-195948.png](blob:https://iwantchips.atlassian.net/a417956e-e183-4d9e-9cfb-8152aa83463d#media-blob-url=true\&id=b35a72f0-e036-4231-8c1c-b0d38750b074\&collection=contentId-125206537\&contextId=125206537\&width=619\&height=407\&alt=image-20240830-195948.png) 2. **Authorizing Access with Stripe Login** Using Stripe OAuth, simply log in with your Stripe credentials to securely grant access and permissions to your Stripe account. This process ensures a smooth integration, allowing the Chips platform to manage transactions, subscriptions, and payments on your behalf. Your financial data remains safe, as Stripe's OAuth system is designed with industry-leading security measures to protect your information. Open image-20240830-200018.png![image-20240830-200018.png](blob:https://iwantchips.atlassian.net/61d0514b-f341-4351-924b-efaa8d4a040c#media-blob-url=true\&id=c55c94c8-9419-45d3-87a0-e56b5fe7fb55\&collection=contentId-125206537\&contextId=125206537\&width=619\&height=407\&alt=image-20240830-200018.png) Once the connection has been establish you will see the Added Stripe integration. Open image-20240830-200152.png![image-20240830-200152.png](blob:https://iwantchips.atlassian.net/62695a10-3f1f-40b7-baf4-fc59aea97dfa#media-blob-url=true\&id=c7a37008-26fd-4526-a7aa-9af550a44679\&collection=contentId-125206537\&contextId=125206537\&width=1299\&height=858\&alt=image-20240830-200152.png) 3. **Mapping Products from Your Online Business to Chips Platform** From there, click on Map products to start mapping the products you wish to be eligible or reward the consumers with as part of the rewards offers you set up on Chips platform. Open image-20240830-200309.png![image-20240830-200309.png](blob:https://iwantchips.atlassian.net/ec350945-4e81-4393-91fb-cda2e9dcec61#media-blob-url=true\&id=cb26b19a-827c-4e95-bb01-fdb2f7989998\&collection=contentId-125206537\&contextId=125206537\&width=1303\&height=866\&alt=image-20240830-200309.png) * **Access Product Mapping:** Go to the “Product Mapping” or “Products” section within your Chips dashboard. * **Select Products to Map:** The platform will display a list of products from your online business, retrieved via the Stripe integration. Select the products you want to map to corresponding reward offers on the Chips platform. * **Map Products:** Choose how each product will be linked to specific rewards, offers, or loyalty points on Chips. You can set up rules for how purchases of these products will earn points, trigger rewards, or be redeemed by users. * **Save Mapping:** After mapping your products, click “Save” to finalize the configuration. # User Cases Here are some examples of Use Cases that are possible to build on the Chips Platform. **BUYS-> Chips** Get 100 Chips when you buy product A Get 100 Chips when you buy any product from Category A, from Brand A. Get 100 Chips when you buy any product from from Brand A during a holiday season (e.g., Christmas or Black Friday). Get 10 additional Chips when buying products in bulk (e.g., 5 or more units). Get 100 Chips when you buy any product from from Brand A, from Store A. Get 30 Chips for every “Buy One, Get One Free” deal. Users earn an additional 10% Chips when they buy the same product at least 3 times in a month. Earn 10 chips for every dollar spent Earn 2x points from Brand A when shopping on Mondays at Store A.\
*With Frequency* With Recurrence With Multiplier With Limits **BUYS-> Product** Get a free Product A when you buy Product A Get a free Product A when you buy Product B Get a free Product A when you buy any product from Brand A Get a free Product A when you buy any product from Brand A from Store A Get a free Product A when you buy any product from Brand A from Store A on Mondays **BUYS-> Discount** Get a discount when you buy Product A Get a discount when you buy any product from Brand A Get a discount when you buy any product from Brand A from Store A Get a discount when you buy any product from Brand A from Store A on Tuesdays **BUYS-> Membership** **HAS EVENT-> Chips** **HAS EVENT-> Product** **HAS EVENT-> Discount** **HAS EVENT-> Membership** **REFERS-> Chips** Refer a friend and get 100 chips **REFERS-> Product** Refer a friend and get a free product A **REFERS-> Discount** Refer 5 friends and get a $50 discount for the next purchase **REFERS-> Membership** Refer 100 friends within 3 months and become our Gold member. \
**EARNS-> Chips** **EARNS-> Product** **EARNS-> Discount** **EARNS-> Membership** **SPENDS-> Chips** Get 20 chips when you spend $50 for Brand A from Store A. **SPENDS--> Product** **SPENDS--> Discount** **SPENDS--> Membership** **FAVORITES-> Chips** **FAVORITES-> Product** **FAVORITES-> Discount** **FAVORITES-> Membership** **SCANS-> Chips** Get 10 chips when you join Brand A rewards **SCANS-> Product** **SCANS-> Discount** **SCANS-> Membership**
# FAQ # Best Practices **Plan the Budget and Define Campaign Goals**\ Start by clearly defining what your brand wants to achieve with the campaign. What specific outcomes are you targeting? It's crucial to determine the conditions necessary for success on the Chips platform, including the strategies or configurations you'll apply to reach your goals. Set measurable KPIs, like boosting loyalty transactions by a specific percentage or hitting a sales target for promotional products during the campaign. Identify your break-even point and use it as a foundation for your projections. Over time, as you run more campaigns on the platform, your ability to forecast KPIs will improve with historical insights. **Keep the Store Informed**\ Ensure that all customer-facing teams, including store staff, customer care, and social media moderators, are well-informed about the campaign. Stores play a key role in delivering a positive customer experience by addressing consumer questions and providing accurate information about the promotion. They also need to be knowledgeable about earning and redeeming offers, so that the transactions are valid and accurate. **Avoid Overlapping Campaigns**\ When planning campaigns, ensure they don’t overlap with each other. Running multiple campaigns simultaneously can make it difficult to analyze their effectiveness and may lead to operational and communication confusion. In some cases, overlapping system settings could cause campaigns to cancel each other out. # Cookies Policy # Get Started Ready to start earning and redeeming rewards? Here’s a step-by-step guide to getting up and running with the Chips app. **1. Download the App** First, download the **Chips-powered** app from the App Store or Google Play.\ Once installed, open the app and follow the prompts to create an account. *** #### **2. Create Your Account** Sign up using your: * **Phone number and** **email** * Google sign-in, or Apple sign-in. * Optional: **Scan a signup QR code** from a participating brand for bonus Chips Once you’re signed in, you’ll be able to start browsing brands and rewards right away. *** #### **3. Explore Brands & Rewards** * Head to the **Home** tab to view featured brands and rewards * Tap any **brand** to see all the rewards they offer * Click on a **reward** to view redemption instructions and eligibility *** #### **4. Earn Chips** There are several ways to earn Chips in the app: * **Scan your Wallet QR** at checkout in participating stores * **Claim Freebies** directly in the app * **Provide your phone number** at checkout (if linked to your account) * **Scan brand QR codes** on packaging or signage * **Refer friends** or **sign up through referral codes** to earn bonus Chips Chips earned from each brand are stored in your **Chip Stack**. *** #### **5. Redeem Rewards** * Browse rewards under any brand page or the global **Rewards** tab * Use filters like **"Nearby"** or **"Eligible"** to find what’s available to you * When ready, select a reward and follow the steps to redeem *** #### **6. Manage Your Account** Use the **Wallet** tab or the dropdown under your name to: * View your **Chip Stack** * Access your **Wallet QR** * Manage **brand memberships** * View **favorites** * Make **account changes or deletion requests** *** Once you're set up, everything you need to earn and redeem is just a tap away. Need help with something specific? Check out our other Help Center topics for more answers. # Overview **What is Chips and How Does It Work?** Chips is a universal loyalty app that lets you earn rewards from your favorite brands — whether you're shopping in-store, online, or just exploring what’s new. With Chips, every interaction counts. You can collect Chips (our in-app currency) and use them to unlock exclusive offers, free products, brand memberships, and more. *** #### **What You Can Do with the Chips App** * **Earn Chips** by shopping, scanning QR codes, claiming freebies, or referring friends * **Track your Chip Stack** by brand * **Redeem rewards** for things you actually want * **Join brand memberships** for exclusive benefits * **Discover new favorites** through curated brand and reward listings * **Access everything** from one simple app *** #### **Ways to Earn Chips** You can earn Chips through several different actions: * **Scan your Wallet QR** at checkout in participating stores * **Claim Freebie rewards** on the app — no purchase required * **Provide your phone number** at checkout (if it’s linked to your account) * **Scan brand-issued QR codes** found on packaging or marketing displays * **Sign up with a referral or promo code** * **Refer your friends** to earn bonus Chips when they join and engage *** #### **Using Your Chips** Every brand you interact with has its own homepage inside the app.\ There, you’ll find rewards available for that brand — including: * **Products** * **Discounts** * **Exclusive access** * **Membership perks** Your **Chip Stack** shows how many Chips you’ve earned with each brand. These Chips can be redeemed for rewards that brand offers.\ You can always view and manage your balances and redemptions through the Wallet page or dropdown menu under your profile name. *** #### **Navigation Highlights** * **Home** – View new brands and featured rewards * **Rewards / Brands** – Browse by category, filter by location or eligibility * **Wallet** – Access your QR code, Chip Stack, and favorites * **Profile Dropdown** – See your Chip Stack breakdown by brand *** #### **Start Earning and Redeeming** Whether you're shopping in person or online, Chips makes it easy to collect value from the brands you already love.\ No punch cards. No receipts. Just scan, earn, and get rewarded. # How the App Works The Chips app is your hub for earning and redeeming rewards from your favorite brands — both online and in person. Here’s a quick guide to the core features and how everything works: *** #### **Navigation Overview** The Chips app is organized into several key modules, accessible from the navigation bar: **Home** The **Home** page highlights new brands and featured rewards on the platform. * Tapping a brand takes you to that brand’s **homepage**, where you can browse available rewards — including Chips, products, memberships, or other perks. * Clicking on a specific reward opens the **reward details**, showing how and where to redeem it. **Chip Stack (Dropdown Under Your Name)** Click the dropdown next to your name to view your **Chip Stacks**, which show how many Chips you’ve earned from each brand. * **Chips are the app’s currency**, used to redeem rewards throughout the platform. **Wallet** The **Wallet** page gives you quick access to: * Your **Wallet QR**, which can be scanned at checkout at participating brick-and-mortar stores to earn Chips. * You can also access the Wallet QR via the **ID icon** next to your name on the Home page. * Your **brand memberships**, **favorite brands and rewards**, and a **summary of your Chip Stacks**. * Links for **account settings** and **account deletion requests**. **Rewards & Brands** These modules let you explore all available content: * Use **category filters** to narrow down types of rewards. * Tap **“View All”** for expanded browsing options. * Use the **“Nearby” filter** to find participating stores within 15 miles. * Use the **“Eligible” filter** to show only the rewards you currently qualify for. *** #### **Ways to Earn Chips** You can earn Chips in several ways, including: * **Scanning your Wallet QR** at checkout in participating retail stores * **Claiming Freebie rewards** that don’t require a purchase * **Giving your phone number** at checkout (if linked to your account) * **Scanning printed QR codes** distributed by brands * **Referring friends** to the app * **Signing up through special QR or referral codes** shared by select brands *** Once you’ve earned Chips, they’ll appear in your Chip Stacks and can be used to redeem rewards from any brand you’ve interacted with. # General Questions Common Questions, Troubleshooting Tips, and Guidance for Earning and Redeeming Rewards #### What is iwantChips / Cannopy? Cannopy and iwantChips are loyalty platforms that let you earn rewards from participating brands and stores. Depending on the program, you may be able to earn chips by scanning eligible QR codes, purchasing participating products, or providing your phone number or Wallet QR Code at checkout. #### How do I earn chips? There are a few common ways to earn chips: * Scan an eligible QR code found on participating products or promotional materials * Give your phone number at checkout at a participating store * Present your Wallet QR Code in the app to a participating store * Participate in brand or store promotions tied to the loyalty program Not every product, store, or QR code will be part of the program, so availability may vary by brand and location. #### Where do I see my chips? Open the app and go to your account page or open the dropdown on your home screen to view your available chip balances. Your chips will be organized by brand or “stack.” #### What are “stacks”? Stacks are the chip balances you have with different participating brands. If you’ve earned chips from more than one brand, you may see multiple stacks in the app. *** ### Scanning Questions #### Why isn’t my QR code scanning? There are a few common reasons a QR code may not scan: * The code is damaged, blurry, or partially covered * The lighting is too dark or there is glare on the package * The camera is not focused clearly on the QR code * The QR code has already been used * The QR code is not part of the active Chips/Cannopy program * The code is a legacy or transition QR code from an older program #### What should I try if a QR code won’t scan? Try the following steps: 1. Check Transactions in the Account Tab to ensure the transaction has not already been processed 2. Scan the code directly in the app 3. Make sure the QR code is fully visible and flat 4. Move to better lighting and reduce glare 5. Hold your phone steady and let the camera focus 6. If you have multiple products, scan each item individually 7. Make sure you are signed into the correct account in the app If it still doesn’t work, take a close/clear photo of the QR code and contact with images of the QR codes in question. #### Do I need to scan each item individually? Yes. Each QR code is unique and should be scanned individually. If you purchased multiple eligible items, each item’s code needs to be scanned on its own. #### What if the QR code says it has already been used? If a QR code has already been redeemed, it usually cannot be scanned again. If you believe the code was not used by you or there is an issue, take a close/clear photo of the QR code and contact for review. #### Can I use my phone’s regular camera app to scan the code? While using your phone’s regular camera will work after following additional prompts, for reward-related actions, it is usually best to scan through the Chips or Cannopy app so the system can process the code correctly and more efficiently. If you are having trouble, the app scanner is the best place to start. *** ### Transition / Legacy QR Code Questions #### What is a transition QR code? A transition QR code is typically an older QR code connected to a previous version of a loyalty program or an earlier campaign. These may not scan normally in the current app experience. #### I found a transition QR code. What should I do? If you believe you found a transition or legacy QR code, please email with: * A close/clear image of the QR code * A photo of the product or package if possible * Any helpful details about where and when you got it Our team can review it for verification and let you know whether chips can be added manually. #### Why won’t a transition QR code work in the app? Some older QR codes were part of earlier campaigns or transition periods and are no longer processed the same way as current active codes. In those cases, support may need to verify the code manually. *** ### Reward Questions #### How do I see what rewards I can get? Open the app and browse the available rewards. You can tap into a reward to view more details, including what it costs, how it works, and where it may be available. #### Why can’t I redeem a reward yet? Common reasons include: * You do not have enough chips yet * The reward is not available at your location * The reward is only available at certain participating stores * The reward is temporarily unavailable #### How do I know where I can redeem a reward? Open the reward’s details page in the app. This is usually the same page where you would generate the QR code to present at a store: 1. Open the reward details 2. Scroll to the bottom of the page 3. Look for the list of stores that carry or accept that specific reward That store list is the best place to confirm where the reward can actually be redeemed. #### Why do I see a reward in the app, but not at my store? A reward appearing in the app does not always mean it is redeemable everywhere. Some rewards are only available at specific participating stores. Always check the reward details page and scroll to the bottom to see the eligible locations. #### What is the QR code on a reward page for? That QR code is typically the code you generate when you are ready to redeem the reward at a participating store. It is different from your Wallet QR Code and different from a product earning QR code. #### How do referral rewards work? Some brands may offer referral rewards. If you sign up using a valid referral code, you may receive your signup reward immediately after creating your account. #### What is a qualifying transaction? A qualifying transaction is a reward-earning “buy” or “spend” transaction with the specific brand that issued the referral code. Simply creating an account, using a referral link, or entering a referral code does not qualify the referrer for their referral reward by itself. *** ### In-Store Questions #### What should I show at the store when redeeming a reward? Open the reward in the app and generate the reward QR code on that reward’s details page by clicking "Claim Now". Present that QR code to the store staff when you are ready to redeem. #### What is the difference between my Wallet QR Code and a reward QR code? Your Wallet QR Code helps identify your account for earning or lookup purposes. A reward QR code is generated from a specific reward when you are ready to redeem it. If you are trying to redeem something at a store, make sure you are showing the QR code generated from the reward itself — not just your wallet code. #### Can a store help me earn chips even if I do not scan a product QR code? Yes, in some participating locations, you may be able to earn chips by giving your phone number or presenting your Wallet QR Code at checkout. *** ### Account / Support Questions #### I scanned a code but didn’t get my chips. What should I do? If your chips did not appear, try the following first: * Check Transactions in the Account Tab to verify the transaction has been processed * Refresh the app * Close and reopen the app * Make sure you are logged into the correct account If your chips still do not appear, contact support with: * A close/clear image of the QR code * A description of what happened * The email address or phone number tied to your account #### Who do I contact for help with scanning issues or older QR codes? For support with scanning issues, especially transition or legacy QR codes, contact: Please include clear images and as much detail as possible so the team can review faster. #### What information should I send support? To help us investigate quickly, please include: * Your account email address or phone number * A close/clear image of the QR code * A product photo if relevant * A short explanation of the issue * Where you got the item, if known ### How do I turn off SMS notifications? You can manage your SMS notification preferences directly in the app. 1. Open your **account by clicking the icon in the top left corner of the homepage**. 2. Select **Settings**. 3. Select **Account Details**. 4. Unselect **SMS notifications**. You can turn SMS notifications back on at any time from the same menu. **Note:** Turning off SMS notifications applies to promotional and reward-related messages. You may still receive necessary account verification or security text messages. *** ### Best Practices #### Any tips to avoid common scanning problems? Yes: * Scan in good lighting * Avoid glare on glossy packaging * Hold the phone steady * Make sure the full QR code is visible * Scan each item individually * Use the in-app scanner when possible * Check that you are signed into the correct account