How to Send Rewards on a Single Use or Reloadable Card Program
Jeff Duke
|
20 steps
|
2 minutes
HubSpot
Locorum
Google Docs
1
Log in at www.locorum.ca
2
Click "Send Rewards"
3
Click "NEW REWARDS"
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Click the checkbox beside every contact you want to send the reward to.
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Click "CONTINUE"
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Choose the type of rewards card you want to send.
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Click "CONTINUE"
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Put the amount you want to send in the "Reward Amount" field.
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Choose if you want to send the reward now or schedule it for the future in the "Scheduling " field.
10
Enter the invoice memo, which will only be visible to you, in the "Invoice Memo" field.
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Choose who you want the reward to be from in the "Sender" field.
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Choose if you want to send the reward directly to the contact, or to your office to physically give to the recipient in the "Ship to" field.
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Choose your shipping method in the "Select Shipping Method" field.
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Click "CONTINUE"
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Enter an email subject in the "Email Subject" field.
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Customize your message in the email editor. You can add images, buttons, dividers and more in our custom email builder.
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Click "CONTINUE"
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If any of your selected contacts have errors, they'll appear here and you can update their information.
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Review your details, then click "CONTINUE"
20
Click "FINISH"
