The Copy Reward Program subtab is found under the Business tab.
This set of screens copies an existing reward program to another location - either to another business or to the same business with a different name.
NOTE: Copying a reward program is much easier than creating one from scratch since the copy procedure brings over all pieces (templates, campaigns, offers, etc.) automatically.
Business -> Copy a Reward Program
Click the image to begin video
The first step to copying a reward program is to Create a Business you will be copying the reward program to. The second step is to choose the reward program you’d like to copy. Next choose the business you created in step one.
Step 1
The settings with the checks are mandatory settings and must copy. You can choose to select additional settings or select all settings. We recommend copying all settings and after the program copies any unnecessary settings can be deleted.
Copying a reward program is very similar to creating a reward program. The “Create a Sender Profile” is the only mandatory field; everything else can copy as is. You are allowed to use the same email address for multiple reward program sender profiles.
Program Settings
The program settings are the same as found inside of the program being copied. Make any edits and changes is needed.
Default Image/Color Settings
If you wish to change any redeem offer text, color settings, or images do so here. At times, you may find that all information required to copy a proper reward program is not available. No worries, you may copy the reward program and make edits to the program inside of the Business tab -> View Reward Program sub-tab at a later date.
Survey Settings
Change in use defaults citation links here.
Sender Profiles
Create the sender profiles here. Typically, a reward program has one sender profile. Certain instances require multiple sender profiles, for instance, if a reward program has multiple locations. When a program saves, Amazon sends an email verification link. The email must be confirmed for the business owner to send broadcasts. The link does not require immediate verification. After creating the program, if the sender profiles not verified, you may resend of verification link at any time. Learn more about re-sending verification links here.
Signatures
Create any signatures for the reward program here.
Custom Fields
If there are any custom fields in the master copy reward program, they can be copied.
Offers
Pick and choose which offers you’d like to copy. Offers attached to broadcasts campaigns require copying.
Email Templates
If available, any custom templates the reward program has created may be copied.
Surveys
Any surveys the reward program has created may be copied. Surveys attached to broadcasts campaigns must be copied.
Triggers
Choose which triggers you would like to copy.
Trigger Settings
Choose to copy or change the reward program trigger settings.
Reward Program Details
Reward program details can be changed and modified here. Again remember, these settings can be changed at any time inside of the View Reward Program sub-tab.
Back Office Color Settings
All back-office color settings can changed here.
Reward Program Restrictions
All broadcast email and SMS program restrictions can be changed here.
TX Amount Warning Message
If the business owner wishes to receive Transaction Messages Notifications, enter them here.
Appointment Default Settings
The default Appointment Settings can be changed here.
Contact Lists
All Contact Lists inside the program will be copied.
Forms
Select which Web Forms you want to copy.
Tablet Settings
If checked all Tablet Settings will be copied.
Segments
Select which Segments you would like to copy.
Broadcast
Select which Broadcast Campaigns you would like to copy. All Broadcast Campaigns attached to triggers are required to copy.
Autoresponders
Select which Autoresponders you like to copy.
Again, it is highly recommended to select all settings when copying the program, especially when just starting. Once the reward program copies, you can always delete unnecessary settings.
Step 2
Choose how many reward programs you are creating. The most common answer is one. However, you may be creating more than one if a business has multiple reward programs, for instance, an international reward program in multiple countries or a reward program with multiple franchisees wishing to have individual reward programs.
Step 3
Next, name your reward program and select an SMS Shortcode. Not all countries allow SMS Shortcodes. Finally, enter the reward program locations. You can also add locations after the reward program has copied under the My Account-> Location Settings sub-tab.
Step 4
Check to verify all settings look correct and press the create reward programs button.
Return to the Business Tab.