Offers Insights

The Rewards/Offers page offers valuable insights into the performance of your various offers, empowering you to pinpoint top-performing initiatives and refine your promotional strategies for maximum effectiveness.

Things to Know

• You must have Admin or Marketing Manager role permissions to view Rewards/Offers Insights.

• You must first apply the required filters to view your results. The minimum required Rewards/Offers Insights filters are Month and at least 1 store location.

1. Filter Your Results

2. Download CSV Report

3. View Rewards & Offers Data Table

1. Filter Your Results

To view relevant data on the Offers page, all three filters below are required:

• Start Date — Select any date in the past. This filters purchase, visit, and member event data based on the selected start date.

• End Date — Select any date in the past, up to 31 days after the chosen Start Date. This defines the end of the filter range for all applicable data.

• Store Locations — Select one or more active store locations. Purchase and visit data will be limited to the locations selected.
  Note, there is a “No store” option which in some cases occurs when a member is imported without a favorite store preference.

Purchase, visit, and offer usage data is attributed to the local store time where the event took place. Whereas, any member profile data – such as their first association with your brand will be based in Coordinated Universal Time (UTC).

2. Download CSV Report

You can download the visible report as a comma-separated values (CSV) file to perform your own reporting or view the raw data for further analysis. Learn more about Download CSV Reports.

3. View Rewards & Offers Data Table

• Earned — The number of a specific offer earned/issued within the time period.

• Used — The number of a specific offer which was used before it expired.

• Redemption Rate — The percentage of offers that were actually used. It is calculated by dividing the number of offers used by the total number of offers earned.

• Members Converted — The number of members who used the specific offer. Note, a member can use the offer multiple times if they earned it more than once.