How To Set Up Rewards Sharing

How To Set Up Rewards Sharing

What are Transfer Rewards?

The Rewards Transfer capability allows customers to transfer their rewards - such as a bottle release pickup or $5 OFF a to-go purchase - to another verified customer. Transfers are one-way and permanent: once a reward is transferred, it cannot be retrieved by the original holder. The recipient must transfer it back. 

Warning
Important: The recipient must have a verified app account. Transfers cannot be sent to unregistered email addresses.  


Why It's Important

Transfers give customers flexibility to share perks with family members, partners, and friends without requiring you to get involved! For breweries, this increases the perceived value of rewards and encourages customers to engage with your app even when they can't personally use the benefit. 
Set Up Instructions
Not all rewards are transferable. Transferability is defaulted off and is configured on a per reward basis by the client when creating a reward. Rewards with the Transferable toggle disabled (turned off) will display in the app with only the Redeem Now button. 

A reward is transferable when: 

  1. Transferable is toggled ON in the rewards settings 

  2. The customer is on the correct mobile version (22.04 or higher) and they display a Transfer button on the reward in the app 

Info
Visit How to Set Up a Reward to create a Reward first, while creating a Reward you can toggle 'Transferable' on under the 'Advanced' section. 

  1. After the basics of your Reward have been created (Name, Image, Description, Legal) scroll down to the bottom and under "Advanced" and toggle on Transferable



  2. Click Save
  1. Now this is a Transferable Reward
  2. You can view which rewards have transfer enabled in the Rewards section of the Customer Dashboard
             

  1. As Customers transfer the Reward you'll be able to see this under History
             


  1. You can also Filter off of transfer status
            


  1. And access additional transfer status information in the specific customer's reward

        

User Experience

Step-By-Steps

  • Customer opens your app
  • Customer must either log in or create an account to view rewards or receive transferred rewards 

  • Customer can navigate to your Rewards page

  • Customer can tap into Reward

  • Customer will see new transfer button if reward is available for transfer

  • Recipient must have a valid account in order for transfer to occur

  1. Customer can transfers the reward (single or multiple)
  2. Once the Reward has been transferred, if it's a multi reward, they can view history. If it's a single reward it will move to the Redeemed Tab


       


  3. Recipient will receive a push notification, if disabled it will still go into their Message Center

    .

Best Practices / FAQs

Setup & Configuration

Which reward types are best suited for transferability?

Transferability works best for single-use, high-value perks that guests may not always be able to use themselves - think bottle releases or weekly pints - Evaluating whether you should enable it on a reward tied to a membership or loyalty program.


Can I enable transferability on an existing reward, or only at creation?

You can toggle Transferable on or off at any time in the reward's Advanced settings - it's not creation-only. Keep in mind that turning it off won't affect rewards already transferred.

Customer Experience

What happens if a customer tries to transfer to someone without an account?

The transfer will not go through. The recipient must have a verified app account tied to the email address used. If the email is unregistered, the customer will receive an error. Encourage customers to confirm the recipient has an account before initiating the transfer.


Can a customer get a reward back after transferring it?

Not automatically. Transfers are one-way and permanent - the original holder cannot pull the reward back. The only way to reverse it is for the recipient to transfer it back manually (if the reward still has transferability enabled and has not been redeemed). Staff cannot reverse transfers from the admin panel.

Idea
Best practice: Communicate this clearly in the reward's description or legal copy so customers understand before tapping Transfer.

How does the recipient know they received a reward?

Recipients receive a push notification when the reward lands in their account. If push notifications are disabled, the reward will still arrive and the recipient will see it in their Message Center. There is no additional notification at this time.


Admin & Reporting

How do I see which rewards have been transferred?

There are two places to check:

  • Reward History - view all transfer activity across all customers for a given reward.

  • Customer profile - navigate to the individual customer's reward to see detailed transfer status (sent, received, current holder).

You can also use the Transfer Status filter in the reward history view to narrow results quickly.


Can staff manually transfer a reward on a customer's behalf?

No - at this time, transfers can only be initiated by the customer within the app (version 22.04 or higher). If a customer needs assistance, direct them to the in-app Transfer button on the reward.