Looking for a simple way to set up your Rewards program? Managed Catalogs make it easy by automatically adding all available Rewards for your selected currency, with point values already configured. This saves you time and eliminates the need to manually build and maintain your own catalog.
Managed Catalogs are especially helpful for organizations managing multiple currencies or more complex Rewards programs. They are available to customers on the Mid-Market and Enterprise packages.
Your Managed Catalog stays up to date automatically. If a gift card goes out of stock, it will be temporarily removed from your catalog and automatically added back once it is available again. When new gift card offerings become available in your catalog's currency, they will also be automatically added to your catalog.
Once you have deposited funds for Gift Card Rewards and the Recognize team confirms that the funds have been loaded to your account, Gift Card Rewards will become available in your Rewards Catalog.
To learn how to deposit funds for Gift Card Rewards, see our article:
Rewards: Deposit Money for Gift Cards
Jump to a Section:
Excluding Gift Cards from Your Managed Catalog
Managed Catalog User Experience
Creating a Managed Catalog
- Select 'Menu' in the upper right-hand corner of your screen
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Select 'Company Admin' from the drop-down menu
- Select 'Rewards' from the left side menu
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Select 'Create Catalog' on the top right side of the Rewards page
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Select the 'Create' button from the Managed Catalog module
- Give your Managed Catalog a name in the 'Name' text box
- Select a currency for the Managed Catalog from the 'Currency' drop-down
- Determine your points-to-currency ratio for the Managed Catalog in the 'Points Ratio to 1' text box (you will see the value of 1 point change below the text box as you change the ratio)
- If you want to limit this catalog to specific users to access, add those Roles under 'Roles for Access'
- Choose whether you will use your company wide funding account to fund the Managed Catalog, or if it will be funded from a separate funding account
- Under the 'Countries' section, you will see pre-populated countries where there are available Rewards based on your selected currency, which you can then edit so that employees only see Rewards that are usable where they are located
- You can choose to enable the Managed Catalog right away, or return to it later to enable it from the catalog settings
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When you've finalized the details for the managed catalog, click the 'Save' button
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You can then revisit your Managed Catalog at any time to change the catalog-level settings by going to the Rewards tab in the Company Admin Portal
NOTE: Individual Rewards for a Managed Catalog will not show up in a table view with options to enable or disable at the Reward level as they do for Custom Catalogs. This is because Managed Catalogs include and automatically enable all available Rewards to simplify the configuration, unless otherwise specified by a country filter. Rewards will appear in the catalog table once they have been redeemed with redemption metric details.
Excluding Gift Cards from Your Managed Catalog
Managed Catalogs automatically include all available gift card Rewards in your selected currency. If there are specific gift cards you do not want to offer to your employees, you can create filters to exclude them from your catalog.
To exclude a gift card:
- Go to the Exclude Rewards from Catalog section.
- Choose whether you want to filter based on the gift card's Title or Description.
- Choose whether the selected field Contains or Starts with the text you enter.
- Enter the text you want to exclude.
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Click Save Changes.
You can create multiple exclusion filters. Each filter works independently using an OR condition, meaning a gift card will be excluded if it matches any of your filters.
Example: If you want to exclude Visa gift cards and Amazon gift cards, you could create two filters:
- Title → Contains → Visa
- Title → Contains → Amazon
Any gift card that matches either filter will be excluded from the catalog.
Your Managed Catalog will continue to automatically add new gift card offerings unless they match one of your exclusion filters.
Managed Catalog User Experience
Users will be able to view Managed Catalogs just as they do Custom Catalogs presently, from within the 'Rewards' button in the top left main menu. The categories that appear there are pre-configured, and are based off of items available for redemption, but they cannot be edited currently. See the steps below to view a Managed Catalog as a user.
- After logging in to Recognize, click on the 'Rewards' button in the top left main menu
- You will see all available Rewards for the catalog displayed in a categorized carousel view with categories pre-configured and shown in a random order
- Users can filter for only Rewards that are delivered instantly by checking the 'Instant Delivery' checkbox in the left side panel
NOTE: If your company users an approval process, those Rewards will not show as instant.
- Users can also type in keywords in the 'Search' textbox on the left side panel to find specific Rewards
- Additionally, users have the option to filter by category in the left side panel by checking the box next to each category they would like displayed
- If a currency is used in multiple countries, and the user needs to filter for Rewards available for their country specifically, they can now do that by selecting their country from the drop-down in the left side panel
- Users will be able to see the minimum and maximum points needed for a Reward as well underneath each offering
- They will also be able to see whether Rewards are instant or have a deferred delivery - for more information on fulfillment types, see our article: Reward Fulfillment Overview
- There is another filter in the left side panel that allows users to look at only Rewards they can afford by clicking 'Redeemable'
- Lastly, users can view Rewards from least amount of points required for the minimum redemption variant, or most amount of points needed for the minimum redemption variant by using the 'Sort' filter in the left side panel