Building Custom Rewards Catalogs – Recognize

Custom Catalogs allow you to build your own catalog and include both Provider-fulfilled Rewards such as gift cards, as well as Company-fulfilled Rewards, such as Swag. You can use the links below to jump to instructions for creating a Custom Catalog, creating a Custom Company-fulfilled Reward, and creating a provider-fulfilled Reward.

Creating & Editing Custom Catalogs

Creating Company-Fulfilled Rewards

Creating Provider-fulfilled Rewards

Creating & Editing Custom Catalogs:

Recognize allows you to create any kind of Reward you want, which your company can then fulfill manually. Recognize manages the redemption process and someone on your staff takes care of making sure Rewards are delivered to employees.

From your Company Admin Portal, Select 'Rewards' from the navigation panel on the far left
To create a new catalog, select the'Create Catalog' button in the top right-hand corner, or to edit settings for an existing catalog, select the 'Settings' button next to the catalog you'd like to make edits for
If you're creating a new catalog, select the 'Create' button in the Custom Catalog module

NOTE: If editing an existing catalog, please skip to step 4.
Create a name for your catalog in the 'Name' text box, and consider that the end user will be able to see the catalog name
Select a currency for the catalog from the currency drop-down
Choose a points-to-currency ratio for your catalog in the box under 'Points Ratio to 1'
Optionally, you can add Roles that would be able to access the catalog under 'Roles for Access'
From the drop-down under 'Funding Account,' choose which funding account will cover any Provider-fulfilled Rewards that are added to the catalog - your Company-wide funding account is selected as the default, but you may want regional catalogs to be funded from separate accounts, for instance
Toggle on 'Enable' to make your catalog available for redemptions if you are ready, or return to the catalog settings later to enable your catalog
Toggle on 'Require approval for gift card redemptions' if you would like to be able to approve all gift card redemptions within the catalog - this would require Managers and Company Admins to review pending redemptions regularly
Click the 'Save' button to finish creating your catalog

Creating Company-Fulfilled Rewards:

Once your Custom Catalog has been created, you can add or edit Rewards within the catalog. We refer to Rewards that are managed and fulfilled by someone at your Company as Company-fulfilled Rewards. These Rewards are non-instant, and require a Rewards Manager to be listed (unless you're utilizing Recognize webhooks) so that pending redemptions can be approved and Rewards can be delivered to the redeemer. To add or edit Company-fulfilled Rewards, see the below instructions.

From within the Company Admin portal, select the 'Rewards' tab to navigate to your catalogs
Select the 'Catalog' button within the table next to the catalog for which you wish to add or edit Rewards
From within the catalog, select the 'Create Reward' button in the top right corner
Select the 'Add from template' option from the drop-down if you would like to use one of Recognize's templates for your Company-fulfilled Reward
Select the 'Add custom' option from the drop-down if you would like to create a Company-fulfilled Reward from scratch
In the text box under 'Title of reward,' give the Reward a name that users will see during the redemption process (e.g. half-day off work)
In the text box under 'Description of reward,' describe the Reward in detail so that redeemers will know what they will be receiving (e.g. good for redeeming one afternoon off work!)
In the text box under 'Reward type,' label the type of Reward that's being offered (i.e. experience, SWAG, time off, etc.)
In the text box under 'Categories,' you can create additional categories to serve your reporting needs that are more specific, and these categories will also show up in the user's view of the catalog as a way for them to filter and search (i.e. Apparel, Books, Sporting Events, etc.)
In the text box under 'Instructions displayed to the user upon approval or denial,' XXXXXX
In the right-hand corner, there is also an option to upload an image of the Reward (recommended for best user experience)
Reward variants are options that the redeemer will see when they go to redeem a Reward
In the text box for 'value,' determine a value for your variant, which will show users how much the option costs in points

NOTE: If you are offering apparel in different sizes, you will want to offer your size options as separate variants, but keep the value of each consistent.
In the text box for 'quantity,' you can include the number of items for that variable that you have in inventory, if applicable
In the text box for 'label,' you will describe the item itself - for example, you may use Small, Medium, Large for shirt sizes, or 12 oz, 24 oz, 50 oz for water bottles, etc.
Click 'Remove' next to a variant to remove it as an option
Click 'Add variant' to add additional options for redemption
Under 'Reward options,' you can limit how often employees can redeem for the item - for example, if you have a 'Coffee with the Boss' Reward, you may want to limit this to once per quarter
Under 'Total quantity,' you can set inventory limits for the item altogether, which will override the variant-level quantities
Toggle 'Require Approval' to 'ON' (unless you are using a third-party to fulfill Rewards through Recognize webhooks), and select an employee from your company to manage inventory and fulfillment of the Reward in the 'Rewards Manager' box

NOTE: Any employee can be made a Rewards Manager, which will give them limited access to the 'Manager Portal' where they can review pending Reward redemption and approve or deny them. They will also receive notification of pending Rewards where action is needed. For more information on Approval Processes, see our article: Approving or Denying a Reward
Toggle 'Enable' to 'ON' when you are ready to make the Reward available for redemption (the catalog itself must also be enabled for employees to view the Reward)
Click the 'Add' button to finish creating the Reward

Creating Provider-fulfilled Rewards:

Recognize works with a third-party provider to give Mid-Market package and above customers access to tons of gift card options that you can include in your Custom Catalog. The beauty of Provider-fulfilled Rewards is automated fulfillment, although you can still choose to use an approval process if you'd like. The experience of adding Provider-fulfilled Rewards is a lot like adding a Company-fulfilled Rewards, except there is less to customize.

Once you have successfully deposited funds for gift card rewards and have received confirmation from the Recognize team that those funds have been loaded onto your account, you will then have access to create Gift Card Rewards in your Rewards Catalog.

To find out how to deposit funds for gift cards, see our article: 'Rewards: Deposit Money for Gift Cards'. Below, you will find instructions on how to add gift cards to your Custom Catalog.

From within the Company Admin portal, select the 'Rewards' tab to navigate to your catalogs
Select the 'Catalog' button within the table next to the catalog for which you wish to add or edit Rewards
From within the catalog, select the 'Create Reward' button in the top right corner
Select 'Add gift card' from the drop-down menu
Select the gift cards you'd like to add to the catalog or edit from the available Recognize Gift Cards offerings by clicking the 'Add' or 'Edit' buttons next to each card
You'll then be able to view a vendor description, along with terms and conditions for the gift card
Under 'Title of the reward,' you will see the name of the Reward that employees will see upon redemption, which cannot be edited
You will also see a 'Reward type' and 'Delivery type,' which also can't be edited for Provider-fulfilled Rewards

NOTE: Instant Rewards still respect approval process and will not be delivered until approved
You can optionally set a limit for how many times an employee can redeem for the Reward, but if you do not wish to limit redemptions, please leave the field blank
Depending on the gift card vendor, you may be presented with different options for the gift card variants. You will either have a fixed number of options for the variant amounts, or an open range for options that can be set according to your company's needs, which will be specified.
If the gift card you are adding allows for any variant within a given range, you can enter your preferred variants under 'Reward options' in the text box for 'value.' These variants are how users will know how much the Reward option costs in points

NOTE: The conversion of points to currency is based on what you have set for your catalog's point-to-currency ratio.
To remove variants, simply click 'Remove' next to the variant
To add additional variants, click 'Add variant'
If you wish to have an approval process for the reward, you can assign one from the 'Rewards Manager' drop-down

NOTE: The Rewards Manager is optional for gift cards, and by default, pending redemptions will go to the Company Admins for approval if you've opted for an approval process within your account's overall settings. Any employee can be made a Rewards Manager, which will give them limited access to the 'Manager Portal' where they can review pending Reward redemption and approve or deny them. They will also receive notification of pending Rewards where action is needed. For more information on Approval Processes, see our article: Approving or Denying a Reward
Toggle 'Enabled' on when you are ready to make the Reward available for redemption (the catalog itself must also be enabled for employees to view the Reward)
Select the 'Add' button to finish creating the Reward option
If you chose a gift card with fixed variants, you will see check box options as shown below

Continue this process of adding gift cards until you are happy with your Custom Rewards catalog. You can always edit or remove gift card options at any time by going to Company Admin > Rewards and clicking into your catalog.

NOTE: The company is not charged for any gift cards until the employee has made a gift card redemption and (in the case of an approval process) the Company Admin or Rewards Manager has approved it

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Creating & Editing Custom Catalogs:

Creating Company-Fulfilled Rewards:

Creating Provider-fulfilled Rewards: