In the Admin Portal, you can manually redeem available rewards on behalf of a participant and cancel unredeemed rewards.
Rewards are stored at the account level in the SaaSquatch system. This means that if there are multiple participants in the same account, they will share a pool of rewards. Redeeming or canceling a reward from one participant in a shared account's profile will apply to the balance for everyone in the account.
Rewards in a participant's account can be marked as redeemed through the SaaSquatch portal, through Bulk Reward Redemption, and through the REST API. Marking a reward as redeemed indicates to the SaaSquatch system that the reward has been fulfilled and should no longer be part of the account's available reward balance.
In the Admin Portal, go to the Participants page.
Find the participant you want to redeem a reward for.
Select the participant's name to open their participant profile.
From the Rewards List, select the three-dot menu to the right of the reward you want to redeem.
Select Redeem Reward.
Enter the amount of the reward that you would like to redeem. You can redeem part or all of the available reward.
Select Redeem.
In alignment with our event retention policy, reward retraction and refunds will only be possible if the reward you want to retract/refund is based on an event less than two years old.
In the Admin Portal, go to the Participants page.
Find the participant you want to redeem a reward for.
Select the participant's name to open their participant profile.
From the Rewards List, select the three-dot menu to the right of the reward you want to cancel.
Select Cancel Reward.
Confirm that you want to cancel the reward.
Rewards are usually shown as pending only when a pending period was set up during reward configuration. Rewards subject to a pending period automatically become available when the pending period is over.
For clients using our W-9 Compliance feature, rewards may also be put in a pending state due to their tax implications. Rewards that are pending because of W-9 compliance are only made available after the participant is marked as having submitted a W-9 tax form.