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Training CX Teams on Rediem

Navigating rediem to answer customer tickets

Updated over 4 months ago

Introduction

Customer Experience (CX) reps can quickly access the rediem dashboard to find the information they need to respond to customer questions. This ensures fast, accurate support when customers reach out about their rewards, points, referrals, or other account activity.

Overview

Customer Accounts

  1. Log into the rediem dashboard.

  2. Navigate to the Customer tab.

  3. Use the search bar to look up customers by name or email.

  4. Open the customer profile to view:

    • Current points balance

    • Tier status

    • Recent activity and redemptions

    • Referral status

Referral Exports

  1. Navigate to Referrals > Analytics

  2. Select one of the Reports

  3. Look deeper into why a customer's referral may be blocked

Community Approvals

  1. Navigate to Community > Approvals

  2. View, Accept, Reject, or Hide customers' posts from the community feed

Demo Video

📹 Watch the video below for a step-by-step walkthrough.

Why it’s Important

Having customer data at your fingertips helps CX reps provide accurate, personalized responses—building trust and improving the overall support experience.

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