How It Works
The Tasks page shows the actions needed to manage the loyalty program. It surfaces pending community approvals alongside any tasks tied to reward redemptions or custom actions.
Pending Community Approvals shows the number of submissions waiting for review.
Pending Tasks shows actions that still need to be completed.
Completed Tasks shows actions that have already been marked done.
A task appears on the Tasks page when a reward or custom action has a Correlated Task attached to it. When a customer redeems that reward, rediem creates the task automatically and lists it under Pending Tasks.
Mark the task complete once the action is finished. It moves to Completed Tasks.
Common examples
Internal team action. Trigger a task for your team to process a donation when a customer redeems a donation reward.
Customer follow-up. Trigger a task to email a customer for their shipping address when they redeem a physical reward, such as a free year of soap.
Fulfillment coordination. Trigger a task to order or ship an experiential reward, such as concert tickets.
Eligibility check. Trigger a task to verify a customer before fulfilling a high-value reward.
How To Set It Up
Go to Program → Points and open the reward or action to attach a task to.
Locate the Correlated Task section.
Enter a clear instruction in the Title field describing the internal action to take when the reward is redeemed.
Click Save. Leave the Title field blank if no follow-up action is required.
Key Notes
A task is created automatically when a customer redeems a reward with a Correlated Task attached.
Pending tasks move to Completed Tasks once marked complete.
Leave the Correlated Task Title field blank for rewards that don't need a manual follow-up action.