> ## Documentation Index
> Fetch the complete documentation index at: https://doc.extole.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Set Up a Reward for Action Offer Program

> Learn how to set up a simple reward for action program to reward participants for completing a survey, signing up for e-statements and more.

# Overview

This guide walks through how to configure a **Reward for Action Program** that issues a reward to a group of users - for example, a \$25 Amazon.com gift card to participants who complete a survey.

This setup assumes the survey is hosted outside of Extole and events are sent in via batch upload or the Create Event page.

# Configuration Steps

## Step 1: Add the Offers Program

1. On the programs page, click + New Program

2. Choose the Reward for Action program (talk to your CSM if it’s not available)

3. Choose to add it as a new program or add to an existing program and give it a name.

It’s recommended to create a new program for each campaign audience.

***

## Step 2: Update the Outcome Event Name and Trigger Rule

Configure the default Outcome event so it listens for the correct incoming event.\
​

### **Update the event name**

1. In the **Flow** tab, select the **Outcome** event.

2. Update the **Event Name** to match the event that will be sent into Extole.

   * This event name will be used in a **batch file upload** , API request, or the **Create Event** page

### **Using a Different Incoming Event Name (Advanced)**

By default, event will be triggered based on that event name (ex. **Survey Reward** event name is triggered by the input event of the same name "survey\_reward").

If the incoming input event name should **be different than** the Event Name:

1. Click into **Triggered on Input Event**.

   1. If Trigger Rules are not visible, enable **Advanced** and/or **Expert** filters.

2. Navigate to **Trigger Event Names**.

3. Click **Edit**.

4. In **Values** :

   * Remove the default value (for example, survey\_reward).

   * Add a **New Value** with the desired incoming event name.

5. Click **Apply**.

6. To avoid confusion, rename the Triggered on Input Event rule to clearly indicate the input event name it is triggered by.

Example:

* Outcome Event Name: Survey Reward

* Trigger Rule: Triggered on Input Event - changed to Input Event send\_reward

* Incoming Event that Triggers Event: `send_reward`

***

## Step 3: Update the Reward Name & Rules

### **Update the Reward**

1. Select the **Participant** **Reward** in the Flow.

2. Update the **Reward Name** and description to clearly describe the incentive.

3. Update the reward to either a test reward, or your PROD reward. Rewards can be created by following these steps:

   1. **[Gift Card Rewards](https://docs.extole.com/docs/how-to-reward-with-tango-gift-cards)**

   2. **[Coupon Rewards](https://docs.extole.com/docs/how-to-reward-with-coupons)**

   3. **[Account Credit Rewards](https://docs.extole.com/docs/how-to-reward-with-account-credits)**

### **Configure the Reward Rules Behavior**

1. Review **Reward Rules** and keep only those required for a simple survey or welcome offer. Default Rules you *may not* need:

   1. Business Event Quality if there are no other rules on the event itself

   2. Reward Limit

   3. Has Not Been Rewarded\
      ​

2. Review **Reward Behavior** to choose when to reward a user

   1. **First Action (most common)\
      ​**Reward is issued only the first time the event occurs.

   2. **Every Action\
      ​**Reward is issued every time the event occurs.

   3. **Every Unique Action\
      ​**Reward is issued once per unique value of a specified data parameter.

***

## Step 4: Configure the Reward Email

1. Follow these instructions to configure the **[Tango Reward Email](https://docs.extole.com/docs/how-to-set-up-a-tango-gift-card-reward)**

2. Follow these instructions to configure a **Tremendous Reward Email (coming soon).**

## Step 5: Test Using a CSV Event Upload

### **Create the CSV file**

Create a CSV with the following column headers:

* event\_name

* email

* required\_labels

### **Populate values**

* **event\_name** : The incoming event name (for example, survey\_reward)

* **email** : Recipient’s email address

* **required\_labels** : Program label

Find the program label by clicking the view button on the Programs Page.

![](https://files.readme.io/f80e5593065ee8d6245d1e1c8ff069f4f0c66198322e6877ee2a813a72cf10bd-8b0c3804_f6dee104-13cd-4350-b67a-dd903df2f0ca.png)

![](https://files.readme.io/cffc68737a6a5836b499e1f52c0762e23c6276c6b3bfd683a9a96416f31ca75b-5f082bec_79f741af-a29c-4a0e-95de-c82c4bcf72c2.png)

***

## Step 6: Test, Validate, and Launch the Offer

### **Test the program**

1. Set the **campaign to Live**.

2. Navigate to **Tech Center → Batch Jobs**.

3. Upload the CSV file using the format above with a test email address and click Save

4. After the events have processed:

   * Go to User Support and search for the user.

   * Confirm the **test reward** is sent as expected and that you received the reward email.

   * Verify reward behavior (for example, only rewarded once)

### **Move to production**

1. Replace the test reward with the **PROD reward**.

2. Save and apply changes.

3. **Publish the campaign**.

### **Send production rewards**

* Use the **same CSV format**

* Upload the recipient list through **Batch Jobs** to issue rewards

# Common Customizations to Reward for Action Campaigns

## Send Multiple Reward Values

In many cases, you may have some participants earning either a $50 reward or a $100 reward. If you want to upload them in one file, you will need to add a column for reward\_value and make the following changes:

### Step 1: Add Reward Value Data to Event

1. Click into the outcome step (example Survey Reward) and click + New Data

2. Choose **Business Event Data** from the list

3. Rename it to Reward Value

### Step 2: Configure the First Reward

1. Click into the **reward** and under Trigger Rules click **+ New Reward Rule**

2. Select Reward Data Comparison and rename it Reward Value is \$XXX

3. For the **Journey Parameter** , you want to use the name of the Business Event data with underscores instead of spaces and then choose Equals and enter the value.

![](https://files.readme.io/166ce6705d7a6912aa890351de0e22444d6db0c2bdf6ea7edfcb961fb21b6fdd-0227408b_image.png)

This trigger rule is indicating it should only trigger the reward, if the `reward_value` is `200`.

## Step 3: Add and Configure the Second Reward

1. On the flow page, find the step you want to send a reward on and click the + button

2. Choose Add Reward and Participant\
   ​

![](https://files.readme.io/02b938ded45282ba225b5e7db7237cb5840b007bf85a067c73c2c2bfb970b56f-912f7012_image.png)

3. Rename this Reward so it is differentiated from the first reward

4. Repeat Step 2 to configure this new reward for the additional reward values.