Award Account

Award Account is used to manage the integration between Nitro and the Global Rewards Marketplace. Once you have an account set up, points earned in your program can be redeemed for items in the Marketplace. As points are redeemed, they are debited from the user's available points in Nitro. Administrators can see the user's balance in the User Management view. Redemption reports and other Marketplace activity are managed by the Marketplace account team and are not available in Nitro Studio.

To set up and manage an award account you will:

• Determine the program's tax status, participating countries, point value, and enrollment cadence. See details here

• Configure the award account in Nitro Studio. This step is typically completed by the delivery team.

• Enroll and verify users in the award account.

• Give users access to the Global Rewards Marketplace.

• As needed, view transaction statuses and retry any rejected transactions. This step is typically completed by the delivery team.

Configure an Award Account

Do not delete an award account if you have missions or recognitions that reference the award account point category. Deleting the award account without removing the award account point category from items that reference it will put your site in a bad state.

1. Open Nitro Studio > Reward > Award Account.

2. In the Company ID field, enter the bank account ID received from BI WORLDWIDE.
3. In the Point Category field, select the point category to link to the award account.
   Only new point categories or point categories with a zero point balance can be linked to a bank account.
4. In most programs, Taxable should be selected. However, you should consult with your Global Rewards Marketplace expert to determine the correct configuration.
5. Set verification status. See Award Account Enrollment and Verification Examples for how these options affect the user experience.
• Select Users already enrolled in Cashier? when users are enrolled in the award account via another BI WORLDWIDE application and their enrollment will be validated, not created, by Nitro.

• Select Verify user for point rewards? if a user must be verified before they can earn award points and see award points in missions.

• Select Verify user for award balance? if a user must be verified before they can see their award account balance. If a user is not verified, they will have no access to the catalog.

• Select Verify user for award catalog? if a user must be verified before they can see the active award catalog. If a user is not verified, they can access a browse-only version of the catalog.
6. Click Create Award Account.

Configure Bill Codes

Bill codes can be used to charge point earning activity to different entities such as a group, country code, or custom value. Show me an example The Marketplace account team uses bill code information when creating reports.

Your program is run by the Marketing team and they pay for all program activity. However, your Sales team wants to launch a monthly mission and pay only for the points earned by completing it. You would add a global bill code of Custom Value: Marketing and then override that value in the monthly sales missions with a bill code of Custom Value: Sales.

To use bill codes, you define the global values that will be sent to the account team with each point transaction. Then, you can override your global values in a mission, recognition, manual point adjustment, or point import. Bill code information will only show when configuring missions, recognitions, and point adjustments if you have custom global values set that can be overridden (only custom values can be overridden). Bunchball is sent as a global value in position 1, but it will not trigger the override screens unless you move it to a new position.

Note: Global values are sent to the account team with On The Spot Card redemptions and cannot be manually overridden.

1. Open Nitro Studio > Reward > Award Account.

2. Click the Bill Codes tab.
3. In the position where you want to define a bill code, select a value from the list. Bill codes are sent to the account team in the order you define here. Any undefined positions will send an empty value.
   • Group Class - Send the group within the selected group class that the user is in at the time when they earn points.
   • Country Code - Send the user's country code.
   • Custom Value - Send a custom text value.
4. Click Save.

Enroll and Verify a User in an Award Account

Depending on the verification options set in your award account, a user's enrollment and verification status determines if they can earn award points, see award points in missions, view their available balance, and spend award points. The User Management view's Award Account tab shows a user's enrollment and verification status.

You can enroll and verify users using one or more of the following methods. Once a user has been enrolled in the award account they cannot be unenrolled.

Method	Details
API	Enrollment and verification APIs are documented on https://api.bunchball.com/docs under Users and Users.AwardAccount. PUT /users/{userId} - Enroll a user while creating the user, setting preferences, and enrolling in groups POST /users/{userId}/award-enrollment - Enroll a user PUT /user/{userId}/award-verification - Set verification status
Data import	Upload enrollment and verification information using Nitro Studio or API via data import.
Manual	Individually enroll and verify users in the User Management view. Open Nitro Studio > Activity > Users. Open the user's record. On the Award Account tab, click Enroll and add the user's account details. Click the Verification slider to verify or unverify a user.

Provide Access to the Global Rewards Marketplace

As users earn award points, they will need access to the Marketplace to redeem those points. You can provide access using the Impact block, APIs, or the Profile web component. Access may depend on the user's enrollment and verification status. See Award Account Enrollment and Verification Examples for details.

Method	Details
Impact	Enable the award account and/or On The Spot card options in the Impact block to display the user's point balance and access to the Marketplace.
API	APIs are documented on https://api.bunchball.com/docs under Users.AwardAccount. GET /users/{userId}/award-catalog - Get a catalog URL where the user can sign in to redeem points GET /users/{userId}/award-balance - Get the user's award account balance available for redemption GET/user/{userId}/award-verification - Get the user's verification status if necessary to display a custom message
Profile web component	The Profile web component displays the user's current award account balance and a Redeem button to access the Global Rewards Marketplace. You can customize the Redeem button and display custom messages for users that are not enrolled and/or not verified.

Review, Retry, and Close Transactions

The Award Account Remediation tab shows any pending transactions or transactions that failed in transit between Nitro and the Global Rewards Marketplace.

You may see the following statuses:

• Pending - Request has been submitted to BI WORLDWIDE for processing.
• Exception - An error occurred on the Nitro side within the award account integration infrastructure (e.g. failed to submit to BI WORLDWIDE, failed to record status from BI WORLDWIDE to Nitro, etc.).
• Undefined - Award account integration is not configured properly for publishing to BI WORLDWIDE.
• Expired - Transaction was pending for longer than the expiration window (3 hours). Expired transactions can be retried.
• Rejected - Transmission rejected by BI WORLDWIDE. This may be due to a timeout during send, an incorrect award account configuration or, for established programs, not enough reward points may be available to complete the transaction. Rejected transactions can be retried.

If a transaction has been manually processed by Bunchball, it can be removed from the Remediation tab. Once closed, the transaction is removed from the list. Typically, closing transactions is done by Bunchball Support to ensure the transaction was processed and can be removed.

See also

On The Spot cards

Award Account

Webhooks