To get agency access or set up a new agency account, email support@riiwards.com. Each agency gets a unique affiliation code that links it to the businesses it manages.
What changes in agency mode
The Agency Dashboard has extra items at the top of the left menu:
The rest of the menu works the same as for a single business. See the dashboard tour.
Find a client
1
Click Businesses
The list shows the Rewards Clubs assigned to your agency.
2
Search by name
Type a business name, or part of it, in Enter Name or Partial and click Search. Total shows how many businesses match. Click Clear to see the full list again.
3
Open the client's club
Open a business from the list to work in its Rewards Club dashboard, just like the business owner would: set up rewards, change settings and review results.
Compare clients in Reports
Reports shows one row per business, with the same search box as Businesses. For each business you see:- Signup Source: how many customers joined from the Website, Facebook, Walk-ins and Import.
- Rewards Sent: Signup, Birthday, Anniversary and Monthly rewards, plus Newsletters.
- Rewards redeemed and Customer reviews.
Agency settings and branding
Open Account Settings to review your agency details. Your agency information is used in emails:- Emails to your clients’ customers include your agency name, email address and physical address in the footer, with links to the Privacy Policy and Terms and Conditions.
- Automated emails to your business clients, for example when a Rewards Club is added to your agency, are sent using your account email.
Need custom Privacy Policy or Terms links in customer emails? Contact support@riiwards.com.
Related
Add businesses
Add new or existing clients.
Set up outside Wix
Rewards Club on any website.
Edit reward emails
Preview and send test emails.