Work With Zinrelo Actions

  • Published on Jan 30, 2025
  • 1 minute(s) read

Give your Support Heroes a true command center for getting work done without jumping back and forth between Zinrelo and Gladly. If you’re using Gladly’s integration with Zinrelo, Agents can award and redeem points in Gladly.

Actions Overview

Setup

Actions must be activated on the Zinrelo configuration page.

Toggle switch indicating actions are enabled for agents in Gladly platform settings.

Basic Overview

  1. A Customer's Profile in Gladly is linked to the Zinrelo Profile.

  2. Every time an Agent views the Customer's Profile in Gladly, the latest Customer loyalty information is automatically retrieved from Zinrelo, including available Actions.

    • Gladly uses the Customer's email address to match a Customer in Zinrelo.

    • If automatic sync fails, a manual lookup is available.

  3. An Agent selects an Action and Gladly instructs Zinrelo to perform the Action.

  4. When the Action has been completed, the Customer's Profile information and available actions are refreshed. When the Action has been completed, the Customer's Profile information and available actions are refreshed.

  5. A summary of the Action performed is logged to the Conversation Timeline.

Work with Actions

Award Points

  • Click to see Actions available.

  • Select Award points.
    User profile showing loyalty points and options to award points.

  • Select the Activity Id associated with the award type, then select Award.
    Interface showing award points with a dropdown for selecting 'Birthday Bonus'.

  • Points associated with this Activity Id will be added and the Customers Available Points and Earned Points will be updated.
    Comparison of loyalty points showing increases in available and earned points.

  • Gladly Customer Timeline will be updated.
    Notification indicating points have been awarded successfully for a completed activity.

Redeem Points

  • Click to see Actions available.

  • Select Redeem points.
    User profile showing loyalty points and options to redeem or award points.

  • Select the Redemption Id associated with the redemption type, then select Redeem.
    Interface for redeeming points with a $10 off coupon option and redeem button.

  • Points associated with the Redemption Id will be added and the Customers Available Points and Redeemed Points will be updated.
    Comparison of loyalty points showing available and redeemed points for Jennifer D.

  • Gladly Customer Timeline will be updated.
    Notification confirming successful redemption of points in an activity log.

Constraints

  • All Agents can perform all Actions.

  • Actions are only available for Customers that are linked to Zinrelo.

  • Actions will time out if not completed within 15 seconds.

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