APP
ADMIN
MISSING CREDIT
ACCOUNT ISSUES
MISC
100

The section of the app where Savers can submit receipts for offer cash back.

What is Redeem?

100

On a receipt page, this bucket will list all offers and cash back amounts that have been issued to the Saver.

What is the Matched Offers bucket?

100

This tool is used to moderate receipts in Admin and matches qualifying purchases with offers.

What is POC?

100

You click on this button in the Ibotta Quick Actions menu in ZD if a Saver is not receiving password reset emails.

What is Clear from Appboy Blocked List?

100

This macro can be used if a Saver is simply saying "Thank you" in their ticket reply and has no further questions.

What is the Thank You macro?

200

The section of the app where Savers can view their bonuses

What is Bonuses?

200

This tool is at the top of every Admin page and can be used to navigate to Global pages within Admin.

What is the Navigation Bar?

200

If a Saver received cash back on Walmart rewards, what can we do for them if they write in about Ibotta cash back?

What is provide an EAS FTF if they have not received one yet

200

If a Saver is LCO and is attempting to withdraw, what agent group do you escalate the ticket to?

What is Trust?

200

Where do you post your Hello/Lunch/Break/Goodbye posts?

What is team room?

300

Saver's can link these two types of accounts in the app to withdraw their Ibotta funds.

What are PayPal and ACH (Bank Account)?

300

If you see this Validation Type on a receipt, you will escalate it to the Retail Affiliate agent group.

What is app?

300

These two types of minor fraud indicate if a receipt has been flagged as a Duplicate in the Receipt Fraud Checks bucket?

What are Slot and Sharing?

300

To confirm Duplicate Accounts, these two fields on a Saver's profile page must match in Admin.

What are First name and DOB?

300

This menu in ZD is used to Start your Day, tracks ticket times, tracks breaks and lunches, and is used to End your Day.

What is Tymeshift?

400

Savers are able to update this piece of information in the Account section of the Ibotta app, but not their Phone Number.

What is email address?

400

On a receipt page, a positive value in the Reversed Items bucket indicates?

What is a negative reversal (money taken from the Saver)?

400

If you receive an error message while using the Quick Credit Tool in ZD, you need to do this in Admin.

What is manually create a new ledger?

400

If a Saver goes 6 months without redeeming an offer, Ibotta will deduct this in the amount of $3.99 from their account once a month until the account reaches $0 or they are active again.

What is an Account Maintenance Fee?

400

What must you open first before being able to access IKBs?

What is Zendesk?

500

The name of the "Shop by category" in the app where Savers can order groceries online.

What is Grocery pickup & delivery?

500

In the Customer Devices bucket on a Saver's profile page, this link shows if there are multiple accounts linked to one device.

What is the UDID?

500

A Saver might miss out on offer credit if they do not do these two things before completing an Online Grocery (pickup & delivery) purchase.

What is link their loyalty account and activate the offers?

500

If a Saver cannot provide the 10-digit phone number for verification, what pieces of information must they confirm for us to proceed with retiring? This info is requested in the Account::*Phone Number Change (PNC)::Unable to Verify - Does not Match macro

What is first name, DOB, and email address associated with Ibotta accounts?

500

The names of your two favorite Ibotta Care Training Coordinators.

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