CPG Potpourri
The amount of crediting power a CPG agent has before needing Specialist approval
What is $25.00?
This type of bonus is different for each Saver.
What is a dynamic bonus?
Send this macro after manually deactivating a Saver's account in admin.
What is Account::Deactivation::Confirmation?
These things must match on each account to consider them true duplicates.
What are Name and Date of Birth?
The three methods of withdrawal available to Ibotta Consumers.
What are PayPal, ACH(bank), and Gift Card?
The only agents that can edit ledgers.
Who are Specialists?
If this happens to an offer it could also happen to any associated bonuses.
What is a Reversal?
This macro should be sent when the Saver's loyalty card is linked but they are continually missing receipts.
What is Loyalty::Explanation::Refresh Link?
The first thing we do when changing the email address on an account.
What is Clear Confirmation?
When a Saver attempts to withdraw or purchase a gift card with a recently canceled debit card, they are placed on this list.
What is the blocklist?
This IKB has the most current information on the updates for iOS and Android devices.
What is KB: Product Updates?
The macro we use to educate a Saver that they may not see the same bonuses available to them as other Savers.
What is Offer::Availability::AB Testing?
Send this macro after verifying the information sent in response to Account::Password::Step 2 - Resent Email.
What is Account::Password:: Step 3 - Manual Email Change?
We will refund all of these fees, no matter how old they are, the first time that a Saver asks.
What are Inactivity/Maintenance fees?
From the Ledger table, you can go here to find the email address of the connected PayPal account.
What is Payment Accounts?
The field on a receipt page that shows the way a Saver made their purchase. (bex, web, etc.)
What is Customer Source Client?
The date/time that bonuses will be triggered for in-store receipt submissions.
What is the Purchase time?
Send this macro if a Saver is unable to verify their phone number or mentions that they received an error when trying.
Account::Phone Number Change (PNC)::Error Message
This is where you can go from a Saver's main account page to view information on the Saver's IP address.
What is the Customer Details table or the History button?
These are the two 3rd party vendors used when a Saver withdraws to a bank account.
What are Plaid and Dwolla?