The following FAQs answer frequently asked questions related to Umo Rewards for transit agencies:
- How do create a loyalty campaign?
- How do I modify a loyalty campaign?
- How do I pause a loyalty campaign?
- How do I end a loyalty campaign?
- How do I edit my user profile?
- How do I update my bank account information?
- How do I add a user to my account?
- How do I remove a user from my account?
- What is the consumer reward timeline?
- How do I credit Stars to a Star account?
- How do I edit a Star Account?
How do create a loyalty campaign?
You can create a new transit loyalty campaign by filling in the Umo Rewards Loyalty Plan template and submitting the campaign plan on the Umo Rewards Support Portal.
How do I modify a loyalty campaign?
- For Existing Loyalty Campaigns
- To edit an existing campaign that has been submitted for review, you must send us your modification requests by submitting a ticket in our Support Portal and including the following details:, including the following details:
-
- Your name
- Your Umo Rewards organization account name and account ID
- Campaign name that needs modifying
- Modification details
-
- To edit an existing campaign that has been submitted for review, you must send us your modification requests by submitting a ticket in our Support Portal and including the following details:, including the following details:
- Note: Loyalty campaigns cannot be modified 24 hours before the campaign start date.
- We will respond to your request within 1 business day.
- For Existing Live Loyalty Campaigns
- You cannot modify an existing live loyalty campaign. Instead, you must create a new loyalty campaign with your modified settings.
How do I pause a loyalty campaign?
You can an existing live loyalty campaign by submitting a ticket in our Support Portal. Please include the following details:
- Your name
- Your Umo Rewards organization account name and account ID
- Campaign name and ID
- Expected campaign paused date
We will respond to your request within 1 business day.
How do I end a loyalty campaign?
You can end an existing loyalty campaign earlier than the scheduled campaign end date by submitting a ticket in our Support Portal. Please include the following details:
- Your name
- Your company name and Umo Rewards account ID
- Campaign name and ID
- Expected campaign end date
We will respond to your request within 1 business day.
How do I edit my user profile?
You can request changes to your user profile by submitting a ticket in our Support Portal.
We will respond to your request within 1 business day.
How do I update my bank account information?
You can update your bank account information by submitting a support ticket in our Support Portal . Please include the following details:
- Your name and email
- Your company name and Umo Rewards account ID
- Updated bank account information
We will respond to your bank account information update within 1 business day.
How do I add a user to my account?
You can request that a new user be added to your Umo Rewards transit account by submitting a ticket in our Support Portal and including the following details:
- Your name
- Your company name and Umo Rewards account ID
- Full name and email address of the new user you want to add
Once we have processed the new-user request, we will send them a welcome email with an activation link to set up their user account within 1 business day from our receipt of the request.
How do I remove a user from my account?
You can request a user be removed from your account by submitting a ticket in our Support Portal. Please include the following details:
- Your name
- Your Umo Rewards organization account name and account ID
- Full name and email address of the user you want to remove
We will respond to your request within 1 business day.
What is the consumer reward timeline?
It may take one (1) day for the Star award to reflect in a user’s account. For card-linked offer awards, the timeline may be longer.
How do I credit Stars to a Star account?
You can credit Stars from a consumer star account right in your CRM by looking up the account’s registered email address or transit account ID, selecting the correct account profile and perform the Stars credit action.
How do I edit a Star Account?
To edit a Star account, look up the account’s registered email address or transit account ID, select the correct account profile and make necessary adjustments.
Note: You can only edit the following fields of a consumer star account in your CRM:
- Name
- Phone
- Address
- Age
- Gender