Xoxoday
  • 📓User Resources
    • 👨‍💼For Admins
      • 📌Getting Started
        • ⚙️Settings
          • Manage Super Admin/Admins
            • Hierarchy vs Non-Hierarchy
            • Threshold
            • Delete an Admin
            • Redemption APIs
              • Generic Redemption APIs
              • Oauth 2.0 Implementation for Stores Redemption
          • Platform Preferences
          • Account Verification
        • Types of Companies
      • 🚀Plum Launch Communication Kit
        • 🌉Pre-Launch Templates
        • 🤝Introduction to Plum Templates
        • 📺How to Sign up on Plum’s reward storefront Template
        • 📑How to Bookmark Plum’s reward storefront for easy access Template
        • 🎉How to Redeem the Rewards on Plum’s Reward Storefront?
      • Xoxo Points
        • 📌Getting Started
        • 🚚Distribution of Xoxo-points
        • 📩Email/SMS Customization
        • FAQs
      • Xoxo Codes
        • 📌Getting Started
        • 🚚Distribution of Xoxo-codes
        • 📩Email, SMS, and Xoxo Code Campaign Customization
        • FAQs
      • Points vs Codes
      • Xoxo Links
        • 📌Getting Started
        • 🚚Distribution of Xoxo-links
        • FAQs
      • Domain Authentication Guide
        • Troubleshooting Domain Authentication
      • 💰Add Funds
        • Base Currency
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        • Getting Started
        • Editing a campaign?
        • Delete/disabling a Xoxo Campaign?
      • 🏬Reports
      • 💳Prepaid Card User Guide
        • Virtual Paypal International
          • 📌Getting Started
          • 📭How to Redeem?
        • Virtual Visa Card
          • 📌Getting Started
          • 💳How to Redeem?
      • 🔐Security and Compliance
        • Cryptography & Encryption
        • Email Whitelisting
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    • 🧑‍🤝‍🧑For End-Users
      • 📌Getting Started
      • 🧑‍💻Signing up/Logging in
      • 🪙How to redeem?
      • 💳Gift Vouchers
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    • 🔗Pre-Built Integrations
      • Qualtrics Integration Guide
        • Using Qualtrics Workflow Extension to Send Rewards
        • Public Survey Rewarding
        • Anonymous Survey Rewarding
      • HubSpot + Plum
        • 1-1 Reward Widget in HubSpot
        • Workflow Based Reward Automation
        • 1-Many Link for Xoxolink’s Reward Automation
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      • Darwinbox + Plum
      • SurveyMonkey + Plum
        • Public Survey Automation
        • Anonymous Survey Automation
      • Zapier + Plum
      • ActiveCampaign + Plum
        • Creating Automation
      • Salesforce + Plum
        • Getting Started with Xoxoday Plum
        • Getting Started and Setting up Salesforce Integration
        • Sending 1-1 Reward
        • Steps to create a Flow and add a Trigger
        • Redemption Journey for your Recipients
      • Typeform + Plum by Xoxoday
      • Zoho People + Plum
      • SAP Successfactors + Plum
        • SAP Client Registration with Xoxoday for Stores Redemption
      • Decipher - Forsta Integration
      • Zoho CRM
        • Send 1-1 rewards
        • Automation : Workflow Rules
      • Connect Plum to thousands of apps using Zapier
      • Other Integrations
    • 🛣️Product Roadmap
      • 2022
      • 2021
  • 👨‍💻Developer Resources
    • Rewards API
      • Getting started
      • API Endpoints
        • Authentication
          • Client ID, Secret ID, and Token Creation
          • Token Management
        • Catalog
          • GetVouchers API
          • GetFilters API
        • Orders
          • PlaceOrder API
          • GetOrderDetails API
          • GetOrderHistory API
        • Account Balance
          • GetBalance API
        • Postman Collection URL
      • Concepts
        • Staging Environment
        • Catalog
        • Error Handling
          • Standard HTTP status code summary
          • Errors related to API
        • Exchange Rates
      • Guides
        • Funding the Account
        • Reporting and Analytics
      • Webhooks
        • Test Webhooks
        • How to implement webhooks?
        • How to secure your webhooks?
      • Forex
      • Best Practices
      • Frequently Asked Questions
    • StoreFront Integration
      • Getting started
      • API Endpoints
        • Authorization
        • Token Creation & Token Management
        • SSO Redirection
        • End Points
      • Concepts
        • Points
      • Guides
        • Funding Account
        • Reports and Analytics
    • Xoxo Link API
    • Roadmap for 2021
  • 📅Release Notes
    • Release April 2023
    • Release March 2023
    • Release February 2023
    • Release December 2022
    • Release October 2022
    • Release September 2022
    • Release July 2022
    • Release May 2022
    • Release March 2022
    • Release February 2022
    • Release December 2021
    • Release November 2021
    • Release October 2021
    • Release September 2021
    • Release July 2021
    • Release May 2021
    • Release March 2021
    • Release December 2020
    • Release October 2020
    • Release September 2020
    • Release August 2020
    • Release June 2020
    • Release May 2020
    • Release April 2020
    • Release March 2020
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On this page
  • Profile
  • Store-front
  • Store URL
  • Branding
  • Custom Logo
  • Payment Method
  • Footer
  • Rewarding and Communication
  • Rewards Title
  • Enable low balance notification
  • Customize Communication
  • ​Sender Name/Email
  • Enable PDF generation
  • Email Footer Style

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  1. User Resources
  2. For Admins
  3. Getting Started
  4. Settings

Platform Preferences

PreviousOauth 2.0 Implementation for Stores RedemptionNextAccount Verification

Last updated 2 years ago

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Profile

You can customise settings for your Business Account in the Dashboard. Some are fixed (added at the time of account creation), whilst others can be changed as and when required.

Details that cannot be changed by yourself after account creation:

  • Currency & Timezone

  • Legal & Billing Details

Now you can add your Tax-ID/GST directly from the dashboard, You will be asked necessary details like Company Name and Tax ID/GST

Additionally, now we have the option to show overall balance to admins, enabling will allow the admins to view the overall balance in the company wallet while rewarding.

Store-front

Additionally, there are white label settings that will help you change the look and feel of “Storefront” and your brand. 

Store URL

If you have Xoxo Points or Xoxo Codes enabled in your account, you will be allowed to set a unique URL key for your customers/employees for landing. This storefront will be customised as per your white-label settings. This can be set only once.

Branding

This is where you can update the logo and colors of the Storefront.

Custom Logo

  • Select a transparent logo file (max size 250 x 250 px)

  • Upload it to the platform & "Save changes".

Your logo will be displayed on the top left corner of your website and in all emails.

To see the preview, you can switch to the storefront and see how they appear.

Payment Method

By default, a user will be able to make part payment (if required) using his/her personal CC/DC/Bank Account after reducing the amount with available Codes/Points. If you don't want to show this option, turn it off here. Note that once the payment gateway is turned off, customers will not be able to complete the purchase if they fall short of the Points/Codes value.

Footer

Turning this off will hide all links in the footer.You can also view the preview of where it appears on the link present below.

Rewarding and Communication

Rewards Title

In this section, you can choose the name that you would like to give for “Rewards” internally. You can update it here and it will reflect everywhere.

Enable low balance notification

Allows you to set a threshold balance amount. You will be notified immediately if the balance is equal to or below the threshold.

Customize Communication

​Sender Name/Email

Any notifications (Points Update, Redemption, Delivery, etc.) by default contains XoxoEngage as the sender name. If you want to change it, you can update it here.

Earlier, it wasn’t possible to customize the email when the admin ran the campaign under the “Xoxo Links” section. With the new release, the admin user can modify the Sender Name, Email, and Footer of the email to customize the campaign as per his/her needs.

Enable PDF generation

Activating this allows users to send Xoxo Code in PDF format.

Email Footer Style

This can be customized as per your needs. You can add a disclaimer, social media links, help/support details here for communication. You can also view the preview of where it appears on the link present below.

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