Advisor Rewards and Campaign Management System

---
id: KB-ADMADV-001
module: admin-advisor
sub_module: advisor-rewards
title: Advisor Rewards and Campaign Management System
category: how-to
applies_to:
- user_type: advisor
- role: admin_advisor
products:
- IFANOW Platform
platform_area: dashboard
related_workflows:
- reward_campaign_registration
- client_engagement_tracking
- nfo_promotion
depends_on:
- KB-ACC-001
- KB-SUB-001
access_level: advisor
source: code_extraction
source_files:
- repo: ifanow-futurewise
  files:
  - AdminAdvisorController.java
  - AdminAdvisorService.java
  - AdminAdvisorDao.java
last_extracted: '2026-02-17'
confidence: high
version: 1
tags:
- rewards
- campaigns
- client engagement
- nfo promotion
- scheme marketing
- incentives
- slab details
- promotion tracking
---

```

## Overview

The Advisor Rewards and Campaign Management System helps financial advisors participate in reward schemes, promote investment opportunities to clients, and track their performance across various campaigns. This feature integrates reward management with client engagement tools, allowing advisors to earn incentives while effectively marketing financial products to their client base. The system manages reward popup notifications, scheme registrations, slab-based incentive structures, NFO promotions, and comprehensive campaign tracking with email automation.

### Section 2: Prerequisites and Access

**Requirements:**
- Active IFANOW advisor account with admin advisor role
- Valid advisor ID in the system
- Active subscription to rewards module
- Client base established in the platform

**Access Path:**
Navigate to Dashboard → Rewards Section → Campaign Management

### Section 3: How-To Steps

## How to View Available Reward Schemes

Access and review all active reward schemes available for participation.
1. Go to Dashboard → Rewards → Active Schemes
2. Your advisor ID is automatically used to filter available schemes
3. View the list of active reward schemes with details
4. Click on any scheme to see full details including terms and conditions
5. The system displays schemes based on your eligibility and current active status

**What happens:** The platform shows all reward schemes you can participate in, with real-time availability status.

## How to View Reward Scheme Slab Details

Understand the incentive structure and earning tiers for specific schemes.
1. Select a reward scheme from the active schemes list
2. Click "View Slab Details" or similar option
3. Provide your advisor ID and the scheme detail ID when prompted
4. Review the slab structure showing different earning tiers
5. Note minimum and maximum amounts for each slab level

**What happens:** The system displays detailed breakdown of earning potential at different performance levels.

## How to Register for Reward Campaigns

Enroll in specific campaigns to start earning rewards and access promotional materials.
1. Browse available campaigns in the Rewards section
2. Select a campaign you want to join
3. Review the terms and conditions displayed
4. Click "Register for Campaign"
5. Confirm your registration when prompted
6. Wait for confirmation message

**What happens:** Your registration is processed and you gain access to campaign materials and tracking tools.

**Warning:** You can only register once per campaign. Duplicate registrations are not allowed.

## How to Configure Reward Settings

Customize your reward preferences and promotional settings for specific schemes.
1. Navigate to Rewards → Settings
2. Select the scheme you want to configure
3. Toggle "Promote" option to enable/disable promotion features
4. Set your audience preferences (all clients or specific groups)
5. Choose event participation options if available
6. Add recommendation notes if desired
7. Save your configuration

**What happens:** Your settings are applied and affect how rewards are earned and how promotional content is delivered to clients.

## How to Access Client Lists for Promotions

View and manage client segments for targeted campaign promotions.
1. Go to Campaigns → Client Lists
2. Select your targeting criteria (all clients or specific tags)
3. Set pagination limits for viewing (typically 10-50 clients per page)
4. Review client details including last visit information
5. Use filters to narrow down to specific client segments

**What happens:** The system displays filtered client lists with engagement data to help target promotions effectively.

## How to Send Campaign Emails to Clients

Promote investment opportunities directly to your client base through the platform.
1. Select a campaign with available email templates
2. Choose your target client list
3. Select from available email templates
4. Preview the email content with your details pre-filled
5. Customize any additional fields if allowed
6. Send the email to selected clients
7. Monitor delivery status and client responses

**What happens:** Emails are sent with your branding and the system tracks opens, clicks, and client interest.

## How to Track Campaign Performance

Monitor your progress and earnings across active campaigns.
1. Navigate to Campaigns → Performance Tracking
2. Select the campaign you want to review
3. View metrics including client interest, sign-ups, and transactions
4. Check email delivery statistics if applicable
5. Review earning progress against slab targets
6. Export reports if needed for your records

**What happens:** Real-time dashboard shows your campaign performance with detailed analytics.

## How to Manage NFO Promotions

Promote New Fund Offerings to interested clients and track responses.
1. Access NFO section from the rewards dashboard
2. Review available NFO opportunities
3. View client interest counts and transaction statistics
4. Send targeted NFO information to interested clients
5. Track client responses and investment decisions
6. Monitor transaction success and pending amounts

**What happens:** The system manages NFO promotions and provides comprehensive tracking of client engagement and investment outcomes.

### Section 4: Rules and Limits

• Reward schemes must be active to participate - inactive schemes are automatically hidden
• Each advisor can only register once per campaign - duplicate registrations are rejected
• Slab details are only accessible for schemes you're eligible to participate in
• Client email promotions require active campaign registration
• Email templates cannot be modified beyond allowed customization fields
• Performance tracking data updates in real-time but may have slight delays during high usage
• NFO promotions are only available during the fund's offering period
• Recommendation notes have character limits and content restrictions
• Audience settings apply to all promotional activities within a scheme
• Transaction tracking includes both successful and pending amounts with separate counters

### Section 5: Common Questions

**Q: Can I change my reward settings after registering for a campaign?**
A: Yes, you can modify most reward settings including audience preferences and promotional options, but core registration details cannot be changed once confirmed.

**Q: Why don't I see certain reward schemes in my list?**
A: Reward schemes are filtered based on your advisor eligibility, subscription level, and current active status. Contact support if you believe you should have access to additional schemes.

**Q: How often does the performance tracking update?**
A: Performance metrics update in real-time for most activities, though complex calculations like slab progress may have brief delays during system updates.

**Q: Can I send the same campaign email to clients multiple times?**
A: The system tracks email history to prevent spam, but you can typically resend campaign materials with appropriate spacing between sends.

**Q: What happens if a client shows interest in multiple NFOs?**
A: Each NFO interest is tracked separately, and clients can express interest in multiple offerings simultaneously without conflicts.

### Section 6: Troubleshooting

**Problem:** "No active schemes found" message appears
**Cause:** Your advisor account may not be eligible for current schemes or all schemes are currently inactive
**Fix:** Verify your subscription status and contact support to check scheme eligibility requirements

**Problem:** Campaign registration fails with "Already Register" error
**Cause:** You have already registered for this specific campaign
**Fix:** Check your registered campaigns list in the dashboard - you may already be enrolled

**Problem:** Client list appears empty when setting up promotions
**Cause:** No clients match your selected criteria or client data hasn't synchronized
**Fix:** Adjust your filtering criteria to "All Clients" or contact support if client data is missing

**Problem:** Email templates show placeholder text instead of your details
**Cause:** Your advisor profile information is incomplete or hasn't been synchronized
**Fix:** Update your profile information in Account Settings and wait for synchronization

**Problem:** Performance tracking shows zero values despite activity
**Cause:** Data synchronization delays or campaign tracking not properly initialized
**Fix:** Wait 24 hours for data to update, then contact support if metrics remain at zero

### Section 7: Related Features

This rewards system integrates with several other platform components:
- **Client Management System** - for accessing client lists and engagement history
- **Email Marketing Platform** - for template management and delivery tracking  
- **Subscription Management** - for determining scheme eligibility and feature access
- **Account Management** - for advisor profile and enterprise details
- **Transaction Processing** - for NFO investment tracking and commission calculations
- **Widget System** - for displaying reward notifications and campaign updates on dashboard