Set up process
What is the account setup and registration process?
What is the account setup and registration process?
- North America – United States, Canada
- South America – Brazil, Argentina, Chile
- Europe – United Kingdom, Germany, France, Spain, Italy, Netherlands, etc.
- Asia – India, Singapore, UAE, Japan, China, Indonesia, etc.
- Africa – South Africa, Nigeria, Kenya
- Oceania – Australia, New Zealand
Security Requirement
Will a dedicated relationship manager be assigned to the client?
Will a dedicated relationship manager be assigned to the client?
Implementation & Roll out
What is the phased rollout approach for launching a personalized customer engagement rewards program?
What is the phased rollout approach for launching a personalized customer engagement rewards program?
- Pre-Implementation: This stage involves foundational readiness checks such as reviewing the Statement of Work (SOW), obtaining required InfoSec clearance, finalizing the Master Services Agreement (MSA), establishing payment and subscription terms, and transitioning ownership from the sales team to the implementation team.
- Requirements Gathering & Discovery: At this stage, we work closely with client stakeholders to capture program goals, success metrics, and specific requirements. This includes understanding user segments, reward policies, technical dependencies, and branding preferences to form the blueprint of the engagement program.
- Planning & Configuration: A joint launch team is established, and timelines are finalized. The platform is configured based on business rules, policies, and workflows. This includes integration with critical enterprise systems such as HRIS, SSO, ERP, CRM, and communication tools.
- Customization & Integration: The platform is customized with client-specific branding, logos, color palettes, and program elements to ensure a consistent user experience. Technical integrations are validated to enable smooth data flows and reward automation across channels.
- Testing & Validation: Before launch, rigorous user acceptance testing (UAT) is conducted to ensure the platform is functioning as expected. This includes testing user journeys, redemption workflows, system integrations, and reporting dashboards.
- Launch & Change Management: A formal go-live is executed with supporting communication and engagement strategies. Training materials, FAQs, and guides are provided to drive user adoption and ensure all stakeholders are aligned for a smooth rollout.
- Post-Deployment Support & Success Reviews: Following launch, clients receive dedicated support through account managers and customer success teams. Regular reviews, monthly, quarterly, and annual, are conducted to monitor adoption, measure KPIs, and align with evolving business needs. Continuous feedback loops and proactive recommendations ensure that the program remains effective and delivers ROI.
Gifting Program
What levers can Xoxoday pull within your gift card program to help reduce costs, streamline processes, and increase efficiency?
What levers can Xoxoday pull within your gift card program to help reduce costs, streamline processes, and increase efficiency?
- Volume & tiered discounts – Benefit from pricing advantages when purchasing at scale.
- Digital-first rewards – Reduce costs tied to packaging, logistics, and physical distribution.
- Bulk ordering & automation – Use self-serve bulk issuance, API integrations, and wallet-based payments for faster, low-touch reward distribution.
- Customizable reporting – Configure custom fields, generate real-time insights, and track redemptions and spend for greater visibility and accountability.
Can the platform offer tailored reward experiences based on individual user behavior?
Can the platform offer tailored reward experiences based on individual user behavior?
Gifting Catalog
What additional features or capabilities does the platform support beyond gift card rewards?
What additional features or capabilities does the platform support beyond gift card rewards?
- Distribution of gift cards to employees, students, or research participants
- Reimbursements and expense allowances
- Support for athletic stipends and fringe benefits
- Management of mileage or lifestyle reimbursements
- Custom remuneration workflows tailored to organizational needs
Customer Service
Is there a toll-free number to manage card status, deactivation, or reissuance?
Is there a toll-free number to manage card status, deactivation, or reissuance?
Invoice
What invoicing options are available, and can itemized invoices be provided?
What invoicing options are available, and can itemized invoices be provided?
Financial
Are there any additional fees associated with Xoxoday's reward payout platform?
Are there any additional fees associated with Xoxoday's reward payout platform?
Can the system differentiate between participant compensation and reimbursements, as well as between human subject payments and general reward payouts (e.g., employee or athletic stipends)?
Can the system differentiate between participant compensation and reimbursements, as well as between human subject payments and general reward payouts (e.g., employee or athletic stipends)?
Record Creation
Does the system allow for setting flexible payment schedules based on participant milestones or study completion?
Does the system allow for setting flexible payment schedules based on participant milestones or study completion?
Wallet management
When are card balances billed? Can you explain the card funding process? Is this flexible?
When are card balances billed? Can you explain the card funding process? Is this flexible?
Payments
Which payment methods does Xoxoday support for rewards and payouts?
Which payment methods does Xoxoday support for rewards and payouts?
- UPI and equivalent
- Digital wallets like PayPal, Venmo, Zelle (region-specific)
- Reloadable gift cards (Visa, Mastercard, etc.)
- Direct debit card payouts, and
- Bank transfers where supported.
Does the system record the amount and date of each payment?
Does the system record the amount and date of each payment?
Can the system verify payments made on participants' payment cards?
Can the system verify payments made on participants' payment cards?
Process
What is the procedure for requesting software enhancements?
What is the procedure for requesting software enhancements?
- Submission of Requests: Enhancement requests can be submitted through the Customer Success Manager (CSM), the support portal, or via account management channels. Each request is logged with details such as business impact, use case, urgency, and expected outcomes.
- Review & Prioritization: Requests are validated by product teams before being assessed by the Chief Product Officer. Evaluation is based on customer impact, technical feasibility, security implications, and alignment with the product vision.
- Roadmap Planning & Transparency: Approved requests are incorporated into the product roadmap, with expected timelines communicated back to the customer. Xoxoday emphasizes roadmap transparency, enabling clients to plan adoption in advance.
- Development & Release: Enhancements are built using agile methodology and CI/CD (continuous integration/continuous deployment) for faster, incremental releases. Each update undergoes rigorous QA testing before deployment, with customers informed via release notes, newsletters, and business reviews.
- Feedback & Iteration: Post-release, feedback is actively collected to ensure enhancements deliver intended outcomes. This feedback loop ensures continuous refinement and innovation in our product suite.
What are your capabilities in responding to enhancement, change, or customization requests to accommodate business needs?
What are your capabilities in responding to enhancement, change, or customization requests to accommodate business needs?
- Structured Intake & Assessment: Requests can be submitted through Customer Success Managers (CSMs), the support portal, or account teams. Each request is assessed for business impact, urgency, and technical feasibility.
- Customization Flexibility: Platforms are modular and API-first, enabling configuration of workflows, branding, catalog rules, and integrations without heavy development. For unique needs, custom modules, connectors, and extensions can be built while ensuring compatibility with future releases.
- Enhancement & Change Management: Enhancement requests are reviewed by the Product Management team and prioritized for inclusion in the product roadmap. Changes are delivered using Agile and CI/CD practices, enabling faster iterations and frequent incremental improvements. All updates undergo QA, regression testing, and InfoSec review before deployment.
- Transparency & Communication: Clients are kept informed through release notes, success reviews, and roadmap discussions. Dedicated CSMs ensure requests are tracked, communicated, and followed up on until resolution.
- Post-Implementation Support: Once changes or customizations are deployed, user feedback is gathered and performance is monitored through analytics and KPIs. Feedback loops enable continuous refinement to maximize business value.
What is your methodology for implementing changes to the system?
What is your methodology for implementing changes to the system?
- Change Request & Impact Assessment: Change requests are initiated via the support portal, CSMs, or account management. Each request undergoes an impact assessment covering business value, security, compliance, dependencies, and potential risks.
- Planning & Prioritization: Approved requests are slotted into release cycles or sprint backlogs, depending on urgency. Prioritization is based on business impact, customer need, technical feasibility, and roadmap alignment. Transparent communication of planned changes ensures clients can anticipate timelines and prepare internal stakeholders.
- Development & Testing: Changes are developed following Agile methodology and CI/CD practices, enabling incremental, high-quality releases. Rigorous unit testing, regression testing, InfoSec checks, and UAT (User Acceptance Testing) are conducted before deployment.
- Deployment & Rollout: Deployment follows a staged rollout approach (sandbox → staging → production), ensuring validation at every level. Automated monitoring is in place to detect anomalies, with rollback procedures available in case of unexpected issues.
- Post-Implementation Review & Continuous Feedback: After rollout, customer feedback and performance metrics are captured to confirm change effectiveness. Release notes and communication updates are shared proactively with customers. Continuous improvement is embedded, ensuring learnings from each change cycle inform future updates.
Do you provide any guarantees on the performance of new software releases?
Do you provide any guarantees on the performance of new software releases?
How can the client audit pricing, including verifying discounts and product categories?
How can the client audit pricing, including verifying discounts and product categories?
Incentive Program
How is the administration of provider incentive programs managed on the Xoxoday gift card solution?
How is the administration of provider incentive programs managed on the Xoxoday gift card solution?
