Field notes · 5 Nov 2025
What to send us before a redemption review
Cleaner exports mean faster Pattern Reviews. A practical checklist of files and notes that help WillowBase start analysis on time.
Most delays on Redemption Pattern Reviews come from files, not from chart design. Use this checklist before your kickoff call.
Files that help
- Twelve months of redemption events with date, channel, reward ID, points burned, and store or region where available
- Active catalogue list with reward names and points required
- A short calendar of major promotions or expiry campaigns in that window
- Notes on any mid-year partner additions or removals
Files that slow us down
Multiple overlapping extracts with different reward ID schemes and no mapping table. Screenshots of dashboards without underlying rows. Member-level contact fields that are not needed for aggregate charts — please minimise personal data before sharing.
Timing tip
If your export process takes a week, say so early. We schedule walkthroughs after clean data arrival, not after the first incomplete drop.