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.

What to send us before a redemption review

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.