DMSi Agility Automated Loyalty Points Redemption
Every morning, WebRun opens DMSi Agility, finds every loyalty point redemption request submitted since the last run, confirms the contractor's current shipping address and contact details on file in QuickBooks so the reward actually arrives, and drafts a redemption confirmation text in Twilio naming the reward and where it is headed, left unsent for the rewards coordinator to review before it sends.
How do I confirm a contractor's loyalty points redemption before the reward ships?
Every morning, WebRun opens DMSi Agility and finds new loyalty point redemption requests, checking that each contractor's balance actually covers what they asked for. It confirms the shipping address and contact details on file in QuickBooks are current, then drafts a redemption confirmation text in Twilio naming the reward, left unsent until the rewards coordinator reviews and sends it.
- Contractors get a redemption confirmation without tying up a coordinator's morning
- Rewards ship to a confirmed address instead of bouncing back weeks later
- Every request is checked against the real points balance before anything goes out
Built for roofing and siding distributors · rewards program coordinators · counter sales staff · contractor account managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.dmsi.comin a real browser with your saved login - no setup, no API keys. -
1
DMSi Agility - find new loyalty point redemption requests
dmsi.com
WebRun opens DMSi Agility to find new loyalty point redemption requests. - Open DMSi Agility and pull every loyalty point redemption request submitted since the last run
- Capture the contractor, points balance, points requested, and the reward item selected
- Confirm the contractor's points balance actually covers the redemption requested
Done when Every new redemption request is listed with its points balance and reward item.
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2
QuickBooks - confirm the shipping address on file
- Look up each requesting contractor's customer record in QuickBooks
- Confirm the shipping address and contact name on file are current
- Flag any redemption where no valid shipping address is on file
Done when Every redemption request has its shipping address confirmed or flagged in QuickBooks.
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3
Twilio - draft the redemption confirmation for review
twilio.com
WebRun opens Twilio to draft the redemption confirmation for review. - Draft a redemption confirmation text for each eligible contractor naming the reward and the address it will ship to
- For any account missing a valid address, draft a note asking the coordinator to get updated contact details instead
- Save every text as a draft. Do not send any confirmation without coordinator review
Done when A draft confirmation or address request is ready for every redemption request, unsent.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it text the contractor their redemption is confirmed without review?
No. WebRun drafts the confirmation text in Twilio and leaves it unsent. The rewards coordinator reviews and sends it, so no contractor is told their reward is confirmed before your team checks it.
Why does it check QuickBooks before confirming a redemption?
It confirms the contractor's shipping address and contact details on file are current, since a reward confirmed to a stale address just gets returned. Anything missing a valid address gets flagged for the coordinator instead of a confirmation.
What if the contractor does not have enough points for the request?
It compares the points balance in DMSi Agility against the points requested before drafting anything, so a request short on points gets caught instead of a confirmation going out for a reward the contractor has not earned.
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