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Rewards

The Rewards feature motivates users by offering incentives for completing a set of Banzai resources — articles, calculators, courses, or Coaches. If you'd prefer not to offer incentives, you can instead create a guided path of recommended resources to help users prepare for major financial milestones (homebuying, starting a business, retirement planning, etc.).

How Rewards Work​

A Reward bundles a set of Banzai resources together. When a user completes all the resources in a Reward, your team is notified and can deliver the incentive (a gift card, branded merch, a service discount, account credit — whatever you choose).

Rewards can be added, updated, or removed at any time — monthly, seasonally, or on your own custom schedule.

Note: Progress is not tracked inside the Manager. Instead, a designated person on your team receives a weekly email summary showing which users completed which Rewards.

Two Ways to Use Rewards​

As an incentive program​

Bundle resources and tie them to an external reward (gift card, swag, account perk). Great for member engagement campaigns and seasonal promotions.

As a guided journey​

Bundle resources to walk members through a milestone — buying a home, starting a business, planning for retirement. The "reward" is the knowledge itself, presented as a structured learning path.

How to Add a Reward​

Email the following to your Banzai Representative:

  • Title for the Reward (35 character limit)
  • Reward description (110 character limit)
  • A list of resources that should be included
  • Interface style — how you want the Reward to appear: as a training, as a reward, as a journey, etc.
  • Quiz preference — let your Rep know if you want a quiz at the end of each session

Optional: Add a Quiz​

You can include an optional quiz at the end of each Reward to ensure users are engaging with and retaining the material.

To implement, email the following to your Banzai Representative:

  1. A quiz title and subtitle
  2. A quiz description

Tips for High-Completion Rewards​

  • Keep resource counts modest. 3–5 resources per Reward converts better than 8+.
  • Tie the incentive to your business. A $25 gift card to a coffee shop is fine — but a discount on a relevant product (auto loan rate reduction, waived account fee) ties the Reward to your value proposition.
  • Use journeys for high-value moments. Homebuying, starting a business, retirement — these are decisions where members are highly motivated to learn.