SleekView Kanban for Ultimate Member myCRED
SleekView Kanban reads your Ultimate Member myCRED reward redemptions and point logs, groups them by redemption status into columns like Pending, Approved, Fulfilled, and Refunded, and lets staff drag any redemption card to update its state in place.
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Reward fulfilment lives across two admin areas
Ultimate Member myCRED stores point balances, badges, and reward redemptions across the myCRED log tables and a set of Ultimate Member profile meta keys that link each event back to the member. Redemption requests live as their own custom posts or table rows depending on the integration, with a status field such as redemption_status tracking the lifecycle from request to fulfilment. The default admin shows points in one screen and redemptions in another, so reward managers move between contexts to keep the queue moving.
SleekView Kanban joins the myCRED redemption rows with Ultimate Member profile data and current point balances on a single board. The natural grouping column is the redemption status, which gives you Pending, Approved, Fulfilled, Refunded, and Cancelled columns covering the full reward lifecycle. Each card shows the member name, the reward title, the points cost, and the date the request was raised so triage takes seconds rather than minutes per request.
Drag a redemption from Pending to Approved and SleekView writes the new status back through the Ultimate Member myCRED API, so points are deducted on approval and refund flows return points correctly when needed.
Workflow
Build a myCRED redemption board in four steps
Connect the source
Pick the status field
Choose card fields
Enable drag decisions
Sample board
Sample myCRED redemption board
Comparison
Default myCRED admin vs Sleek
Default myCRED admin
- Redemptions live in one admin list, point logs in another, so context keeps splitting
- Approving a request takes several clicks across edit screens and confirmation dialogs
- No visual way to see pending vs approved vs fulfilled vs refunded counts at once
- Bulk actions exist but cannot drag ranges of redemptions through a workflow visually
- Member balances rarely appear next to the redemption row that needs the decision
SleekView Kanban
- Reads myCRED redemption rows and point logs directly with no separate sync layer needed
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Groups by redemption status or any custom field, including
redemption_status - Drag-and-drop writeback updates rewards through the Ultimate Member myCRED API correctly
- Cards show member, reward, points cost, and current balance at a glance for approvals
- Filter by reward, tier, or date range before each board renders so the queue stays sharp
Features
What SleekView Kanban gives you for Ultimate Member myCRED
Drag to change state
Move a redemption from Pending to Approved or from Approved to Fulfilled and SleekView updates the Ultimate Member myCRED record through the plugin API. Points are deducted on approval, fulfilment hooks fire, and refund flows return points cleanly on cancel.
Balance aware
Each card shows the member's current point balance alongside the reward cost. Cards where the cost exceeds the balance render with a warning chip so reward managers never accidentally approve a redemption that the system would reject on writeback.
Scope to one reward
Filter the board down to a single reward, a member tier, or a recent request window before columns are built. Fulfilment teams keep narrow boards focused on shippable items while program managers watch the wider Pending and Refunded columns for trends.
Audience
How myCRED programs use the kanban view
Fulfilment board
Fulfilment staff watch the Approved column and drag cards into Fulfilled as items ship. Tracking numbers and notes drop into the card metadata so finance can reconcile points spent against goods shipped.
Loyalty program review
Program managers group by reward and use the columns to see which rewards convert from Pending to Fulfilled and which sit idle. The data drives decisions about retiring under-used rewards.
Refund and audit queue
Support keeps a board scoped to Refunded and Cancelled to handle disputes, returns, and out-of-stock decisions. Notes on the card explain why each refund happened, which makes audits easier.
The bigger picture
Why kanban fits Ultimate Member myCRED programs
Loyalty programs reward members who feel the system is fair and predictable, and the team running the program needs a surface that makes the queue obvious so requests do not pile up. The default Ultimate Member myCRED admin splits the work across point logs and redemption lists, which means reward managers cycle between screens just to make a single approval decision. A kanban view solves that by putting every redemption on one board, grouped by the status that actually drives the work.
Pending requests sit at one end, fulfilled items at the other, and refunds keep their own audit-friendly column in between. Each card shows the member, the reward, the cost, and the current balance so the decision rarely needs another tab.
Questions
Common questions about SleekView Kanban for Ultimate Member myCRED
You choose. Most teams keep the main board on redemptions because that is where the work lives, but you can build a separate board on the point log grouped by event type if you want to audit earn rates, watch reversals, or spot abnormal activity across members.
Yes. SleekView writes redemption status changes through the Ultimate Member myCRED API rather than editing rows directly, so point deductions, fulfilment hooks, refund flows, and notification emails all fire the way they would after a manual change in the standard plugin admin.
Yes. Each card includes the member's current balance alongside the reward cost, and cards where the cost exceeds the balance render with a warning chip. This prevents accidental approvals that the system would reject on writeback because the points are not actually available.
Yes. SleekView respects WordPress capabilities, so you can grant a reward manager role that lets staff work the redemption board while keeping them out of broader site settings. Read-only boards are available for program owners who only need visibility into queue health.
No. SleekView reads the myCRED logs and redemption rows in place and renders columns from the live data. There is no separate sync job and no second store to keep in line, so the board always matches what the Ultimate Member myCRED admin would show on the same data.
Yes. Each board has a filter layer that runs before the columns are built, so you can scope it to a specific reward, a member tier, a date range, or any combination. Fulfilment staff usually keep narrow boards while program managers use wider ones for oversight.
You pick any field on the redemption row, the linked member profile, or the point log. Common picks are member name, reward title, points cost, current balance, request date, fulfilment notes, and tracking number. Costs and balances render as colored chips so problem cards stand out.
Refunded and cancelled redemptions keep their own columns with notes on each card, so an auditor can walk the board to see why points were returned and when. Because writeback uses the plugin API, every transition is also written to the standard myCRED log for permanent record.
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