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Business Feature / Process

Description

Example/use case

Empasis in Emphasis on training material

Additional notes

Customer events

  • Support for Purchasepurchase, achievement, and referral events

  • Customer identification based on contact id, contact code, CIM, gift card number, OTP

Purchase Events

  • Captures the purchase basket in full, total amounts and SKUs. If SKUs do not exist in CRM.COM, then they are created.

  • Captures the organisation that submitted the event by matching to the organisation id or transaction acquire points

  • Support for multi-currency, if purchase in other another currency, then purchase event converted to business currency.

  • Purchase event classification. If submitted and does not exist, then classification is created.

  • Net, total and tax amount handling. Support to input or be calculated

  • Two spend models. Payout-driven and POS driven.

  • Optional spend request. Ability to specify that the spend is successful only if enough funds to cover the purchase

Y

Transaction processor purchase events

  • Transaction processor processors submitting events and routed to all businesses with the same transaction access points (terminals)

  • Transaction matching mode where the purchase is matched to one submitted by the POS

  • Transaction claim mode, where a customer claims the already submitted purchase via a self-service API

Purchase estimates

  • Estimates what if a purchase was submitted and provides the response

Achievement event

  • An event designating a customer achievement

Referral event

  • An event designating a referral by a contact for another contact. Max 2 per day allowed

Event utilities

  • Ability to void and list events

  • Ad hoc returns, where products are returned and reversed

...

  1. Exercise for Contacts

    1. Describe the various methods for identifying a contact when submitting a purchase event

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