Page Comparison

Rewards

SETTINGS

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Check our Getting Started on Repeat Purchases with Rewards guide in the Help Center. This guided tour, takes you through the minimum configuration needed to get you business up running quickly.

CORE BUSINESS RULES

(Settings > Rewards)

Reward Tiers
Optionally configure Reward Resolution
Configure your reward resolutions to specify how Contacts will be awarded in cases where they are eligible to be awarded from more than one reward offer for purchase.Tiers
Configure a tiering system where Contacts can be classified based on their purchase behaviour; a Contact can advance or revert to the next/previous tier level based on their purchases within a specified time period. Pre-defined default tiers are available if reward tiering is enabled.

Reward Resolution
Configure your reward resolutions that determine how Contacts will be awarded in cases where more than one reward offers or B2B Peer award a purchase.

Reward Offer Restrictions

If your business is collaborating with Merchants, then you can restrict which types of reward offers and spending methods they can configure.

Automatic Spend Preferences

Configure default automatic spend preferences, which will be applied to newly registered contacts.

SETUP

REWARD SCHEMES & REWARD OFFERS

Reward Redeem and Payout on Redeem

Determine how your contacts will be able to redeem their awards; via the POS-driven or Payout-driven models. In the first case, contacts specify their amount to spend at the point-of-sale, so on submitting the purchase the amount is automatically redeemed and used to fully or partially pay off the purchase. In the latter case, a Payout issued automatically to return the redeemed amount to either the contact’s bank account or to their CRM.COM Pocket.

CONTACTS REGISTRATION

(Settings > Platform > Applications)

Allow your contacts to register to your business through various front-end applications. CRM.COM offers a contact app and a portal, as well as Landing Pages and Mobile Pass Cards, as an easy way for your contacts to not just register, but also keep track of their awards and manage their CRM.COM Wallet.

POS INTEGRATION

Capture purchases performed by your contacts throughout your Business Network by integrating your POS system to CRM.COM. You have the following options:

• Enable one of CRM.COM’s POS Integrations

• Utilise CRM.COM’s Web APIs to log purchases. Follow POS Integrations guide in our Integrators Hub for more details by clicking here.

BUSINESS NETWORK

(Business Network > My Merchants | Business Network > My Venues)

Create your Business Network by defining Merchants who have a collaboration agreement with your organisation and optionally their operating Venues and Transaction Acquiring Points (a.k.a TAPs).

A Business user can masquerade as a Merchant and create data on their behalf. For each Merchant/Venue, it’s also recommended to set up their Opening Hours as well, as this is essential information when these organisations fulfill Orders placed within your business.

For multi-merchant rewards platforms, the Reward Commercial Terms must also be created per Merchant, whereby the reward scheme that Contacts will be able to sign-up to will be specified. 

REWARD SCHEMES

(Rewards > Schemes)

Choose between Open Loop Schemes where Contacts can Auto sign up (upon registration), or Self sign-up (at the discretion of the Contact), or Closed Loop Schemes where Contacts can be signed up in a selective and controlled manner (e.g. student number or domain-specific emails, or even through unique codes).

A default, Auto sign-up Reward Scheme is created on your Business sign-up and has the same name as your Business’s name. Just activate it, so it will be used to automatically sign-up your contacts in front-end systems.

REWARD OFFERS

(Rewards > Offers)

Define your reward offers Reward Offers to provide incentives to improve Contact engagement (e.g. purchases) with the business. Every offer type has its own conditions that affect how and when an award will be provided and/or spent. Upload images for your offers that will appear on the app/portal.

MERCHANTS & VENUES

(Business Network > My Merchants)

Create your business network by defining Merchants who have a collaboration agreement with your organisation and optionally their operating Venues as well as any Transaction Acquiring Points (TAPs are necessary for POS integration).

A Business user can masquerade as a Merchant and create data on their behalf.

For multi-merchant rewards platforms, the Reward Commercial Terms must also be created per Merchant, whereby the reward scheme that Contacts will be able to sign-up to will be specifiedWe also recommend using Tags for your offers to facilitate filtering in front-end systems.

Upon your business sign-up, a number of Reward Offers were configured. Take some time to review these ready-made offers, their target conditions and offerings and simply activate them and start awarding your contacts. Use each offer’s “Copy” feature to easily configure new offers with fewer steps.

Premium Memberships

You can optionally, introduce Premium Memberships to your contacts. Add a termed service in your Product Catalogue, make it available for ordering via the front-end, segment your premium members and provide them with Reward Offers exclusive to them. Contacts subscribe to the premium membership for a small fee billed on a termed basis (e.g. monthly), they provide their payment details for automated recurring payments and are offered various exclusive offers like additional discounts, increased cashback into their CRM.COM Wallet or free products.