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Learn to configure Reward Offers Templates
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Table of Contents
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Navigating to Reward Offers Templates
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CONFIGURATION > REWARDS APPLICATION > REWARDS > SET UP REWARD OFFER TEMPLATES |
What are Reward Offers Templates?
Reward Offers Templates can be used during the creation of a new Reward Offer. A Reward Offer Template has a similar structure to /wiki/spaces/WIP/pages/10008610 in order to facilitate the transfer of information to the newly created Reward Offer.
- Navigate to Reward Offer Templates and explore existing records via the Summary page.
- Click on the link (name or number) of the record of your interest to enter the Data Entry page and see more detail.
- Use the Actions Menu to create a NEW Reward Offer Templates , modify (EDIT) or DELETE an existing one.
- Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Reward Offer Templates
Check the Validations & Restrictions Table below for a list of available Actions when working with Reward Offer Templates , including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Reward Offer Templates fields that are available for all Reward Offer classifications. For additional fields, associated to specific classifications check the tables below.
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An * indicates a field is mandatory. The table below displays all attributes which are common to all Reward Offer Classifications. For additional attributes, which are available depending on the classification of the Reward Offer, view the tables below.
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| Name* | The name of the Reward Offer Template | ||||||||||||||||||
| Alternative Code | The alternative code of the Reward Offer Template | ||||||||||||||||||
| Description | The name of the Reward Offer Template | ||||||||||||||||||
| Life Cycle State | The Life Cycle State of the Reward Offer Template which can either be 'Active' or 'Inactive'. By default a template is 'Inactive'. | ||||||||||||||||||
| Reward Scheme | The Reward Scheme for which the Reward Offer is created | ||||||||||||||||||
| Classification* | The classification of the Reward Offer Template. Only one Reward Offer Classification can be selected per Reward Offer Template. | ||||||||||||||||||
| Reward Offer Types | The Types of the Reward Offer. More than one Reward Offer Type can be selected but the available Types will be filtered based on the Reward Offer Template's classification. | ||||||||||||||||||
| Category | A Reward Offer Category | ||||||||||||||||||
Award
| The award that will be specified on Reward Offers which can either be a specific amount or percentage.
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| Reward Award Validity | |||||||||||||||||||
Rewards Awards Validity
| Reward Award Validity is used to define the period for which an Award remains valid for the participant to spend. By default all awarded Offers will be remain valid unless a Reward Award Validity period is defined in the Reward Offer on which the Award Transaction will be based. Reward Award Validity settings can be specified as:
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| Award Conditions | |||||||||||||||||||
| Segment Conditions | Additional conditions which can be set using Segments. It is not mandatory to specify a condition in this section | ||||||||||||||||||
| Included In Segment | A list of Segments which are used to filter the Customer Events that are allowed to be awarded.The criteria consist of the following:
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| Not Included In Segment | A list of Segments which are used to exclude the Customer Events that are not allowed to be awarded. The criteria consist of the following:
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| Organisational Conditions | Defines the Groups or Units that are allowed to award the Offer. It is not mandatory to specify a condition in this section. | ||||||||||||||||||
| Organisational Condition Settings | Organisational Condition Settings allow you to define the Organisational Units that will be allowed to be selected on creating a Reward Offer using this template
If Specific Organisational Units is selected then the Units and/or groups must be specified
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| Conditions Based on the Offer Type | For more information on the attributes available for each Offer Type Classification, check the tables below The Classifications that retrieve distinct conditions are:
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Spend Conditions | |||||||||||||||||||
| Time Conditions | Determine on which days and/or at which time, the awarded Offer can be spent. It is not mandatory to specify a condition in this section. | ||||||||||||||||||
| Day | Determines the days of the week on which customers can spend the Offer's Awards. All week days are available and can be enabled or disabled. | ||||||||||||||||||
| Hours | Determines a set of hour ranges during which customers can spend the Offer's Awards. | ||||||||||||||||||
| X UOT after awarding | Represents an open ended date period, starting from a date which is set to X days, weeks or months after the date that the Offer was awarded, during which customers can spend the Offer's Awards. | ||||||||||||||||||
| Product Conditions | Defines the products that the awarded Offer can be spent on. It is not mandatory to specify a condition in this section. | ||||||||||||||||||
| Allowed Products / Product Types | A list of Groups or Units that the Reward can be spent on. | ||||||||||||||||||
| Organisational Conditions | Defines the Groups or Units that the awarded Offer can be spent on. It is not mandatory to specify a condition in this section. | ||||||||||||||||||
| Organisational Condition Settings | Organisational Condition Settings allow you to define the Organisational Units that will be allowed to be selected on creating a Reward Offer using this template
If Specific Organisational Units is selected then the Units and/or Groups must be specified
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Log Information | The standard set of Log Details information available in all entities | ||||||||||||||||||
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Utilise Free Capacity Additional Attributes
Utilise Free Capacity Offers are used to award customers for purchases made on specific dates / hours. The purchases might be associated with any type of product or with specific products. The additional attributes, that can be set for this classification, via the template, consist of the following:
Name | Description | ||||||||
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Evaluation Method
| The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, you can select between:
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Award Scope*
| Provides the option on how the Award will be granted:
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Spend Method*
| Provides an option on how to spend the money earned from an Award
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| Day / Time Conditions* | The Conditions related with the date that the Purchase Customer Event took place. At least one Condition should be specified in this section. | ||||||||
| Day | Determines on which days the Customer Event should be performed in order to be awarded. All week days are available and can be enabled or disabled. | ||||||||
| Hours | Determines a set of hour ranges during which the Customer Event should be performed in order to be awarded. | ||||||||
| Product Conditions* | The Conditions related with the products specified in the Purchase Customer Event that was performed. It is not mandatory to specify a Condition in this section | ||||||||
| Allowed Products / Product Types / Product Families | A list of products, product types or product families that should be related with Customer Event | ||||||||
Payment Medium Conditions
| The Conditions related with the payment medium of the Purchase Customer Event | ||||||||
| Payment Medium Brand | A list of payment medium brands that should be associated with the Customer Event | ||||||||
| Payment Medium Type | A list of payment medium types that should be associated with the Customer Event | ||||||||
Location Conditions
| The Conditions related to the Rewards Participant's location | ||||||||
Allowed Areas/Cities/Districts
| A list of Areas, Cities or Districts that should be associated to the Rewards Participant's active addresses
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Period Conditions
| The Conditions related to the period during which the Customer Event was performed. | ||||||||
Maximum Period To Be Awarded
| The maximum period that the Customer Event might remain unprocessed. After this period, the Customer Event is no longer valid to be awarded. The period range consists of Period and a UOT, which can be weeks, months or years.
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Increase Revenue, Transaction based, Additional Attributes
Increase Revenue, Transaction based offers are used to award customers based on the value of their purchase transactions. The additional attributes, that can be set for this classification, via the template, consist of the following:
Name | Description | ||||||||
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Evaluation Method
| The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, you can select between:
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Spend Method*
| Provides an option on how to spend the money earned from an Award
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| Transaction Conditions* | The Conditions related with the transaction information of a performed Purchase Customer Event. At least one Condition should be specified in this section | ||||||||
| Transaction Value | Defines the 'awarded' Transaction Value range of the Purchase Customer Event.i.e. Purchase Customer Event Total Amount, must be within this range in order to be considered for awarding.
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Payment Medium Conditions
| The Conditions related with the payment medium of the Purchase Customer Event | ||||||||
| Payment Medium Brand | A list of payment medium brands that should be related with the Customer Event | ||||||||
| Payment Medium Type | A list of payment medium types that should be related with the Customer Event | ||||||||
Location Conditions
| The Conditions related to the Rewards Participant's location | ||||||||
Allowed Areas/Cities/Districts
| A list of Areas, Cities or Districts that should be associated to the Rewards Participant's active addresses
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Period Conditions
| The Conditions related to the period during which the Customer Event was performed. | ||||||||
Maximum Period To Be Awarded
| The maximum period that the Customer Event might remain unprocessed. After this period, the Customer Event is no longer valid to be awarded. The period range consists of Period and a UOT, which can be weeks, months or years
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Increase Revenue, Product based, Additional Attributes
Increase Revenue, Product Based Offers are used to award customers based on the value of their purchased products. The additional attributes, that can be set for this classification, via the template, consist of the following:
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Evaluation Method
| The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, you can select between:
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Award Scope*
| Provides the option on how the Award will be granted:
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Spend Method*
| Provides an option on how to spend the money earned from an Award
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| Product Conditions* | The Conditions related with the products specified on the performed Purchase Customer Event. At least one Condition should be specified in this section. | ||||||||
| Allowed Products / Product Types | A list of products, product types or product families and their value range, that should be provided on the Customer Event. The range consists of the following:
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Payment Medium Conditions
| The Conditions related with the payment medium of the Purchase Customer Event | ||||||||
| Payment Medium Brand | A list of payment medium brands that should be associated with the Customer Event | ||||||||
| Payment Medium Type | A list of payment medium types that should be associated with the Customer Event | ||||||||
Location Conditions
| The Conditions related to the Rewards Participant's location | ||||||||
Allowed Areas/Cities/Districts
| A list of Areas, Cities or Districts that should be associated to the Rewards Participant's active addresses
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Period Conditions
| The Conditions related to the period during which the Customer Event was performed. | ||||||||
Maximum Period To Be Awarded
| The maximum period that the Customer Event might remain unprocessed. After this period, the Customer Event is no longer valid to be awarded. The period range consists of Period and a UOT, which can be weeks, months or years.
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Reward Loyalty, Transaction Amount Based, Additional Attributes
Reward Loyalty, Transaction Amount Based Offers are used to award customers based on the value of the purchase transactions that they have performed within a specific period of time. The additional attributes, that can be set for this classification, via the template, consist of the following:
Name | Description | ||||||
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| Transaction Conditions* | The conditions related with the transaction information of a Purchase Customer Event that was performed. At least one Condition should be specified in this section. | ||||||
| Total Transaction Amount per period | Determines the total transaction value of Purchase Customer Events that should be performed within a period of time, in order for an Award to to be handed out. The amount range consists of the following:
The period range consists of the following:
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Payment Medium Conditions
| The Conditions related with the payment medium information of the Purchase Customer Event | ||||||
| Payment Medium Brand | A list of payment medium brands that should be associated with the Customer Event | ||||||
| Payment Medium Type | A list of payment medium brands that should be associated with the Customer Event | ||||||
Location Conditions
| The conditions related to the Rewards Participant's location | ||||||
Allowed Areas/Cities/Districts
| A list of Areas, Cities or Districts that should be associated to the Rewards Participant's active addresses
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Reward Loyalty, Transaction Number based, Additional Attributes
Reward Loyalty, Transaction Number Based offers are used to award customers based, on the number of purchase transactions that they have performed within a specific period of time. The additional attributes, that can be set for this classification, via the template, consist of the following:
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| Transaction Conditions* | The Conditions related with the transaction information of a Purchase Customer Event that was performed. At least one Condition should be specified in this section | ||||||
| Total Number of Transactions per period | Determines the total number of Purchase Customer Events that should be performed within a period of time, in order for an Award to be handed out. The number range consists of the following:
The period range consists of the following:
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Payment Medium Conditions
| The Conditions related with the payment medium information of the Purchase Customer Event | ||||||
| Payment Medium Brand | A list of payment medium brands that should be associated with the Customer Event | ||||||
| Payment Medium Type | A list of payment medium types that should be associated with the Customer Event | ||||||
Location Conditions
| The Conditions related to the Rewards Participant's location | ||||||
Allowed Areas/Cities/Districts
| A list of Areas, Cities or Districts that should be associated to the Rewards Participant's active addresses
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Reward Personal Data Completeness, Additional Attributes
Reward Personal Data Completeness Offers are used to award customers that have a complete set of personal data information, such as an address or date of birth. The additional attributes, that can be set for this classification, via the template, consist of the following:
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| Personal Data Conditions* | The conditions related with the personal data that should be complete. At least one Condition should be specified in this section. | ||||||
Award Phone Completeness | If enabled, then the Offer will be awarded to customers that have complete phone information. Phone completeness is defined by the following:
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| Award Address Completeness | If enabled, then the Offer will be awarded to customers that have complete address information. Address completeness is defined by the following:
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| Award Email Completeness | If enabled, then the Offer will be awarded to customers that have complete email information. Email completeness is defined by the following:
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| Award Date of Birth Completeness | If enabled, then the Offer will be awarded to customers that have complete date of birth information. | ||||||
Award Name Day Completeness
| If enabled, then the Offer will be awarded to customers that have complete name day information. | ||||||
| Period Conditions* | The Conditions related with the period that the personal data completeness Customer Event was performed. It is not mandatory to specify a Condition in this section | ||||||
| From Date | Defines the start of the period. If specified, then the Offer will be awarded only if the Customer Event was performed on that date or after that date. | ||||||
| To Date | Defines the end of the period. If specified, then the Offer will be awarded only if the Customer Event was performed on that date or before that date. |
Just Money, Additional Attributes
Just Money Offers are used to award customer based on common business characteristics determined by one or multiple Segments. The additional attributes, that can be set for this classification, via the template, consist of the following:
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| Award Conditions* | The Conditions related with the number of Awards that can be provided to each customer by this Offer. At least one Condition should be specified in this section. | ||||||
| Number of awards | Determines how many Awards can be provided to each customer by this Offer. The supported options are the following:
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Location Conditions
| The Conditions related to the Rewards Participant's location | ||||||
Allowed Areas/Cities/Districts
| A list of Areas, Cities or Districts that should be associated to the Rewards Participant's active addresses
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| Achievement Conditions | The Conditions related with the Classification of the achievement that was accomplished. At least one Condition should be specified in this section. | ||||||
| Apply only if all achievements conditions are met * | Determines whether all of the specified achievement Conditions should be met in order for the participant to be awarded. By default this option is disabled. | ||||||
| Achievement Classifications * | Determines the achievement Classification. If it is used, then the customers will be awarded if they accomplish an achievement of the specified Classification. | ||||||
Location Conditions
| The Conditions related to the Rewards Participant's location | ||||||
Allowed Areas/Cities/Districts
| A list of Areas, Cities or Districts that should be associated to the Rewards Participant's active addresses
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Period Conditions
| The Conditions related to the period during which the Customer Event was performed. | ||||||
Maximum Period To Be Awarded
| The maximum period that the Customer Event might remain unprocessed. After this period, the Customer Event is no longer valid to be awarded. The period range consists of Period and a UOT, which can be weeks, months or years.
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Financial achievement Offers are used to award customers once they reach a specific financial achievement Classification.The additional attributes, that can be set for this classification, via the template, consist of the following:
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| Financial Achievement Conditions | The conditions related with the Classification of the achievement that was performed. At least one condition should be specified in this section. | ||||||
| Apply only if all financial achievements conditions are met * | Defines whether all of the specified Financial Achievement conditions should be met in order for the participant to be awarded. By default this option is disabled | ||||||
| Financial Achievement Classifications* | Determines the Financial Achievement classification. If set, then the customers will be awarded if they have accomplished a Financial Achievement of the specified Classification. | ||||||
| Product Conditions | The conditions related with the product of the Financial Achievement that was accomplished. | ||||||
| Allowed Products / Product Types / Product Families | A list of products, product types or product families that should be related with a Financial Achievement Customer Event. | ||||||
Payment Medium Conditions | The conditions related with the Customer Event payment medium of the Financial Achievement | ||||||
| Payment Medium Brand | A list of payment medium brands that should be associated with the Customer Event | ||||||
| Payment Medium Type | A list of payment medium types that should be associated with the Financial Achievement Customer Event | ||||||
Location Conditions
| The conditions related to the Rewards Participant's location | ||||||
Allowed Areas/Cities/Districts
| A list of Areas, Cities or Districts that should be associated to the Rewards Participant's active addresses
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Period Conditions
| The conditions related to the period during which the Customer Event was performed. | ||||||
Maximum Period To Be Awarded
| The maximum period that the Customer Event might remain unprocessed. After this period, the Customer Event is no longer valid to be awarded. The period range consists of Period and a UOT, which can be weeks, months or years.
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Reward Behavior Offers are used to award customers that they have visited a specific website or have performed a specific action at a Social Media site. The additional attributes, that can be set for this classification, via the template, consist of the following:
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Evaluation Method
| The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, you can select between:
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