The Reward Offer Template that if selected it will carry over predefined information, such as offer classification, award and spend conditions.

Visit Configuring Reward Offer Templates for more information

The life cycle state of the reward offer which can be Effective or Not Effective. By default, reward offers are created as Not Effective

The latest date that the rewards offer become effective. This information is set or updated each time the life cycle state of the reward offer changes from Not Effective to Effective

The award that will be given if the offer award conditions are met. The award can be a specific amount.

The method that will be used to evaluate the offer. For the evaluation of the specific reward offer type, only one option is available:

• Batch Process
  With this option selected, only during the execution of the Reward Run, awards will be evaluated and provided

Reward offer validity is used to define the period ranges that the reward offer is valid. Two validity options are available:

• Valid from latest effective date onward (default option)
  • If selected then only customer events which were created from the latest effective date (inclusive) onward will be awarded 
• Valid for a specific period 
  • If selected then only customer events which were created within those periods, regardless of the latest effective date, will be awarded

Reward Award Validity is used to define the period for which an award is valid for the participant to spend. By default all awarded offers will be always valid unless a Reward Award Validity period is defined in the Reward Offer based on which the Award Transaction was created. Reward Award Validity settings can either specified as:

• Always valid: No validity period is defined so awarded amount can be spent at any time
• Valid for a specific period: The awarded amount can be spent only in a specific period of time and this can either be:
  • Valid up to X UOT after the Award Transaction's creation date
  • Valid up until a specific date

If enabled then the offer will be awarded to customers having complete address information. Address completeness is defined by the following:

• Address Types: A list of phone types that should exist for each customer
• Address Information: A list of phone information fields that should be completed for each phone

If enabled then the offer will be awarded to customers having complete phone information. Phone completeness is defined by the following:

• Phone Types: A list of phone types that should exist for each customer
• Phone Information: A list of phone information fields that should be completed for each phone

If enabled then the offer will be awarded to customers having complete email information. Email completeness is defined by the following:

• Email Types: A list of email types that should exist for each customer
• Email Information: A list of email information fields that should be completed for each email

A list of segments which are used to filter in the customer events that are allowed to be awarded.The criteria consist of the following:

• Segment:  A select box with all the segments having a segment entity equal to one of the following
  • Accounts Receivable
  • Rewards Participant
  • Contact Information

    Status
    colour Green title Available from CRM.COM R10.0.0

  • Award Reward Transaction

    Status
    colour Green title Available from CRM.COM R10.0.0

  • Spend Reward Transaction

    Status
    colour Green title Available from CRM.COM R10.0.0

A list of segments which are used to excluded the customer events that are not allowed to be awarded. The criteria consist of the following:

• Segment: A select box with all the segments having a segment entity equal to one of the following
  • Accounts Receivable
  • Rewards Participant
  • Contact Information

    Status
    colour Green title Available from CRM.COM R10.0.0

  • Award Reward Transaction

    Status
    colour Green title Available from CRM.COM R10.0.0

  • Spend Reward Transaction

    Status
    colour Green title Available from CRM.COM R10.0.0

A list of Groups or Units that can award the offer

A list of products, product types or product families that the reward can be spend on.

A list of Groups or Units that the reward can be spend on.

The group that owns the specific Reward Offer which will automatically default to the group of the signed in user or will be automatically set based on the geographical area of the contact as defined in Groups

The privacy level of the specific contact. 
It is always read only and can be changed through a dedicated action or it will be automatically set by the Privacy Level Assignment Rules (PLAR)