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Learn how you can to configure Reward Offers Templates

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titleAVAILABLE FROM CRM.COM R9

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titleAVAILABLE FROM CRM.COM R9

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Navigating to Reward Offers Templates

Info

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 Reward Offers/wiki/spaces/WIP/pages/10008610 in order to facilitate its information to be applied the transfer of information to the newly created Reward Offer.

REWARD OFFER TEMPLATEImage Removed

AnchorvalidationsvalidationsValidations & RestrictionsActionValidationsRestrictionsGeneralN/AA template needs to be set as active

 

  • 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.

REWARD OFFER TEMPLATEImage Added

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validations
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Validations & Restrictions

 
ActionValidationsRestrictions
General
  • Not Applicable
  • A template needs to be set as 'Active' in order to be available for selection
Create
  • Multiple reward offer templates Reward Offer Templates can exist in the system but each one of them should have a unique name Name and alternative codeAlternative Code
  • All mandatory fields must be provided
 
  • Not Applicable
Edit
  • All mandatory fields must be provided
 
  • Not Applicable
DeleteN/A
  • Not Applicable
  • Not Applicable

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attributes
attributes

Reward Offers Templates

Attributes 

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.

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
  • Name

    Description

    Main Information
    Name*The name of the Reward Offer Template
    Alternative CodeThe alternative code of the Reward Offer Template
    DescriptionThe name of the Reward Offer Template
    Life Cycle StateThe life cycle state Life Cycle State of the Reward Offer Template which can either be 'Active' or 'Inactive'. By default a template is inactive'Inactive'.
    Reward SchemeThe Reward Scheme for which the Reward Offer is created for.
    Classification*The classification of the Reward offer templateOffer Template. Only one reward offer classification Reward Offer Classification can be selected per reward offer templateReward Offer Template.
    Reward Offer TypesThe Types of the Reward Offer. More than one Reward Offer Types Type can be selected but the available types Types will be filtered based on the Reward Offer Template's classification.
    CategoryA Reward Offer Category
    Included in Segment
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0
  • Award Reward Transaction
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0
  • Spend Reward Transaction Award ConditionsSegment ConditionsAdditional conditions which can be set using segments. It is not mandatory to specify a condition in this section
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0
     

    The award that will be specified on Reward Offers which can either be a specific amount or percentage.

    Note

    Percentage Award can only be applied on the following Reward Offer Classifications

    • Utilise Free Capacity
    • Increase Revenue, Product Based
    • Increase Revenue, Transaction Based
    • Reward Loyalty, Transaction Amount Based
    Reward Award Validity

    Rewards Awards Validity

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0
    Not included in Segment

    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
    colourGreen
    titleAvailable from CRM.COM R10.0.0
  • Award Reward Transaction Statuscolour

    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:

    • Always valid: No validity period is defined so the 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 to a specific date
    Award ConditionsSegment ConditionsAdditional conditions which can be set using Segments. It is not mandatory to specify a condition in this sectionIncluded 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:

    • 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
        colourGreen
        titleAvailable from CRM.COM R10.0.0
      • Award Reward Transaction
        Status
        colourGreen
        titleAvailable from CRM.COM R10.0.0
      • Spend Reward Transaction
        Status
        colourGreen
        titleAvailable from CRM.COM R10.0.0
    Organisational ConditionsDefines the Groups or Units that submitted the customer event and are allowed to award the offer. It is not mandatory to specify a condition in this sectionOrganisational Condition Settings

    Organisational Condition Settings provide an automation on how Organisational Units will be set on the Reward offers which will be generated based on the Reward Offer Template. The available options are:

    • Specific Organisational Units
    • Any Organisational Units of user creating the reward offer
    • Organisational Units used during login by the user creating the reward offer
    Allowed Groups / Units

    A list of Groups or Units that can award the offer. This is available only if Organisational Condition Setting is set to "Specific Organisational Units"

    Info
    titleOrganisational Units Tips

    In order for a Reward Participant to meet the criteria and get awarded then:

    The Unit of the Customer Events and Spend Requests need to meet the Allowed Organisational Unit Conditions of Award and Spend Conditions respectively under the Reward Offers

    Conditions Based on the Offer Type

    For more information on the attributes available for each Offer Type classification see at the next section.

    The classifications that retrieve distinct conditions are:

  • Utilise Free Capacity
  • Increase Revenue, Transaction based
  • Increase Revenue, Product based
  • Reward Loyalty, Transaction Amount Based
  • Reward Loyalty, Transaction Number based
  • Reward Personal Data Completeness
  • Just Money
  • Achievement StatuscolourNot 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:

    • 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
        colourGreen
        titleAvailable from CRM.COM R10.0.0
      • Award Reward Transaction
        Status
        colourGreen
        titleAvailable from CRM.COM R10.0.0
    Financial Achievement
      • Spend Reward Transaction
        Status
        colourGreen
        titleAvailable from CRM.COM R10.0.0

    Spend conditions

    Time Organisational ConditionsDefines on which days and /  or at which time, the awarded offer can be spendthe Groups or Units that are allowed to award the Offer. It is not mandatory to specify a condition in this section.DayIt defines the days during which customers can spend awards provided by this offer. All week days are available and can be enabled or disabledHoursIt defines a set of hour ranges during which customers can spend awards provided by this offer.X UOT after awardingIt defines 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 awards provided by this offer.Product ConditionsDefines the products that the awarded offer can be spent on. It is not mandatory to specify a condition in this sectionAllowed Products / Product Types   A list of products or product types that the reward can be spend on.Organisational ConditionsDefines the Groups or Units that the awarded offer can be spent on. It is not mandatory to specify a condition in this sectionOrganisational Condition Settings

    Organisational Condition Settings provide an automation on how Organisational Units will be set on the Reward offers which will be generated based on the Reward Offer Template. The available options are:

    • Specific Organisational Units
    • Any Organisational Units of user creating the reward offer
    • Organisational Units used during login by the user creating the reward offer
    Allowed Groups / Units

    A list of Groups or Units that can award the offer. This is available only if Organisational Condition Setting is set to "Specific Organisational Units"

     

    Info

    In order for a Reward Participant to meet the criteria and get awarded then:

    The Unit of the Customer Events and Spend Requests need to meet the Allowed Organisational Unit Conditions of Award and Spend Conditions respectively under the Reward Offers

    Log Information

    Includes the standard log information

    Anchorattributes_per_typeattributes_per_typeReward Offer Template Award Conditions attributes

    Utilise Free Capacity Conditions

    Utilise Free Capacity offers are used to award customers who are performing purchases on specific dates / hours. The purchases might be associated with any type of product or with specific products. The conditions for these type of offers consist of the following:

    Payment Medium Conditions

    Name

    Description

    Day / Time Conditions*

    The conditions related with the date that the purchase customer event was performed. At least one condition should be specified in this section

    DayIt defines 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
    HoursIt defines 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 FamiliesA list of products, product types or product families that should be related with customer event
    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

    • Specific Organisational Units
    • Any Organisational Units of user creating the Reward Offer
    • Organisational Units used during login by the user creating the Reward Offer

    If Specific Organisational Units is selected then the Units and/or groups must be specified

    Info
    titleOrganisational Units Tips

    In order for a Reward Participant to meet the Organisational Conditions and get awarded, the 'Performed By' of the Customer Events or the 'Owned By Group' of the entity to be awarded, need to satisfy the Allowed Organisational Unit Conditions defined on the Reward Offer.

    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:

    • Utilise Free Capacity
    • Increase Revenue, Transaction based
    • Increase Revenue, Product based
    • Reward Loyalty, Transaction Amount Based
    • Reward Loyalty, Transaction Number based
    • Reward Personal Data Completeness
    • Just Money
    • Achievement
      Status
      colourGreen
      titleAvailable from CRM.COM R10.0.0
    • Financial Achievement
      Status
      colourGreen
      titleAvailable from CRM.COM R10.0.0
    • Reward Behavior
      Status
      colourGreen
      titleAvailable from CRM.COM R10.0.0

    Spend Conditions

    Time ConditionsDetermine 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.
    DayDetermines 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.
    HoursDetermines a set of hour ranges during which customers can spend the Offer's Awards.
    X UOT after awardingRepresents 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 ConditionsDefines 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 ConditionsDefines 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

    • Specific Organisational Units
    • Any Organisational Units of user creating the Reward Offer
    • Organisational Units used during login by the user creating the Reward Offer

    If Specific Organisational Units is selected then the Units and/or Groups must be specified

    Info
    titleOrganisational Units Tips

    In order for a Reward Participant to meet the Organisational Conditions and redeem their points, the 'Performed By' of the Spend Request Customer Event, need to satisfy the Allowed Organisational Unit Conditions defined on the Reward Offer Spend Conditions.

    Log Information

    The standard set of Log Details information available in all entities 

    Anchor
    attributes_per_type
    attributes_per_type
    Reward Offer, Classification Specific, Attributes

    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

    Main Information 
    Evaluation Method
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0


    The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, you can select between:

    • Batch Process:
      When this option is selected, Awards will be evaluated and provided only during the execution of the Reward Run
      i.e. Customer Events are not processed by the Offer immediately, but by the Reward Run (even if the Process Immediately option is checked on the Customer Event). Results will not be available immediately on the execution of the event.
    • Batch Process and Interactively
      If this option is selected, then the evaluation will be done according to the Process Immediately value on the Customer Event.
      • Process immediately: Yes
        The Reward Offer will be evaluated as soon as the Customer Event is executed 
      • Process immediately: No
        The Reward Offer will be evaluated when the Reward Run is executed

    Award Scope*

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    Provides the option on how the Award will be granted:

    • Per transaction (Default)
      or
    • Per transaction item
    Note

    If the award is set to €1 and a customer buys 2 different products within a single transaction, then:

    • Per transaction Item results in an Award of €2
    • Per transaction results in an Award of €1

    Spend Method*

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    Provides an option on how to spend the money earned from an Award

    • Spend on Request (default)
    • Spend Instantly
    Info

    This is available only if the offer Evaluation Method is set to "Batch Process and Interactively"

    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.

    DayDetermines 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.
    HoursDetermines 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 FamiliesA list of products, product types or product families that should be related with Customer Event

    Payment Medium Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The Conditions related with the payment medium of the Purchase Customer Event

    Payment Medium BrandA list of payment medium brands that should be associated with the Customer Event
    Payment Medium TypeA list of payment medium types that should be associated with the Customer Event

    Location Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    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

    Note

    If location Conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the Conditions

    Period Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    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.

    Note

    If period Conditions are specified then, the unprocessed Purchase Customer Event must be submitted within the specified period of time

     

    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

    Main Information 
    Evaluation Method
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0


    The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, you can select between:

    • Batch Process:
      When this option is selected, Awards will be evaluated and provided only during the execution of the Reward Run
      i.e. Customer Events are not processed by the Offer immediately, but by the Reward Run (even if the Process Immediately option is checked on the Customer Event). Results will not be available immediately on the execution of the event.
    • Batch Process and Interactively
      If this option is selected, then the evaluation will be done according to the Process Immediately value on the Customer Event.
      • Process immediately: Yes
        The Reward Offer will be evaluated as soon as the Customer Event is executed 
      • Process immediately: No
        The Reward Offer will be evaluated when the Reward Run is executed

    Spend Method*

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    Provides an option on how to spend the money earned from an Award

    • Spend on Request (default)
    • Spend Instantly
    Info

    This is available only if the offer Evaluation Method is set to "Batch Process and Interactively"

    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.
    The range consists of the following:

    • From Value
    • To Value

    Payment Medium Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The Conditions related with the payment medium of the Purchase Customer Event

    Payment Medium BrandA list of payment medium brands that should be related with the Customer Event
    Payment Medium TypeA list of payment medium types that should be related with the Customer Event

    Location Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    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

    Note

    If location Conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the Conditions

    Period Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    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

    Note

    If period Conditions are specified then, the unprocessed Purchase Customer Event must be submitted within the specified period of time

    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:

    0Period Conditions

    Name

    Description

    Main Information 
    Evaluation Method
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.

    The conditions related with the purchase customer event payment medium information

    Payment Medium BrandA list of payment medium brands that should be related with the customer event
    Payment Medium TypeA list of payment medium types that should be related with the customer event

    Location Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The conditions related to the rewards participant's location

    Allowed Areas/Cities/Districts

     

    A list of Areas, Cities, or Districts that should be related to the reward participant's active addresses

    Note

    If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions

    0


    The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, you can select between:

    • Batch Process:
      When this option is selected, Awards will be evaluated and provided only during the execution of the Reward Run
      i.e. Customer Events are not processed by the Offer immediately, but by the Reward Run (even if the Process Immediately option is checked on the Customer Event). Results will not be available immediately on the execution of the event.
    • Batch Process and Interactively
      If this option is selected, then the evaluation will be done according to the Process Immediately value on the Customer Event.
      • Process immediately: Yes
        The Reward Offer will be evaluated as soon as the Customer Event is executed 
      • Process immediately: No
        The Reward Offer will be evaluated when the Reward Run is executed

    Award Scope*

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The conditions related to the period during which the customer event was performed.

    Maximum period to be awarded

     

    The maximum period of time that the customer event might remain unprocessed. After this period of time, the customer event is no longer valid to be awarded. The period range consists of Period & UOT, which can be weeks, months or years

    Note

    If period conditions are specified then, the unprocessed purchase customer event must be submitted within the specified period of time

     

    Increase Revenue, Transaction based Conditions

    Increase Revenue, Transaction based offers are used to award customers based on the value of their purchase transactions. The conditions for these type of offers consist of the following:

    The conditions related with the transaction information of a purchase customer event that was performed. At least one condition It defines the transaction value range of the purchase customer event in order to be awarded. period to be awarded


    Name

    Description

    Transaction Conditions*

    Provides the option on how the Award will be granted:

    • Per transaction (Default)
      or
    • Per transaction item
    Note

    If the award is set to €1 and a customer buys 2 different products within a single transaction, then:

    • Per transaction Item results in an Award of €2
    • Per transaction results in an Award of €1

    Spend Method*

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    Provides an option on how to spend the money earned from an Award

    • Spend on Request (default)
    • Spend Instantly
    Info

    This is available only if the offer Evaluation Method is set to "Batch Process and Interactively"

    Product Conditions*The Conditions related with the products specified on the performed Purchase Customer Event.  At least one Condition should be specified in this sectionTransaction Value.
    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:

    • From Value
    • To Value

    Payment Medium Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The conditions Conditions related with the purchase customer event payment medium informationof the Purchase Customer Event

    Payment Medium BrandA list of payment medium brands that should be related associated with the customer eventCustomer Event
    Payment Medium TypeA list of payment medium types that should be related be associated with the customer eventCustomer Event

    Location Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The conditions Conditions related to the rewards participantRewards Participant's location

    Allowed Areas/Cities/Districts

     

    A list of Areas, Cities , or Districts that should be related associated to the reward participantRewards Participant's active addresses

    Note

    If location conditions Conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditionsConditions

    Period Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The conditions Conditions related to the period during which the customer event Customer Event was performed.

    Maximum

    Period To Be Awarded

     

    The maximum period of time that the customer event Customer Event might remain unprocessed. After this period of time, the customer event 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.

    Note

    If period conditions Conditions are specified, then , the unprocessed purchase customer event Purchase Customer Event must be submitted within the specified period of time

    Increase Revenue, Product based Conditions

    Increase Revenue, Product based offers

    Reward Loyalty, Transaction Amount Based, Additional Attributes

    Reward Loyalty, Transaction Amount Based Offers are used to award customers based on the value of their purchased products. The conditions for these type of offers 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:

    Product A list of products or product types that should be related with customer event and their value range. The

    Payment Medium Conditions

    Name

    Description

    Transaction Conditions*The conditions related with the products specified on the purchase customer event transaction information of a Purchase Customer Event that was performed. At least one condition Condition should be specified in this sectionAllowed Products / Product Types.
    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:

    • From Value
    • To Value
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The conditions related with the purchase customer event payment medium information

    Payment Medium BrandA list of payment medium brands that should be related with the customer eventPayment Medium TypeA list of payment medium types that should be related with the customer eventLocation

    The period range consists of the following:

    • Period
    • UOT, which can be weeks, months or years

    Payment Medium Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The

    conditions related to the rewards participant's location

    Allowed Areas/Cities/Districts

     

    A list of Areas, Cities, or Districts that should be related to the reward participant's active addresses

    Note

    If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions

    Period

    Conditions related with the payment medium information of the Purchase Customer Event

    Payment Medium BrandA list of payment medium brands that should be associated with the Customer EventPayment Medium TypeA list of payment medium brands that should be associated with the Customer Event

    Location Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0

    .0The conditions related to the period during which the customer event was performed.

    Maximum period to be awarded

     

    The maximum period of time that the customer event might remain unprocessed. After this period of time, the customer event is no longer valid to be awarded. The period range consists of Period & UOT, which can be weeks, months or years

    NoteIf period

    .0

    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

    Note

    If location conditions are specified then, the unprocessed purchase customer event must be submitted within the specified period of timeat least one of the active addresses of the participant should include at least one of the location fields defined in the conditions

    Reward Loyalty, Transaction

    Amount Based Conditions

    Number based, Additional Attributes

    Reward Loyalty, Transaction Amount Number Based offers are used to award customers based, on the value number of the purchase transactions that they have performed within a specific period of time. The conditions for these type of offers additional attributes, that can be set for this classification, via the template, consist of the following:

    Transaction Amount

    Name

    Description

    Transaction Conditions*The conditions Conditions related with the transaction information of a purchase customer event Purchase Customer Event that was performed. At least one condition Condition should be specified in this section
    Total Number of Transactions per period

    It defines Determines the total transaction value of purchase customer events number of Purchase Customer Events that should be performed within a period of time, in order for an Award to be awardedhanded out.

    The amount number range consists of the following:

    • From Value
    • To Value

    The period range consists of the following:

    • Period
    • OUT

      UOT, which can be weeks, months or years

    Payment Medium Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The conditions Conditions related with the purchase customer event payment medium information of the Purchase Customer Event

    Payment Medium BrandA list of payment medium brands that should be related associated with the customer eventCustomer Event
    Payment Medium TypeA list of payment medium types that should be related associated with the customer eventCustomer Event

    Location Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The conditions Conditions related to the rewards participantRewards Participant's location

    Allowed Areas/Cities/Districts

     

    A list of Areas, Cities , or Districts that should be related associated to the reward participantRewards Participant's active addresses

    Note

    If location conditions Conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditionsConditions


    Reward

    Loyalty, Transaction Number based ConditionsReward Loyalty, Transaction Number Based offers

    Personal Data Completeness, Additional Attributes

    Reward Personal Data Completeness Offers are used to award customers based on the number of purchase transactions that they have performed within a specific period of time. The conditions for these type of offers 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:

    Transaction

    Payment Medium Conditions

    Name

    Description

    Personal Data Conditions*The conditions related with the transaction information of a purchase customer event that was performedpersonal data that should be complete. At least one condition Condition should be specified in this section
    Total Number of Transactions per period

    It defines the total number of purchase customer events that should be performed within a period of time in order to be awarded.

    The number range consists of the following:

    • From Value
    • To Value

    The period range consists of the following:

    • Period
    • OUT, which can be weeks, months or years
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The conditions related with the purchase customer event payment medium information

    Payment Medium BrandA list of payment medium brands that should be related with the customer eventPayment Medium TypeA list of payment medium types that should be related with the customer event

    Location Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The conditions related to the rewards participant's location

    Allowed Areas/Cities/Districts

     

    A list of Areas, Cities, or Districts that should be related to the reward participant's active addresses

    Note

    If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions

    Reward Personal Data Completeness Conditions

    Reward personal data completeness offers are used to award customers having a complete set of personal data information, such as an address or date of birth. The conditions for these type of offers consist of the following:

    Name

    Description

    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 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
    Award Address Completeness

    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
    Award Email Completeness

    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
    Award Date of Birth CompletenessIf enabled then the offer will be awarded to customers having complete date of birth 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 DateDefines the start of the period. If specified then the offer will be awarded only if the customer event was applied either on that date or after that date
    To DateDefines the end of the period. If specified then the offer will be awarded only if the customer event was applied either on that date or before that date

    Just Money Conditions

    Just Money offers are used to award customer based on common business characteristics determined by one or multiple segments. The conditions for these type of offers consist of the following:

    It defines how many awards can be provided to each customer by this offer. The supported options are the following:

  • Only One
  • Multiple

    Name

    Description

    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.

    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:

    • 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
    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:

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

    • 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
    Award Date of Birth CompletenessIf enabled, then the Offer will be awarded to customers that have complete date of birth information.

    Award Name Day Completeness

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    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 DateDefines 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 DateDefines 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 Conditions

    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:

    Name

    Description

    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:

    • Only One
    • Multiple

    Location Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    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

    Note

    If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions

     

    Achievement, Additional Attributes

    Achievement Offers are used to award customers once they reach a specific achievement Classification.The additional attributes, that can be set for this classification, via the template, consist of the following:

     

    Name

    Description

    Achievement ConditionsThe 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

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The
    conditions
    Conditions related to the
    rewards participant
    Rewards Participant's location

    Allowed Areas/Cities/Districts

     

    A list of Areas, Cities

    ,

    or Districts that should be

    related

    associated to the

    reward participant

    Rewards Participant's active addresses

    Note

    If location

    conditions

    Conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the

    conditions

    Conditions

     

    Achievement Conditions

    Achievement offers are used to award customers once they reach a specific achievement classification. The conditions for these type of offers consist of the following:

     

    Location Conditions

    Name

    Description

    Achievement ConditionsThe conditions related with the classification of the achievement that will be performed. At least one condition should be specified in this section
    Apply only if all achievements conditions are met *

    Defines 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 *It defines the achievement classification. If set then the customers will be awarded if they have performed an achievement which is classified with the specified achievement classification

    Period Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    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.

    Note

    If period Conditions are specified then, the unprocessed /wiki/spaces/WIP/pages/10008566 must be submitted within the specified period of time

    Status
    colourGreen
    titleAvailable from CRM

    .COM R10.0.0

    .COM R10.0.0
     - Financial Achievement, Additional Attributes

    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:

    The maximum period of time that the customer event might remain unprocessed. After this period of time, the customer event is no longer valid to be awarded. The period range consists of Period & UOT, which can be weeks, months or years

    If period conditions are specified then, the unprocessed purchase customer event must be submitted within the specified period of time

    Name

    Description

    Financial Achievement Conditions

    Maximum period to be awarded

     

    Note
    The conditions related to the rewards participant's location

    Allowed Areas/Cities/Districts

     

    A list of Areas, Cities, or Districts that should be related to the reward participant's active addresses

    Note

    If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions

    Period Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The conditions related to the period during which the customer event was performed.
    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 ConditionsThe conditions related with the product of the Financial Achievement that was accomplished. 
    Allowed Products / Product Types / Product FamiliesA 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 BrandA list of payment medium brands that should be associated with the Customer Event
    Payment Medium TypeA list of payment medium types that should be associated with the Financial Achievement Customer Event

    Location Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.

    0.0 - Financial Achievement Conditions

    Financial achievement offers are used to award customers once they reach a specific financial achievement classification. The conditions for these type of offers consist of the following:

    Financial Achievement Conditions with the classification of the financial achievement that will be performed. At least one condition should be specified in this section

    Name

    Description

    0.0

    The conditions related
    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*It defines the financial achievement classification. If set then the customers will be awarded if they have performed a financial achievement which is classified with the specified financial achievement classification
    Product ConditionsThe conditions related with the product of the financial achievement that was performed. 
    Allowed Products / Product Types / Product FamiliesA 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 financial achievement customer event payment medium

    Payment Medium BrandA list of payment medium brands that should be related with the customer event
    Payment Medium TypeA list of payment medium types that should be related with the financial achievement customer event
    Location Conditionsto 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

    Note

    If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions

    Period Conditions

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    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.

    Note

    If period conditions are specified then, the unprocessed Purchase Customer Event must be submitted within the specified period of time

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The conditions related to the rewards participant's location

    Allowed Areas/Cities/Districts

     

    A list of Areas, Cities, or Districts that should be related to the reward participant's active addresses

    Note

    If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions

    Period Conditions

     - Reward Behavior, Additional Attributes

    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:

    conditions related to the period during which the customer event was performed.If period conditions are specified then, the unprocessed purchase customer event must be submitted within the specified period of time

    method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, you can select between:

    • Batch Process:
      When this option is selected, Awards will be evaluated and provided only during the execution of the Reward Run
      i.e. Customer Events are not processed by the Offer immediately, but by the Reward Run (even if the Process Immediately option is checked on the Customer Event). Results will not be available immediately on the execution of the event.
    • Batch Process and Interactively
      If this option is selected, then the evaluation will be done according to the Process Immediately value on the Customer Event.
      • Process immediately: Yes
        The Reward Offer will be evaluated as soon as the Customer Event is executed 
      • Process immediately: No
        The Reward Offer will be evaluated when the Reward Run is executed

    Name

    Description

    Main Information 
    Evaluation Method
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0


    The

    Maximum period to be awarded

     

    The maximum period of time that the customer event might remain unprocessed. After this period of time, the customer event is no longer valid to be awarded. The period range consists of Period & UOT, which can be weeks, months or years

    Note
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