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Excerpt
hiddentrue

Find out how to create a new Rewards Offers of classification Just Money

JUST MONEY

Explaining Just Money Offers Fields

Just Money Reward Offer Attributes

An * indicates a field is mandatory

Just Money offers are used to award customer based on common business characteristics determined by one or multiple segments. 

Name

Description

Main Information
NumberAn auto generated number that uniquely identifies each reward offer

Template

Status
colourRed
titleAVAILABLE FROM CRM.COM R9

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

Scheme*The reward scheme that the reward offer belongs to
Type*The type of the reward offer, that will determine it's business behaviour. Reward offer types are filtered based on the organisational unit of the logged in user
Name*The name of the reward offer
Alternative codeThe alternative code of the reward offer
Life cycle state

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

Latest Effective Date

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

DescriptionA description of the reward offer
CategoryThe category of the reward offer
This is filtered based on the allowed categories defined in the Reward Offer Type
Award*

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

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 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
    i.e. If a customer event needs to be processed, then the related reward offer will only be evaluated when the next Reward Run is executed. Results will never be available immediately on the execution of the event.
Reward Offer Validity
Validity

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

Rewards Awards Validity

Status
colourRed
titleAVAILABLE FROM CRM.COM R9

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
Award conditions*
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

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

  • Only One
  • Multiple
Segment ConditionsAdditional 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 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
      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
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
      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 section
Allowed Groups / UnitsA list of Groups or Units that can award the offer

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

Spend conditions
Time ConditionsDefines on which days and /  or at which time, the awarded offer can be spend. 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 disabled
HoursIt 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 section
Allowed Products / Product Types /Product Families

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

Status
colourGreen
titleAvailable from CRM.COM R10.0.0
- Product Families

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
Allowed Groups / UnitsA list of Groups or Units that the reward can be spend on.
Log Information

Owned by Group

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

Privacy Level

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 thePrivacy Level Assignment Rules (PLAR)

Log DetailsThe standard set of Log Details information available in all entities  
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