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Learn how to view, create and modify Rewards Offers |
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Table of Contents
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Navigating to Reward Offers
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REWARDS APPLICATION > REWARDS > REWARDS OFFERS |
What are Reward Offers?
Reward offers are used to define an amount of money that will be awarded based on customer events, and/or the conditions specified on each reward offer. Reward offers also define the spend conditions such as on what products and to which organisational units the cashback can be spend. There exist various types of Reward Offers that you can set up in the system, each one offering you different award and spend conditions. According to the type selected the related Rewards Award and Spend conditions will be loaded.
- Navigate to Reward Offers 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 Offers , modify (EDIT) or DELETE an existing one.
- Use PRINTOUTS (if available) to extract or email information related to Reward Offers to the customer.
- Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Reward Offers .
- Click on ACTIONS to discover other possibilities available for Reward Offers .
- Click on the Audit Trail button to view a log of changes done on the Reward Offer you are looking at.
Check the Validations & Restrictions Table for a list of available Actions when working with Reward Offers including each Action's related validations and additional information of its system process. For a comprehensive description of each Reward Offer Classification attributes visit the respective manual found below.
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Action | Validations | Additional Information |
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Create |
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Save |
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Edit |
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Delete |
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Set as Effective/Not Effective
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Additional Actions for Reward Offers
Changing Life Cycle State
Life Cycle State of a Reward Offer, can be changed from Effective to Not Effective and vice versa, in order to control when the specific reward will be used for awarding. Life Cycle State can be set using an action which is available via the Data Entry Page
- Navigate to the Reward Offer you would like to change the life cycle state
- Search for the offer you would like to update
- Click on the record you would like to change its life cycle state, to access its Data Entry Page
- From the Action Menu click on ACTIONS > SET AS EFFECTIVE OR SET AS NOT EFFECTIVE depending on its current state
- The life cycle state is automatically updated to Effective / Not Effective respectively given that the validations are satisfied.
Reward Offer Classifications
For a comprehensive description of each Reward Offer Classification attributes visit the respective manual found below.
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