Understand the usage of Rewards within CRM.COM

Table of Contents

Business Requirement

Company ZX would like to set up a reward offer for liking their Facebook page

CRM.COM Solution

• Configuration

1. Verify that a Reward Scheme exists in the system, for example "Marketing Reward Scheme" and make sure that there are Reward Participants that are participating in this scheme
2. Set up a Reward Offer Type that can be used only for Facebook likes
   1. Name: Reward Behaviour Facebook
   2. Classification: Reward Behaviour
3. Set up a Reward Offer so that participants can be awarded 1 Euro for liking your Facebook page
   1. Name: 1 euro on liking Facebook Page
   2. Scheme: Marketing
   3. Type: Reward Behaviour Facebook
   4. Award Amount: 1
   5. Award Conditions:
      1. Facebook likes
      2. Enter Facebook page
      3. Specify any segments or organisational units that need to be included
   6. Click on SAVE
      
      

Business Requirement

Company ZX would like to provide a 10% discount on each Product sold of type " accessories" at the time of the purchase

CRM.COM Solution

• Configuration

1. Create a new Utilise Free Capacity Reward Offer with the following setup
   1. Award: 10%
   2. Award Scope: Apply Award Per Transaction Item
   3. Spend Method: Instant Spend
   4. Award Conditions: product Type is Accessories

• User Process
  Every time a new Purchase Customer event is created for an accessory item, the system will make 10% discount for each one of them.

Business Requirement

Company ZX would like to make €10 discount on the total amount on any purchases made on Hardware

CRM.COM Solution

• Configuration

1. Create a new Utilise Free Capacity Reward Offer with the following setup
   1. Award: €10
   2. Award Scope: Apply Award Per Transaction
   3. Spend Method: Instant Spend
   4. Award Conditions: product Type is Hardware

• User Process
  Every time a new Purchase Customer event is created including Hardware, the system will make 10% discount on the total amount of the invoice/customer event.

Business Requirement

Company ZX would like to award with 5 Euros the Rewards Participants who have been subscribers for a continuous year and participate in marketing schemes

CRM.COM Solution

• Configuration

• Set up a Reward Offer Type
  1. Classification: Reward Subscription Maturity 
• Set up a Reward Offer 
  • Type: with the above type
  • Scheme: Marketing
  • Category: Marketing
  • Amount: 5 Euros
  • Conditions:
    • Uninterrupted Subscription Period: 1 year
    • Segment Conditions:
      • Included Segments: Effective Subscribers
        
        
• Create a new Reward Run Definition
  1. Name: Award Mature Subscribers once a year
  2. Reward Offer Type: select the type previously created, Award Mature Subscribers once a year
  3. Under Criteria: specify all the criteria that will retrieve the subscribers that have a continuous subscription for the last year:
     1. Reward Schemes: Marketing
     2. Reward Offer Types: Reward Subscription Maturity

  4. Under Scheduling

     1. Schedule the definition to be executed on a specific date and time

     2. Schedule the recurrence to be each year

  
  
• User Process
• Execute Run Definition
  • Look at the run results
  • Navigate to Award Transactions: transactions have been created for all participants that match the criteria
  • Navigate to the participants wallets: 5 Euros have been credited to participants that match the criteria
    
    

Business Requirement

Company ZX provides to each subscriber, €5.00  to be spent on Non Traceable Physical Goods (i.e. USB, Antenna e.t.c), for every new customer they refer.

An existing customer, Jessie Black, has registered 5 new subscribers, 3 of which where awarded by another reward offer and 2 that have not been awarded

CRM.COM Solution

• Configuration
• Set Up Reward Definitions
• Set up Reward Offer Type: Award Referrals
  • Classification: Referrals
• Set up Access Token Definitions
  • Auto create Identifier and passcode
    
    
• Create a Reward Scheme – Marketing
  
  
• Create a Reward Offer : Award Referrals €5
  
  • Type: Referrals
  • Spend Conditions: Product Type: Accessories
• Create a Reward Run Definition
  • Criteria: Reward Offer Type: Referrals

• User Process

1. Create Reward Participants for the 6 participants
2. Create 5 Customer Events of type Referrals (Don’t Process Immediately)
3. Execute the Rewards Run

4. Award Transactions will be created of a total €15

   1. Credit Wallet Transaction will be created €15

5. Create a Purchase Customer Event (Process Immediately)
   1. Products: (Accessories Type)
   2. Total Amount: €15
6. Create a Spend Request event (Process Immediately) using the Purchase Customer Event created above

   1. Spend Transaction will be created of a total €15

   2. Debit Wallet Transaction will be created €15

Business Requirement

Company ZX would like to add expiration date on the Awarded Rewards so that Award Transactions can be spent only while are valid and not after their expiration date. Also, each month the company would like to Cancel the expired awards so that no customer can use the awarded amount which has been expired.

CRM.COM Solution

• Configuration

1. Reward Offers should have defined the Reward Awards Validity which will display the date until when the Reward Offer's Awards Transactions can be used.
2. Wallet Definitions must have set the Financial transactions to be created when:
   1. Causes Debiting Wallets: On Award Expiration Transactions
   2. Causes Voiding Wallets: On Cancelling as Award Expiration Transaction
3. Set up the Award Expiration Run Definition which will be executed each month to produce Award Expiration Transactions and cancel the Awards that have been Expired
   1. Specify the following
      1. Award Transaction expired X days ago
      2. Reward Offers
      3. Segments to be Included or Excluded from the Run.
         
         
4. Each month and once the Run is executed, the award expiration transactions will be created to expire an awarded amount given to a rewards participant by debiting the reward participant's wallet. Award Expiration Transactions trigger the trigger the generation of Debit Wallet Transactions which will deduct either the whole or some of the awarded amount depending on how much money the participant already spent.