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Excerpt
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Learn how to view, create and modify Rewards Offers
Info

Table of Contents

Table of Contents

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
  •  and explore existing records via the Summary page. 
  • Click on the link (name or number
link
  • ) of the record of your interest to enter
the Data Entry page and have a better look of the available information or submit the definition. Use the Actions Menu to create a new (NEW) Reward Offer. Firstly select the Type of the Reward Offer you would like to create or the Template 
Status
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titleAvailable from CRM.COM R9.0.0
, provide the dates for which the reward will be valid under OFFER VALIDITY and the period up to which any awarded rewards will be valid under REWARD AWARD VALIDITY. Proceed with AWARD and SPEND CONDITIONS as explained in the table of each Reward Offer Type. Once the Reward Offer is created, needs to be set as effective if you would like to start using it. The life cycle state can be changed between Effective and Not Effective using the dedicated action. Modify (EDIT) or delete (DELETE) an existing one. Use the (BACK) link to go back to the summary page and (CANCEL) to cancel
  • 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
definition. Check out the attributes table of each of the Reward Offer types (found at the respective manual pages) for a thorough explanation of the information kept for each Reward Offer Type and the Validations&Restrictions table to find out validations and restrictions applicable when working with Rewards.
  • 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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Creating & Saving,

Validations & Restrictions

ActionValidationsAdditional Information
Create
  • All mandatory information must be provided
  • Multiple reward offers can exist in the system, but each one should have a unique name and alternative code. 
  • The type of the reward offer must be included in the list of allowed reward offer types as defined in the active rewards definition
  • The category of the reward offer is included in the list of allowed categories as defined in the reward offer type that was selected on the reward offer
Save
  • The life cycle state of a reward offer can be effective or not effective. Only effective reward offers can be offered to rewards participants. By default new reward offers are created as not effective, therefore are not immediately available to rewards participants
  • Not Applicable

 

Edit
  • All mandatory fields must be provided
  • Editable Fields
    • Name 
    • Alternative Code
    • Reward Scheme
    • Award
    • Type
    • Category
    • Description
    • Offer Validity
    • Award Conditions
    • Spend Conditions
    • Owned by Group
Delete
  • Reward offers cannot be deleted if  any award or spend reward transaction already exists.
  • Any award or spend reward transaction should not already exists from the specific offer
  • Not Applicable

 

Visit each of the following pages according to the Reward Offer you would like to set up

Child pages (Children Display)

 

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Child pages (Children Display)

 

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