Versions Compared

Version Old Version 11 New Version 12
Changes made by

Persia Xenopoulou

Persia Xenopoulou

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Excerpt
hiddentrue

Find out how to create a new Rewards Offers of classification Increase Revenue, Product based

What does this section cover?

Table of Contents
minLevel2

Navigating to Rewards Offers

Info

REWARDS APPLICATION > REWARDS > REWARDS OFFERS

Explaining Increase Revenue, Product based Rewards Offers Fields

 

INCREASE REVENUE PRODUCT BASEDImage Added

Increase Revenue, Product based offers are used to award customers based on the value of their purchased products.

Exclude Rewards Participants Included
  • All mandatory fields 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

    Name

    Description

    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

    Owned by Group

    The group that owns the specific Reward Offer

    Privacy Level

    The privacy level of the specific Reward Offer. It is always read only and can be changed through a dedicated action

    Validity

    Reward offer validity is used to define the period ranges that the reward offer is valid. Two 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

     

    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*

    The award that will be given if the offer award conditions are met. The award can be a specific amount or a percentage of the financial transaction amount that triggered the award, although the percentage is not always applicable. This depends on the classification of the reward offer. More specifically:

  • Amount or Percentage can be used if the reward offer is classified as 
    • Utilise free capacity
    • Increase Revenue, Transaction Based
    • Increase Revenue, Product Based
    • Reward Loyalty, Transaction Amount Based
    • Amount only can be used if the reward offer is classified as
  • Reward Loyalty, Transaction Number Based
  • Reward Sign Ups
  • Reward Referrals
  • Reward Behavior
  • Reward on Birthday
  • Reward Subscription Maturity
  • Reward Personal Data Completeness
  • Reward Achievements
    • Just Money

    .

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

    The method that will be used to evaluate the offer. For the specific reward offer type, evaluation, you can select between:

    • Batch Process:
      If this option is selected then 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 event will never be processed immediately via the offer but will always be processed by the Reward Run. (even if the Process Immediately option is checked on the customer event) Results will never 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 conditions*
    Product Conditions*

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

    Allowed Products / Product Types

    A list of products, product types or product types families that should be related with customer event and their value range. The range consists of the following:

    • From Value
    • To Value

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

    Segment ConditionsAdditional conditions which can be set using segments. It is not mandatory to specify a condition in this section
    Include Rewards Participants 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   A select box with all the segments having the selected filtered entity as the segment entity
    • 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 the selected filtered entity as the segment entitya 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 / Units

    A list of Groups or Units that can award the offer

    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

    Payment Medium Conditions

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

    types

    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 / Units
    ActionValidationsAdditional Information
    Create

    A list of Groups or Units that the reward can be spend

    on.

     

    Creating & Saving, Validations & Restrictions

    the reward offer

    on

    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

     

    DeleteReward offers cannot be deleted if  any award or spend reward transaction already exists

    .

    • Not Applicable

    Creating a Rewards Offers

    Navigate to REWARDS OFFERS

    AWARD CONDITIONS

  • PRODUCT CONDITIONS

    1. Click ADD and select from the options:

      1. Product
      2. Product Type
    2. Search and select the product/product type/product family that should be related with the customer event so that the participant can be awarded
  • SEGMENT CONDITIONS

    1. Include Rewards Participants Included in Segments:

      1. Click ADD 

      2. Select the segment from the list which will be used to filter in the customer events that are allowed to be awarded.

        1. Segment: A select box with all the segments having the selected filtered entity as the segment entity. Segments can be selected if they are related to Reward Participants only

    2. Exclude Rewards Participants Included in Segment:

      1. Click ADD

      2. Select the segment from the list of segments which will be used to exclude the customer events that are not allowed to be awarded. 

        1. Segment: A select box with all the segments having the selected filtered entity as the segment entity. Segments can be selected if they are related to Reward Participants only
    • ORGANISATIONAL CONDITIONS
  • Click on ADD and select between
    1. GROUP
    2. UNIT
  • Use the Search modal to select the Organisational unit you would like to add.

    • You can select any type of Organisational unit according to the restrictions that you would like to set or none at all.

  • Search using the criteria available in the summary page
  • From the top menu click on the NEW to open the Rewards Offers data entry page
    CREATING REWARD OFFERSImage Removed

  • MAIN INFORMATION 

    1. Name
    2. Alternative Code
    3. Template: Select from the drop down
      If a template is selected then the fields defined in the template will be automatically filled. Proceed with filling out the rest of the information 
    4. Reward Scheme: Search and select the Scheme that the offer will belong to
    5. Type: Select the type from the drop down list. Select a type of classification Increase Revenue, Product Based
    6. Award: Specify the award amount or percentage that will be given if the offer award conditions are met
    7. Category
    8. Description
       

  • OFFER VALIDITY

    1. Select between the two options:

      1. Valid from latest effective date onward (default option)

        1. If selected then only customer events which were created from the latest effective date (inclusive) onward will be awarded 

      2. Valid for a specific period 

        1. If selected then only customer events which were created within those periods, regardless of the latest effective date, will be awarded

           

    • Info
    titleOrganisational Units Tips

    In order for a Reward Participant

    can meet the criteria and 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

    SPEND CONDITIONS

  • TIME CONDITIONS

    1. Days allowed to receive award: Define on which days the customer event should be performed so that participants can be awarded. All week days are available and can be enabled or disabled

    2. Hours Ranges allowed to Receive Award: Click ADD and specify the hour ranges during which the customer event should be performed so that the participants can receive award of this offer

    3. Allow Spending Only After a Period of Time Since the Award Was Offered: Specify the time and the UOT

  • PRODUCT CONDITIONS
    1. Click ADD and select from the options:
      1. Product
      2. Product Type
    2. Search and select the product/product type that the reward can be spend on
    • ORGANISATIONAL CONDITIONS
  • Click on ADD and select between
    1. GROUP
    2. UNIT
  • Use the Search modal to select the Organisational unit you would like to add.
    • You can select any type of Organisational unit according to

    the

    restrictions that you would like to set or none at all. Info
    titleOrganisational Units Tips
    In order a Reward Participant can 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

    The following information is automatically set by the system on saving the Rewards

    Offers

    . Include PageLog Information Explicit - GlobalLog Information Explicit - Global
  • From the Action Menu click on SAVE

    •  

    Reward Awards Validity

    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. Up to only one Reward Award Validity period can be specified per Reward Offer. 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
    Panel
    namegrey

    Related Areas

    Filter by label (Content by label)
    showLabelsfalse
    spacesV4Manual
    showSpacefalse
    excerpttrue
    labelsrewards-basics-r7,rewards-advanced-r7,rewards-admin-r7

    Popular Labels

    spaceKey
    Panel
    namegrey
    Popular Labels

    Helpful Links

    Filter by label (Content by label)
    heatmap
    showLabelsfalse
    spacesV4Manualstyle
    showSpacefalse
    labelsglobal