Back to Getting Started Guides for CRM.COM

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Are you in the Rewards business? You have come to the right place. All you need to do is read this Getting Started guide Guide to find out how you can quickly set up CRM.COM to support your Rewards business.

Before you pull your sleeves up and start with Subscription related configurations, visit view Getting Started with CRM.COM to complete the basic System configurations regardless of your line of business. Additional guides Guides on Pricing, OTT management, and Subscription management can be found in the related Getting Started User Guides.

• /wiki/spaces/WIP/pages/10008366
• /wiki/spaces/WIP/pages/10008363
• Getting Started with OTT
• /wiki/spaces/WIP/pages/10008364

What you need to get

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started

In this Getting Started Guide you will find out about discover the following modules, required for Setting up and supporting Rewards supporting a Rewards business model.

• Products
  Set up all the Products your company sells and can be used as award or spend conditions to the Reward Offers.
• Rewards
  Set up your Rewards Business model, including all the Reward Offers to be offered to your customers.
• Customer Events
   Set up Customer Events, used by Rewards to award participants on either financial or marketing events Events and to redeem their customer awards.
• Contact Information
  Set up Contact Information, used for defining Defining the rules for managing Contact Information, required when registering Rewards Participants.

• Accounts Receivable
  Set up Accounts Receivable used for defining Define the rules for managing Accounts Receivable, required when registering Rewards Participants.

• Wallets
  Set up Wallets, used by Rewards to debit or credit Rewards Participants based on Award and Spend Transactions.
• Access Tokens
  Set up Access Tokens, used by Rewards to identify users participating in your Rewards program program.

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products products

Setting up Products

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Access Token Definitions are used to control the creation of Access Tokens, by defining the policies governing the format of the Access Token User Identifier, Pass Code and Authentication Code.  You can define whether Access Tokens can be created without an Identifier and Pass Code or deactivated when their last entity association (Rewards Participant or Accounts Receivable) is removed. 
Additional settings relating to Access Tokens may also be defined, concerning Accounts Receivable and Rewards Participants, as well as Communication (Access Tokens can be automatically communicated to customers once created).

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Sub-module	Type	Classification	Navigation	Dig In
Rewards Schemes	Application		REWARDSREWARDSMANAGE REWARD SCHEMES SCHEMES	Configuring Rewards Schemes
Rewards Offer Types	Configuration		CONFIGURATIONREWARDS APPLICATIONREWARDSSET UP REWARD OFFER TYPES	/wiki/spaces/WIP/pages/10008596
Rewards Definition	Configuration		CONFIGURATIONREWARDS APPLICATIONREWARDSSET UP BUSINESS DEFINITIONS	/wiki/spaces/WIP/pages/10008595
Rewards Offers	Application		REWARDSREWARDSMANAGE REWARDS OFFERS	Managing Rewards Offers
Reward Offers Evaluation Run Definition	Application		REWARDSREWARDSPERFORM REWARD OFFERS EVALUATION RUNS	Using Reward Offers Evaluation Run Definitions
Rewards Offer Categories	Configuration		CONFIGURATIONREWARDS APPLICATIONREWARDSSET UP REWARD OFFER CATEGORIES	/wiki/spaces/WIP/pages/10008597
Reward Offer Templates	Configuration		CONFIGURATIONREWARDS APPLICATIONREWARDSSET UP REWARD OFFER TEMPLATES	Configuring Reward Offer Templates
Reward Settlement Run Definition	Application		REWARDSREWARDSPERFORM REWARD SETTLEMENT RUNS	Using Reward Settlement Run Definitions
Wallet Expiration Run Definition	Application		FINANCEWALLETSPERFORM WALLET BALANCE EXPIRATION RUNS	Using Wallet Balance Expiration Run Definitions

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