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Back to Customer Events Main Page 

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Find out how to create a new View Achievement Customer Event

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Table of Contents

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Navigating to Achievement Customer Event 

Info

CRM > CUSTOMER EVENTS > ACCESS CUSTOMER EVENTS

What are Achievement Customer Events

Achievement customer events are representing an achievement that was given to a specific customer. They can be either processed immediately or during the Rewards Run.

Navigate to Customer Events  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 have a better look of the available information. 
Use the Actions Menu to create a new (NEW)Customer Events or delete (DELETE) an existing Customer Event. Use the BACK link to go back to the summary page and CANCEL to cancel any unwanted changes made to the Customer Events. Click on ACTIONS to find out what other possibilities you have for Customer Events .
Check out the attributes table below for a thorough explanation of the information kept for Customer Events . Check validations&restrictions table to find out validations and restrictions applicable when working with Customer Events.

Achievement Customer Event - Main InformationImage Removed

Explaining Achievement Customer Event Fields 

Name

Description

NumberAn auto generated number that uniquely identifies the customer eventType*Determines the business behavior of the customer event, it is set automatically by each process which is creating the customer event and it can be one of the following:

  • Achievement

Attributes

 

Achievement Customer EventImage AddedAttributes

An * indicates a field is mandatory.

Defines if the customer event Available from AVAILABLE FROM CRM.COM R10.0.0

Available from AVAILABLE FROM CRM.COM R10.0.0

Name

Description

Main Information
NumberAn auto-generated number that uniquely identifies the Customer Event.
Classification*The classification of the customer event, which can be Customer Event which is optionally specified during the creation of the customer eventOnly the customer event classifications Event. Only Customer Event Classifications which are related with the specified customer event type will be Customer Event Type are included in the list of available customer event classificationsCustomer Event Classifications.
Life Cycle StateThe life cycle state Life Cycle State of the customer event Customer Event which can be posted or cancelled'Posted' or 'Cancelled'.
Accounts Receivable*The accounts receivable Accounts Receivable related to the customer eventCustomer Event.
Performed By Unit*The unit that initiated the customer eventUnit that initiated the Customer Event. i.e. Represents the Merchant who initiated the Event. 
Performed Date*The date that the customer event was actually performedon which the Customer Event was performed.
DescriptionA description of the customer eventCustomer Event.

Process Immediately

Status
colourRed
titleApplicable up to CRM.COM R9.0.0

Determines whether the Customer Event should be processed immediately immediately by various business business processes, or not. By default customer events are not   Not processed immediately is the default.
Process Immediately will be selected (checked (selected) and set to Read Only -only, if the specific Customer Event type Type has been defined as to be Processed Immediately through the active 'Active' Customer Events Definition

Status
colourGreen
titleAvailable from CRM.COM R10.0.0
-As from CRM.COM - R10 "Process Immediately" will not be available

External System

Status
colourGreen
titleDefines the third-party system that generated the Customer Event and .  It can only be set by the WEB APIs.

External System Reference Number

Status
colourGreen
title

A Reference Number reference number of the Customer Event that uniquely identifies the Event in the External System and which must be unique within in CRM.COM as well

Log InformationThe standard Log Information

 

Creating & Saving, Validations & Restrictions

ActionValidations
Create

 Not Applicable

Save
  •  The specified customer event classification is related to a customer event type that is the same type as the customer event's type
  • Mandatory Fields:
    • Classification
    • Type
    • Accounts Receivable
    • Performed By Unit
    • Performed Date

Reward Related System Processing

Customer events can be directly linked to Rewards. 
Once a Customer event is saved, if configured Reward Offers exist in the system, that are related to this type of customer event, then a number of steps will be executed by the system, required for the completing of the Rewards Process.
If the created Customer Event is set to PROCESS IMMEDIATELY then the following steps will be executed immediately. If not, then the following steps will be executed during the Rewards Run 

Below you can find the Reward Offer Types that are directly related to customer events of this type, along with the steps that will be execued by the system. 

Reward Achievements Reward Offer Type 

  • If the reward offer is classified as "Reward Achievements" then:
    • The customer event will be awarded with the specified amount if the following conditions are met:
      • The customer event type is Achievement
      • The customer event was not already awarded by that offer (i.e. an award reward transaction for that specific customer event and reward offer do not exist)
      • Status
        colourGreen
        titleAvailable from CRM.COM R10.0.0
         If the reward offer's achievement conditions define that the offer is applied if at least one achievement classification exists, 
        • then the customer has at least one event of type Achievement.
      • Status
        colourGreen
        titleAvailable from CRM.COM R10.0.0
         If the reward offer's achievement conditions define that the offer is applied if all achievements exists, 
        • then the customer is awarded if there is at least one achievement event for which no offer was provided for each on of the specified Achievement Classifications
      • If segment conditions are specified then:
        • The participant should be included in at least one of the specified "included in" segments
        • The participant should not be included in any of the specified "not included in" segments
      • The customer event classification is equal to the achievement classification specified in the achievement conditions
      • The unit that performed the event or the group that it belongs to is included in the organisational conditions
    • The award will be applied at the level of the customer event (i.e., once)
    • The process is returning the customer event that will be awarded, the amount that should be awarded and the reward offer that was awarded

 

InfoTo find out more about Award Reward Transactions visit: Managing Award Transactions

.

Reward Award Transaction
Reward Award Transaction

An Award made available as a result of a Reward Offer related to the event under evaluation.

If a Wallet Transaction is also created in order to credit the Wallet of the Participant, it will be accessible as a drill-down on the Award.

Log Information
Log InformationThe standard set of Log Details information available in all entities.
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