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Back to Customer Events Main Page

Excerpt
hiddentrue

Find out how to create a new View Spend Request Customer Event

What does this section cover?

Table of Contents
minLevel2

Navigating to Spend Request Customer Event

Info

CRM > CUSTOMER EVENTS > ACCESS CUSTOMER EVENTS

Explaining Spend Request Customer Event Fields 

Name

Description

Attributes

Spend Request Customer EventsImage Added

Attributes

An * indicates a field is mandatory.

Name

Description

Main Information
NumberAn auto-generated number that uniquely identifies the customer event
Type*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:

  • Purchase

  • Referral

  • Web

  • Social Media

  • Achievement

  • Spend Request
Customer Event.
ClassificationThe classification of the customer event, which can be Customer Event which is optionally specified during the creation of the customer eventEvent. Only the customer event classifications 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'.
Performed By Unit*The unit  The Unit that initiated the customer eventCustomer 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 event

Instant Spend

Status
colourGreen
titleAvailable from CRM.COM R10.0.0

It provides information whether the spend request customer event was created instantly as a result of an instant spend offer.

Info

It is a Read Only field, and set by the System

Process ImmediatelyDefines if the customer event should be processed immediately by various business processes or not. By default, customer events are not processed immediatelyCustomer Event.
Process ImmediatelyDetermines whether the Customer Event should be processed immediately by various business processes, or 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.
Purchase Customer Event*

The

purchase customer event which is requested to be settled by the specified spend request

Purchase Customer Event which the specified Spend Request is used to settle.

Note

Participants can redeem their Awards by making a purchase (Purchase Customer Event).  The amount of the purchase will be deducted from their awarded points.

Spend Amount

(Mandatory On Conditions)

Status
colourRed
titleAVAILABLE FROM CRM.COM R9

The amount that should be spend by spent by the requested customer eventCustomer Event.

This information is applicable and mandatory only if it is enabled through the active the Spend Request rules of the 'Active' Customer Events Definition, through the spend request rules. In that this case, the spend amount Spend Amount defaults to the total purchase customer event amount, although it Total Purchase Customer Event Amount but can be edited by users.

Instant Spend

Status
colourGreen
titleAvailable from CRM.COM R10.0.0

Informs whether the Spend Request Customer Event was created instantly as a result of an instant spend Reward Offer.

Note

Instant Spend is a Read-only field set by the System.

External System

AVAILABLE FROM CRM.COM R10.0.0

Defines the third party system that generated the Customer Event and can only be set by the WEB APIs.

External System Reference Number

AVAILABLE FROM CRM.COM R10.0.0

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

 

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:
    • Type
    • Performed By Unit
    • Performed Date
  • All the rules which include the classification of the created spend request in their list of applicable classifications are retrieved
    • For each applicable rule
      • If the "Allow creating spend requests for specific amount is enabled" then
        • The spend amount on the spend request customer event is enabled
        • The spend amount defaults to the total purchase customer event amount, although users can modify it (through the UI or Web API)
        • The spend amount specified falls between the "Minimum Spend Request Amount" and "Maximum Spend Request Amount", if specified
      • If the "Reject Spend Requests if the Requested Spend Amount is not Covered" is enabled then
        • The system retrieves the wallet amount that can be spend based on the attributes of the spend request to be created
        • If a spend amount is specified on the spend request then
          • The spend amount should not be more than the wallet available amount.
        • If a spend amount is not specified on the spend request then
          • The purchase customer event amount (which is the amount that will be spend) should not be more than the wallet available amount.

 

Creating a Spend Request Customer Event

Spend request customer events are created whenever a customer requests to pay for a specific purchase customer event using his wallet. Spend request customer events can only be submitted against specific purchase customer events.

  • Search using the criteria available in the summary page
  • From the top menu click on the NEW and select Spend Request Customer Event 

    • MAIN INFORMATION

    Provide required information
  • Classification
  • Purchase Customer Event
  • Performed By Unit
  • Performed Date
  • Process Immediately
  • Classification

  • Spend Amount

    Info

    Spend Amount is allowed to be specified through the active Customer Events Definition, through the spend request rules

    • Description

    Info

    The Total Spend Amount is automatically updated once the Spend Request Customer Event is Processed

     

    SPEND CUSTOMER EVENTImage Removed

  • From the Action Menu click on SAVE

    • LOG INFORMATION

    The following information is automatically set by the system on saving the Spend Request Customer Event

    Include PageLog Information - GlobalLog Information - Global

    Reward Related System Processing

     

    Customer events can be directly linked to Rewards. 
    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 

    Spend Requests are used to redeem awarded points and they must always be related to a specific Purchase Customer event. Rewards are awarded by adding money to the customer's wallet. 

    This process is used to evaluate spend request customer events in order to decide if the specified amount can be spent or not. This process is applied before spending an awarded amount. The evaluation is applied based on the following steps: 

    • The reward participant's wallet is identified

    • The amount which is available to be spent is calculated based on the wallet allotments using the following information:

    Info

    Visit Understanding Wallets to find more information regarding Wallets

      • The products that are specified in the spend request
      • The amount of money per each product
      • The date and time that the spend request was performed
      • The Unit that initiated the spend request
    • If there is an amount of money available then:

      • If the amount of money which is available per product is more than the requested amount then:

        • The requested amount per product is returned
      • Else
        • The amount of money which is available per product is returned

    REWARD SPEND TRANSACTION 

    Based on the Spend Request Customer Event and the related Purchase Customer Event the system may create a Reward Spend Transaction. This information will be available under REWARD SPEND TRANSACTION.

    Spend Request Customer Event - Reward Spend TransactionImage Removed

    InfoTo find out more regarding Reward Spend Transactions visit Managing Spend Transactions

    .

    Reward Spend Transaction
    Reward Spend Transaction

    A transaction that may be created by the System based on the Spend Request and related Purchase Customer Event.

    Rules that may apply to the creation of the Reward Spend Transactions are configured in the Customer Event Definition.

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

     

     

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