Navigating to Reward Offers Templates

What are Reward Offers Templates?

Reward Offers Templates can be used during the creation of a new Reward Offer.  A Reward Offer Template has a similar structure to /wiki/spaces/WIP/pages/10008610 in order to facilitate the transfer of information to the newly created Reward Offer. 

• Navigate to Reward Offer Templates  and and explore existing records entries via the Summary page.  
• Click on the link (name Name or numberNumber) of the record entry of your interest to enter the Data Entry page and see more detail. 
• Use the Actions Menu to create a NEW Reward Offer Templates Template, modify (EDIT) or DELETE  an existing one.  
• Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Reward Offer Templates.
  
  

Check the Validations & Restrictions Table below for a list of available Actions when working with Reward Offer Templates, including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Reward Offer Templates  fields fields that are available for all Reward Offer classificationsClassifications. For additional fields , associated to with specific classifications check Classifications view the tables below further below.

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Validations & Restrictions

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attributes attributes

Attributes 

An * indicates a field is mandatory. The table below displays all the attributes which are common to all Reward Offer Classifications. For additional attributes , which are available depending on the classification Classification of the Reward Offer, view the tables below further below.

Utilise Free Capacity Additional Attributes

Utilise Free Capacity Offers are used to award customers for purchases made on specific dates / hours. The purchases might be associated with any type of product or with specific products. The additional attributes, that can be set for this classification, via the template, consist of the following:

Increase Revenue, Transaction based, Additional Attributes

Increase Revenue, Transaction based offers are used to award customers based on the value of their purchase transactions. The additional attributes, that can be set for this classification, via the template, consist of the following:

The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, you can select between:

• Batch Process:
  When this option is selected, Awards will be evaluated and provided only during the execution of the Reward Run. 
  i.e. Customer Events are not processed by the Offer immediately, but by the Reward Run (even if the Process Immediately option is checked on the Customer Event). Results will not 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

Spend Method*

Provides an option on how to spend the money earned from an Award

• Spend on Request (default)
• Spend Instantly

Defines the 'awarded' Transaction Value range of the Purchase Customer Event.i.e. Purchase Customer Event Total Amount, must be within this range in order to be considered for awarding.
The range consists of the following:

• From Value
• To Value

Payment Medium Conditions

The Conditions related with the payment medium of the Purchase Customer Event

Location Conditions

Allowed Areas/Cities/Districts

A list of Areas, Cities or Districts that should be associated to the Rewards Participant's active addresses

Period Conditions

Maximum Period To Be Awarded

The maximum period that the Customer Event might remain unprocessed. After this period, the Customer Event is no longer valid to be awarded. The period range consists of Period and a UOT, which can be weeks, months or years

Increase Revenue, Product based, Additional Attributes

Increase Revenue, Product Based Offers are used to award customers based on the value of their purchased products.  The additional attributes, that can be set for this classification, via the template, consist of the following:

The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, you can select between:

• Batch Process:
  When this option is selected, Awards will be evaluated and provided only during the execution of the Reward Run. 
  i.e. Customer Events are not processed by the Offer immediately, but by the Reward Run (even if the Process Immediately option is checked on the Customer Event). Results will not 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 Scope*

Provides the option on how the Award will be granted:

• Per transaction (Default)
  or
• Per transaction item

Spend Method*

Provides an option on how to spend the money earned from an Award

• Spend on Request (default)
• Spend Instantly

A list of products, product types or product families and their value range, that should be provided on the Customer Event. 

The range consists of the following:

• From Value
• To Value

Payment Medium Conditions

The Conditions related with the payment medium of the Purchase Customer Event

Location Conditions

Allowed Areas/Cities/Districts

A list of Areas, Cities or Districts that should be associated to the Rewards Participant's active addresses

Period Conditions

Maximum Period To Be Awarded

The maximum period that the Customer Event might remain unprocessed. After this period, the Customer Event is no longer valid to be awarded. The period range consists of Period and a UOT, which can be weeks, months or years.

Reward Loyalty, Transaction Amount Based, Additional Attributes

Reward Loyalty, Transaction Amount Based Offers are used to award customers based on the value of the purchase transactions that they have performed within a specific period of time. The additional attributes, that can be set for this classification, via the template, consist of the following:

Determines the total transaction value of Purchase Customer Events that should be performed within a period of time, in order for an Award to to be handed out.

The amount range consists of the following:

• From Value
• To Value

The period range consists of the following:

• Period

• UOT, which can be weeks, months or years

Payment Medium Conditions

The Conditions related with the payment medium information of the Purchase Customer Event

Location Conditions

Allowed Areas/Cities/Districts

A list of Areas, Cities or Districts that should be associated to the Rewards Participant's active addresses

Reward Loyalty, Transaction Number based, Additional Attributes

Reward Loyalty, Transaction Number Based offers are used to award customers based, on the number of purchase transactions that they have performed within a specific period of time. The additional attributes, that can be set for this classification, via the template, consist of the following:

Determines the total number of Purchase Customer Events that should be performed within a period of time, in order for an Award to be handed out.

The number range consists of the following:

• From Value
• To Value

The period range consists of the following:

• Period

• UOT, which can be weeks, months or years

Payment Medium Conditions

The Conditions related with the payment medium information of the Purchase Customer Event

Location Conditions

Allowed Areas/Cities/Districts

A list of Areas, Cities or Districts that should be associated to the Rewards Participant's active addresses

Reward Personal Data Completeness Offers are used to award customers that have a complete set of personal data information, such as an address or date of birth. The additional attributes, that can be set for this classification, via the template, consist of the following:

Just Money, Additional Attributes

Just Money Offers are used to award customer based on common business characteristics determined by one or multiple Segments. The additional attributes, that can be set for this classification, via the template, consist of the following:

Status
colour Green title Available from CRM.COM R10.0.0

 - Financial Achievement, Additional Attributes

Financial achievement Offers are used to award customers once they reach a specific financial achievement Classification.The additional attributes, that can be set for this classification, via the template, consist of the following:

Status
colour Green title Available from CRM.COM R10.0.0

 - Reward Behavior, Additional Attributes

Reward Behavior Offers are used to award customers that they have visited a specific website or have performed a specific action at a Social Media site. The additional attributes, that can be set for this classification, via the template, consist of the following:

The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, you can select between:

• Batch Process:
  When this option is selected, Awards will be evaluated and provided only during the execution of the Reward Run. 
  i.e. Customer Events are not processed by the Offer immediately, but by the Reward Run (even if the Process Immediately option is checked on the Customer Event). Results will not 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

Navigating to Reward Offers Templates

What are Reward Offers Templates?

Reward Offers Templates can be used during the creation of a new Reward Offer.  A Reward Offer Template has a similar structure to /wiki/spaces/WIP/pages/10008610 in order to facilitate the transfer of information to the newly created Reward Offer. 

Check the Validations & Restrictions Table below for a list of available Actions when working with Reward Offer Templates , including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Reward Offer Templates  fields that are available for all Reward Offer classifications. For additional fields, associated to specific classifications check the tables below.

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An * indicates a field is mandatory. The table below displays all attributes which are common to all Reward Offer Classifications. For additional attributes, which are available depending on the classification of the Reward Offer, view the tables below.

Utilise Free Capacity Additional Attributes

Utilise Free Capacity Offers are used to award customers for purchases made on specific dates / hours. The purchases might be associated with any type of product or with specific products. The additional attributes, that can be set for this classification, via the template, consist of the following:

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attributes_per_type attributes_per_type

Reward Offer, Classification Specific, Attributes

Utilise Free Capacity Additional Attributes

Utilise Free Capacity Offers are used to award customers for purchases made on specific dates / hours. The purchases might be associated with any type of product or with specific products. The additional attributes that can be set for this Classification via the Template consist of the following:

Increase Revenue, Transaction based, Additional Attributes

Increase Revenue, Transaction based offers are used to award customers based on the value of their purchase transactions. The additional attributes , that can be set for this classification, Classification via the template, Template consist of the following:

Increase Revenue, Product based, Additional Attributes

Increase Revenue, Product Based Offers are used to award customers based on the value of their purchased products.  The additional attributes , that can be set for this classification, Classification via the template, Template consist of the following:

Reward Loyalty, Transaction Amount Based, Additional Attributes

Reward Loyalty, Transaction Amount Based Offers are used to award customers based on the value of the purchase transactions that they have performed within a specific period of time. The additional attributes , that can be set for this classification, Classification via the template, Template consist of the following:

Reward Loyalty, Transaction Number based, Additional Attributes

Reward Loyalty, Transaction Number Based offers are used to award customers based, on the number of purchase transactions that they have performed within a specific period of time. The additional attributes , that can be set for this classification , via the template, Template consist of the following:

Reward Personal Data Completeness, Additional Attributes

Reward Personal Data Completeness Offers are used to award customers that have a complete set of personal data information, such as an address or date of birth. The additional attributes , that can be set for this classification, Classification via the template, Template consist of the following:

Just Money, Additional Attributes

Just Money Offers are used to award customer based on common business characteristics determined by one or multiple Segments. The additional attributes , that can be set for this classification, Classification via the template, Template consist of the following: