The Reward Offer Template that if selected it will carry over predefined information, such as offer classificationOffer Classification, award Award and spend conditionsSpend Conditions.

Visit View Configuring Reward Offer Templates for  for more information.

The life cycle state Life Cycle State of the reward offer Reward Offer which can be 'Effective' or 'Not Effective'. By default, reward offers are created as Reward Offers are created as 'Not Effective'.

The latest date that the rewards offer become effectiveReward Offer become 'Effective'. This information is set or updated each time the life cycle state Life Cycle State of the reward offer Reward Offer changes from 'Not Effective' to 'Effective'.

The method that will be used to evaluate the

Offer. For the evaluation of the specific

Reward Offer Type, only one option is available:

• Batch Process:
  

• When this option is selected, Awards will be evaluated and provided only during the execution of

• the Reward Run. 

The Award given if the Offer Award Conditions are met. Only one of the available options can be selected, and it is mandatory that at least one is defined.

If enabled then the Reward Offer will be applicable only if the provided award is the best award (highest amount) among other Reward Offers that might be applicable. By default, this option is set as disable

Reward Offer Validity is used to define the period ranges that the reward offer Reward Offer is valid for. 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

Reward Award Validity is used to define the period for which an award is Award remains valid for the participant to spend. By default all awarded offers Offers will be always remain valid unless a Reward Award Validity period is defined in the Reward Offer based on which the Award Transaction was createdwill be based.  Reward Award Validity settings can either be specified as:

• Always validValid: No validity period is defined so the 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 to a specific date

If enabled, then the offer Offer will be awarded to customers meeting the following conditions:

• Have not been awarded by the specific offer this Offer before
• Successfully signed up as a rewards participantRewards Participant 
• Have already been awarded by another Offer, at least onceonce 

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 select box with all the segments having a segment entity equal to one of the following:
  • Accounts Receivable
  • Rewards Participant
  • Contact Information

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

  • Award Reward Transaction

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

  • Spend Reward Transaction

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

A list of segments which are used to excluded exclude 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 a segment entity equal to one of the following:
  • Accounts Receivable
  • Rewards Participant
  • Contact Information

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

  • Award Reward Transaction

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

  • Spend Reward Transaction

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

A list of Groups or Units that can award the offerOffer

A list of products, product types or product families that the reward Reward can be spend spent on.

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

The group that owns the specific Reward Offer, which will automatically default defaults to the group of the signed in user, or will be is automatically set based depending on the geographical area of the contact as defined in Groups.

The privacy level of the specific contact. 
It is always read Read-only and can be changed through a dedicated action or it will be automatically set by the Privacy Level Assignment Rules (PLAR).