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 Back to Getting Started Guides for CRM.COM

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

What you need to get started

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  • 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 customers.
  • Customer Events
    Set up Customer Events, used by Rewards to award participants on either financial or marketing Events and to redeem customer awards.
  • Contact Information
    Defining the rules for managing Contact Information, required when registering Rewards Participants.

  • Accounts Receivable
    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.

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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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