Back to Getting Started Guides for CRM.COM

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ce-classification ce-classification

Step 1: Setting up Customer Event Classifications

First, you must configure the Start by configuring the Customer Event Classifications 

Customer Events Classifications is a system function used to split System function that groups Customer Events into categories, enabling various business processes to apply different business rules to each Classification.  The classification of Customer Events is only mandatory for Achievement and Financial Achievement Type Events.

• Define the Customer Event Types for which each Classification can be selected and applied.

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ce-definitions ce-definitions

Step 2: Setting up Customer Events Definition

ThenNext, you must configure an active 'Active' Customer Events Definition 

Customer Events definitions is Events Definitions are a set of business rules used to control the behaviour of Customer Events throughout their whole life cycleLife Cycle. 

• Define the settings related to the Customer Events that will be processed by the System. 
  
  • Purchase Customer Events Automation: Select the Invoice Types that Types that will automatically trigger the creation of create Purchase Customer Events, on postingEvent when posted.
    
  • Event Types Processed Immediately: Select the customer event types that the Customer Event Types which should be processed immediately automatically selected for immediate processing. 
  • Payment Medium Brand Automation: Define the rules used to automatically set the Payment Medium Brand on Purchase or Financial Achievement Customer Events, based on the format of the specified Payment Medium identifier. 
    These rules apply only if the Customer Event is submitted with a specified Payment Medium identifier but without a Payment Medium Brand.
  • Payment Medium Type Automation: Define the rules used to automatically set the Payment Medium Type on Purchase or Financial Achievement Customer Events, based on the format of the specified Payment Medium identifier.
    These rules apply only if the Customer Event is submitted with a specified Payment Medium identifier but without a Payment Medium Type.
  •  Payment Payment Medium Identifier Automation: Define the rules used to automatically adjust the Payment Medium identifier specified on Purchase or Financial Achievement Customer Events, before saving the Events. 
    These rules apply only if the Customer Event is submitted with a specified Payment Medium identifier. The adjustment is performed just before saving the information and once other processing is completed.
  • Spend Request Customer Events Rules: Defines rules Rules that are automatically applied when creating and processing Spend Request Customer Events, such as defining the minimum or maximum amount allowed or rejecting Spend Request amount or whether to reject Spend Requests when the Wallet Balance cannot cover the Spend Request if there is not enough money to cover the spend request amount.

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ce-kpi ce-kpi

Step 3: Setting up Key Performance Indicators

 Configure the following module for additional functionality and categorisation.

Key performance Performance Indicators: Customer Event Key Performance Indicators are used to measure the performance of key business objectives to evaluate if they are achieved or not. They are used for creating Financial Statement Customer Events and can also be used as conditions on awarding participants through Financial Statement Reward Offers.

Do it Yourself!!

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accesstokens accesstokens

Setting up Access Tokens 

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First, you must configure an active 'Active' Access Tokens Definition.

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).

• Define settings of the identifier and passcode.
  • Identifier: Specify the settings related to the access token Access Token identifier
  • Passcode: Specify the settings related to the access token Access Token pass code.
  • Automation: Specify the settings related to the access token Access Token automation. Make sure you enable "Allow Creating Access Tokens on Creating Rewards Participants"." 
• Define whether the Access token Token requires verification verification .
  • Define the Communication Template to be used to send the verification code to customers.

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tokenadd tokenadd

Step 2: Setting up Access Token Classifications

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rewards rewards

Setting up Rewards

Rewards allow provide merchants to award conditional/unconditional cashback based on reward participants' activity (complete spend transaction), where cash can be spent unconditionally or on specific products at specific times and specific organisational unitsnumerous Reward Offer options to award their loyal customers. Awards can be directly converted into cash value which can be consumed on specific Products or Units and at specific times, or with no conditions at the customer's discretion.

What Comes First

To be able to use Rewards you need to configure the system System to support your business model. In the following table, you can find all the related configuration modules related to Rewards.

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schemes schemes

Step 1: Setting up Rewards Schemes

First, you must configure Start by configuring the Rewards Schemes, so that they can be assigned Rewards Participants and Reward Offers can be assigned to them.

Reward Schemes are used to group Reward Offers and keep track of eligible customers participating in the Scheme which is thus eligible for the associated offers each Scheme. Through Rewards Schemes you can define the allowed organisational units Organisational Units that will be allowed to assign Participants and Reward Offers to the Scheme.

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reward-offer-types reward-offer-types

Step 2: Setting up Rewards Offer Types

SecondlyNext, you must configure the Rewards Reward Offer Types which will then be added to Rewards Reward Definitions.

Reward Offer Types define the behaviour and nature of Reward Offers. Each Type's different characteristics are derived from the Reward Offer Classification which influences the business behaviour.  

• Define the following information:
  • Classification of the Reward Offer type Type that will define the behaviour of newly created Reward Offers that are created using this type.
  • Categories that will be allowed to be used in reward offers Reward Offers of this typeType.
  • Organisational units Units that will be allowed to create reward offers Reward Offers of this typeType.

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reward-def reward-def

Step 3: Setting up Rewards Definition

Following, you You must next configure an active 'Active' Rewards Definition to be able to work with Reward Offers,.

Rewards Definitions is a set of business rules used to control the behaviour of Rewards throughout their whole life cycleLife Cycle.

Through Rewards Definitions you can define which of the pre-configured Reward Offer Types are available for selection when creating a new Reward Offer. At least one Type must be selected.

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reward-offers reward-offers

Step 4: Setting up Rewards Offers

Next, you must configure Configure valid Reward Offers to  next, in order to be able to award future Reward Participants , (even though it Reward Offers is not a configuration entity).

Reward Offers are used to define an amount of money that will be awarded based on customer events, and/or the conditions specified in each Reward Offer. Reward Offers also define the spend conditions such as on what Products and to which Organisational Units the cashback can be spend. There exist various types of Reward Offers that you can set up in the system, each one offering you determine amounts of money awarded for Customer Events or any other awarded actions of participants, and to specify the conditions for awarding amounts and for spending the awarded amount.  The conditions can limit the redemption of awards to specific products and at particular Organisational Units (merchants).

Various types of Reward Offers can be set up in the System, each one offering different award and spend conditions. According to the type Type selected the related Rewards Award and Spend conditions will be loaded.

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