...

            Note: For more information on Reward Schemes click on the link below:

            https://discover.crm.com/display/V4Manual/Configuring+Rewards+Schemes

            Note: For more information on Reward Offers click on the link below:

            https://discover.crm.com/display/V4Manual/Rewards+Offers

      4. How to view an existing Rewards participant

• Navigate to Rewards > Rewards > Manage Rewards Participants
• Search for the Rewards Participant you are looking, for example type “35” in Number field, or type “%” and click search to find all participants

        Image Added

• Click on participant “35” to view the participants information
  
  Image Added
• The links on the left in blue can be clicked on to view information on the participants such as the participants contact details, wallet transactions/balance,
   the scheme they are participating in as well as any communications they received and the access details for their rewards participation (ACCESS TOKEN)

               Note: For more information on Rewards Participants click on the link below:

                https://discover.crm.com/display/V4Manual/Rewards+Participants

      5. How to view dashboards

• Navigate to Foundation > Analytics > View Dashboards
• The dashboards page opens
• You can switch from one dashboard to another using the drop down Switch To Dashboard
  
  
  Image Added
  
  
• In order to drill down to view more information click on a piece on a chart.  On mouse over on a piece you can also see the % and the exact volume
  
  Image Added
  
  
  
  Note: For more information on Dashboards click on the link below:
  https://discover.crm.com/display/V4Manual/Dashboards

        6.  How to generate a report for Rewards

• Navigate to Foundation > Analytics > Run Reports
• Select a report to generate from the reports list i.e “Rewards Participants Balance”
• Enter the criteria to filter your report results
• Define the fields to be displayed
• Define the group by fields
• Click on the format of the report to be generated (CSV, HTML, PDF, WORD)
• The report is being generated according to the selected format
• If you would like to schedule the report to be automatically sent via Email then click on Schedule and define the scheduling settings of your choice
  
  
  Image Added
  
  
  Note: For more information on Reports click on the link below:
  https://discover.crm.com/display/V4Manual/Reports

     7. How to create a new segment using CRMQL

• Navigate to Foundation > Segmentation > Manage Segments
• Click NEW

      Image Added

• Under the Main Information tab specify the segment’s main information

       Image Added

• Under the Criteria tab select the Entity that the segment will be about
• Specify the segment criteria using CRMQL.  You will notice that as you type, the system provides a list of the available items to select in order to syntax 
  your criteria.  (More information on the CRMQL syntax can be found here: https://discover.crm.com/display/V4Manual/Using+CRM+Query+Language)

       Image Added

• As soon as the criteria are defined click Save
• In order to preview the segment click Preview from the Actions button
  Image Added
  
  
  To view existing segments:
  
  
• Navigate to Foundation > Segmentation > Manage Segments
• Type “%” in the number field and click SEARCH to find all participants

• Example segments to open:  
  
  
   

  Segment No.	Name	Details
  11	IMAGINE All Reward Participants	All Reward Participants
  15	IMAGINE Travel Ltd. New Rewards Participants	All Participants who signed up today
  19	IMAGINE Rewards Participants in London	Participants with account location London

   

   

            Note: For more information on Segmentation click on the link below: 

            https://discover.crm.com/display/V4Manual/Segmentation

8. How to create a notification run to be sent to a specific customer segment 

• Navigate to CRM > Notifications > Perform Notification Runs
• Click New and select Customer Care Notification Process Definition

        Image Added

• The Notification Run Definition screen opens
• Under the Main Information tab specify the notification run’s main information
• Select a notification type 

       Image Added

• Under the Criteria tab, on the Segment section click Add and select the customer segment that you wish to send the email notifications to
  Note: The media e.g. Email or SMS is specified on Communication template, included in the selected Notification Type
• Click Save
• In order to submit the notification run click Submit from the Actions button
• At this point, the notification run is sent to the scheduler