...

• In the “Number field type “194” to find purchase event 194

  

   

• You can use the tabs on the left to see information on the event like the products purchased (PRODUCTS tab) and the rewards awarded

   (REWARD AWARD TRANSACTION tab) as a result of the event.

  3. How to view an existing Rewards Scheme and the Reward offers under the specific scheme

• Navigate to Rewards > Rewards > Manage Reward Schemes
• Type “%” in the “Name” field and click “SEARCH”
• The available Reward Schemes will come up

...

• 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
  
  
  
  
  
• 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
  
  
  
  
  
  Note               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
  
  
  
  
  
  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

...

• As soon as the criteria are defined click Save
• In order to preview the segment click Preview from the Actions button
  
  
  
  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

...

• 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

      Image Added

• When the process run is completed you will be able to see it under the Process Runs tab.  This is where you will see all the process run of the specific 
• notification run that will submit to the scheduler at any point.
• The process runs allow you to see which have been processed successfully and which have been processed with errors by expanding the appropriate section
• You can also drill down to specific entries to view the exact communication that was sent to each customer