The Reward Offer Template that if selected it will carry over predefined information, such as offer classification, award and spend conditions.

Visit R9 - Configuring Reward Offer Templates for more information

The life cycle state of the reward offer which can be Effective or Not Effective. By default, reward offers are created as Not Effective

The latest date that the rewards offer become effective. This information is set or updated each time the life cycle state of the reward offer changes from Not Effective to Effective

The group that owns the specific Reward Offer

The privacy level of the specific Reward Offer. It is always read only and can be changed through a dedicated action

Reward offer validity is used to define the period ranges that the reward offer is valid. 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 valid for the participant to spend. By default all awarded offers will be always valid unless a Reward Award Validity period is defined in the Reward Offer based on which the Award Transaction was created. Reward Award Validity settings can either specified as:

• Always valid: No validity period is defined so 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 a specific date

The award that will be given if the offer award conditions are met. The award can be a specific amount or a percentage of the financial transaction amount that triggered the award, although the percentage is not always applicable. This depends on the classification of the reward offer. More specifically:

• Amount or Percentage can be used if the reward offer is classified as 
  
  • Utilise free capacity
  • Increase Revenue, Transaction Based
  • Increase Revenue, Product Based
  • Reward Loyalty, Transaction Amount Based
• Amount only can be used if the reward offer is classified as
  
  • Reward Loyalty, Transaction Number Based
  • Reward Sign Ups
  • Reward Referrals
  • Reward Behavior
  • Reward on Birthday
  • Reward Subscription Maturity
  • Reward Personal Data Completeness
  • Reward Achievements
  • Just Money

If enabled then the offer will be awarded to customers having complete address information. Address completeness is defined by the following:

• Address Types: A list of phone types that should exist for each customer
• Address Information: A list of phone information fields that should be completed for each phone

If enabled then the offer will be awarded to customers having complete phone information. Phone completeness is defined by the following:

• Phone Types: A list of phone types that should exist for each customer
• Phone Information: A list of phone information fields that should be completed for each phone

If enabled then the offer will be awarded to customers having complete email information. Email completeness is defined by the following:

• Email Types: A list of email types that should exist for each customer
• Email Information: A list of email information fields that should be completed for each email

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 the selected filtered entity as the segment entity

A list of segments which are used to excluded 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 the selected filtered entity as the segment entity

• All mandatory fields must be provided
• Multiple reward offers can exist in the system, but each one should have a unique name and alternative code. 
• The type of the reward offer must be included in the list of allowed reward offer types as defined in the active rewards definition
• The category of the reward offer is included in the list of allowed categories as defined in the reward offer type that was selected on the reward offer

•  Reward offers are used by the following processes:
  • Evaluation of customer events in order to award them
  • Evaluation of spend request events in order to allow spending awards

• The life cycle state of a reward offer can be effective or not effective. Only effective reward offers can be offered to rewards participants. By default new reward offers are created as not effective, therefore are not immediately available to rewards participants

• Not Applicable

• Reward offers cannot be deleted if  any award or spend reward transaction already exists.

• Not Applicable