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Find out how to create a new Rewards Offers of classification Reward Personal Data Completeness

What does this section cover?

Table of Contents
minLevel2

Navigating to Rewards Offers

Info

REWARDS APPLICATION > REWARDS > REWARDS OFFERS

Explaining Reward Personal Data Completeness Offers Fields

Reward personal data completeness offers are used to award customers having a complete set of personal data information, such as an address or date of birth. 

Name

Description

Number *NumberAn auto generated number that uniquely identifies each reward offer
Scheme Scheme*The reward scheme that the reward offer belongs to
Type Type*The type of the reward offer, that will determine it's business behaviorbehaviour. Reward offer types are filtered based on the organisational unit of the logged in user
Name Name*The name of the reward offer
Alternative codeThe alternative code of the reward offer
Life cycle state

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

Latest Effective Date

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

DescriptionA description of the reward offer
CategoryThe category of the reward offer

Owned by Group

The group that owns the specific contact information

Privacy Level

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

Validity

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
Award Award*

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
Award conditions conditions*
Personal Data Completeness Conditions Conditions*

The conditions related with the personal data that should be complete. At least one condition should be specified in this section

Award Date of Birth CompletenessIf enabled then the offer will be awarded to customers having complete date of birth information
Award Address Completeness

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
Award Phone Completeness

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
Award Email Completeness

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
Period ConditionsThe conditions related with the period that the personal data completeness customer event was performed. It is not mandatory to specify a condition in this section
From DateDefines the start of the period. If specified then the offer will be awarded only if the customer event was applied either on that date or after that date
To DateDefines the end of the period. If specified then the offer will be awarded only if the customer event was applied either on that date or before that date
Segment ConditionsAdditional conditions which can be set using segments. It is not mandatory to specify a condition in this section
Include Rewards Participants Included in Segment

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
Exclude Rewards Participants Included in Segment

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
Organisational ConditionsDefines the Groups or Units that submitted the customer event and are allowed to award the offer. It is not mandatory to specify a condition in this section
Allowed Groups / UnitsA list of Groups or Units that can award the offer
Spend conditions
Time ConditionsDefines on which days and /  or at which time, the awarded offer can be spend. It is not mandatory to specify a condition in this section
DayIt defines the days  during which customers can spend awards provided by this offer . All week days are available and can be enabled or disabled
HoursIt defines a set of hour ranges during which customers can spend awards provided by this offer.
X UOT after awardingIt defines an open ended date period, starting from a date which is set to X days, weeks or months after the date that the offer was awarded, during which customers can spend the awards provided by this offer.
Product ConditionsDefines the products that the awarded offer can be spent on. It is not mandatory to specify a condition in this section
Allowed Products / Product Types A list of products or product types that the reward can be spend on.
Organisational ConditionsDefines the Groups or Units that the awarded offer can be spent on. It is not mandatory to specify a condition in this section
Allowed Groups / UnitsA list of Groups or Units that the reward can be spend on.

 

Creating & Saving, Validations & Restrictions

ActionValidationsAdditional Information
Create
  • 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
Save
  • 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

 

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

 

Creating a Rewards Offers

 

  1. Navigate to REWARDS  OFFERSOFFERS
  2. Search using the criteria available in the summary page
  3. From the top menu click on the NEW to open the Rewards Offers data entry page
    CREATING REWARDS OFFERS

  4. MAIN INFORMATION 

    1. Name
    2. Alternative Code
    3. Reward Scheme:  Search and select the Scheme that the offer will belong to
    4. Type: Select the type from the dropdown drop down list. Select a type of classification Reward Personal Data Completeness
    5. Award: Specify the award amount or percentage that will be given if the offer award conditions are met
    6. Category
    7. Description
       

  5. OFFER VALIDITY

    1. Select between the two options:

      1. Valid from latest effective date onward (default option)

        1. If selected then only customer events which were created from the latest effective date (inclusive) onward will be awarded 

      2. Valid for a specific period 

        1. If selected then only customer events which were created within those periods, regardless of the latest effective date, will be awarded


  6. AWARD CONDITIONS

    1. PERSONAL DATA COMPLETENESS CONDITIONS

      1. Award Date of Birth Completeness: Specify by enabling or not if the award will be awarded for date of birth completeness

      2. Award Address Completeness: 

        1. Click ADD
        2. Select the address type that must be completed

      3. Award Phone Completeness

        1. Click ADD
        2. Select the phone type that must be completed

      4. Award Email Completeness

        1. Click ADD

        2. Select the email type that must be completed

    2. PERIOD CONDITIONS

      1. Period of Data Completeness

        1. Specify a From and To Date

    3. SEGMENT CONDITIONS

      1. Include Rewards Participants Included in Segments:

        1. Click ADD 

        2. Select the segment from the list which will be used to filter in the customer events that are allowed to be awarded.

          1. Segment: A select box with all the segments having the selected filtered entity as the segment entity. Segments can be selected if they are related to Reward Participants only

      2. Exclude Rewards Participants Included in Segment:

        1. Click ADD

        2. Select the segment from the list of segments which will be used to exclude the customer events that are not allowed to be awarded. 

          1. Segment: A select box with all the segments having the selected filtered entity as the segment entity. Segments can be selected if they are related to Reward Participants only
    4. ORGANISATIONAL CONDITIONS
      Info
      titleOrganisational Units Tips
      In order a Reward Participant can meet the criteria and awarded then:

      1. The Unit of the Customer Events and Spend Requests need to meet the Allowed Organisational Unit Conditions of Award and Spend Conditions respectively under the Reward Offers

        Click on ADD and select between
        1. GROUP
        2. UNIT
      2. Use the Search modal to select the Organisational unit you would like to add.

      3. You can select any type of Organisational unit according to the restrictions that you would like to set or none at all.

        Info
        titleOrganisational Units Tips

        In order a Reward Participant can meet the criteria and awarded then:

        The Unit of the Customer Events and Spend Requests need to meet the Allowed Organisational Unit Conditions of Award and Spend Conditions respectively under the Reward Offers

  7. SPEND CONDITIONS

    1. TIME CONDITIONS

      1. Days allowed to receive award: Define on which days the customer event should be performed so that participants can be awarded. All week days are available and can be enabled or disabled

      2. Hours Ranges allowed to Receive Award: Click ADD and specify the hour ranges during which the customer event should be performed so that the participants can receive award of this offer

      3. Allow Spending Only After a Period of Time Since the Award Was Offered: Specify the time and the UOT

    2. PRODUCT CONDITIONS
      1. Click ADD and select from the options:
        1. Product
        2. Product Type
      2. Search and select the product/product type that the reward can be spend on
    3. ORGANISATIONAL CONDITIONS
      Info
      titleOrganisational Units Tips
      In order a Reward Participant can meet the criteria and awarded then:

      1. The Unit of the Customer Events and Spend Requests need to meet the Allowed Organisational Unit Conditions of Award and Spend Conditions respectively under the Reward Offers

        Click on ADD and select between
        1. GROUP
        2. UNIT
      2. Use the Search modal to select the Organisational unit you would like to add.

      3. You can select any type of Organisational unit according to the restrictions that you would like to set or none at all.

        Info
        titleOrganisational Units Tips

        In order a Reward Participant can meet the criteria and awarded then:

        The Unit of the Customer Events and Spend Requests need to meet the Allowed Organisational Unit Conditions of Award and Spend Conditions respectively under the Reward Offers


  8. From the Action Menu click on SAVE

  9. LOG INFORMATION

    The following information is automatically set by the system on saving the Rewards Offers

    Include Page
    Log Information - Global
    Log Information - Global

 

NoteVisit Understanding Rewards Offers for business examples related to Creating Rewards Offers

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