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Learn how you can configure Rewards Schemes

What does this section cover?

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What are Rewards Schemes?

Rewards Schemes are used to

  • group reward offers based on their characteristics
  • keep track of customer which are participating to the scheme and are eligible for the specified offers
  • control the organizational units which can add participants.

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsAdditional Information
General
  • All mandatory fields must be provided
  • Multiple reward schemes can exists in the system, but each one should have a unique name and alternative code.
A reward scheme can be used by users only if they are included in the allowed organisational units.
Delete

  • Reward schemes cannot be deleted if:

    • there are any customers (Rewards Participants) participating to that scheme
    • if the scheme has any active reward offers.
 
  • Not Applicable

Rewards Schemes attributes 

Name

Description

Name*The name of the reward scheme
Alternative code*The alternative code of the reward scheme
DescriptionA description of the reward scheme
Life Cycle StateThe life cycle state of the reward scheme which can be effective or not effective. Only effective reward schemes can be offered to rewards participants
Effective Reward OffersA list of effective reward offers which are provided by the specific reward scheme. Only effective reward offers can be provided to customers
Not Effective Reward OffersA list of not effective reward offers which were provided or will be provided at some point by the specific reward scheme. Only effective reward offers can be provided to customers
Allowed Organisational UnitsThe organisational units that can use the specific reward scheme

Defining your own Rewards Schemes tailored to your company's needs

  1. Navigate to REWARDS APPLICATION > REWARDS > MANAGE REWARD SCHEMES
     
  2. Either search for an existing one or from the Top Menu click on NEW
     REWARDS SCHEMES

  3. MAIN INFORMATION

    1. Fill out the required information. Mandatory fields are marked with asterisks ( * )

      1. Name

      2. Alternative Code

      3. Description

  4. From the Actions Menu click on SAVE

  5. ALLOWED ORGANISATIONAL UNITS

    Include Page
    Setting Allowed Organisation Units - Global
    Setting Allowed Organisation Units - Global

  6. LOG INFORMATION

    Include Page
    Log Information - Global
    Log Information - Global
    From the Actions Menu click on SAVE

Deleting Rewards Schemes

Include Page
Deleting a record - Global
Deleting a record - Global

 

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