...
2. Introduction
Homespot is a large value-driven company retailer in Cyprus with a passion for life at home. Homespot is the perfect place to spend some quality time with the whole family as it combines shopping, dining and entertainment for all ages. It is essential for Homespot to facilitate purchases from repeat customers and to establish a core audience of loyal customers in order to increase its profits but also to reduce its risk and increase the power of its position within the market of furniture and other home related goods. Therefore, the company wants to introduce reward offers that will have a significant impact on the customer’s decision making and spending.
3.
...
Working With Other Systems
The Homespot demo involves a Kounta POS where a variety of products are available to be purchased through the POS.
CRM.COM is integrated with leading POS, E-Commerce sites, Card Terminals and more and via the CRM.COM Web API it can be easily integrated with the one you prefer.
Note: More information on Kounta can be found here: www.kounta.com
...
The concept of the Homespot demo is to simulate transactions via the Kounta POS whilst the rewards participant gets awarded in real time, automatically. Additionally, the rewards reward participants can manage their rewards via the web portal and mobile app.
5.
...
Processes For Your Customers
5.1 Registration
Customers can sign up for Rewards on their own via the web portal or mobile app.
...
Enter the email addresses of those you want to refer and click Send / SUBMIT
6.
...
Processes For Your Marketers
6.1 Log In As A
...
Marketer
To log in as a merchant marketer use the below access details:
username: merchanthomespotdemo
password: 123456mhomespot123!
6.2 Create A New Reward Scheme
...
Fill in the details of the reward scheme and click SAVE
6.3 Create A New Reward Offer
Navigate to: Rewards > Manage Reward Schemes
Open the Reward Scheme you created.
ACTIONS > ADD REWARD OFFER
Fill in the main information of the reward offer
Fill in the award conditions of the reward offer. The award conditions are the conditions that need to be met in order for the award to be given to the participant
Fill in the spend conditions of the reward offer. The spend conditions are the conditions that need to be met in order for the award to be spent by the participant
The Marketing Information provides all the offer information when presented via a web portal and mobile app.
Click SAVE
To activate a reward offer, open the offer
Actions > SET AS EFFECTIVE
Note: CRM.COM supports the available reward offer classifications: Utilize Free Capacity, Reward Sign Ups, Reward Referrals, Increase Revenue Transaction Based, Increase Revenue Product Based, Reward Loyalty Transaction Amount Based, Reward Loyalty Transaction Number Based, Reward Loyalty Transaction Item Quantity Based, Reward Behavior, Reward On Birthday, Reward On Name Day, Reward Subscription Maturity, Reward Personal Data Completeness, Reward Achievements, Reward Financial Achievements, Reward Financial Statement and Just Money.
6
...
Navigate to Foundation > Analytics > View Dashboards
The dashboards present system data in a graphic representation in the form of stacked charts, bar chars, pie charts and more.
Each dashboard includes a variety of charts related to the selected dashboard.
You can switch from one dashboard to another using the SWITCH TO DASHBOARD drop down list.
Some charts allow the operator to drill down to more details by clicking on the desired chart pieces.
...
.
...
7.1 Log In As An Operator
To log in as an operator use the below access details:
username: homespotdemo
password: homespot123!
7.2 Retrieve A Rewards Participant (360° View)
CRM.COM allows the operator to have a full view of a rewards participant with all his activity in a single page.
Navigate to CRM > Communication Centre > Access Communication Centre
Retrieve a rewards participant using the provided search box and hit Enter
As soon as the participant is retrieved, all his details, data, transactions and rewards activity will be filled in the screen automatically
...
3 Create A Customer Segment
Navigate to Foundation > Segmentation > Manage Segments
...
Segments can then be used for marketing campaigns or targeted offers.
...
6.4 Set Up An Email Campaign
Navigate to CRM > Communications > Notifications > Notification Types
...
On the Communication Template click click New to create the content of the campaign
...
To run the campaign select ACTIONS > > SCHEDULE NOTIFICATIONS
Select Run Now to run the campaign once or schedule the campaign to run repeatedly or on a specific day and time.
Click SAVE
...
6.5 Schedule A Report
Navigate to Foundation > Analytics > Run Reports
The available reports are grouped by application. Select the report you would like to generate and/or schedule
Enter the criteria of your choice so as to filter the information to be presented on the report
Select the fields to be visible on the report
Select the fields to be grouped by
Select the format of the report you would like to generate
...
To schedule a report to be automatically sent to specific users click click SCHEDULE on on the report page
Fill in the main details of the report scheduler
...
On the Scheduling Settings define if the report will run repeatedly and how often
Click SAVE
Click SAVE
6.6 View A Dashboard
Navigate to Foundation > Analytics > View Dashboards
The dashboards present system data in a graphic representation in the form of stacked charts, bar chars, pie charts and more.
Each dashboard includes a variety of charts related to the selected dashboard.
You can switch from one dashboard to another using the SWITCH TO DASHBOARD drop down list.
Some charts allow the operator to drill down to more details by clicking on the desired chart pieces.
6.7 Retrieve A Rewards Participant (360° View)
CRM.COM allows the operator to have a full view of a rewards participant with all his activity in a single page.
Navigate to CRM > Communication Centre > Access Communication Centre
Retrieve a rewards participant using the provided search box and hit Enter
As soon as the participant is retrieved, all his details, data, transactions and rewards activity will be filled in the screen automatically
7. Get Your Partners To Join Too
A partner can be a separate merchant who you've done a collaboration with in order to participate to your reward scheme.
7.1 Log In As A Partner
A partner (another merchant) can join the Rewards Scheme as part of a collaboration with the scheme's owner. The contribution towards the awards is specified and the partner can set up his own offers with restricted access to the CRM.COM software.
To log in as a partner use the below access details:
username: merchant
password: 123456m
7.2 Create A New Reward Offer
Navigate to: Rewards > Manage Reward Schemes
Open the Reward Scheme you created.
ACTIONS > ADD REWARD OFFER
Fill in the main information of the reward offer
Fill in the award conditions of the reward offer. The award conditions are the conditions that need to be met in order for the award to be given to the participant
Fill in the spend conditions of the reward offer. The spend conditions are the conditions that need to be met in order for the award to be spent by the participant
The Marketing Information provides all the offer information when presented via a web portal and mobile app.
Click SAVE
To activate a reward offer, open the offer
Actions > SET AS EFFECTIVE
Note: CRM.COM supports the available reward offer classifications: Utilize Free Capacity, Reward Sign Ups, Reward Referrals, Increase Revenue Transaction Based, Increase Revenue Product Based, Reward Loyalty Transaction Amount Based, Reward Loyalty Transaction Number Based, Reward Loyalty Transaction Item Quantity Based, Reward Behavior, Reward On Birthday, Reward On Name Day, Reward Subscription Maturity, Reward Personal Data Completeness, Reward Achievements, Reward Financial Achievements, Reward Financial Statement and Just Money.