...
username: homespotdemomerchant
password: homespot123!123456m
6.2 Create A Reward Scheme
...
Some charts allow the operator to drill down to more details by clicking on the desired chart pieces.
7. Operator View
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
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
As soon as the participant is retrieved, all his details, data, transactions and rewards activity will be filled in the screen
7.3 Create A Customer Segment
Navigate to Foundation > Segmentation > Manage Segments
Click NEW
Fill in the details of the segment
The criteria section is where you build the CRMQL segment.
For example, the below segment retrieves all the reward participants who have signed up on the current day.
Click SAVE
You can preview the segment and see what's included in the created segment. Remember that the segments are dynamic.