...
Homespot is a fictional retailer. The Homespot demo scenario illustrates how you can use the CRM.COM software for Rewards purposes. All persons portrayed in the demo are fictitious and any resemblance to real persons is purely coincidental. Data and product names are also fictitious.
...
A web portal and mobile app are also integrated and available where rewards participants can view and manage their rewards easily via a computer or smartphone respectively.
...
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 participants can manage their awards rewards via the web portal and /or mobile app.
5. Customer View
...
5.1.1 Web Portal Registration
Visit the portal at (URL) and click on Register.
Fill in the fields with the required details and click on Register.
...
Download and open the mobile app.
Click on SIGN UP
Fill in the fields with the required details and click on SIGN UP
...
Once you register you can log in as a rewards participant via the web portal or mobile app using the email and password you specified during registration and clicking Login LOGIN.
Note: You can log in as the demo rewards participant using the below credentials:
username: eric@crm.com
password: 123456
5.3 View Available Offers
Once you log in, as a rewards participant you can view all the available running offers applicable to you. By selecting clicking on an offer you can view more details or check your progress towards a specific offer and see how close or far you are to reaching your target (where applicable).
Note: You can log in as the demo rewards participant using the below credentials:
username: eric@crm.com
password: 123456
5.4 Make
...
A Purchase
Once you are informed about the running offers you can make your purchases. Eligible purchases will give you the appropriate awards according to the specified reward offers and the reward amounts.
...
Following a transaction, you can check your account via the web portal or mobile app to see if any of the available offers were triggered and gave you any awards.
My Account > WalletWallet (web portal)
Transactions > Awards (mobile app)
For every award you receive you can see from which offer it was given.And at any point you can view your updated wallet balance.
In the case where you have conditional cashback into your wallet you can view details on how to spend your awards.
My Rewards > My Rewards > Awards
The mobile app allows you to view your awards of the last 1/6/12 months.
And at any point you can view your updated wallet balance.
5.6 Make a spend
...
The mobile app allows you to view your purchases of the last 1/6/12 months.
5.9 View Conditional / Unconditional Balance
In the case where you have conditional cashback into your wallet you can view details on how to spend your awards.
My Rewards > My Rewards (web portal)
Home (mobile app)
5.10 View Progress Towards A Reward Offer
Certain reward offer types allow the participant to keep track of his progress towards a specific offer until the target is reached and the award is given. Such offers are punchcard-like offers and progress bar offers.
5.
...
11 View Notifications
Notifications in CRM.COM are being sent out to rewards participants automatically following specified performed events (i.e., registration, awards, spends, new offers and more).
Notifications are available via the web portal and mobile app. Notifications can also be sent via email and SMS.
5.
...
12 View/Update Personal Details
You can view and update your personal details via the web portal and mobile app.
...