...
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
...
You can view and update your personal details via the web portal and mobile app.
My Account > Settings
5.12 Refer A Friend
You can refer a friend to join Rewards via the web portal and mobile app.
My Rewards > My Offers > Referral Offer (web portal)
Refer A Friend (mobile app)
Click the Refer button
Enter the email addresses of those you want to refer and click Send / SUBMIT
6. Merchant View
6.1 Log In As A Merchant
...
username: merchant
password: 123456m
6.2 Create A New Reward Scheme
Navigate to: Rewards > Manage Reward Schemes
...
Fill in the details of the reward scheme and click SAVE
6.3 Create A New Reward Offer
Navigate to: Rewards > Manage Reward Schemes
...
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
...
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.
...
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
7.3 Create A Customer Segment
Navigate to Foundation > Segmentation > Manage Segments
Click NEW
Fill in the details of the segment
...
For example, the below segment retrieves all the reward rewards participants who have signed up on the current day.
...
You can preview the segment and see what's included in the created segment. Remember that the segments are dynamic.
Segments can then be used for marketing campaigns or targeted offers.
7.4 Set Up An Email Campaign
Navigate to CRM > Communications > Notifications > Notification Types
Click NEW
Fill in the details of the notification type
...
Select Run Now to run the campaign once or schedule the campaign to run repeatedly or on a specific day and time.
Click SAVE
7.5 Schedule A Report
Navigate to Foundation > Analytics > Run Reports
...