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Rewards - Up to R14

Configure the reward offers that the customer events will be evaluated against.

Accounts Receivable of the customer associated with the event, or (in case of rewards) of the participant who will benefit from the awards.

Classification of the customer event that can be evaluated through rewards to award a customer. Only customer event classifications associated with the specified customer event type can be selected.

Performed By Unit: The unit that initiated the event. E.g., the store where the purchase took place.

 Performed On (date/time)

Life Cycle State: 'Posted' or 'Cancelled'.

Process Immediately: Initiates business procedures directly after saving, such as reward offer evaluations. Check to enable (not checked by default).  If the specific customer event type has been defined through the active customer events definition, it will be checked and set to 'read-only'.

Related Financial Transaction: CRM.COM transaction related to the purchase.

External system (read-only): Defines the third-party system that generated the customer event, e.g., a point of sale or portal. It can only be set through the WEB APIs. 

External System Reference Number (read-only): Provides a unique ID for the event (in the external system and CRM.COM).

Payment Medium (e.g., visa debit or credit card). The following settings or fields are optional:

• Payment Medium Brand (e.g., American Express)
• Payment Medium Type (e.g., credit card)
• Payment Medium Identifier: A text field, which accepts alphanumeric characters, e.g., a card number.

The brand and type inherit the values set at the customer definition provided the identifier meets the definition rules.

Purchase Details (read-only)

• Total Purchased Amount
  
• Total Awarded Amount (earned from reward offers through the specific purchase)
  
• Total Spend Amount(awards redeemed on the partial or full payment of the purchase)

Quantity can be edited, defaults to '1'.

Total Amount for each product = (Quantity * Net Amount) + VAT.

The Net, VAT and Total Purchased Amountsare updated when products are added or removed.

Results from a reward offer associated with the event under evaluation and can generate a transaction that credits the wallet of the participant.

Referred Participant

Referred By Participant (will be awarded only after the referred participant is awarded)

Performed By Unit: The unit that initiated the event.

 Performed On (date/time)

Classification of the customer event that can be evaluated through rewards to award a customer. Only customer event classifications associated with the specified customer event type can be selected.

Life Cycle State: 'Posted' or 'Cancelled'.

External system (read-only): Defines the third-party system that generated the customer event, e.g., a point of sale or portal. It can only be set through the WEB APIs.

External System Reference Number (read-only): Provides a unique ID for the event (in the external system and CRM.COM).

Results from a reward offer associated with the event under evaluation and can generate a transaction that credits the wallet of the participant.

Accounts Receivable of the customer associated with the event, or (in case of rewards) of the participant who will benefit from the awards.

Classification of the customer event that can be evaluated through rewards to award a customer. Only customer event classifications associated with the specified customer event type can be selected.

Performed By Unit: The unit that initiated the event.

Performed On (date/time)

Social Media (e.g., Facebook)

Profile (e.g., Facebook)

Action (e.g., 'Like')

Life Cycle State: 'Posted' or 'Cancelled'.

Process Immediately: Initiates business procedures directly after saving, such as reward offer evaluations. Check to enable (not checked by default).  If the specific customer event type has been defined through the active customer events definition, it will be checked and set to 'read-only'.

External system (read-only): Defines the third-party system that generated the customer event, e.g., a point of sale or portal. It can only be set through the WEB APIs.

External System Reference Number (read-only): Provides a unique ID for the event (in the external system and CRM.COM).

Results from a reward offer associated with the event under evaluation and can generate a transaction that credits the wallet of the participant.

Accounts Receivable of the customer associated with the event, or (in case of rewards) of the participant who will benefit from the awards.

Classification of the customer event that can be evaluated through rewards to award a customer. Only customer event classifications associated with the specified customer event type can be selected.

Performed By Unit: The unit that initiated the event.

 Performed On (date/time)

Website (URL)

Process Immediately: Initiates business procedures directly after saving, such as reward offer evaluations. Check to enable (not checked by default).  If the specific customer event type has been defined through the active customer events definition, it will be checked and set to 'read-only'.

Life Cycle State: 'Posted' or 'Cancelled'.

External system (read-only): Defines the third-party system that generated the customer event, e.g., a point of sale or portal. It can only be set through the WEB APIs.

External System Reference Number (read-only): Provides a unique ID for the event (in the external system and CRM.COM).

Results from a reward offer associated with the event under evaluation and can generate a transaction that credits the wallet of the participant.

Accounts Receivable of the customer associated with the event, or (in case of rewards) of the participant who will benefit from the awards.

Classification of the customer event that can be evaluated through rewards to award a customer. Only customer event classifications associated with the specified customer event type can be selected.

Performed By Unit: The unit that initiated the event. For example, the store that registered the customer.

 Performed On (date/time)

Life Cycle State: 'Posted' or 'Cancelled'.

External system (read-only): Defines the third-party system that generated the customer event, e.g., a point of sale or portal. It can only be set through the WEB APIs.

External System Reference Number (read-only): Provides a unique ID for the event (in the external system and CRM.COM).

Results from a reward offer associated with the event under evaluation and can generate a transaction that credits the wallet of the participant.

Accounts Receivable of the customer associated with the event, or (in case of rewards) of the participant who will benefit from the awards.

Classification of the customer event that can be evaluated through rewards to award a customer. Only customer event classifications associated with the specified customer event type can be selected.

Performed By Unit: The unit that initiated the event. For example, the participant's bank branch.

 Performed On (date/time)

Life Cycle State: 'Posted' or 'Cancelled'.

External system (read-only): Defines the third-party system that generated the customer event, e.g., a point of sale or portal. It can only be set through the WEB APIs.

External System Reference Number (read-only): Provides a unique ID for the event (in the external system and CRM.COM).

Product for which the achievement is registered (e.g., a business loan).

Amount of money for which the achievement is registered (e.g. the remaining balance of the business loan).

Payment Medium: Information associated with the payment medium for which the achievement is registered(e.g., visa debit or credit card). The following settings or fields are optional:

• Payment Medium Brand (e.g., American Express)
• Payment Medium Type (e.g., credit card)
• Payment Medium Identifier: A text field that accepts alphanumeric characters.  E.g., a card number.

The brand and type inherit the values set at the customer definition provided the identifier meets the definition rules.

Results from a reward offer associated with the event under evaluation and can generate a transaction that credits the wallet of the participant.

Accounts Receivable of the customer associated with the event, or (in case of rewards) of the participant who will benefit from the awards.

Classification of the customer event that can be evaluated through rewards to award a customer. Only customer event classifications associated with the specified customer event type can be selected.

Performed By Unit: The unit that initiated the event. For example, the participant's bank branch.

 Performed On (date/time)

Life Cycle State: 'Posted' or 'Cancelled'.

Period (month and year) 

The combination of the accounts receivable, customer event classification and period must be unique.

External system (read-only): Defines the third-party system that generated the customer event, e.g., a point of sale or portal. It can only be set through the WEB APIs.

External System Reference Number (read-only): Provides a unique ID for the event (in the external system and CRM.COM).

Name: The KPI that is measured through the statement.

Product: The product that is related to the defined KPI.

Value: The amount that will meet the KPI objective and trigger the reward.

Results from a reward offer associated with the event under evaluation and can generate a transaction that credits the wallet of the participant.

Accounts Receivable of the customer associated with the event, or (in case of rewards) of the participant who will benefit from the awards.

Purchase Customer Event: ID Number of the event that the spend request is used to settle.

Performed By Unit: The unit that initiated the event. E.g., the store where the award was redeemed.

 Performed On (date/time)

Requested Spend Amount: The amount that should be spent.  Applicable and mandatory if it is enabled through the spend request rules of the active customer events definition.  In this case, the 'spend amount' defaults to the total purchase customer event amount and can be edited.

Classification: The classification of the customer event that can be evaluated through rewards to award a customer. Only customer event classifications associated with the specified customer event type can be selected.

Actual Spend Amount: The redeemed amount.  Applies only to automatic awards and not to the instant spending process.

Life Cycle State: 'Posted' or 'Cancelled'.

Reduction Method of requested amount (read-only). The reduction method depends on the 'Performed by Unit' of the purchase customer event for which the spent event is settlineg. If that unit is mapped to a rewards participating merchant, then the reduction method defined on the merchant is adopted.

• Front-End Reduction: Performed by the front-end system (e.g., a point of sale).

• Back-End Reduction: Performed by a back-end system (e.g., PayPal).
  
  

  Note
  'Reduction method' of spend request events which are not created through an instant spent or automatically (on the creation of a purchase customer event) it's always set to 'Front End'. Otherwise if created through an instant spend or automatically then the reduction method is set based on the 'Performed By Unit' of the associated purchase customer event.

  
  
  

Instant Spend (read-only, set by the system): Indicates whether the event was created as a result of an instant spend Reward Offer.

Automatic Spend (read-only): Indicates whether the event was created as part of the automatic awards spending process (as defined by the rewards merchants and participants)

External system (read-only): Defines the third-party system that generated the customer event, e.g., a point of sale or portal. It can only be set through the WEB APIs.

External System Reference Number (read-only): Provides a unique ID for the event (in the external system and CRM.COM).

Results from the spending of awards and can generate a transaction that debits the wallet of the participant. 

'Spend request customer event rules', which may apply when creating reward spend transactions, are configured in the customer event definition.