The Reward Offer Template that if selected will carry over predefined information, such as Offer Classification, Award and Spend Conditions.

View Configuring Reward Offer Templates for more information.

The

Life Cycle State of the

Reward Offer which can be 'Effective' or 'Not Effective'. By default,

Reward Offers are created as 'Not Effective'.

The latest date that the

Reward Offer become 'Effective'. This information is set or updated each time the

Life Cycle State of the

Reward Offer changes from 'Not Effective' to 'Effective'.

• Multiple reward offers can exist in the system, but each one should have a unique name and alternative code. 
• The type of the reward offer must be included in the list of allowed reward offer types as defined in the active rewards definition
• The category of the reward offer is included in the list of allowed categories as defined in the reward offer type that was selected on the reward offer

•  Reward offers are used by the following processes:
  • Evaluation of customer events in order to award them
  • Evaluation of spend request events in order to allow spending awards

• The life cycle state of a reward offer can be effective or not effective. Only effective reward offers can be offered to rewards participants. By default new reward offers are created as not effective, therefore are not immediately available to rewards participants

• Reward offers cannot be deleted if  any award or spend reward transaction already exists.

The life cycle state of the reward offer which can be Effective or Not Effective. By default, reward offers are created as Not Effective

The latest date that the rewards offer become effective. This information is set or updated each time the life cycle state of the reward offer changes from Not Effective to Effective

The group that owns the specific contact information

The privacy level of the specific contact. It is always read only and can be changed through a dedicated action

Reward offer validity is used to define the period ranges that the reward offer is valid. Two validity options are available:

• Valid from latest effective date onward (default option)
  • If selected then only customer events which were created from the latest effective date (inclusive) onward will be awarded 
• Valid for a specific period 
  • If selected then only customer events which were created within those periods, regardless of the latest effective date, will be awarded

The award that will be given if the offer award conditions are met. The award can be a specific amount or a percentage of the financial transaction amount that triggered the award, although the percentage is not always applicable. This depends on the classification of the reward offer. More specifically:

• Amount or Percentage can be used if the reward offer is classified as 
  
  • Utilise free capacity
  • Increase Revenue, Transaction Based
  • Increase Revenue, Product Based
  • Reward Loyalty, Transaction Amount Based
• Amount only can be used if the reward offer is classified as
  
  • Reward Loyalty, Transaction Number Based
  • Reward Sign Ups
  • Reward Referrals
  • Reward Behavior
  • Reward on Birthday
  • Reward Subscription Maturity
  • Reward Personal Data Completeness
  • Reward Achievements
  • Just Money

It defines the total transaction value of purchase customer events that should be performed within a period of time in order to be awarded.

The amount range consists of the following:

• From Value
• To Value

The period range consists of the following:

• Period
• OUT, which can be weeks, months or years

A list of segments which are used to filter in the customer events that are allowed to be awarded.The criteria consist of the following:

• Segment: A select box with all the segments having the selected filtered entity as the segment entity

A list of segments which are used to excluded the customer events that are not allowed to be awarded. The criteria consist of the following:

• Segment: A select box with all the segments having the selected filtered entity as the segment entity

• Multiple reward offers can exist in the system, but each one should have a unique name and alternative code. 
• The type of the reward offer must be included in the list of allowed reward offer types as defined in the active rewards definition
• The category of the reward offer is included in the list of allowed categories as defined in the reward offer type that was selected on the reward offer

•  Reward offers are used by the following processes:
  • Evaluation of customer events in order to award them
  • Evaluation of spend request events in order to allow spending awards

• The life cycle state of a reward offer can be effective or not effective. Only effective reward offers can be offered to rewards participants. By default new reward offers are created as not effective, therefore are not immediately available to rewards participants

• Reward offers cannot be deleted if  any award or spend reward transaction already exists.

The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Type, only one option is available:

• Batch Process:
  When this option is selected, Awards will be evaluated and provided only during the execution of the Reward Run.
  i.e. Customer events are not processed by the Offer immediately but by the Reward Run (even if the Process Immediately option is checked on the customer event). Results will not be available immediately on the execution of the event.

The Award given if the Offer Award Conditions are met. Only one of the available options can be selected, and it is mandatory that at least one is defined.

If enabled, then the Reward Offer will be applicable only if the provided Award is the best Award (largest amount) among other Reward Offers that might be applicable. By default, this option is disabled.

Offer Validity is used to define the period ranges that the Reward Offer is valid for. Two validity options are available:

• Valid from latest effective date onward (default option)
  If selected, only Customer Events which were created from the latest effective date (inclusive) onward are awarded.
• Valid for a specific period
  • Valid From (inclusive)
  • Valid To (exclusive)
    If selected, only Customer Events created within the period, are awarded.

  Status
  colour Yellow title Available from CRM.COM R11.1.0

• Valid During Birthday Period
  
  • Valid X days before birthday date
  • Valid X days after birthday date
    If selected, only Customer Events created within the period, are awarded.
• Valid During Name Day Period
  • Valid X days before name day date
  • Valid X days after name day date
    If selected, only Customer Events created within the period, are awarded.
• Valid During a Recurring Period
  • Valid From (inclusive) Day and Month
  • Valid To (inclusive) Day and Month
    If selected, only Customer Events created within the period, are awarded.

Reward Award Validity is used to define the period for which an Award remains valid for the participant to spend. By default all awarded Offers will remain valid unless a Reward Award Validity period is defined in the Reward Offer on which the Award Transaction will be based.  Reward Award Validity settings can be specified as:

• Always Valid: No validity period is defined so the awarded amount can be spent at any time.
• Valid for a specific period: The awarded amount can be spent only in a given period and this can either be:
  • Valid up to X UOT after the Award Transaction's creation date
  • Valid up to a specific date

Determines the total transaction value of purchase customer events that should be performed within a period, for an Award to be handed out.

The amount range consists of the following:

• From Value
• To Value

The period range consists of the following:

• Period

• UOT, which can be weeks, months or years

  Note
  If no period is defined then, the Reward Offer will still work in an accumulative manner, but the evaluation will only be performed on the amount.

A list of segments which are used to filter the customer events that are allowed to be awarded.The criteria consist of the following:

• Segment:  A select box with all the segments having a segment entity equal to one of the following:
  • Accounts Receivable
  • Rewards Participant
  • Contact Information

    Status
    colour Green title Available from CRM.COM R10.0.0

  • Award Reward Transaction

    Status
    colour Green title Available from CRM.COM R10.0.0

  • Spend Reward Transaction

    Status
    colour Green title Available from CRM.COM R10.0.0

A list of segments which are used to exclude the customer events that are not allowed to be awarded. The criteria consist of the following:

• Segment: A select box with all the segments having a segment entity equal to one of the following:
  • Accounts Receivable
  • Rewards Participant
  • Contact Information

    Status
    colour Green title Available from CRM.COM R10.0.0

  • Award Reward Transaction

    Status
    colour Green title Available from CRM.COM R10.0.0

  • Spend Reward Transaction

    Status
    colour Green title Available from CRM.COM R10.0.0

A list of Groups or Units that can award the Offer

A list of Areas, Cities or Districts that should be associated with the Rewards Participant's active addresses

A list of products, product types or product families that the Reward can be spent on.

A list of Groups or Units that the Reward can be spent on.

The Group that owns the specific Reward Offer, which automatically defaults to the Group of the signed in User.
Reward Offers are an Explicit Viewing Entity which means that only non-super Users that belong to the Owned By Group, or belong to a Group that collaborates with this one, or are Super Users can access and view this Reward Offer

The Privacy Level of the Reward Offer
It is always Read-only and can be changed through a dedicated action or automatically set by the Privacy Level Assignment Rules (PLAR)