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Back to Customer Events Main Page 

Excerpt
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Find out how to create a new Customer Events

What does this section cover?

Learn to work with Customer Events

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Table of Contents

Table of Contents
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Navigating to Customer Events

Info

CRM Application > Customer Events > Manage Customer Events

Explaining Customer Events Fields

 

Name

Description

NumberAn auto generated number that uniquely identifies the customer event
TypeDetermines the business behavior of the customer event, it is set automatically by each process which is creating the customer event, and it can be one of the following:

  • Purchase

  • Referral

  • Web

  • Social Media

  • Achievement

  • Spend Request
ClassificationThe classification of the customer event, which can be optionally specified during the creation of the customer event.
Life Cycle StateThe life cycle state of the customer event which can be posted or cancelled
Accounts ReceivableThe accounts receivable related with the customer event
Unit *The unit that initiated the customer event
Date *The date that the customer event was actually performed
DescriptionA description of the customer event
Process ImmediatelyDefines if the customer event should be processed immediately by various business processes or not.
Event Details *The detail information of the customer event, which differentiates based on the type of the event
Log InformationIncludes the standard log information

 

Creating & Saving, Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
Create
  •  
 
  •  
Save 
  •  
  •  

 

Creating an Accounts Receivable 

 

  • Search using the criteria available in the summary page
  • From the top menu click on the New to open the Customer Events data entry page
  • Rest of the steps

    • ATTACHMENTS

    Include PageAttachments - GlobalAttachments - Global

    LOG INFORMATION

    The following information is automatically set by the system on saving the Customer Events

    Include PageLog Information - GlobalLog Information - Global
  • From the Action Menu click on Save

    • System Processing

     

    Note

    Visit /wiki/spaces/WIP/pages/10010220 Customer Events for business examples related to Creating > CUSTOMER EVENTS > ACCESS CUSTOMER EVENTS

    Using Customer Events

    Customer Events are either financial or marketing events performed by customers and registered within CRM.COM to be rewarded or additionally processed by other functions of CRM.COM. Different Types of Events are available, and all can be accessed through the Customer Events module. 

    • Navigate to Customer Events and explore existing records via the Summary page. 
    • Click on the link (name or number) of the record of your interest to enter the Data Entry page and see more detail. 
    • Use the Actions Menu to create a NEW Customer Event and select the Customer Event Type from the drop-down menu.
    • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Customer Events. 
    • Click on ACTIONS to discover other possibilities available for Customer Events.
    • Click on the Audit Trail button to view a log of changes effected on the Customer Events under examination.
       
    Note

    Customer Events are directly linked to /wiki/spaces/WIP/pages/10008608. When a Customer Event is saved, if there are  Reward Offers related to the specific Customer Event Type present in the system, then the System will trigger the Reward Process to award the customer.
    The awarding takes place either immediately if the Customer Event is set to PROCESS IMMEDIATELY, or once the Rewards Run is executed.
    Note that all Customer Event Types are used for awarding the customer, with the exception of the Spend Request Customer Event which is used to redeem awarded points. 

    Refer to the relevant page in the manual for a comprehensive description of each Type's Customer Events fields.  Check the Validations & Restrictions Table for a list of available Actions when working with Customer Events including each Action's related restrictions, validations, and additional information.  The respective table indicates which Reward Offers is associated with each Customer Event Type. 

    Customer Event Types

    Child pages (Children Display)

    Anchor
    validations
    validations
    Validations & Restrictions

    ActionRestrictionsValidationsAdditional Information
    Create
    • Mandatory fields must be specified

    •  Not Applicable
    Edit
    • Customer Events cannot be edited
    • NotApplicable
    •  Not Applicable
    Delete
    • Customer Events cannot be deleted
    • Not Applicable
    •  Not Applicable
    Cancel
    • The action is not available if the Customer Event is already in a 'Cancelled'LifeCycle State
    • Not Applicable

     

    Anchor
    attributes
    attributes
     Reward Offer Related Customer Events

    The following table displays the Reward Offer Classifications that each Customer Event Type is associated with:

    Customer Event TypeReward Offer Classification
    Purchase
    ReferralReferrals Reward
    AchievementReward Achievements 
    Financial AchievementReward Financial Achievement

    Financial Statement

    Status
    colourYellow
    titleAvailable from CRM.COM R11.0.0

    		Reward Financial Statement
    Social MediaReward Behaviour
    WebReward Behaviour
    Spend RequestSpend Requests are triggered by Customer Requests rather than specific Reward Offers, for redeeming their Awards.

     

    Cancelling Customer Events

    1. Navigate to CRM > CUSTOMER EVENTS > ACCESS CUSTOMER EVENTS
    2. Search the Customer Events
    3. Click on the Number / Name of the entry you would like to access to go to the Data Entry page
    4. From the Actions Menu click on ACTIONS > CANCEL
    5. Life Cycle State is now set to 'Cancelled.'

    Note

    View Understanding Customer Events for business examples related to Using Customer Events

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