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 Back to Rewards Main Page

Excerpt
hiddentrue

Find out how to create a new Rewards Offers of Classification Reward Financial Statement

Status
colourGreenYellow
titleAvailable from CRM.COM R10R11.0.0
 

Financial Statement Reward Offer

Financial Statement Reward Offer Attributes

An * indicates a field is mandatory

Reward Financial Statement offers are used to award customers who have accomplished a specific achievement. reached specific key business objectives as measured through financial statement Customer Events and their related Key Performance Indicators (KPI). They are directly related to Financial Statement Customer Events

Apply if best award Number of A list of Products, Product Types or Product Families that should be related to a Financial Achievement Customer Event. Only Termed services can be added in Product Conditions.Payment Medium Brand

title

Name

Description

Main Information
NumberAn auto-generated number that uniquely identifies each Reward Offer

Template

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

Scheme*The reward scheme that the Reward Offer belongs to
Type*The type of the Reward Offer, that will determine its business behaviour. Reward Offer types are filtered based on the Organisational Unit of the logged in user.
Name*The name of the Reward Offer
Alternative CodeThe alternative code of the Reward Offer
Life Cycle State

The Life Cycle State of the Reward Offer which can be 'Effective' or 'Not Effective'. By default, Reward Offers are created as 'Not Effective'.

Latest Effective Date

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'.

DescriptionA description of the Reward Offer
Category

The category of the Reward Offer.

This is filtered based on the allowed categories defined in the Reward Offer Type.

Evaluation Method

Status
colourGreen
titleAvailable from CRM.COM R10.0.0

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.
Award
Award*

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.

This option is not allowed in case that the 'Apply only if all achievements Conditions are met' option is checked
Award OptionsDescriptions
Award Amount*

A specific amount.

Percentage on Awarded onAwarded Amount within X UOT *

Note

The awarded amount is calculated as a percentage of the amount that was awarded within a period.

  • Percentage
  • Number of UOT (Unit Of Time)
  • UOT which is measured in Days, Weeks, Months or Years

Two options are available:

  • Consider all Type of Awards: If selected, then the calculation is done on any Awards that were applied during the specified period.
  • Consider specific Type of Awards: If selected, then the calculation is done only on Awards that were applied during the specified period and were provided by:
    • Offers of a specific Type, or
    • Offers that belong to specific Schemes.
Percentage on Key Performance Indicator Values

The awarded amount is calculated as a percentage (%) of the value defined on the Financial Statements Customer Event's Key Performance Indicator

Define the Key Performance Indicators and the award percentage for each one of them

Note
If this option is selected then it is mandatory to specify at least one KPI and its award percentage

Apply ifbestaward is provided

If enabled then the Reward Offer will be applicable only if the provided award is the best award (highest amount) among other Reward Offers that might be applicable. By default this Bydefaultthis option is set as disable

Reward Offer Validity
Validity

Reward 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 will be awarded are awarded.
  • Valid for a specific period period
    • Valid From (inclusive)
    • Valid To (exclusive)
      If selected, only Customer Events which were created within those periods, regardless of the latest effective date, will be awardedcreated within the period, are awarded.
    Status
    colourYellow
    titleAvailable 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.
Note

The validation is done against the Customer Event 'Performed Date'

Reward Award Validity

Reward Award Validity

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 be 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 specific period and this can either be:
    • Valid up to X UOT after the Award Transaction's creation date
    • Valid up to a specific date
Note

The Date up to which the award is valid is not inclusive.
If  'Valid up to a specific date' is set to 01/01/2017 then the award is expired on 31/12/2016.
If  'Award Transaction's creation date' + 'Valid up to X UOT' = 01/01/2017 then the award is expired on 31/12/2016.

Award Conditions*
Financial Achievement Statement Conditions*

The conditions related to the Classification of the achievement that was performed. At least one condition should be specified in this section.

Apply only if all Financial Achievements conditions are metDefines whether all of the specified Financial Achievement Classifications should be met for the participant to be awarded.

Financial Statement

Numberof Awards By This Offer*
Status
colourYellow
titleAvailable from CRM.COM R11.0.0
 

Determines how many awards can be provided to each participant by this offer. The options are the following:

  • 'Only One'
  • 'Only One Per Period' where period can be Days, Weeks Months or Years
  • 'Multiple'
Note

'Only One' and 'Only one Per Period' are available if 'Apply only if all Financial Achievements Conditions are Met' is NOT selected

  • If 'Number of Awards' is set to 'Only One' then
    • Participant is awarded only if he was never awarded by this Reward Offer
       
  • If 'Number of Awards' is set to 'Only One Per Period' then
    • Participant is awarded only if he was never awarded by this Reward Offer during the Awarded Period;
      Awarded Period is calculated by using the the Performed Date of the last awarded Achievement Statement Customer Event + the Period set in this condition
      For example, if the Participant has 2 different Achievement Statement Customer Events created in on the same day, that meet the Achievement Statement Conditions, once the Reward Offer is evaluated, the participant is awarded for 1 of the 2 Customer Events. The next time the Reward Offer is evaluated, the 2nd Customer Event will not be awarded, as the 'Awarded Period' is still the same.
      Only when a Customer Event that meets the conditions and its performed date does not fall within the Awarded Period, the participant is awarded again.

  • If 'Number of Awards' is set to 'Multiple' then
    • If Apply only if all Financial Achievements Conditions are met (selected): Participant is awarded once for every set of Financial Achievement Customer Events of Awarded Financial Achievement Classifications, that is not yet awardedIf Apply only if all Financial Achievements Conditions are met (not selected): Participant is awarded once for every Financial Achievement  Financial Statement Customer Event of an Awarded Financial Achievement Statement Classifications, that is not yet awarded
Financial Achievement Statement Classifications

Financial Achievement Statement Classifications for which Participants are awarded if they accomplish.

Note

Financial Achievement Statement Classifications are set on Financial Achievement Statement Customer Events

 

Financial Achievement Amount Conditions
Status
colourYellow
titleAvailable from CRM.COM R11.0.0
 		The conditions related to the amount defined on the Financial Achievement Customer Event
Financial Achievement Amount Range

Defines the amount range within which a Financial Achievement Customer Event's amount should fall within, in order for the condition to be met.

 

Product ConditionsThe conditions related to the Product of the Financial Achievement that was accomplished. 
Allowed Products / Product Types / Product FamiliesKey Performance Indicator Conditions 

The conditions related withthemeasuredKey Performance Indicators (KPI) of the Financial Statements that were submitted.

Note

Multiple entries can be specified but the combination of KPI and Product should be unique per each offer

Key Performance Indicators (KPI)

For each KPI condition the following information is defined

  • Key Performance Indicator *: The KPI that should exist in the Financial Statement measured KPIs in order for the Financial Statement to be awarded.

  • Product: The Product that is measured by the specified KPI in order for the Financial Statement to be awarded. 

    Note
    If no Product is defined then the value will be for all Products included in the Financial Statement KPI

  • From Value * (Inclusive): The minimum value that the measured KPI should have in order for the Financial Statement to be awarded.

  • To Value (Inclusive): The maximum value that the measured KPI should have in order for the Financial Statement to be awarded.

    Note

    The aggregated value of the Financial Statement Customer Event, compared with the Reward Offer Condition value, is calculated only based on Products defined as 'Specific Products' of the KPI. If no 'Specific Products' are defined on the KPI then the value of all the Products on the Financial Statement's KPI are taken into consideration.

     

Segment ConditionsAdditional conditions which can be set using segments. It is not mandatory to specify a condition in this section.
Included in Segment

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
    • Award Reward Transaction
    • Spend Reward Transaction
Not included in Segment

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
    • Award Reward Transaction
    • Spend Reward Transaction
Payment Medium Conditions

The conditions related to the Customer Event payment medium of the Financial Achievement

A list of payment medium brands that should be associated with the Customer Event
Payment Medium TypeA list of payment medium types that should be associated with the Financial Achievement Customer Event
Organisational ConditionsDefines the Groups or Units that submitted the Customer Event and are allowed to award the Offer. It is not mandatory to specify a condition in this section.
Allowed Groups / Units

A list of Groups or Units that can award the Offer

Info
titleOrganisational Units Tips
Note

For a Rewards Participant to meet the criteria and get awarded:

The Unit of the Customer Events and Spend Requests need to satisfy the Allowed Organisational Unit Conditions of Award and Spend

Conditions

Conditions under the Reward Offers.

Location Conditionsstatus

colourGreen
titleAvailable from CRM.COM R10.0.0
The conditions related to the Rewards Participant's location

Allowed Areas/Cities/Districts

 

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

Note

If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions

Period Conditions

Status
colourGreen
Available from CRM.COM R10.0.0The conditions related to the period during which the Customer Event was performed.

Maximum period to be awarded

 

The maximum period that the Customer Event might remain unprocessed. After this period, the Customer Event is no longer valid to be awarded. The period range consists of Period and a UOT, which can be weeks, months or years.

Note

If period conditions are specified then, the unprocessed purchase Customer Event must be submitted within the specified period

Spend Conditions

Note

If no Spend Conditions are defined, then the awards can be spent unconditionally


Time ConditionsDetermine on which days and/or at which time, the awarded Offer can be spent. It is not mandatory to specify a condition in this section.
DayDetermines the days of the week on which customers can spend the Offer's Awards.  All week days weekdays are available and can be enabled or disabled.
HoursDetermines a set of hour ranges during which customers can spend the Offer's Awards.
X UOT after awardingRepresents an open-ended date period, starting from a date which is set to X days, weeks or months after the date that the Offer was awarded, during which customers can spend the Offer's Awards.
Product ConditionsDefines the Products that the awarded Offer can be spent on. It is not mandatory to specify a condition in this section.
Allowed Products / Product Types /Product Families

A list of Products, Product Types or Product Families that the Reward can be spent on.

Organisational ConditionsDefines the Groups or Units that the awarded Offer can be spent on. It is not mandatory to specify a condition in this section.
Allowed Groups / Units

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

Organisational Units Tips
Info
title
Note

For a Rewards Participant to meet the criteria and get awarded:

The Unit of the Customer Events and Spend Requests need to satisfy the Allowed Organisational Unit Conditions of Award and Spend Conditions under the Reward Offers.

Log Information

Owned by Group

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-

Privacy Level

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)

Log DetailsThe standard set of Log Details information available in all entities  
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