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Find out how to create a new Rewards Reward Offers of classification Classification Increase Revenue, Product based

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Navigating to Rewards Offers

Info
REWARDS APPLICATION > REWARDS > REWARDS OFFERS

Explaining

Image Added

Increase Revenue, Product

based Rewards Offers Fields

Based Reward Offer Attributes

An * indicates a field is mandatory.

Increase Revenue, Product based offers are Based Offers are used to award customers based on the value of their purchased productsProducts.

Template

AVAILABLE FROM CRM.COM R9 reward offer Two then customer events will be awarded period then only customer events which were those periods, regardless of the latest effective date, will be awarded

Rewards Awards ValidityRedAVAILABLE FROM CRM.COM R9Award* 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

Award conditionsExclude Rewards Participants Included Defines

All mandatory fields must be provided

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

Name

Description

Main Information

Number

An auto-generated number that uniquely identifies each reward offer

Status

colour

Red

title

Reward Offer.

Template

The Reward Offer Template that if selected it will carry over predefined information, such as offer classificationOffer Classification, award Award and spend conditionsSpend Conditions.

Visit View Configuring Reward Offer Templates for more information.

Scheme*

The reward scheme Reward Scheme that the reward offer Reward Offer belongs to.

Type*

The type Type of the reward offerReward Offer, that will determine it's its business behaviour. Reward offer types Offer Types are filtered based on the organisational unit Organisational Unit of the logged in user.

Name*

The name of the reward offerReward Offer.

Alternative codeCode

The alternative code of the reward offerReward Offer.

Life cycle stateCycle State

The life cycle state Life Cycle State of the reward offer Reward Offer which can be 'Effective' or 'Not Effective'. By default, reward offers Reward Offers are created as 'Not Effective'.

Latest Effective Date

The latest date that the rewards offer become effectiveReward Offer become 'Effective'. This information is set or updated each time the life cycle state Life Cycle State of the reward offer Reward Offer changes from 'Not Effective' to 'Effective'.

Description

A description of the reward offerReward Offer.

Category

The category Category of the reward offerReward Offer.
This is filtered based on the allowed categories defined in the Reward Offer Type

Owned by Group

The group that owns the specific Reward Offer

Privacy Level

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

Validity

Reward offer validity .

Evaluation Method

Status

colour	Green
title	Available from CRM.COM R10.0.0

The method that will be used to evaluate the Reward Offer. For the evaluation of the specific Reward Offer Type, the user can select between:

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.
Batch Process and Interactively:
If this option is selected, then the evaluation will be done according to the Process Immediately value on the Customer Event.
- Process immediately: Yes
  The Reward Offer will be evaluated as soon as the Customer Event is executed .
- Process immediately: No
  The Reward Offer will be evaluated when the Reward Run is executed.

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.

Award Options

Descriptions

Award Amount*

A specific amount.

Percentage*

A percentage of the Financial Transaction amount that triggered the Award.

Percentage on Awarded Amount within X UOT *

Status

colour	Green
title	Available from CRM.COM R10.0.0

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.

Award Scope*

Status

colour	Green
title	Available from CRM.COM R10.0.0

Provides the option on how the Award will be granted:

Per transaction (Default)
or
Per transaction item.

Note

If the award is set to €1 and a customer buys two different Products within a single transaction, then:

Per transaction item results in an Award of €2
Per transaction results in an Award of €1

Spend Method*

Status

colour	Green
title	Available from CRM.COM R10.0.0

Provides an option on how to spend the money earned from an Award

Spend on Request (default)
Spend Instantly

This is available only if the offer Evaluation Method is set to "Batch Process and Interactively."

Apply If Best Award is Provided

Status

colour	Green
title	Available from CRM.COM R10.1.0

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

Validity

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.

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 is Award remains valid for the participant Participant to spend. By default, all awarded offers Offers will be always remain valid unless a Reward Award Validity period is defined in the the Reward Offer based on which the Award Transaction was createdwill be based. Reward Award Validity settings can either 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 of time and this can either be:
- Valid up to X UOT after the Award Transaction's creation date.
- Valid up until 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*

Product Conditions*

The conditions Conditions related with the products Products specified on the purchase customer event that was performed. At least one condition performed purchase Customer Event. At least one Condition should be specified in this section.

Allowed Products / Product Types

A list of products or product types that should be related with customer event and their value range. The Products, Product Types or Product Families and their value range, that should be provided on the Customer Event (At least one should be provided for the event and it should be within the defined value range).

The range consists of the following:

From Value
To Value

Status

colour	Green
title	Available from CRM.COM R10.0.0

- Product Families

Segment Conditions

Additional conditions Conditions which can be set using segments. It is not mandatory to specify a condition Condition in this section.

Include Rewards Participants Included in Segment

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

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

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

Not included in Segment

A list of segments which are used to excluded exclude the customer events 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 entitya 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

Organisational Conditions

Defines the Groups or Units that submitted the customer event Customer Event and are allowed to award the offerOffer. It is not mandatory to specify a condition Condition in this section.

Allowed Groups / Units

Time Conditions

A list of Groups or Units that can award

the offer

Spend conditions

the Offer.

Note

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

The Unit of the Customer Events and Spend Requests must meet the Allowed Organisational Unit Conditions of Award and Spend Conditions under the Reward Offers.

Payment Medium Conditions

Status

colour	Green
title	Available from CRM.COM R10.0.0

The Conditions related with the Payment Medium of the purchase Customer Event.

Payment Medium Brand

A list of Payment Medium Brands that should be associated with the Customer Event.

Payment Medium Type

A list of Payment Medium Types that should be associated with the Customer Event.

Location Conditions

Status

colour	Green
title	Available 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

colour	Green
title	Available from CRM.COM R10.0.0

The 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 Conditions

Determine on which days and/  or at which time, the awarded offer Offer can be spend. It is not mandatory to specify a condition in this sectionspent.

Day

It defines the days during Determines the days of the week on which customers can spend awards provided by this offer . All the Offer's Awards. All week days are available and can be enabled or disabled.

Hours

It defines Determines a set of hour ranges during which customers can spend awards provided by this offerthe Offer's Awards.

X UOT after awarding

It defines Represents an open-ended date period, starting from a date which is set to X days, weeks or months after the date that the offer Offer was awarded, during which customers can spend the awards provided by this offerOffer's Awards.

Product Conditions

Defines the products Products that the awarded offer Offer can be spent on. It is not mandatory to specify a condition Condition in this section.

Allowed Products / Product Types /Product Families

A list of

products or product types

Products, Product Types or Product Families that the

reward

Reward can be

spend on.

spent on.

Status

colour	Green
title	Available from CRM.COM R10.0.0

- Product Families

Organisational Conditions

Defines the Groups or Units that the awarded offer Offer can be spent on. It is not mandatory to specify a condition Condition in this section.

Allowed Groups / Units

Action

Validations

Additional Information

Create

A list of Groups or Units

that the reward can be spend on.

Creating & Saving, Validations & Restrictions

was selected on reward offer

that

the

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

Save

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

Not Applicable

Delete

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

Not Applicable

Creating a Rewards Offers

Navigate to REWARDS OFFERS

Search using the criteria available in the summary page

From the top menu click on the NEW to open the Rewards Offers data entry page

Image Removed

MAIN INFORMATION

Name
Alternative Code
Template: Select from the drop down
If a template is selected then the fields defined in the template will be automatically filled. Proceed with filling out the rest of the information
Reward Scheme: Search and select the Scheme that the offer will belong to
Type: Select the type from the drop down list. Select a type of classification Increase Revenue, Product Based
Award: Specify the award amount or percentage that will be given if the offer award conditions are met
Category
Description

OFFER VALIDITY

Select between the two options:
1. Valid from latest effective date onward (default option)
  1. If selected then only customer events which were created from the latest effective date (inclusive) onward will be awarded
2. Valid for a specific period
  1. If selected then only customer events which were created within those periods, regardless of the latest effective date, will be awarded

AWARD CONDITIONS

PRODUCT CONDITIONS

Click ADD and select from the options:
1. Product
2. Product Type
Search and select the product/product type/product family that should be related with the customer event so that the participant can be awarded

SEGMENT CONDITIONS

Include Rewards Participants Included in Segments:
1. Click ADD
2. Select the segment from the list which will be used to filter in the customer events that are allowed to be awarded.
  1. Segment: A select box with all the segments having the selected filtered entity as the segment entity. Segments can be selected if they are related to Reward Participants only
Exclude Rewards Participants Included in Segment:
1. Click ADD
2. Select the segment from the list of segments which will be used to exclude the customer events that are not allowed to be awarded.
  1. Segment: A select box with all the segments having the selected filtered entity as the segment entity. Segments can be selected if they are related to Reward Participants only

ORGANISATIONAL CONDITIONS

Click on ADD and select between

GROUP
UNIT

Use the Search modal to select the Organisational unit you would like to add.

You can select any type of Organisational unit according to the restrictions that you would like to set or none at all.

Info

title	Organisational Units Tips

In order a Reward Participant can meet the criteria and awarded then

can be spent on.

Note

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

The Unit of the Customer Events and Spend Requests need to

meet

satisfy the Allowed Organisational Unit Conditions of Award and Spend Conditions

respectively

Reward Awards Validity

Reward Award Validity is used to define the period for which an award is valid for the participant to spend. By default all awarded offers will be always valid unless a Reward Award Validity period is defined in the Reward Offer based on which the Award Transaction was created. Up to only one Reward Award Validity period can be specified per Reward Offer. Reward Award Validity settings can either specified as:

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

under the Reward Offers.

SPEND CONDITIONS

TIME CONDITIONS
1. Days allowed to receive award: Define on which days the customer event should be performed so that participants can be awarded. All week days are available and can be enabled or disabled
2. Hours Ranges allowed to Receive Award: Click ADD and specify the hour ranges during which the customer event should be performed so that the participants can receive award of this offer
3. Allow Spending Only After a Period of Time Since the Award Was Offered: Specify the time and the UOT
PRODUCT CONDITIONS
1. Click ADD and select from the options:
  1. Product
  2. Product Type
2. Search and select the product/product type that the reward can be spend on

ORGANISATIONAL CONDITIONS

Click on ADD and select between
1. GROUP
2. UNIT
Use the Search modal to select the Organisational unit you would like to add.

You can select any type of Organisational unit according to the restrictions that you would like to set or none at all.

Info

title	Organisational Units Tips

In order a Reward Participant can meet the criteria and awarded then:

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

LOG INFORMATION

The following information is automatically set by the system on saving the Rewards Offers.

Include PageLog Information Explicit - GlobalLog Information Explicit - Global

From the Action Menu click on SAVE

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 Details	The standard set of Log Details information available in all entities.

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Saved on	Apr 07, 2016	Jul 18, 2017

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What does this section cover?

Navigating to Rewards Offers

Increase Revenue, Product

Based Reward Offer Attributes

Creating & Saving, Validations & Restrictions

Creating a Rewards Offers

MAIN INFORMATION

OFFER VALIDITY

AWARD CONDITIONS

PRODUCT CONDITIONS

SEGMENT CONDITIONS

ORGANISATIONAL CONDITIONS

SPEND CONDITIONS

TIME CONDITIONS

PRODUCT CONDITIONS

ORGANISATIONAL CONDITIONS

LOG INFORMATION

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