- 3. How to view an existing Rewards Scheme and the Reward offers under the specific scheme
- 4. How to view an existing Rewards participant
8. How to create a notification run to be sent to a specific customer segment
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- Open your web browser
- Navigate to https://r8qa.crm.com/crm
- Enter the username and password that were provided to you
- Click Go
2. How to view a Purchase Event*When a customer, who is a rewards participant, buys a service from the travel agency either online through the website or face to face from a customer representative on a point of sales system, it a purchase event will be recorded created within CRM.COM and automatically a purchase event will be createdthe transaction will automatically be recorded. From this purchase event, CRM.COM will reward any cashback offers the participant is eligible to win. To view one such purchase event and the rewards awarded as a result follow the below.
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In the “Number field type “194” to find purchase event 194
You can use the tabs on the left to see information on the event like the products purchased (PRODUCTS tab) and the rewards awarded
(REWARD AWARD TRANSACTION tab) as a result of the event.
Purchase event 149 for example as we can see under the PRODUCTS tab was a purchase of the Alaskan Adventure Tour for £2,124. If you click on the REWARD AWARD TRANSACTION tab you can see that as a result of this purchase the participant won £200. If you click on the transaction (No. 422) you can see the details and the offer which is, rewards offer number 40 ("£200 FOR ANY OUTSIDE EUROPE PURCHASE").
The participant can also chose to spend existing cashback from his/her wallet to pay for part of the purchase if the spending conditions allow them to redeem cashback for the specific service. These transactions are also automatically recorded as "Spend Requests" in CRM.COM.
Under the same Purchase Event (No.194), if you click on the "SPEND REQUESTS" tab you can see that the participant has used £350 from their available cashback for the Alaskan Adventure Tour
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