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.

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'.

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'.

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.

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.

Provides the option on how the award Award will be givengranted:

• Per transaction (Default)
  or
• Per transaction item.

Provides an option , on how to spend the money earned from an awardAward

• Spend on Request (default)
• Spend Instantly

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

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.

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

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

• • 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 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 a specific date

• • to a specific date.

A list of productsProducts, product types or product families that should be related with customer event and their value range. The 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

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 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 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 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 offerOffer.

A list of Areas, Cities , or Districts that should be related to the reward participantassociated with the Rewards Participant's active addresses.

The maximum period of time that the customer event Customer Event might remain unprocessed. After this period of time, the customer event 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.

A list of productsProducts, product types or product families Product Types or Product Families that the reward Reward can be spend spent on.

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

The group Group that owns the specific Reward Offer, which will automatically default defaults to the group Group of the signed in user or will be automatically set based on the geographical area of the contact as defined in GroupsUser.
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 Privacy Level of the specific contact. Reward Offer
It is always read Read-only and can be changed through a dedicated action or it will be automatically set by the Privacy Level Assignment Rules (PLAR)