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 Back to Rewards Main Page

Excerpt
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Learn to configure Reward Offers Templates

Panel
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Table of Contents

Table of Contents
minLevel2

Navigating to Reward Offers Templates

Info

CONFIGURATION > REWARDS APPLICATION > REWARDS > SET UP REWARD OFFER TEMPLATES

 

What are Reward Offers Templates?

Reward Offers Templates can be used during the creation of a new Reward Offer.  A Reward Offer Template has a similar structure to /wiki/spaces/WIP/pages/10008610 to facilitate the transfer of information to the newly created Reward Offer. 

  • Navigate to Reward Offer Templates and explore existing entries via the Summary page.  
  • Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW Reward Offer Template, modify (EDIT) or DELETE an existing one.  
  • Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to Reward Offer Templates.

Check the Validations & Restrictions Table below for a list of available Actions when working with Reward Offer Templates, including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Reward Offer Templates fields that are available for all Reward Offer Classifications. For additional fields associated with specific Classifications view the tables further below.

Reward Offer Templates

Anchor
validations
validations
Validations & Restrictions

ActionValidationsRestrictions
General
  • Not Applicable
  • A Template needs to be set as 'Active' to be available for selection.
Create
  • Multiple Reward Offer Templates can exist in the System, but each one of them should have a unique Name and Alternative Code.
  • All mandatory fields must be provided.
  • Not Applicable
Edit
  • All mandatory fields must be provided.
  • Not Applicable
Delete
  • Not Applicable
  • Not Applicable

Anchor
attributes
attributes
Attributes 

An * indicates a field is mandatory. The table below displays the attributes which are common to all Reward Offer Classifications. For additional attributes available depending on the Classification of the Reward Offer, view the tables further below.

Name

Description

Main Information
Name*The name of the Reward Offer Template
Alternative CodeThe alternative code of the Reward Offer Template
DescriptionThe name of the Reward Offer Template
Life Cycle StateThe Life Cycle State of the Reward Offer Template which can either be 'Active' or 'Inactive'. By default, a Template is 'Inactive'.
Reward SchemeThe Reward Scheme for which the Reward Offer is created
Classification*The classification of the Reward Offer Template. Only one Reward Offer Classification can be selected per Reward Offer Template.
Evaluation Method
Status
colourGreen
titleAvailable from CRM.COM R10.1.0
 

The method used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, 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.
Note

It is possible to make a selection between 'Batch Process' and 'Batch Process and Interactively' only for the following Classifications:

  • Utilise Free Capacity
  • Increase Revenue, Transaction based
  • Increase Revenue, Product based
  • Reward Behaviour

'Batch Process' is set by Default and is 'Read-only' for the rest of the Classifications.

CategoryA Reward Offer Category.
Award
Award
Status
colourGreen
titleAvailable from CRM.COM R10.1.0
 

The Award is 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 OptionsDescriptions
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
colourGreen
titleAvailable 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 Type of 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
Status
colourYellow
titleAvailable from CRM.COM R11.0.0
 

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 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
Note

A Percentage Award can only be applied on the following Reward Offer Classifications:

  • Utilise Free Capacity
  • Increase Revenue, Product Based
  • Increase Revenue, Transaction Based
  • Reward Loyalty, Transaction Amount Based

A PERCENTAGE ON AWARDED AMOUNT WITHIN X UOT can be applied on all Reward Offer Classifications apart from:

  • Financial Achievement & Achievement, if the "Apply Award If All Conditions Are Met" option is selected.

Status
colourYellow
titleAvailable from CRM.COM R11.0.0
A PERCENTAGE ON KEY PERFORMANCE INDICATOR VALUES can be applied only on

  • Financial Statements

Apply If Best Award is Provided

Status
colourGreen
titleAvailable 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.

Reward Offer Types
Reward Offer Types

The Reward Offer Types that will be available to be set on Reward Offers generated by this Template.

Note

If no Reward Offer Types are specified, then any Type related to the same Classification as the Template's Classification will be allowed.

Reward Award Validity

Reward Award Validity

Status
colourGreen
titleAvailable from CRM.COM R10.1.0
 

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 remain valid unless a Reward Award Validity period is defined in the Reward Offer on which the Award Transaction is 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 expires after a certain time. It is either:
    • 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
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
      Status
      colourGreen
      titleAvailable from CRM.COM R10.0.0
    • Award Reward Transaction
      Status
      colourGreen
      titleAvailable from CRM.COM R10.0.0
    • Spend Reward Transaction
      Status
      colourGreen
      titleAvailable from CRM.COM R10.0.0
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
      Status
      colourGreen
      titleAvailable from CRM.COM R10.0.0
    • Award Reward Transaction
      Status
      colourGreen
      titleAvailable from CRM.COM R10.0.0
    • Spend Reward Transaction
      Status
      colourGreen
      titleAvailable from CRM.COM R10.0.0
Organisational ConditionsDefines the Groups or Units that are allowed to award the Offer. It is not mandatory to specify a condition in this section.
Organisational Condition Settings

Organisational Condition Settings allow the user to define the Organisational Units that can be selected on creating a Reward Offer using this Template.

  • Specific Organisational Units
  • Any Organisational Units of user creating the Reward Offer
  • Organisational Units used during login by the user creating the Reward Offer

If Specific Organisational Units is selected, then the Units and/or groups must be specified.

Note

For a Reward Participant to meet the Organisational Conditions and get awarded, the 'Performed By' of the Customer Events or the 'Owned By Group' of the entity to be awarded, need to satisfy the Allowed Organisational Unit Conditions defined on the Reward Offer.

Conditions Based on the Offer Type

For more information on the attributes available for each Offer Type Classification, view the tables below:

The Classifications that retrieve distinct conditions are:

  • Utilise Free Capacity
  • Increase Revenue, Transaction based
  • Increase Revenue, Product based
  • Reward Loyalty, Transaction Amount Based
  • Reward Loyalty, Transaction Number based
  • Reward Personal Data Completeness
  • Just Money
  • Achievement
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0
  • Financial Achievement
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0
  • Reward Behavior
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0
  • Financial Statement
    Status
    colourYellow
    titleAvailable from CRM.COM R11.0.0

Spend Conditions

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 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   A list of Groups or Units 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.
Organisational Condition Settings

Organisational Condition Settings allow the user to define the Organisational Units that can be selected on creating a Reward Offer using this Template.

  • Specific Organisational Units.
  • Any Organisational Units of the user creating the Reward Offer.
  • Organisational Units used during login by the user creating the Reward Offer.

If Specific Organisational Units is selected, then the Units and/or Groups must be specified.

Note

For Reward Participants to meet Organisational Conditions and redeem their points, the 'Performed By' field of the Spend Request Customer Event must satisfy the Allowed Organisational Unit Conditions defined on the Reward Offer Spend Conditions.

Log Information

The standard set of Log Details information available in all entities 

Anchor
attributes_per_type
attributes_per_type
Reward Offer, Classification Specific, Attributes

Utilise Free Capacity Additional Attributes

Utilise Free Capacity Offers are used to award customers for purchases made on specific dates / hours. The purchases might be associated with any type of product or with specific products. The additional attributes that can be set for this Classification via the Template consist of the following:

Name

Description

Award 

Award Scope*

Status
colourGreen
titleAvailable from CRM.COM R10.1.0
 

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 2 different products within a single transaction, then:

  • PertransactionItem results in an Award of €2
  • Per transaction results in an Award of €1

Spend Method*

Status
colourGreen
titleAvailable from CRM.COM R10.1.0
 

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

  • Spend on Request (default)
  • Spend Instantly
Note

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

Day / Time Conditions*

The Conditions related with the date that the Purchase Customer Event took place. At least one Condition should be specified in this section.

DayDetermines on which days the Customer Event should be performed to be awarded. All weekdays are available and can be enabled or disabled.
HoursDetermines a set of hour ranges during which the Customer Event should be performed to be awarded.
Product Conditions*The Conditions related to the products specified in the Purchase Customer Event that was performed. It is not mandatory to specify a Condition in this section
Allowed Products / Product Types / Product FamiliesA list of products, product types or product families that should be related to Customer Event.

Payment Medium Conditions

Status
colourGreen
titleAvailable from CRM.COM R10.0.0

The Conditions related with the payment medium of the Purchase Customer Event.

Payment Medium BrandA 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 Customer Event.

Location Conditions

Status
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
titleAvailable 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.

 

Increase Revenue, Transaction based, Additional Attributes

Increase Revenue, Transaction based offers are used to award customers based on the value of their purchase transactions. The additional attributes that can be set for this Classification via the Template consist of the following:

Name

Description

Main Information 
Evaluation Method
Status
colourGreen
titleAvailable from CRM.COM R10.1.0
 

The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, 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 

Spend Method*

Status
colourGreen
titleAvailable from CRM.COM R10.1.0
 

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

  • Spend on Request (default)
  • Spend Instantly
Note

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

Transaction Conditions*The Conditions related with the transaction information of a performed Purchase Customer Event. At least one Condition should be specified in this section.
Transaction Value

Determines the 'Awarded' Transaction Value range of the Purchase Customer Event.  The Purchase Customer Event Total Amount must be within this range to be considered for awarding.
The range consists of the following:

  • From Value
  • To Value

Payment Medium Conditions

Status
colourGreen
titleAvailable from CRM.COM R10.0.0

The Conditions related with the payment medium of the Purchase Customer Event.

Payment Medium BrandA list of payment medium brands that should be related to the Customer Event.
Payment Medium TypeA list of payment medium types that should be related to the Customer Event.

Location Conditions

Status
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
titleAvailable 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.

Increase Revenue, Product based, Additional Attributes

Increase Revenue, Product Based Offers are used to award customers based on the value of their purchased products.  The additional attributes that can be set for this Classification via the Template consist of the following:

Name

Description

Main Information 
Evaluation Method
Status
colourGreen
titleAvailable from CRM.COM R10.1.0
 

The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, 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 

Award Scope*

Status
colourGreen
titleAvailable from CRM.COM R10.1.0
 

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
colourGreen
titleAvailable from CRM.COM R10.1.0
 

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

  • Spend on Request (default)
  • Spend Instantly
Note

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

Product Conditions*The Conditions related to the products specified on the performed Purchase Customer Event.  At least one Condition should be specified in this section.
Allowed Products / Product Types

A list of products, product types or product families and their value range, that should be provided on the Customer Event. 

The range consists of the following:

  • From Value
  • To Value

Payment Medium Conditions

Status
colourGreen
titleAvailable from CRM.COM R10.0.0

The Conditions related with the payment medium of the Purchase Customer Event.

Payment Medium BrandA 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 Customer Event.

Location Conditions

Status
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
titleAvailable 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.

Reward Loyalty, Transaction Amount Based, Additional Attributes

Reward Loyalty, Transaction Amount Based Offers are used to award customers based on the value of the purchase transactions that they have performed within a specific period. The additional attributes that can be set for this Classification via the Template consist of the following:

Name

Description

Transaction Conditions*The conditions related with the transaction information of a Purchase Customer Event that was performed. At least one Condition should be specified in this section.
Total Transaction Amount per period

Determines the total transaction value of Purchase Customer Events that should be performed within a period, for an Award to be handed out.

The amount range consists of the following:

  • From Value
  • To Value

The period range consists of the following:

  • Period

  • UOT, which can be weeks, months or years

Payment Medium Conditions

Status
colourGreen
titleAvailable from CRM.COM R10.0.0

The Conditions related with the payment medium information of the Purchase Customer Event.

Payment Medium BrandA list of payment medium brands that should be associated with the Customer Event.
Payment Medium TypeA list of payment medium brands that should be associated with the Customer Event.

Location Conditions

Status
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.

Reward Loyalty, Transaction Number based, Additional Attributes

Reward Loyalty, Transaction Number Based offers are used to award customers based, on the number of purchase transactions that they have performed within a specific period. The additional attributes that can be set for this classification via the Template consist of the following:

Name

Description

Transaction Conditions*The Conditions related with the transaction information of a Purchase Customer Event that was performed. At least one Condition should be specified in this section
Total Number of Transactions per period

Determines the total number of Purchase Customer Events that should be performed within a period, for an Award to be handed out.

The number range consists of the following:

  • From Value
  • To Value

The period range consists of the following:

  • Period

  • UOT, which can be weeks, months or years

Payment Medium Conditions

Status
colourGreen
titleAvailable from CRM.COM R10.0.0

The Conditions related with the payment medium information of the Purchase Customer Event.

Payment Medium BrandA 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 Customer Event.

Location Conditions

Status
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.


Reward Personal Data Completeness, Additional Attributes

Reward Personal Data Completeness Offers are used to award customers that have a complete set of personal data information, such as an address or date of birth. The additional attributes that can be set for this Classification via the Template consist of the following:

Name

Description

Personal Data Conditions*The conditions related to the personal data that should be complete. At least one Condition should be specified in this section.

Award Phone Completeness

If enabled, then the Offer will be awarded to customers that have complete phone information. Phone completeness is defined by the following:

  • Phone Types: A list of phone types that should exist for each customer.
  • Phone Information: A list of phone information fields that should be completed for each phone.
Award Address Completeness

If enabled, then the Offer will be awarded to customers that have complete address information. Address completeness is defined by the following:

  • Address Types: A list of address types that should exist for each customer.
  • Address Information: A list of address information fields that should be completed for each address.
Award Email Completeness

If enabled, then the Offer will be awarded to customers that have complete email information. Email completeness is defined by the following:

  • Email Types: A list of email types that should exist for each customer.
  • Email Information: A list of email information fields that should be completed for each email.
Award Date of Birth CompletenessIf enabled, then the Offer will be awarded to customers that have completed date of birth information.

Award Name Day Completeness

Status
colourGreen
titleAvailable from CRM.COM R10.1.0
 

If enabled, then the Offer will be awarded to customers that have complete name day information.
Period Conditions*The Conditions related to the period that the personal data completeness Customer Event was performed. It is not mandatory to specify a Condition in this section
From DateDefines the start of the period. If specified, then the Offer will be awarded, only if the Customer Event was performed on that date or after that date.
To DateDefines the end of the period. If specified, then the Offer will be awarded, only if the Customer Event was performed on that date or before that date.

Just Money, Additional Attributes

Just Money Offers are used to award customer based on common business characteristics determined by one or multiple Segments. The additional attributes that can be set for this Classification via the Template consist of the following:

Name

Description

Award Conditions*The Conditions related with the number of Awards that can be provided to each customer by this Offer. At least one Condition should be specified in this section.
Number of awards

Determines how many Awards can be provided to each customer by this Offer. The supported options are the following:

  • Only One
  • Multiple

Location Conditions

Status
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

 

Achievement - Additional Attributes

Achievement Offers are used to award customers once they reach a specific achievement Classification.The additional attributes that can be set for this Classification via the Template consist of the following:

 

Name

Description

Achievement ConditionsThe Conditions related with the Classification of the achievement that was accomplished. At least one Condition should be specified in this section.

Apply Only if All Achievements Conditions are Met

Status
colourGreen
titleAvailable from CRM.COM R10.0.0

Determines whether all of the specified Achievement Classifications should be met for the participant to be awarded. By default this option is disabled.
Number of 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 Achievements Conditions are Met' is NOT selected

  • If 'Number of Awards' is set to 'Only One' then
    • Participant is awarded only if he wasn't awarded by this Reward Offer before
       
  • If 'Number of Awards' is set to 'Only One Per Period' then
    • Participant is awarded only if he wasn't awarded before, by this Reward Offer during the Awarded Period;
      Awarded Period is calculated by using the Performed Date of the last awarded Achievement Customer Event + the Period set in this condition
      For example, if the Participant has 2 different Achievement Customer Events created on the same day, that meet the Achievement 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 Achievements Conditions are met (selected): Participant is awarded once for every set of Achievement Customer Events of Awarded Achievement Classifications, that is not yet awarded
    • If Apply only if all Achievements Conditions are met (not selected): Participant is awarded once for every Achievement Customer Event of an Awarded Achievement Classifications, that is not yet awarded
Achievement Classifications*

Achievement Classifications for which Participants are awarded if they accomplish.

Note

Achievement Classifications are set on Achievement Customer Events

 

Location Conditions

Status
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
titleAvailable 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 /wiki/spaces/WIP/pages/10008566 Purchase Customer Event must be submitted within the specified period

Status
colourGreen
titleAvailable from CRM.COM R10.0.0
 - Financial Achievement, Additional Attributes

Financial achievement Offers are used to award customers once they reach a specific financial achievement Classification. The additional attributes that can be set for this Classification via the Template consist of the following:

Name

Description

Financial Achievement 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.
Number of 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 wasn't awarded by this Reward Offer before
       
  • If 'Number of Awards' is set to 'Only One Per Period' then
    • Participant is awarded only if he wasn't awarded before, by this Reward Offer during the Awarded Period;
      Awarded Period is calculated by using the Performed Date of the last awarded Financial Achievement Customer Event + the Period set in this condition
      For example, if the Participant has 2 different Financial Achievement Customer Events created on the same day, that meet the Financial Achievement 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 awarded
    • If Apply only if all Financial Achievements Conditions are met (not selected): Participant is awarded once for every Financial Achievement Customer Event of an Awarded Financial Achievement Classifications, that is not yet awarded
Financial Achievement Classifications

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

Note

Financial Achievement Classifications are set on Financial Achievement Customer Events

 

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

Defines the amount range within which a Financial Achievement Customer Event's amount should fall within, 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 FamiliesA list of products, product types or product families that should be related to a Financial Achievement Customer Event.

Payment Medium Conditions

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

Payment Medium BrandA 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

Location Conditions

Status
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
titleAvailable 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.

Status
colourGreen
titleAvailable from CRM.COM R10.0.0
 - Reward Behaviour, Additional Attributes

Reward Behaviour Offers are used to award customers that have visited a specific website or performed a specific action on a Social Media site. The additional attributes that can be set for this Classification via the Template consist of the following:

Name

Description

Main Information 
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 Classification, 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.

 

Status
colourYellow
titleAvailable from CRM.COM R11.0.0
 - Financial Statement, Additional Attributes

Financial Statement Offers are used to award customers who have 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

Award Conditions*
Financial Statement Conditions*

The conditions related to the Classification of the Financial Statement

Number of Awards By This Offer* 

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
  • 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 Performed Date of the last awarded Statement Customer Event + the Period set in this condition
      For example, if the Participant has 2 different Statement Customer Events created in the same day, that meet the 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
    • Participant is awarded once for every  Financial Statement Customer Event of an Awarded Financial Statement Classifications, that is not yet awarded
Financial Statement Classifications

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

Note

Financial Statement Classifications are set on Financial Statement Customer Events

 

Key Performance Indicator Conditions 

The conditions related with the measured Key Performance Indicators (KPI) of the Financial Statement Customer Events that are 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.

Location Conditions

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

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

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