What is a Rewards Offer?

Reward offers are used to define an amount of money that will be awarded based on customer events, and the conditions specified on each reward offer. Reward offers also define the spend conditions such as on what products and to which organisational units the cashback can be spend. 

Want to start using Rewards Offers? Get to know the basics!

Navigating to Reward Offers

What are Reward Offers?

Reward Offers are used to determine amounts of money awarded for Customer Events or any other awarded actions of Reward Participants and to specify the conditions for awarding amounts and for spending the awarded amount.  The conditions can limit the redemption of awards to specific products and at particular Organisational Units (merchants).

Various Reward Offer Types can be set up in the System using different Reward Offer Classifications, each one offering different Award and Spend Conditions.

• Navigate to Reward Offers and explore existing records via the Summary page. 
• Click on the link (Name or Number) of the record of your interest to enter the Data Entry page and see more detail. 
• Use the Actions Menu to create NEW Reward Offers, modify (EDIT) or DELETE an existing one. 
• Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Reward Offers. 
• Click on ACTIONS to discover other possibilities available for Reward Offers.
• Click on the Audit Trail button to view a log of modification performed on the displayed Reward Offer.

Check the Validations & Restrictions Table for a list of available Actions when working with Reward Offers including each Action's related validations and additional information.

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validations validations

Validations & Restrictions

Additional Actions for Reward Offers

Changing Life Cycle State 

The Life Cycle State of a Reward Offer can be changed from 'Effective' to 'Not Effective' and vice versa, to determine when the specific Reward Offer will be used for awarding. The Life Cycle State can be set using an Action which is available from the Data Entry page.

1. Navigate to REWARD OFFERS.
2. Search for the Offer that has to be updated and click on its number to access the Data Entry page.
   1. From the Action Menu click on ACTIONS > SET AS EFFECTIVE OR SET AS NOT EFFECTIVE depending on its current state.
3.  The Life Cycle State is automatically updated to 'Effective' or 'Not Effective' provided that the validations pass.

Creating Reward Offers using Templates

Reward Offer Templates can be used only when creating a new Reward Offer. The template's Reward Offer configuration is copied to the newly created Reward Offer.  Once saved, the Reward Offer will not be affected by any other future changes to the Reward Offer Template on which it was based.

1. Navigate to REWARD OFFERS.
2. From the top menu, click on NEW to open the Reward Offers Data Entry page.

3. MAIN INFORMATION 

   1. Name
   2. Alternative Code
      
   3. Reward Scheme: Search and select the Scheme that the Offer will belong to

   4. Template: Select the Reward Offer Template. 

      Note
      Once a Reward Offer Template is selected, all the information configured on the Template is carried over. Once the template is copied to a new Reward Offer, users can modify the information on the newly created Reward Offer.

4. Proceed with providing the rest of the values as required or modify the existing information to match your business requirements.
   For more information on Reward Offer fields refer to Managing Reward Offers
5. From the Action Menu click on SAVE.

Reward Offer Classifications 

For a comprehensive description of each Reward Offer Classification attributes, visit the respective manual found below.