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 Back to Rewards Main Page

Excerpt
hiddentrue

Find out how to create a new Rewards Offers of classification Classification Reward Loyalty, Transaction Amount Based

What does this section cover?

Table of Contents
minLevel2

Navigating to Rewards Offers

Info

REWARDS APPLICATION > REWARDS > REWARDS OFFERS

Explaining

Reward Loyalty, Transaction Amount BasedImage Added

Reward Loyalty, Transaction Amount

Based Rewards Offers Fields

Based Reward Offers Attributes

An * indicates a field is mandatory

Reward Loyalty, Transaction Amount Based offers Offers are used to award customers based on the value of the purchase transactions that they have performed within a specific period of time; i.e. the offer is accumulative. 

Name

Description

Number *
Main Information
NumberAn auto-generated number that uniquely identifies each
reward offerScheme *
Reward Offer.

Template

 

The Reward Offer Template that if selected will carry over predefined information, such as Offer Classification, Award and Spend Conditions.

View Configuring Reward Offer Templates for more information.

Scheme* The reward scheme that the
reward offer
Reward Offer belongs to.
Type 
Type*The type of the
reward offer
Reward Offer, that will determine
it's
its business
behavior
behaviour. Reward
offer
Offer types are filtered based on the
organisational unit
Organisational Unit of the logged in user.
Name 
Name*The name of the
reward offer
Reward Offer.
Alternative
code
CodeThe alternative code of the
reward offer
Reward Offer.
Life
cycle state
Cycle 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 are created as

Reward Offers are created as 'Not Effective'.

Latest Effective Date

The latest date that the

rewards offer become effective

Reward 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'.

DescriptionA description of the
reward offer
Reward Offer.
CategoryThe category
of the reward offer

Owned by Group

The group that owns the specific contact information

Privacy Level

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

ValidityReward offer validity
of the Reward Offer.
This is filtered based on the allowed categories defined in the Reward Offer Type.

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 Type, only one option is available:

  • 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.
Award
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 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 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.

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.

Offer Validity
Validity

Offer Validity is used to define the period ranges that the

reward offer

Reward Offer is valid for.

Two

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 created within those periods, regardless of the latest effective date, will be awardedAward *

The 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 conditions *Transaction Conditions *The conditions related with
    • , only Customer Events created within the period, are awarded.
    Status
    colourYellow
    titleAvailable 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 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 will be 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 can be spent only in a given period and this can either be:
    • 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*
Transaction Conditions*

The conditions related to the transaction information of a purchase customer event that was performed. At least one

condition

Condition should be specified in this section.

Total Transaction Amount
per periodIt defines
Per Period

Determines the total transaction value of purchase customer events that should be performed within a period

of time in order

, for an Award to be

awarded

handed out.

The amount range consists of the following:

  • From Value
  • To Value

The period range consists of the following:

  • Period
OUT

  • UOT, which can be weeks, months or years

    Note

    If no period is defined then, the Reward Offer will still work in an accumulative manner, but the evaluation will only be performed on the amount.

Segment ConditionsAdditional
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
In Segment

A list of segments which are used to filter

in

the 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 entityExclude Rewards Participants Included in
  • 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

excluded

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
the selected filtered entity as the segment entity
  • 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

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
Organisational ConditionsDefines the Groups or Units that submitted the customer event and are allowed to award the
offer
Offer. It is not mandatory to specify a
condition
Condition in this section.
Allowed Groups / Units

A list of Groups or Units that can award

the offerSpend conditions
Time ConditionsDefines

the Offer

Note

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

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

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

Spend Conditions

Note

If no Spend Conditions are defined, then the awards can be spent unconditionally


Time ConditionsDetermine on which days and/
 
or at which time, the awarded
offer
Offer can be
spend
spent. It is not mandatory to specify a
condition
Condition in this section.
Day
It defines the days  during
Determines the days of the week on which customers can spend
awards provided by this offer . All week days
the Offer's Awards.  All weekdays 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 offer
the 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 offer
Offer's Awards.
Product ConditionsDefines the 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, product types or product

types

families that the

reward

Reward can be

spend on.

spent on.

Status
colourGreen
titleAvailable from CRM.COM R10.0.0
- Product Families

Organisational ConditionsDefines 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

A list of Groups or Units

that the reward can be spend on.

 

Creating & Saving, Validations & Restrictions

  • 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 was selected on reward offer
    ActionValidationsAdditional Information
    Create

    that

    the

    		 

    Reward

    offers are used by the following processes:
    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
    •  
    Delete
    • Reward offers cannot be deleted if  any award or spend reward transaction already exists.
    		 

     

    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
    CREATING REWARDS OFFERSImage Removed

  • MAIN INFORMATION 

    1. Name
    2. Alternative Code
    3. Reward Scheme:  Search and select the Scheme that the offer will belong to
    4. Type: Select the type from the dropdown list. Select a type of classification Reward Loyalty, Transaction Amount Based
    5. Award: Specify the award amount or percentage that will be given if the offer award conditions are met
    6. Category
    7. Description
       

    • OFFER VALIDITY

    Select between the two options:

  • 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 

    • Valid for a specific period 

    If selected then only customer events which were created within those periods, regardless of the latest effective date, will be awarded

    AWARD CONDITIONS

  • TRANSACTION CONDITIONS

    1. Transaction Amount Range: Specify a range for the transaction amount using the From and To fields

    2. Transaction Within Period Range: Specify the period that the transactions should be performed
  • SEGMENT CONDITIONS

    1. 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

    2. 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
    Info
    titleOrganisational 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

    under the Reward Offers

  • 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.

    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
  • Info
    titleOrganisational 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

  • 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.

  • From the Action Menu click on SAVE

    • LOG INFORMATION

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

    Include PageLog Information - GlobalLog Information - Global

     

    NoteVisit Understanding Rewards Offers for business examples related to Creating Rewards Offers

    .

    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 DetailsThe standard set of Log Details information available in all entities  
    Panel
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