What does this section cover?

Navigating to Rewards Offers

Explaining Reward Loyalty, Transaction Amount Based Rewards Offers Fields

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 of time. 

Creating & Saving, Validations & Restrictions

Creating a Rewards Offers

1. Navigate to REWARDS OFFERS
2. Search using the criteria available in the summary page
3. From the top menu click on the NEW to open the Rewards Offers data entry page
   Image RemovedImage Added

4. MAIN INFORMATION 

   1. Name
   2. Alternative Code
   3. Template: Select from the drop down
      If a template is selected then the fields defined in the template will be automatically filled. Proceed with filling out the rest of the information
   4. Reward Scheme: Search and select the Scheme that the offer will belong to
   5. Type: Select the type from the drop down list. Select a type of classification Reward Loyalty, Transaction Amount Based
      
   6. Award: Specify the award amount or percentage that will be given if the offer award conditions are met
   7. Category
   8. Description
       

5. OFFER VALIDITY

   1. Select between the two options:

      1. 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 

      2. Valid for a specific period 

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

            
            

6. AWARD CONDITIONS

   1. 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

   2. 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

   3. ORGANISATIONAL CONDITIONS

      1. Click on ADD and select between
         1. GROUP
         2. UNIT
      2. Use the Search modal to select the Organisational unit you would like to add.

      3. You can select any type of Organisational unit according to the restrictions that you would like to set or none at all.

         Info
         title Organisational 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

7. SPEND CONDITIONS

   1. 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

   2. 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

   3. ORGANISATIONAL CONDITIONS

      1. Click on ADD and select between
         1. GROUP
         2. UNIT
      2. Use the Search modal to select the Organisational unit you would like to add.

      3. You can select any type of Organisational unit according to the restrictions that you would like to set or none at all.

         Info
         title Organisational 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

         
         

8. From the Action Menu click on SAVE

9. LOG INFORMATION

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

   Include Page
   Log Information Explicit - Global Log Information Explicit - Global