Name | Description |
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| Main Information |
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| Number | An auto-generated number that uniquely identifies each Reward Offer |
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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 |
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| Scheme* | The reward scheme that the Reward Offer belongs to |
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| Type* | The type of the Reward Offer, that will determine its business behaviour. Reward Offer types are filtered based on the Organisational Unit of the logged in user. |
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| Name* | The name of the Reward Offer |
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| Alternative Code | The alternative code of the Reward Offer |
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| Life Cycle State | The Life Cycle State of the Reward Offer which can be 'Effective' or 'Not Effective'. By default, Reward Offers are created as 'Not Effective'. |
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| Latest Effective Date | The latest date that the Reward Offer become 'Effective'. This information is set or updated each time the Life Cycle State of the Reward Offer changes from 'Not Effective' to 'Effective'. |
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| Description | A description of the Reward Offer |
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| Category | The category of the Reward Offer. This is filtered based on the allowed categories defined in the Reward Offer Type. |
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Evaluation Method | Status |
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| colour | Green |
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| title | Available from CRM.COM R10.0.0 |
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| 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.
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| Award |
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| 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 Options | Descriptions |
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| Award Amount* | A specific amount. |
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Percentage on Awarded onAwarded Amount within X UOT * | 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.
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| Percentage on Key Performance Indicator Values | 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 |
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| If this option is selected then it is mandatory to specify at least one KPI and its award percentage |
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Apply if best award ifbestaward is provided | If enabled then the Reward Offer will be applicable only if the provided award is the best award (highest amount) among other Reward Offers that might be applicable. By default this Bydefaultthis option is set as disable |
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| Reward Offer Validity |
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| Validity | Reward Offer Validity is used to define the period ranges that the Reward Offer is valid for. Two validity options are available: - Valid from latest effective date onward (default option)
If selected, only 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, only Customer Events which were created within those periods, regardless of the latest effective date, will be awardedcreated within the period, are awarded.
| Status |
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| colour | Yellow |
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| title | Available from CRM.COM R11.1.0 |
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- 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 |
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The validation is done against the Customer Event 'Performed Date' |
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| Reward Award Validity |
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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 be 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 specific 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 |
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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. |
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| Award Conditions* |
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| Financial Statement Conditions* | The conditions related to the Classification of the Financial Statement |
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| Number of Numberof 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 |
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- 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 on 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
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| Financial Statement Classifications | Financial Statement Classifications for which Participants are awarded if they accomplish. |
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| Key Performance Indicator Conditions | The conditions related with the measured withthemeasuredKey Performance Indicators (KPI) of the Financial Statements that were submitted. | Note |
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Multiple entries can be specified but the combination of KPI and Product should be unique per each offer |
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| 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 |
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| 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 |
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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. |
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| Segment Conditions | Additional conditions which can be set using segments. It is not mandatory to specify a condition in this section. |
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| 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
- Award Reward Transaction
- Spend Reward Transaction
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| 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
- Award Reward Transaction
- Spend Reward Transaction
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| Organisational Conditions | Defines the Groups or Units that submitted the Customer Event and are allowed to award the Offer. It is not mandatory to specify a condition in this section. |
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| Allowed Groups / Units | A list of Groups or Units that can award the Offer | Info |
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| title | Organisational Units Tips |
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| | Note |
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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 Conditions under the Reward Offers. |
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Location Conditions | The conditions related to the Rewards Participant's location |
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Allowed Areas/Cities/Districts | A list of Areas, Cities or Districts that should be associated with the Rewards Participant's active addresses | Note |
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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 |
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Period Conditions | The conditions related to the period during which the Customer Event was performed. |
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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 |
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If period conditions are specified then, the unprocessed purchase Customer Event must be submitted within the specified period |
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Spend Conditions | Note |
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If no Spend Conditions are defined, then the awards can be spent unconditionally |
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| Time Conditions | Determine 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. |
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| Day | Determines the days of the week on which customers can spend the Offer's Awards. All week days weekdays are available and can be enabled or disabled. |
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| Hours | Determines a set of hour ranges during which customers can spend the Offer's Awards. |
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| X UOT after awarding | 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 was awarded, during which customers can spend the Offer's Awards. |
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| Product Conditions | Defines the Products that the awarded Offer can be spent on. It is not mandatory to specify a condition in this section. |
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| Allowed Products / Product Types /Product Families | A list of Products, Product Types or Product Families that the Reward can be spent on. |
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| Organisational Conditions | Defines the Groups or Units that the awarded Offer can be spent on. It is not mandatory to specify a condition in this section. |
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| Allowed Groups / Units | A list of Groups or Units that the reward can be spent on. | Info |
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title | Organisational Units Tips| Note |
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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. |
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| Log Information |
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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- |
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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) |
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| Log Details | The standard set of Log Details information available in all entities |
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