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 Back to Rewards Main Page

Excerpt
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Find out how to create a new Rewards Offers of classification Classification Reward Sign Ups

What does this section cover?

Table of Contents
minLevel2

Navigating to Rewards Offers

Info

REWARDS APPLICATION > REWARDS > REWARDS OFFERS

Explaining Reward Sign Ups Rewards Offers Fields

Reward sign up offers Reward Sign UpsImage Added

Sign Ups Reward Offers Attribute

An * indicates a field is mandatory.

Reward Sign Up Offers are used to award new rewards participants Rewards Participants that:

  • Have not been awarded by this offer Offer before.
  • Successfully signed up as a Rewards Participant RewardsParticipant .
  • Have already been awarded by another Offer, at least once (by another offer)
 
  • .
reward offer Two then customer events will be awarded  period  then only customer events which were those periods, regardless of the latest effective date, will be awardedAward conditions Exclude Rewards Participants Included Spend conditions

Name

Description

Main Information
NumberAn auto-generated number that uniquely identifies each reward offerReward 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 Reward scheme that the reward offer Reward Offer belongs to.
Type*The type of the reward offerReward Offer, that will determine it's its business behaviour. Reward offer Offer types are filtered based on the organisational unit Organisational Unit of the logged in user.
Name*The name of the reward offerReward Offer.
Alternative codeCodeThe alternative code of the reward offerReward Offer.
Life cycle stateCycle 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 effectiveReward 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 offerReward 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 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. 
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 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 (highest amount) among other Reward Offers that might be applicable. By default, this option is set as disabled.

Offer Validity
Validity

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
  • Reward Participants which were created from the latest effective date (inclusive) onward
  • are awarded.
  • Valid for a specific
  • period
    • Valid From (inclusive)
    • Valid To (exclusive)
      If selected
    • , only Reward Participants created within
Award*

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
    • 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 Reward Participants whose related Contact Information's birthday is within this 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 Reward Participants whose related Contact Information's name day is within this period, are awarded
  • Valid During a Recurring Period
    • Valid From (inclusive) Day and Month
    • Valid To (inclusive) Day and Month
      If selected, only Reward Participants created within this period, are awarded. (Checked against their Created 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 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

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 *
Sign Up Conditions*

The conditions Conditions related with enabling the sign up awardSign Up Award.

Award New Rewards Participants

If enabled, then the offer Offer will be awarded to customers meeting the following conditions:

  • Have not been awarded by the specific offer this Offer before.
  • Successfully signed up as a rewards participantRewards Participant. 
  • Have already been awarded by another Offer, at least once. 
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 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 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
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 entitya 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 submitted the customer event and are allowed to award the offerOffer. 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 offer

the Offer

Note

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

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

Spend Conditions

Note

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


Time ConditionsDefines Determine on which days and/  or at which time, the awarded offer Offer can be spendspent. It is not mandatory to specify a condition Condition in this section.
DayIt 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.
HoursIt defines Determines a set of hour ranges during which customers can spend awards provided by this offerthe Offer's Awards.
X UOT after awardingIt 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 offerOffer's Awards.
Product ConditionsDefines the products that the awarded 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

spent on.

 

Creating & Saving, Validations & Restrictions

ActionValidationsAdditional Information
Create
  • All mandatory fields must be provided
  • 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 that was selected on the reward offer
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
  • Not Applicable

 

Delete
  • Reward offers cannot be deleted if  any award or spend reward transaction already exists.
  • Not Applicable

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 drop down list. Select a type of classification Reward Sign Ups
    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

  • SIGN UP CONDITIONS

    1. Award New Rewards Participants: Enable or disable based on your needs. 

      1. If enabled then the offer will be awarded to customers meeting the following conditions:

        • Have not been awarded by this offer before

        • Successfully signed up as a Rewards Participant 

        • Have already been awarded, at least once (by another offer)

  • 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
  • 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.

    Info
    titleOrganisational Units Tips
    In order a Reward Participant can meet the criteria and
    Note

    For a Rewards Participant to meet the criteria and get 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

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

    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

  • 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

    under the Reward Offers.

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

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