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Are you in the Rewards business? You have come to the right place. All you need to do is read this Getting Started guide Guide to find out how you can quickly set up CRM.COM to support your Rewards business.

Before you pull your sleeves up and start with Subscription related configurations, visit view Getting Started with CRM.COM to complete the basic System configurations regardless of your line of business. Additional guides Guides on Pricing, OTT management, and Subscription management can be found in the related Getting Started User Guides.

• /wiki/spaces/WIP/pages/10008366
• /wiki/spaces/WIP/pages/10008363Getting Started with Normal Subscriptions
• Getting Started with Prepaid Subscriptions
• Getting Started with OTT
• /wiki/spaces/WIP/pages/10008364Getting Started with Pricing

What you need to get

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started

In this Getting Started Guide you will find out about discover the following modules, required for Setting up and supporting Rewards supporting a Rewards business model.

• Products
  Set up all the Products your company sells and can be used as award or spend conditions to the Reward Offers.
• Rewards
  Set up your Rewards Business model, including all the Reward Offers to be offered to your customers.
• Customer Events
   Set up Customer Events, used by Rewards to award participants on either financial or marketing events Events and to redeem their customer awards.
• Contact Information
  Set up Contact Information, used for defining Defining the rules for managing Contact Information, required when registering Rewards Participants.

• Accounts Receivable
  Set up Accounts Receivable used for defining Define the rules for managing Accounts Receivable, required when registering Rewards Participants.

• Wallets
  Set up Wallets, used by Rewards to debit or credit Rewards Participants based on Award and Spend Transactions.
• Access Tokens
  Set up Access Tokens, used by Rewards to identify users participating in your Rewards program program.

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Setting up Products

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Sub-module	Type	Classification	Navigation	Dig In
Customer Event Classifications	Configuration		CONFIGURATIONCRM APPLICATIONCUSTOMER EVENTSSET UP CLASSIFICATIONS	Configuring Customer Event ClassificationsEvents
Customer Events Definition	Configuration		CONFIGURATIONCRM APPLICATIONCUSTOMER EVENTSSET UP BUSINESS DEFINITIONS	Configuring Customer Events Definition
Key Performance Indicators	Configuration		CONFIGURATIONCRM APPLICATIONCUSTOMER EVENTSSET UP KEY PERFORMANCE INDICATORS	Configuring Key Performance IndicatorsCustomer Events

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Step 1: Setting up Customer Event Classifications

First, you must configure the Start by configuring the Customer Event Classifications 

Customer Events Classifications is a system function used to split System function that groups Customer Events into categories, enabling various business processes to apply different business rules to each Classification.  The classification of Customer Events is only mandatory for Achievement and Financial Achievement Type Events.

• Define the Customer Event Types for which each Classification can be selected and applied.

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Step 2: Setting up Customer Events Definition

ThenNext, you must configure an active 'Active' Customer Events Definition 

Customer Events definitions is Events Definitions are a set of business rules used to control the behaviour of Customer Events throughout their whole life cycleLife Cycle. 

• Define the settings related to the Customer Events that will be processed by the System. 
  
  • Purchase Customer Events Automation: Select the Invoice Types that Types that will automatically trigger the creation of create Purchase Customer Events, on postingEvent when posted.
    
  • Event Types Processed Immediately: Select the customer event types that the Customer Event Types which should be processed immediately automatically selected for immediate processing. 
  • Payment Medium Brand Automation: Define the rules used to automatically set the Payment Medium Brand on Purchase or Financial Achievement Customer Events, based on the format of the specified Payment Medium identifier. 
    These rules apply only if the Customer Event is submitted with a specified Payment Medium identifier but without a Payment Medium Brand.
  • Payment Medium Type Automation: Define the rules used to automatically set the Payment Medium Type on Purchase or Financial Achievement Customer Events, based on the format of the specified Payment Medium identifier.
    These rules apply only if the Customer Event is submitted with a specified Payment Medium identifier but without a Payment Medium Type.
  •  Payment Payment Medium Identifier Automation: Define the rules used to automatically adjust the Payment Medium identifier specified on Purchase or Financial Achievement Customer Events, before saving the Events. 
    These rules apply only if the Customer Event is submitted with a specified Payment Medium identifier. The adjustment is performed just before saving the information and once other processing is completed.
  • Spend Request Customer Events Rules: Defines rules Rules that are automatically applied when creating and processing Spend Request Customer Events, such as defining the minimum or maximum amount allowed or rejecting Spend Request amount or whether to reject Spend Requests when the Wallet Balance cannot cover the Spend Request if there is not enough money to cover the spend request amount.

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Step 3: Setting up Key Performance Indicators

 Configure the following module for additional functionality and categorisation.

Key performance Performance Indicators: Customer Event Key Performance Indicators are used to measure the performance of key business objectives to evaluate if they are achieved or not. They are used for creating Financial Statement Customer Events and can also be used as conditions on awarding participants through Financial Statement Reward Offers.

Do it Yourself!!

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Setting up Access Tokens 

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Sub-module	Type	Classification	Navigation	Dig In
Access Tokens Definition	Configuration		CONFIGURATIONFOUNDATION APPLICATIONACCESS TOKENSSET UP ACCESS TOKEN DEFINITIONS	/wiki/spaces/WIP/pages/10010278Access Tokens
Access Token Classifications	Configuration		CONFIGURATIONFOUNDATION APPLICATIONACCESS TOKENSSET UP CLASSIFICATIONS	Configuring Access Token ClassificationsTokens

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Step 1: Setting up Access Tokens Definitions

First, you must configure an active 'Active' Access Tokens Definition.

Access Token Definitions are used to control the creation of Access Tokens, by defining the policies governing the format of the Access Token User Identifier, Pass Code and Authentication Code.  You can define whether Access Tokens can be created without an Identifier and Pass Code or deactivated when their last entity association (Rewards Participant or Accounts Receivable) is removed. 
Additional settings relating to Access Tokens may also be defined, concerning Accounts Receivable and Rewards Participants, as well as Communication (Access Tokens can be automatically communicated to customers once created).

• Define settings of the identifier and passcode.
  • Identifier: Specify the settings related to the access token Access Token identifier
  • Passcode: Specify the settings related to the access token Access Token pass code.
  • Automation: Specify the settings related to the access token Access Token automation. Make sure you enable "Allow Creating Access Tokens on Creating Rewards Participants"." 
• Define whether the Access token Token requires verification verification .
  • Define the Communication Template to be used to send the verification code to customers.

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Step 2: Setting up Access Token Classifications

 Configure the following module for additional functionality and categorisation.

Access Token Classification Access Token Classifications are used to define the behaviour of each Access Token and the business settings and restrictions that will be applied while creating, maintaining or using therm.  You can define settings related to the creation and formatting of the Identifier, Pass Code and Authentication Code. You can define whether Access Tokens can be created without an Identifier and Pass Code or deactivated when their last entity association (Rewards Participant or Accounts Receivable) is removed.

If no Classification is specified when creating an Access Token, then the settings defined in the 'Active' Access Token Definition will be applied.

Do it Yourself!!

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Setting up Rewards

Rewards allow provide merchants to award conditional/unconditional cashback based on reward participants' activity (complete spend transaction), where cash can be spent unconditionally or on specific products at specific times and specific organisational unitsnumerous Reward Offer options to award their loyal customers. Awards can be directly converted into cash value which can be consumed on specific Products or Units and at specific times, or with no conditions at the customer's discretion.

What Comes First

To be able to use Rewards you need to configure the system System to support your business model. In the following table, you can find all the related configuration modules related to Rewards.

Sub-module	Type	Classification	Navigation	Dig In
Rewards Schemes	Application		REWARDSREWARDSMANAGE REWARD SCHEMES SCHEMES	Configuring Rewards Schemes
Rewards Offer Types	Configuration		CONFIGURATIONREWARDS APPLICATIONREWARDSSET UP REWARD OFFER TYPES	/wiki/spaces/WIP/pages/10008596Rewards
Rewards Definition	Configuration		CONFIGURATIONREWARDS APPLICATIONREWARDSSET UP BUSINESS DEFINITIONS	/wiki/spaces/WIP/pages/10008595Rewards
Rewards Offers	Application		REWARDSREWARDSMANAGE REWARDS OFFERS	Managing Rewards Offers
Reward Offers Evaluation Run Definition	Application		REWARDSREWARDSPERFORM REWARD OFFERS EVALUATION RUNS	Using Reward Offers Evaluation Run DefinitionsRewards
Rewards Offer Categories	Configuration		CONFIGURATIONREWARDS APPLICATIONREWARDSSET UP REWARD OFFER CATEGORIES	/wiki/spaces/WIP/pages/10008597Rewards
Reward Offer Templates	Configuration		CONFIGURATIONREWARDS APPLICATIONREWARDSSET UP REWARD OFFER TEMPLATES	Configuring Reward Offer TemplatesRewards
Reward Settlement Run Definition	Application		REWARDSREWARDSPERFORM REWARD SETTLEMENT RUNS	Using Reward Settlement Run DefinitionsRewards
Wallet Expiration Run Definition	Application		FINANCEWALLETSPERFORM WALLET BALANCE EXPIRATION RUNS	Using Wallet Balance Expiration Run DefinitionsWallets

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Step 1: Setting up Rewards Schemes

First, you must configure Start by configuring the Rewards Schemes, so that they can be assigned Rewards Participants and Reward Offers can be assigned to them.

Reward Schemes are used to group Reward Offers and keep track of eligible customers participating in the Scheme which is thus eligible for the associated offers each Scheme. Through Rewards Schemes you can define the allowed organisational units Organisational Units that will be allowed to assign Participants and Reward Offers to the Scheme.

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Step 2: Setting up Rewards Offer Types

SecondlyNext, you must configure the Rewards Reward Offer Types which will then be added to Rewards Reward Definitions.

Reward Offer Types define the behaviour and nature of Reward Offers. Each Type's different characteristics are derived from the Reward Offer Classification which influences the business behaviour.  

• Define the following information:
  • Classification of the Reward Offer type Type that will define the behaviour of newly created Reward Offers that are created using this type.
  • Categories that will be allowed to be used in reward offers Reward Offers of this typeType.
  • Organisational units Units that will be allowed to create reward offers Reward Offers of this typeType.

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Step 3: Setting up Rewards Definition

Following, you You must next configure an active 'Active' Rewards Definition to be able to work with Reward Offers,.

Rewards Definitions is a set of business rules used to control the behaviour of Rewards throughout their whole life cycleLife Cycle.

Through Rewards Definitions you can define which of the pre-configured Reward Offer Types are available for selection when creating a new Reward Offer. At least one Type must be selected.

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Step 4: Setting up Rewards Offers

Next, you must configure Configure valid Reward Offers to  next, in order to be able to award future Reward Participants , (even though it Reward Offers is not a configuration entity).

Reward Offers are used to define an amount of money that will be awarded based on customer events, and/or the conditions specified in 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. There exist various types of Reward Offers that you can set up in the system, each one offering you different award and spend conditions. According to the type selected the related Rewards Award and Spend conditions will be loadeddetermine amounts of money awarded for Customer Events or any other awarded actions of 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.

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Step 5: Setting up

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Reward Offers Evaluation Run Definitions

Next, you must configure Reward Offers Evaluation Run Definitions that will be used for awarding Rewards Participants.

Reward Offers Evaluation Run Definition is Definitions are a set of business rules , used by Reward Offers Evaluation Runs to evaluate Rewards Participants and their related information against the Reward Offers provided by their Participating Reward Scheme. 
The result of the Reward Offers Evaluation Run is Award Transactions and Spend Transactions that will debit or credit the Wallet of the Rewards Participant accordingly.

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• Criteria
  • Reward Schemes:  Defines the Reward Schemes that should be considered during the evaluation process.
  • Reward Offer Types:  Defines the Reward Offer Types that should be considered during the evaluation process.
• Scheduling Settings: Determine when the definition should be executed. They can be scheduled to be executed once or on a recurring basis. 

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Step 6: Setting up

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Reward Offer Categories & Templates Reward Settlement Run Definitions, Wallet Balance Expiration Run Definitions

Configure the following module for additional functionality and categorisation.

• Rewards Reward Offer Categories: Reward offer categories Offer Categories are used to classify reward offers Reward Offers into generic groups based on specific similar common attributes that they share. Reward offer categories are Offer Categories following a hierarchical tree structure. Each reward offer Reward Offer can be classified in only in one category. 
• Reward Offer Templates: Reward Offers Templates can be used during the creation of a new Reward Offer.  A Reward Offer Template has a similar structure to Reward Offers to facilitate the transfer of information to the newly created Reward Offer. 
• Reward Settlement Run Definitions: Reward Settlement Run Definitions are used to execute runs that will evaluate Customer Events and Spend Transactions, to debit or credit the Merchant's accounts , (merchants participating to your Rewards Business) of participating Merchants, based on the Awards provided or redeemed, using Contribution Rules defined for each Merchant. For example, when an Award is given via a Customer Event that was created by a Unit C merchant, then Unit's C merchant account is debited with the Award amount. When a Spend Request Customer Event is created by a Unit C merchant, then Unit's C merchant account is credited with the spent amount. The debiting amount is calculated based on the Contribution rules set on the Rewards Participating Merchants.
• Wallet Balance Expiration Run Definitions: Wallet Balance Expiration Run Definitions are used to define the rules by which Runs will be performed, to identify the Wallet amount that should be expired and debit the Wallet for the unspent amount of money . (The the identification process is done performed based on the specified Expiration Date and the amount already spent). The resulting debit that reflects the expired amount is directly allocated against the expired credit amount.
  The Expiration - Date is specified either manually or automatically, as part of a Reward Offer Award that has a specific Expiration Date. 
  If you have Reward Offers that offer for awards that should be applied only up to a specific date or time after it is awarded, then make sure to configure the Expiration Run , to make sure so that expired awards are removed from the participant's available amountbalance. 

Do it Yourself!!

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Having set up CRM.COM based on your business requirements, you are ready to experience the capabilities of the System. View our Application Manuals area, which includes manuals dedicated to each submodule, and discover the functionality of each CRM.COM Module designed to help you complete your business transactions or just check out transactions, or remain in this section to find out how you can work learn the basics of working with Rewards following a simple model.

Below you can find Find links to manuals related to using CRM.COM for a COM Rewards Businessbelow.

Managing Contact Information

Visit View Managing Contact Information and start working with Contact Information required for  required for creating an Accounts Receivable.

Managing Accounts Receivable 

 Visit Managing View Accounts Receivable and start working with Accounts Receivable required  required for creating Subscriptions.

Managing Wallets

Visit Managing Wallets and start working with Wallets required View Managing Wallets required by Rewards Participants to manage their loyalty awards and spendsspending.

Managing Access Tokens

Visit View Managing Access Tokens and start working with Access Tokens required for creating Access Tokens needed necessary for Rewards Participants that will have to access to their rewardsRewards.

Managing Rewards 

Overview

To participate in Rewards processes, you need to sign up as a Rewards Participant. Rewards Participants, belong in Rewards Schemes and via Reward Schemes the system through which the System can identify which Reward Offers the each participant is eligible to. 

The participant will be Participants are evaluated based on his actions their Actions in the system (purchases/customer events/subscription usage etc. ).  Reward System (e.g. Purchases, Customer Events, Subscription Usage).  A Reward Offers Evaluation Run is executed on a recurring basis , and any actions of the participant eligible for an award will be awarded by eligible actions are awarded through the creation of the Award Transactions to be created, which in turn will create the Credit Wallet Transactions that will credit the Wallet of the participant. 
Reward Offers Spend Conditions, are added in the allotments of the Credit Wallet Transactions created from the Award Transactions.

Whe a participant wants to Participants redeem their points , they can proceed with a purchase. i.e. A through purchases.  A Purchase Customer Event must be created (the purchase of the customer) and then is created followed by a Spend Request Customer Event is created (using the purchase Customer Event).

Module	Navigation	Dig In
Rewards Participant	REWARDSREWARDSMANAGE REWARDS PARTICIPANTS	/wiki/spaces/WIP/pages/10008611Rewards - Up to R14
Customer Events	CRMCUSTOMER EVENTSACCESS CUSTOMER EVENTS	Managing Customer Events
Reward Offer Evaluation Run Definition	REWARDSREWARDSPERFORM REWARD OFFERS EVALUATION RUNS	Using Reward Offers Evaluation Run DefinitionsRewards - Up to R14

Creating Rewards Participants

First, you need to create Start by creating Rewards Participants!

Once the Contact Information, Accounts Receivable, Wallets and Access Tokens Definitions have been configured as described above, you are ready to create your Reward Participants. 

Create Follow these steps to create a new Rewards Participant through the following steps:

1. Create a new Contact Information or use an existing one.
2. Create a new Accounts Receivable or in case you loaded an existing customer (account owner) then you can also select the their account he owns.
3. Specify the participantParticipant's Billing Address.
4. Select and add the Reward Schemes that the participant Participant will join. For each scheme you need to Scheme specify the sign up details (date and unitUnit).
5. Specify the participantParticipant's Sign Up Details by entering the sign up date and the unit Unit that signed up the specific participantParticipant.
6. Create an Access Token which will be used to identify and access the Rewards Participant information. The user identifier and pass code are mandatory depending on the related definition Definition configuration, while the authentication code is generated automatically by the system System on saving the participantParticipant.
   
   

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Customer Events are financial and marketing events performed by customers and are registered within CRM.COM in order to be rewarded or additionally processed by other functions of CRM. COM. Each of the Event Types has a different set of attributes that must be set. Below there is Find below a list with different of manuals explaining how you can create each of the Customer Events.

• Achievement Customer Event 
• Financial Achievement Customer Event 
• Financial Statement Customer Event
• Purchase Customer Event
• Referral Customer Event
• Social Media Customer Event
• Spend Request Customer Event
• Web Customer Event

Executing Rewards Run Definitions

Once a Reward Offer Run Evaluation definition Definition is executed, the System evaluates Rewards Participants and their information against the Reward Offers and creates Award & Spend Transactions for each one, thus debiting or crediting the participant's Wallet. Specifically, the following are evaluated:

1. The Reward Schemes to be evaluated are retrieved, based on the Reward Schemes selected in the Definition.
2. The Reward Offers to be evaluated are retrieved, based on the Reward Offer Types selected in the Definition.
   
   
3. Customer Events which are not of type spend request Type Spend Request are evaluated to decide if whether they should be awarded.
4. Award Reward Transactions are created for each awarded Customer Event that is awarded.
   
   
5. Rewards Participants, Contact Information and Subscriptions are evaluated based on Reward Offers not related with Customer Events
6. Award Reward Transactions are created for each rewards participant that is awardedawarded Rewards Participant.
   
   
7. Customer events Events which are of type spend request a Type Spend Request are evaluated to decide if whether the specified amount of money can be spendspent.
8. Spend Reward Transactions are created for each customer event that is validvalid Customer Event.

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Integrating with CRM.COM

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