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 Back to Rewards Main Page

Excerpt
hiddentrue

Find out how to create a new Rewards Offers of classification Classification Just Money

What does this section cover?

Table of Contents
minLevel2

Navigating to Rewards Offers

Info

REWARDS APPLICATION > REWARDS > REWARDS OFFERS

Explaining Just Money Offers Fields

Just Money offers

JUST MONEYImage Added

Just Money Reward Offer Attributes

An * indicates a field is mandatory

Just Money Offers are used to award customer based on common business characteristics determined by one or multiple segments. 

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

    1. JUST MONEY CONDITIONS

      1. Number of Awards By This Offer: Select from one of the following options:

        1. Only Once
        2. Multiple
    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
        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

    • 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.

    • 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 Explicit - GlobalLog Information Explicit - Global

    Name

    Description

    Main Information
    NumberAn auto-generated number that uniquely identifies each
    reward offer
    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
    Reward Scheme that the
    reward offer
    Reward Offer belongs to
    Type*The
    type
    Type of the
    reward offer
    Reward 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 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
    Category

    The

    category

    Category of the

    reward offer

    Reward Offer.

    This is filtered based on the allowed categories defined in the Reward Offer Type

    Owned by Group

    The group that owns the specific Reward Offer

    Privacy Level

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

    ValidityReward offer validity

    .

    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 of 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 disable

    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
      • , 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 is valid for the participant to spend. By default all awarded offers will always be valid unless a Reward Award Validity period is defined in the Reward Offer based on which the Award Transaction was created. Reward Award Validity settings can either specified as:

    • Always Valid: No validity period is defined so 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*
    Award Conditions*

    The

    conditions

    Conditions related with the number of

    awards

    Awards that can be provided to each customer by this

    offer

    Offer. At least one

    condition

    Condition should be specified in this section.

    Number of Awards
    It defines

    Determines how many

    awards

    Awards can be provided to each customer by this

    offer

    Offer. The supported options are the following:

    • Only One
    • Multiple
    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 entityExclude Rewards Participants Included
    • 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
    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 / UnitsA list of Groups or Units that can award the offer
    Spend conditions

    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
    Time Conditions
    Defines
    Determine 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
    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 or product types

    Products, Product Types or Product 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 / UnitsA list of Groups or Units that the
    reward
    Reward can be
    spend
    spent on.

     

    Creating & Saving, Validations & Restrictions

    ActionValidationsAdditional Information
    Create
    • All mandatory information 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 Just Money
    5. Award: Specify the award amount 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 
    • 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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