Back to Getting Started Guides for CRM.COM
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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).
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| Sub-module | Type | Classification | Navigation | Dig In |
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| Rewards Schemes | Application | REWARDS REWARDSMANAGE REWARD SCHEMES | Rewards | |
| Rewards Offer Types | Configuration | CONFIGURATIONREWARDS APPLICATIONREWARDSSET UP REWARD OFFER TYPES | Rewards | |
| Rewards Definition | Configuration | CONFIGURATIONREWARDS APPLICATIONREWARDSSET UP BUSINESS DEFINITIONS | Rewards | |
| Rewards Offers | Application | REWARDSREWARDSMANAGE REWARDS OFFERS | Rewards | |
| Reward Offers Evaluation Run Definition | Application | REWARDSREWARDSPERFORM REWARD OFFERS EVALUATION RUNS | Rewards | |
| Rewards Offer Categories | Configuration | CONFIGURATIONREWARDS APPLICATIONREWARDSSET UP REWARD OFFER CATEGORIES | Rewards | |
| Reward Offer Templates | Configuration | CONFIGURATION REWARDS APPLICATIONREWARDSSET UP REWARD OFFER TEMPLATES | Rewards | |
| Reward Settlement Run Definition | Application | REWARDSREWARDSPERFORM REWARD SETTLEMENT RUNS | Rewards | |
| Wallet Expiration Run Definition | Application | FINANCEWALLETSPERFORM WALLET BALANCE EXPIRATION RUNS | Wallets |
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- Reward Offer Categories: Reward Offer Categories are used to classify Reward Offers into generic groups based on common attributes. Reward Offer Categories following a hierarchical tree structure. Each Reward Offer can be classified in only 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 accounts 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 identification process is 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 for awards that should be applied only up to a specific date or time after it is awarded, make sure to configure the Expiration Run so that expired awards are removed from the participant's balance.
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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 remain in this section to learn the basics of working with Rewards.
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| Module | Navigation | Dig In |
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| Rewards Participant | REWARDSREWARDSMANAGE REWARDS PARTICIPANTS | |
| Customer Events | CRMCUSTOMER EVENTSACCESS CUSTOMER EVENTS | Customer Events |
| Reward Offer Evaluation Run Definition | REWARDSREWARDSPERFORM REWARD OFFERS EVALUATION RUNS |
Creating Rewards Participants
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- The Reward Schemes to be evaluated are retrieved, based on the Reward Schemes selected in the Definition.
- The Reward Offers to be evaluated are retrieved, based on the Reward Offer Types selected in the Definition.
- Customer Events which are not of Type Spend Request are evaluated to decide whether they should be awarded.
- Award Reward Transactions are created for each awarded Customer Event.
- Rewards Participants, Contact Information and Subscriptions are evaluated based on Reward Offers not related with Customer Events
- Award Reward Transactions are created for each awarded Rewards Participant.
- Customer Events which are of Type Spend Request are evaluated to decide whether the specified amount can be spent.
- Spend Reward Transactions are created for each valid Customer Event.
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