AVAILABLE FROM CRM.COM R9
Table of Contents
Navigating to Reward Offers Templates
CONFIGURATION > REWARDS APPLICATION > REWARDS > SET UP REWARD OFFER TEMPLATES
What are Reward Offers 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 in order to facilitate its information to be applied to the newly created Reward Offer.
Creating, Editing & Deleting Validations & Restrictions
| Action | Validations | Restrictions |
|---|---|---|
| General | N/A |
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| Create |
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| Edit |
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| Delete | N/A |
Reward Offers Templates attributes
Name | Description |
|---|---|
| Name* | The name of the Reward Offer Template |
| Alternative Code | The alternative code of the Reward Offer Template |
| Description | The name of the Reward Offer Template |
| State | The life cycle state of the Reward Offer Template which can either be Active or Inactive. By default a template is inactive. |
| Reward Scheme | The Reward Scheme for which the Reward Offer is created for. |
| Classification* | The classification of the Reward offer template. Only one reward offer classification can be selected per reward offer template. |
| Reward Offer Types | The Types of the Reward Offer. More than one Reward Offer Types can be selected but the available types will be filtered based on the Reward Offer Template's classification. |
| Category | A Reward Offer Category |
| Award Conditions | |
| Segment Conditions | Additional conditions which can be set using segments. It is not mandatory to specify a condition in this section |
| 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:
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| Not included in Segment | A list of segments which are used to excluded the customer events that are not allowed to be awarded. The criteria consist of the following:
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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 |
| Organisational Condition Settings | Organisational Condition Settings provide an automation on how Organisational Units will be set on the Reward offers which will be generated based on the Reward Offer Template. The available options are:
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| Allowed Groups / Units | A list of Groups or Units that can award the offer. This is available only if Organisational Condition Setting is set to "Specific Organisational Units" Organisational Units Tips |
| Conditions Based on the Offer Type | For more information on the attributes available for each Offer Type classification see at the next section. The classifications that retrieve distinct conditions are:
|
Spend conditions | |
| Time Conditions | Defines on which days and / or at which time, the awarded offer can be spend. It is not mandatory to specify a condition in this section |
| Day | It defines the days during which customers can spend awards provided by this offer. All week days are available and can be enabled or disabled |
| Hours | It defines a set of hour ranges during which customers can spend awards provided by this offer. |
| X UOT after awarding | It defines 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 awards provided by this offer. |
| Product Conditions | Defines the products that the awarded offer can be spent on. It is not mandatory to specify a condition in this section |
| Allowed Products / Product Types | A list of products or product types that the reward can be spend on. |
| 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 |
| Organisational Condition Settings | Organisational Condition Settings provide an automation on how Organisational Units will be set on the Reward offers which will be generated based on the Reward Offer Template. The available options are:
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| Allowed Groups / Units | A list of Groups or Units that can award the offer. This is available only if Organisational Condition Setting is set to "Specific Organisational Units"
In order for a Reward 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 under the Reward Offers |
Log Information | Includes the standard log information |
Reward Offer Template Award Conditions attributes
Utilise Free Capacity Conditions
Utilise Free Capacity offers are used to award customers who are performing purchases on specific dates / hours. The purchases might be associated with any type of product or with specific products. The conditions for these type of offers consist of the following:
Name | Description |
|---|---|
| Day / Time Conditions* | The conditions related with the date that the purchase customer event was performed. At least one condition should be specified in this section |
| Day | It defines on which days the customer event should be performed in order to be awarded. All week days are available and can be enabled or disabled |
| Hours | It defines a set of hour ranges during which the customer event should be performed in order to be awarded. |
| Product Conditions* | The conditions related with the products specified in the purchase customer event that was performed. It is not mandatory to specify a condition in this section |
| Allowed Products / Product Types / Product Families | A list of products, product types or product families that should be related with customer event |
Payment Medium Conditions AVAILABLE FROM CRM.COM R10.0.0 | The conditions related with the purchase customer event payment medium information |
| Payment Medium Brand | A list of payment medium brands that should be related with the customer event |
| Payment Medium Type | A list of payment medium types that should be related with the customer event |
Increase Revenue, Transaction based Conditions
Increase Revenue, Transaction based offers are used to award customers based on the value of their purchase transactions. The conditions for these type of offers consist of the following:
Name | Description |
|---|---|
| Transaction Conditions* | The conditions related with the transaction information of a purchase customer event that was performed. At least one condition should be specified in this section |
| Transaction Value | It defines the transaction value range of the purchase customer event in order to be awarded. The range consists of the following:
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Payment Medium Conditions AVAILABLE FROM CRM.COM R10.0.0 | The conditions related with the purchase customer event payment medium information |
| Payment Medium Brand | A list of payment medium brands that should be related with the customer event |
| Payment Medium Type | A list of payment medium types that should be related with the customer event |
Increase Revenue, Product based Conditions
Increase Revenue, Product based offers are used to award customers based on the value of their purchased products. The conditions for these type of offers consist of the following:
Name | Description |
|---|---|
| Product Conditions* | The conditions related with the products specified on the purchase customer event that was performed. At least one condition should be specified in this section |
| Allowed Products / Product Types | A list of products or product types that should be related with customer event and their value range. The range consists of the following:
|
Payment Medium Conditions AVAILABLE FROM CRM.COM R10.0.0 | The conditions related with the purchase customer event payment medium information |
| Payment Medium Brand | A list of payment medium brands that should be related with the customer event |
| Payment Medium Type | A list of payment medium types that should be related with the customer event |
Reward Loyalty, Transaction Amount Based Conditions
Reward Loyalty, Transaction Amount Based offers are used to award customers based on the value of the purchase transactions that they have performed within a specific period of time. The conditions for these type of offers consist of the following:
Name | Description |
|---|---|
| Transaction Conditions* | The conditions related with the transaction information of a purchase customer event that was performed. At least one condition should be specified in this section |
| Total Transaction Amount per period | It defines the total transaction value of purchase customer events that should be performed within a period of time in order to be awarded. The amount range consists of the following:
The period range consists of the following:
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Payment Medium Conditions AVAILABLE FROM CRM.COM R10.0.0 | The conditions related with the purchase customer event payment medium information |
| Payment Medium Brand | A list of payment medium brands that should be related with the customer event |
| Payment Medium Type | A list of payment medium types that should be related with the customer event |
Reward Loyalty, Transaction Number based Conditions
Reward Loyalty, Transaction Number Based offers are used to award customers based on the number of purchase transactions that they have performed within a specific period of time. The conditions for these type of offers consist of the following:
Name | Description |
|---|---|
| Transaction Conditions* | The conditions related with the transaction information of a purchase customer event that was performed. At least one condition should be specified in this section |
| Total Number of Transactions per period | It defines the total number of purchase customer events that should be performed within a period of time in order to be awarded. The number range consists of the following:
The period range consists of the following:
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Payment Medium Conditions AVAILABLE FROM CRM.COM R10.0.0 | The conditions related with the purchase customer event payment medium information |
| Payment Medium Brand | A list of payment medium brands that should be related with the customer event |
| Payment Medium Type | A list of payment medium types that should be related with the customer event |
Reward Personal Data Completeness Conditions
Reward personal data completeness offers are used to award customers having a complete set of personal data information, such as an address or date of birth. The conditions for these type of offers consist of the following:
Name | Description |
|---|---|
| Personal Data Conditions* | The conditions related with the personal data that should be complete. At least one condition should be specified in this section |
Award Phone Completeness | If enabled then the offer will be awarded to customers having complete phone information. Phone completeness is defined by the following:
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| Award Address Completeness | If enabled then the offer will be awarded to customers having complete address information. Address completeness is defined by the following:
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| Award Email Completeness | If enabled then the offer will be awarded to customers having complete email information. Email completeness is defined by the following:
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| Award Date of Birth Completeness | If enabled then the offer will be awarded to customers having complete date of birth information. |
| Period Conditions* | The conditions related with the period that the personal data completeness customer event was performed. It is not mandatory to specify a condition in this section |
| From Date | Defines the start of the period. If specified then the offer will be awarded only if the customer event was applied either on that date or after that date |
| To Date | Defines the end of the period. If specified then the offer will be awarded only if the customer event was applied either on that date or before that date |
Just Money Conditions
Just Money offers are used to award customer based on common business characteristics determined by one or multiple segments. The conditions for these type of offers consist of the following:
Name | Description |
|---|---|
| Award Conditions* | The conditions related with the number of awards that can be provided to each customer by this offer. At least one condition should be specified in this section |
| Number of awards | It defines how many awards can be provided to each customer by this offer. The supported options are the following:
|
Name | Description |
|---|---|
| Achievement Conditions | The conditions related with the classification of the achievement that will be performed. At least one condition should be specified in this section |
| Apply only if all achievements conditions are met * | Defines whether all of the specified achievement conditions should be met in order for the participant to be awarded. By default this option is disabled |
| Achievement Classifications * | It defines the achievement classification. If set then the customers will be awarded if they have performed an achievement which is classified with the specified achievement classification |
AVAILABLE FROM CRM.COM R10.0.0 - Financial Achievement Conditions
Financial achievement offers are used to award customers once they reach a specific financial achievement classification. The conditions for these type of offers consist of the following:
Name | Description |
|---|---|
| Financial Achievement Conditions | The conditions related with the classification of the financial achievement that will be performed. At least one condition should be specified in this section |
| Apply only if all financial achievements conditions are met * | Defines whether all of the specified financial achievement conditions should be met in order for the participant to be awarded. By default this option is disabled |
| Financial Achievement Classifications* | It defines the financial achievement classification. If set then the customers will be awarded if they have performed a financial achievement which is classified with the specified financial achievement classification |
| Product Conditions | The conditions related with the product of the financial achievement that was performed. |
| Allowed Products / Product Types / Product Families | A list of products, product types or product families that should be related with a financial achievement customer event |
Payment Medium Conditions | The conditions related with the financial achievement customer event payment medium |
| Payment Medium Brand | A list of payment medium brands that should be related with the customer event |
| Payment Medium Type | A list of payment medium types that should be related with the financial achievement customer event |
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