Navigating to Reward Offers

What are Reward Offers?

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 loaded.

• Navigate to Reward Offers and explore existing records via the Summary page. 
• Click on the link (name or number) of the record of your interest to enter the Data Entry page and see more detail. 
• Use the Actions Menu to create a NEW Reward Offer, modify (EDIT) or DELETE an existing one. 
• Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Reward Offers. 
• Click on ACTIONS to discover other possibilities available for Reward Offers.
• Click on the Audit Trail button to view a log of changes performed on the Reward Offer you are looking at.

Check the Validations & Restrictions Table for a list of available Actions when working with Reward Offers including each Action's related validations and additional information of its system process.

Validations & Restrictions

Additional Actions for Reward Offers

Changing Life Cycle State 

Life Cycle State of a Reward Offer can be changed from Effective to Not Effective and vice versa, to control when the specific reward is used for awarding. Life Cycle State can be set using an action which is available via the Data Entry Page 

1. Navigate to the Reward Offer you would like to change the Life Cycle State
2. Search for the offer you would like to update
3. Click on the record you would like to change its Life Cycle State, to access its Data Entry Page
   1.  From the Action Menu click on ACTIONS > SET AS EFFECTIVE OR SET AS NOT EFFECTIVE depending on its current state
4.  The Life Cycle State is automatically updated to Effective / Not Effective respectively given that the validations are satisfied.

Creating Reward Offers using Templates

Reward Offer Templates can be used when creating a new Reward Offer. The template is responsible for copying the template's Reward Offer configuration to the newly created Reward Offer. This functionality is available only when creating a new Reward Offer. Once saved, the Reward Offer will not be affected by any other future changes on the Reward Offer Template based on which it was initially created.

1. Navigate to Reward OfferS
2. Search using the criteria available in the summary page
3. From the top menu click on the NEW to open the Reward Offers data entry page

4. MAIN INFORMATION 

   1. Name
   2. Alternative Code
      
   3. Reward Scheme: Search and select the Scheme that the offer will belong to

   4. Template: Select the Reward Offer Template 

      Using Reward Offer Template

      Once a Reward Offer template is selected, all the information configured at the template are carried over

      Users can further amend the new Reward Offer's information by modifying the information copied from the Reward Offer Template.

5. Proceed with providing the rest of the values as required or modify the existing information as per your business needs
   For more information on Reward Offer fields go to Managing Reward Offers
6. From the Action Menu click on SAVE

Reward Offer Classifications 

For a comprehensive description of each Reward Offer Classification attributes visit the respective manual found below.