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Reward Subscription Maturity

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Reward Subscription Maturity

Subscription Maturity Reward Offer Attributes

An * indicates a field is mandatory

Reward Subscription Maturity Offers are used to award customers whose subscriptions were effective and uninterrupted, for a specific period.

Name

Description

Main Information
NumberAn auto-generated number that uniquely identifies each 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 that the Reward Offer belongs to
Type*The type of the Reward Offer, that will determine its business behaviour. Reward Offer types are filtered based on the Organisational Unit of the logged in user.
Name*The name of the Reward Offer
Alternative CodeThe alternative code of the Reward Offer
Life Cycle State

The Life Cycle State of the Reward Offer which can be 'Effective' or 'Not Effective'. By default, Reward Offers are created as 'Not Effective'.

Latest Effective Date

The latest date that the Reward Offer become 'Effective'. This information is set or updated each time the Life Cycle State of the Reward Offer changes from 'Not Effective' to 'Effective'.

DescriptionA description of the Reward Offer
CategoryThe category of the Reward Offer.
This is filtered based on the allowed categories defined in the Reward Offer Type.

Evaluation Method

AVAILABLE 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.
Award
Award*

The award that will be given if the Offer Award Conditions are met. The Award can be a specific amount.

Award OptionsDescriptions
Award Amount*

A specific amount.

Percentage onAwarded Amount within X UOT *

AVAILABLE FROM CRM.COM R10.0.0

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.

  • 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

AVAILABLE 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 is valid for. Two validity options are available:

  • Valid from latest effective date onward (default option)
    If selected, only Subscriptions which were created from the latest effective date (inclusive) onward are awarded.
  • Valid for a specific period
    • Valid From (inclusive)
    • Valid To (exclusive)
      If selected, only Subscriptions created within the period, are awarded.
       
    AVAILABLE 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 Subscriptions 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 Subscriptions 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 Subscriptions created within the period, are awarded.
Reward Award Validity

Reward Award Validity

Reward Award Validity is used to define the period for which an Award remains valid for the participant to spend. By default all awarded Offers will remain valid unless a Reward Award Validity period is defined in the Reward Offer on which the Award Transaction will be based.  Reward Award Validity settings can be specified as:

  • Always Valid: No validity period is defined so the 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

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*
Subscription Maturity Conditions*

The Conditions related with the necessary duration of uninterrupted subscription of the Rewards Participant, to be awarded the Offer. At least one Condition should be specified in this section.

Uninterrupted Subscription Period

Determines the necessary duration of the customer's uninterrupted subscription. The duration is measured in months or years.

Maximum Interruption Threshold in DaysDefines the maximum interruption threshold, measured in days (i.e. Resting Period)
Segment ConditionsAdditional 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 the customer events that are allowed to be awarded.The criteria consist of the following:

  • Segment:  A select box with all the segments having a segment entity equal to one of the following:
    • Accounts Receivable
    • Rewards Participant
    • Contact Information AVAILABLE FROM CRM.COM R10.0.0
    • Award Reward Transaction AVAILABLE FROM CRM.COM R10.0.0
    • Spend Reward Transaction AVAILABLE FROM CRM.COM R10.0.0
Not included in Segment

A list of segments which are used to 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 a segment entity equal to one of the following:
    • Accounts Receivable
    • Rewards Participant
    • Contact Information AVAILABLE FROM CRM.COM R10.0.0
    • Award Reward Transaction AVAILABLE FROM CRM.COM R10.0.0
    • Spend Reward Transaction AVAILABLE FROM CRM.COM R10.0.0
Organisational ConditionsDefines 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.
Allowed Groups / Units

A list of Groups or Units that can award the Offer.

Organisational Units Tips

For a Rewards 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 under the Reward Offers.

Spend Conditions

If no Spend Conditions are defined, then the awards can be spent unconditionally


Time ConditionsDetermine on which days and/or at which time, the awarded Offer can be spent. It is not mandatory to specify a Condition in this section.
DayDetermines the days of the week on which customers can spend the Offer's Awards.  All weekdays are available and can be enabled or disabled.
HoursDetermines a set of hour ranges during which customers can spend the Offer's Awards.
X UOT after awardingRepresents 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 Offer's Awards.
Product ConditionsDefines 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 /Product Families

A list of products, product types or product families that the Reward can be spent on.

AVAILABLE FROM CRM.COM R10.0.0 - Product Families

Organisational ConditionsDefines the Groups or Units that the awarded offer can be spent on. It is not mandatory to specify a Condition in this section.
Allowed Groups / Units

A list of Groups or Units that the Reward can be spent on.

Organisational Units Tips

For a Rewards 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 under the Reward Offers.

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  
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