AVAILABLE FROM CRM.COM R10.0.0
Financial Achievement Reward Offer Attributes
An * indicates a field is mandatory
Reward Financial Achievement offers are used to award customers who have accomplished a specific achievement.
Name | Description | ||||||
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| Main Information | |||||||
| Number | An 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 Code | The 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'. | ||||||
| Description | A description of the Reward Offer | ||||||
| Category | The 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:
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| 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.
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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 | ||||||
| Reward Offer Validity | |||||||
| Validity | Reward Offer Validity is used to define the period ranges that the Reward Offer is valid for. Two validity options are available:
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| 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 be 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:
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| Award Conditions* | |||||||
| Financial Achievement Conditions* | The conditions related to the Classification of the achievement that was performed. At least one condition should be specified in this section. | ||||||
| Financial Achievement Classifications | Determines the Financial Achievement classification. If set, then the customers will be awarded if they have accomplished a Financial Achievement of the specified Classification. | ||||||
| Apply only if all Financial Achievements conditions are met | Defines whether all of the specified Financial Achievement conditions should be met for the participant to be awarded. | ||||||
| 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 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 exclude the customer events that are not allowed to be awarded. The criteria consist of the following:
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| Product Conditions | The conditions related to the product of the Financial Achievement that was accomplished. | ||||||
| Allowed Products / Product Types / Product Families | A list of products, product types or product families that should be related to a Financial Achievement customer event. Only Termed services can be added in Product Conditions. | ||||||
| Payment Medium Conditions | The conditions related to the customer event payment medium of the Financial Achievement | ||||||
| Payment Medium Brand | A list of payment medium brands that should be associated with the customer event | ||||||
| Payment Medium Type | A list of payment medium types that should be associated with the Financial Achievement customer event | ||||||
| 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. | ||||||
| Allowed Groups / Units | A list of Groups or Units that can award the Offer Organisational Units Tips | ||||||
Location Conditions AVAILABLE 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 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 | ||||||
Period Conditions AVAILABLE FROM CRM.COM R10.0.0 | The conditions related to the period during which the customer event was performed. | ||||||
Maximum period to be awarded
| The maximum period that the customer event might remain unprocessed. After this period, the customer event is no longer valid to be awarded. The period range consists of Period and a UOT, which can be weeks, months or years. If period conditions are specified then, the unprocessed purchase customer event must be submitted within the specified period | ||||||
Spend Conditions If no Spend Conditions are defined, then the awards can be spent unconditionally | |||||||
| Time Conditions | Determine 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. | ||||||
| Day | Determines the days of the week on which customers can spend the Offer's Awards. All week days are available and can be enabled or disabled. | ||||||
| Hours | Determines a set of hour ranges during which customers can spend the Offer's Awards. | ||||||
| X UOT after awarding | 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 was awarded, during which customers can spend the Offer's Awards. | ||||||
| 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 /Product Families | A list of products, product types or product families that the Reward can be spent 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. | ||||||
| Allowed Groups / Units | A list of Groups or Units that the reward can be spent on. Organisational Units Tips | ||||||
| Log Information | |||||||
Owned by Group | The group that owns the specific Reward Offer, which automatically defaults to the group of the signed in user, or is automatically set depending on the geographical area of the contact defined in Groups. | ||||||
Privacy Level | The privacy level of the specific contact. | ||||||
| Log Details | The standard set of Log Details information available in all entities | ||||||
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