What does this section cover?

What are Rewards Offer Categories Categories?

Reward offer categories are used to classify reward offers into generic groups based on specific similar attributes that they share. Reward offer categories are following a hierarchical tree structure. Each reward offer can be classified only in one category.

Creating, Editing & Deleting Validations & Restrictions

Action	Restrictions	Additional Information
General	All mandatory fields must be provided	Multiple rewards offer categories can exist in the system but each one should have a unique name and alternative code.
Delete	Reward offer categories cannot be deleted if they are already used reward offers which are still effective.	Deleted Rewards Offer Categories categories are still visible on Rewards Offer Categories which were created using those categories.

Categories attributes

Name	Description
Name*	The name of the category
Description	The description of the category
Code*	The code of the category
Parent	The parent of the category, unless the category is a root

Categories Tree Structure

Action	Icon
View all categories (Parents and Children)
Close all categories and only view Parents
Parent Category with children
Child Category with no children

Defining your own Categories tailored to your company's needs

Navigate to category of the entity which is found in the Module Configuration section
Click on Expand All to look at the tree structure and all available categories
Creating a new Category
Follow the steps below In order to add a new Category:
1. From the Categories summary screen page click on "Add Category"
2. Add Category modal opens where you can provide the required information
  1. Parent: You can search for existing categories to set as parents to the new category that you are adding
    If you don't add anything then the new category will be added as a Parent
  2. Name
  3. Code
  4. Description
3. Click on "Save" to close the modal
Modifying a Category
Follow the steps below In order to modify an existing Category:
1. Click on "Expand All" to see all the defined categories
2. Click on the name of the category you would like to update
3. The Edit Category modal opens, where you can update the category information, change the parent, or remove the parent
4. When you are done click on "Save" to close the modal
Deleting a Category
Follow the steps below In order to delete an existing Category:
1. Click on "Expand All" to see all the defined categories
2. Check the box located at the left hand side of the category you would like to delete
3. Click on "Remove" found at the top of the tree structure

Related Areas

Page:

Reward Financial Achievement — Find out how to create a new Rewards Offers of Classification Reward Financial Achievement
Page:

Reward On Name-day — Find out how to create a new Rewards Offers of Classification Reward On Name-day
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Applying Rewards Participating Merchant Rules — Learn how the rules established in the Rewards Participating Merchants are applied and how they affect System behaviour - AVAILABLE FROM CRM.COM R10.0.0
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Reward Financial Statement — Find out how to create a new Rewards Offers of Classification Reward Financial Statement
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Using Award Expiration Run Definitions — Learn to configure Award Expiration Run Definitions that dictate the overall behaviour of the Award Expiration Run
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Managing Award Expiration Transactions — Learn to work with Award Expiration Transactions
Page:

Configuring Reward Offer Templates — Learn to configure Reward Offers Templates
Page:

Using Reward Settlement Run Definitions — Learn to configure Reward Settlement Run Definitions that will dictate the overall behaviour of Reward Settlement Runs
Page:

Just Money — Find out how to create a new Rewards Offers of Classification Just Money
Page:

Reward Achievement — Find out how to create a new Rewards Offers of Classification Reward Achievement
Page:

Increase Revenue, Product Based — Find out how to create a new Reward Offers of Classification Increase Revenue, Product based
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Reward Loyalty, Transaction Amount Based — Find out how to create a new Rewards Offers of Classification Reward Loyalty, Transaction Amount Based
Page:

Reward Referrals — Find out how to create a new Rewards Offers of Classification Reward Referrals
Page:

Increase Revenue, Transaction Based — Find out how to create a new Rewards Offers of Classification Increase Revenue, Transaction based
Page:

Reward Sign Ups — Find out how to create a new Rewards Offers of Classification Reward Sign Ups

Configuring Rewards Offer Categories

What does this section cover?

What are Rewards Offer Categories Categories?

Creating, Editing & Deleting Validations & Restrictions

Categories attributes

Categories Tree Structure

Defining your own Categories tailored to your company's needs

Creating a new Category

Modifying a Category

Deleting a Category

Related Areas

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