The Reward Offer Template that if selected it will carry over predefined information, such as offer classification, award and spend conditions.

Visit Configuring Reward Offer Templates for more information

The life cycle state of the reward offer which can be Effective or Not Effective. By default, reward offers are created as Not Effective

The latest date that the rewards 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

The award that will be given if the offer award conditions are met. The award can be a specific amount or a percentage of the financial transaction amount that triggered the award.

The method that will be used to evaluate the offer. For the specific reward offer type, evaluation, you can select between:

• Batch Process:
  If this option is selected then only during the execution of the Reward Run, awards will be evaluated and provided
  i.e. If a customer event needs to be processed, then the event will never be processed immediately via the offer but will always be processed by the Reward Run. (even if the Process Immediately option is checked on the customer event) Results will never be available immediately on the execution of the event
• Batch Process and Interactively
  If this option is selected then the evaluation will be done according to the Process Immediately value on the customer event.
  • Process immediately: Yes
    The reward offer will be evaluated as soon as the customer event is executed 
  • Process immediately: No
    The reward offer will be evaluated when the Reward Run is executed

Provides the option on how the award will be given:

• Per transaction (Default)
  or
• Per transaction item

Provides an option, on how to spend the money earned from an award

• Spend on Request (default)
• Spend Instantly

This is available only if the offer Evaluation Method is set to "Batch Process and Interactively"

Reward offer validity is used to define the period ranges that the reward offer is valid. Two validity options are available:

• Valid from latest effective date onward (default option)
  • If selected then only customer events which were created from the latest effective date (inclusive) onward will be awarded 
• Valid for a specific period 
  • If selected then only customer events which were created within those periods, regardless of the latest effective date, will be awarded

Reward Award Validity is used to define the period for which an award is valid for the participant to spend. By default all awarded offers will be always valid unless a Reward Award Validity period is defined in the Reward Offer based on which the Award Transaction was created. Reward Award Validity settings can either specified as:

• Always valid: No validity period is defined so awarded amount can be spent at any time
• Valid for a specific period: The awarded amount can be spent only in a specific period of time and this can either be:
  • Valid up to X UOT after the Award Transaction's creation date
  • Valid up until a specific date

A list of products, product types or product families that should be related with customer event and their value range. The range consists of the following:

• From Value
• To Value

AVAILABLE FROM CRM.COM R10.0.0 - Product Families

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:

• 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

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:

• 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

A list of Groups or Units that can award the offer

A list of Areas, Cities, or Districts that should be related to the reward participant's active addresses

The maximum period of time that the customer event might remain unprocessed. After this period of time, the customer event is no longer valid to be awarded. The period range consists of Period & UOT, which can be weeks, months or years

A list of products, product types or product families that the reward can be spend on.

AVAILABLE FROM CRM.COM R10.0.0 - Product Families

A list of Groups or Units that the reward can be spend on.

The group that owns the specific Reward Offer which will automatically default to the group of the signed in user or will be automatically set based on the geographical area of the contact as defined in Groups

The privacy level of the specific contact. 
It is always read only and can be changed through a dedicated action or it will be automatically set by thePrivacy Level Assignment Rules (PLAR)