What does this section cover?

Navigating to Rewards Offers

Explaining Reward Sign Ups Rewards Offers Fields

Reward referrals offers are used to award existing rewards participant which have referred other new rewards participants.

Creating & Saving, Validations & Restrictions

Creating a Rewards Offers

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

4. MAIN INFORMATION 

   1. Name
   2. Alternative Code
   3. Template: Select from the drop down
      If a template is selected then the fields defined in the template will be automatically filled. Proceed with filling out the rest of the information
   4. Reward Scheme: Search and select the Scheme that the offer will belong to
   5. Type: Select the type from the drop down list. Select a type of classification Reward Referrals
      
   6. Award: Specify the award amount or percentage that will be given if the offer award conditions are met
   7. Category
   8. Description
       

5. OFFER VALIDITY

   1. Select between the two options:

      1. Valid from latest effective date onward (default option)

         1. If selected then only customer events which were created from the latest effective date (inclusive) onward will be awarded 

      2. Valid for a specific period 

         1. If selected then only customer events which were created within those periods, regardless of the latest effective date, will be awarded

            
            

6. AWARD CONDITIONS

   1. REFERRALS CONDITIONS

      1. Award Rewards Participants Referrals: Enable or disable based on your needs. 

         1. If enabled then the offer will be awarded to customers meeting the following conditions:

            • Referred someone who successfully signed up as a rewards participant
            • The referred customer has already been awarded, at least once.

   2. SEGMENT CONDITIONS

      1. Include Rewards Participants Included in Segments:

         1. Click ADD 

         2. Select the segment from the list which will be used to filter in the customer events that are allowed to be awarded.

            1. Segment: A select box with all the segments having the selected filtered entity as the segment entity. Segments can be selected if they are related to Reward Participants only

      2. Exclude Rewards Participants Included in Segment:

         1. Click ADD

         2. Select the segment from the list of segments which will be used to exclude the customer events that are not allowed to be awarded. 

            1. Segment: A select box with all the segments having the selected filtered entity as the segment entity. Segments can be selected if they are related to Reward Participants only

   3. ORGANISATIONAL CONDITIONS

      1. Click on ADD and select between
         1. GROUP
         2. UNIT
      2. Use the Search modal to select the Organisational unit you would like to add.

      3. You can select any type of Organisational unit according to the restrictions that you would like to set or none at all.

         Organisational Units Tips

         In order a Reward Participant can meet the criteria and awarded then:

         The Unit of the Customer Events and Spend Requests need to meet the Allowed Organisational Unit Conditions of Award and Spend Conditions respectively under the Reward Offers

7. SPEND CONDITIONS

   1. TIME CONDITIONS

      1. Days allowed to receive award: Define on which days the customer event should be performed so that participants can be awarded. All week days are available and can be enabled or disabled

      2. Hours Ranges allowed to Receive Award: Click ADD and specify the hour ranges during which the customer event should be performed so that the participants can receive award of this offer

      3. Allow Spending Only After a Period of Time Since the Award Was Offered: Specify the time and the UOT

   2. PRODUCT CONDITIONS

      1. Click ADD and select from the options:
         1. Product
         2. Product Type
      2. Search and select the product/product type that the reward can be spend on

   3. ORGANISATIONAL CONDITIONS

      1. Click on ADD and select between
         1. GROUP
         2. UNIT
      2. Use the Search modal to select the Organisational unit you would like to add.

      3. You can select any type of Organisational unit according to the restrictions that you would like to set or none at all.

         Organisational Units Tips

         In order a Reward Participant can meet the criteria and awarded then:

         The Unit of the Customer Events and Spend Requests need to meet the Allowed Organisational Unit Conditions of Award and Spend Conditions respectively under the Reward Offers

         
         

8. From the Action Menu click on SAVE

9. LOG INFORMATION

   The following information is automatically set by the system on saving the Rewards Offers

   Log information section keeps all the logging information related to the specific record.
   

   • Basic set of information available in all entities
     • Created By User: The user that created the entity
     • Created By Unit: The unit of the user that created the entity
     • Updated By User: The user that last updated the entity
     • Updated by Unit: The unit of the user that last updated the entity
     • Date Created: The date the account was entity
     • Date Updated: The date the account was last entity
     • Shared Notes: Section where you can provide additional information, and will be logged in the system, keeping user and time
     • Owned by Group: The group that is owning the entity (if the entity is an explicit viewing entity)
       Owned By Group can be defined by the user. However if it's left empty, the Group of the logged in user will be automatically set  
     • Privacy Level: The privacy level of the entity (if the entity is an explicit viewing entity)
       This will be automatically set if a PLAR is defined, else you can manually set it using Privacy Level Action, after you create it.