This method creates a rewards participant. Single rewards participants can be created by each call.
Resource URL
Parameters
Name | Type | Description | ||||||||||||
token | String | The token retrieved from the login method | ||||||||||||
sign_up_on (mandatory) | Date | The date that the rewards participant signed up | ||||||||||||
sign_up_by_unit_identifier (mandatory) | Unit identifier | The unit that signed up the rewards participant. The allowed unit identifier fields are the following:
| ||||||||||||
enable_automatic_spend (optional) | Boolean | Defines whether the rewards participant requires automatic spend on purchase events or not Available from CRM.COM R11.0.0 | ||||||||||||
minimum_wallet_balance (optional) | Float | The minimum wallet balance that should be available in order for an automatic awards spending to be applied. If specified then automatic awards spends will be created if the rewards participant has an available wallet amount which is equal or more than the minimum amount. This is applicable only if the automatic spending is enabled. | ||||||||||||
minimum_spend_amount (optional) | Float | The minimum amount that can be spend by that specific rewards participant during auto spend. If specified then automatic awards spends will be created if the rewards participant has an available amount that can be spend which is equal or more than the minimum amount. This is applicable only if the automatic spending is enabled. | ||||||||||||
maximum_spend_amount (optional) | Float | The maximum amount that can be spend by that specific rewards participant during auto spend. If specified then the amount of the automatic awards spends that will be created will be up to that specified amount, even if the available amount that can be spend is more than the maximum amount. This is applicable only if the automatic spending is enabled. | ||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String | ||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float | ||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float | ||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float | ||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float | ||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date | ||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date | ||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date | ||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date | ||||||||||||
(mandatory) | Accounts receivable object | The accounts receivable owned by the rewards participant that identifies the CRM.COM customer, and handles all financial transactions that might be posted as a result of award or spend reward transactions | ||||||||||||
(mandatory) | Access Token object | The access token that will be associated with the rewards participant Deprecated starting from CRM.COM R8.0.0 onward | ||||||||||||
(optional) | Set of Rewards Participant Scheme Objects | A list of reward schemes that the rewards participant has joint | ||||||||||||
(mandatory on conditions) | Set of Access Token Objects | The access tokens that will be associated with the rewards participant. This information is mandatory if the active access token definition is set up to require at least one access token for each rewards participant
Available from CRM.COM R8.0.0 | ||||||||||||
authorised_rewards_participating_merchants_set (optional) | Set of Rewards Participating Merchants | It defines the list of merchants which are authorised to perform automatic awards spending on that specific rewards participant, considering that those merchants are also allowing automatic awards spendings. If not specified then all rewards participating merchants are considered as authorised. This is applicable only if the automatic spending is enabled. | ||||||||||||
fields_set (optional) | List of Strings, comma separated | A list of fields that should be included in the results. If not specified then all the available fields will be returned Available from CRM.COM R10.0.0 |
Referred Parameters Objects Data
Restrictions
- It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.
Response Data
Name | Type | Description |
|---|---|---|
id | String | The ID of the retrieved rewards participant |
number | String | The number of the retrieved rewards participant |
| sign_up_on | Date | The date that the rewards participant signed up |
| life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED Available from CRM.COM R12.0.0 |
udf_string_1 | String | User DefinedField of type String |
udf_string_2 | String | User DefinedField of type String |
udf_string_3 | String | User DefinedField of type String |
udf_string_4 | String | User DefinedField of type String |
udf_string_5 | String | User DefinedField of type String |
udf_string_6 | String | User DefinedField of type String |
udf_string_7 | String | User DefinedField of type String |
udf_string_8 | String | User DefinedField of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
Log Information object | The log informationrelatedwiththeretrieved job | |
| accounts_receivable | Accounts receivable object | The accounts receivable owned by the rewards participant |
| sign_up_by_unit | Unit object | The unit that signed up the rewards participant |
| access_token | Access Token object | The access token associated with the rewards participant Deprecated starting from CRM.COM R8.0.0 onward |
| currency | Currencyobject | The reward participant's currency Available from CRM.COM R10.0.0 |
| auto_spend_authorisation | Auto Spend Settings Object | The reward's participant's automaticspendsettings Available from CRM.COM R11.0.0 |
| spend_blocking_state | Rewards Participant Spend Requests Blocking State object | The rewards participant's spend requests blocking state Available from CRM.COM R10.1.0 |
| termination_information | Rewards Participant Termination Information object | The Rewards Participant's termination information. Applicable only for Rewards Participants in TERMINATED life cycle state. Available from CRM.COM R12.0.0 |
| wallet | Wallet Object | The wallet related to the rewards participant Available from CRM.COM R12.1.0 |
| participating_schemes_set | Set of Rewards Participant Scheme Objects | A list of reward schemes that the rewards participant has joint. |
| access_tokens_set | Set of Access Token Objects | A list of all the access tokens that are related with the rewards participant Available from CRM.COM R8.0.0 |
Referred Objects Response Data
Examples
HTTP Method: POST
Request:
Body:
{
"token":"A0931BF523A24C819181DC9487343F45",
"sign_up_on":"2014-07-05T15:49:59",
"fields_set":"number,sign_up_by_unit,id,participating_schemes_set,accounts_receivable",
"sign_up_by_unit_identifier":{"name":"Sales Department 1"},
"udf_string_1":"udf string 1",
"udf_string_2":"udf string 2",
"udf_string_3":"udf string 3",
"udf_string_4":"udf string 4",
"udf_string_5":"udf string 5",
"udf_string_6":"udf string 6",
"udf_string_7":"udf string 7",
"udf_string_8":"udf string 8",
"udf_float_1":10,
"udf_float_2":20,
"udf_float_3":30,
"udf_float_4":40,
"udf_float_5":50,
"udf_float_6":60,
"udf_float_7":70,
"udf_float_8":80,
"udf_date_1":"2014-05-05T15:49:59",
"udf_date_2":"2014-06-05T15:49:59",
"udf_date_3":"2014-07-05T15:49:59",
"udf_date_4":"2014-08-05T15:49:59",
"accounts_receivable":
{
"action":"EXISTING",
"accounts_receivable_identifier":{"number":"ACR000525"}
},
"participating_schemes_set":
[
{
"sign_up_on": "2014-05-05T15:49:59" ,
"sign_up_by_unit_identifier":{"name":"Sales Department 1"},
"reward_scheme_identifier":{"name":"Marketing Reward Scheme"}
},
{
"sign_up_on": "2014-08-05T15:49:59" ,
"sign_up_by_unit_identifier":{"name":"Sales Department 2"},
"reward_scheme_identifier":{"name":"Sales Scheme"}
}
],
"access_tokens_set" :
[
{
"authentication_code" : "125672734874",
"identifier" : "12365464899",
"pass_code" : "awe$qew!"
}
]
}
Response:
{
"status": {
"message": "",
"description": "",
"code": "OK"
},
"data": {
"accounts_receivable": {
"account_owner": {
"last_name": "Mika",
"middle_name": null,
"life_cycle_state": "FINANCIAL",
"company_profile": null,
"title": "Ms",
"first_name": "Dina",
"type": "PERSON",
"id": "9ED00E7228634EF986807DF4D86A3F84",
"name": "Mika Dina",
"company_name": null,
"demographics": {
"gender": null,
"passport_issued_by_country": null,
"social_security_number": null,
"passport_number": null,
"industry_sector": null,
"country_of_residence": {
"three_character_code": "USA",
"two_character_code": "US",
"id": "127",
"name": "UNITED STATES",
"alternative_code": null
},
"name_day": {
"month": null,
"day": null
},
"date_of_birth": {
"month": null,
"day": null,
"year": null
},
"id_number": "14587522",
"industry": null,
"id_issued_by_country": null
}
},
"life_cycle_state": "ACTIVE",
"number": "ACR000525",
"id": "C8A54A6BB4B9423AA560D6B955CD1271",
"name": "Dina Mika"
},
"number": "147",
"sign_up_by_unit": {
"community_name": "Internal Community",
"id": "A01DEAA885B5B0F14769F983A2F6A16E",
"name": "Sales Department 1",
"group_name": "Sales Manager Group",
"description": null,
"alternative_code": "SD1"
},
"id": "E64F366E3E66476E96E8494BB9F917EA",
"participating_schemes_set": [
{
"sign_up_on": "2014-05-05T15:49:59",
"sign_off_on": null,
"scheme": {
"life_cycle_state": "EFFECTIVE",
"id": "E339CFB9284E8BB291E63CC42E574E88",
"name": "Marketing Reward Scheme",
"description": "Marketing Reward Scheme for Sales Department, CRM Team 1, Marketing Team",
"alternative_code": "MRS"
},
"sign_up_by_unit": {
"community_name": "Internal Community",
"id": "A01DEAA885B5B0F14769F983A2F6A16E",
"name": "Sales Department 1",
"group_name": "Sales Manager Group",
"description": null,
"alternative_code": "SD1"
},
"id": "DA225B0204144370A2EF0687C37A8B70"
},
{
"sign_up_on": "2014-08-05T15:49:59",
"sign_off_on": null,
"scheme": {
"life_cycle_state": "EFFECTIVE",
"id": "EA5CCE98F857F3A928E3AA6891323088",
"name": "Sales Scheme",
"description": "Sales Scheme - TC10",
"alternative_code": "SS"
},
"sign_up_by_unit": {
"community_name": "Internal Community",
"id": "CA8896C911589FEDB384001606C2440E",
"name": "Sales Department 2",
"group_name": "Sales Manager Group",
"description": "Sales Department 2 under Sales Manager Group",
"alternative_code": "SD2"
},
"id": "3315CBDCA46D48A9875EE70AD53DA19A"
}
]
}
}
HTTP Method: POST
Request:
Body:
{
"token":"A0931BF523A24C819181DC9487343F45",
"sign_up_on":"2014-07-05T15:49:59",
"fields_set":"number,sign_up_by_unit,id,participating_schemes_set,accounts_receivable,access_tokens_set",
"sign_up_by_unit_identifier":{"name":"Sales Department 1"},
"udf_string_1":"udf string 1",
"udf_string_2":"udf string 2",
"udf_string_3":"udf string 3",
"udf_string_4":"udf string 4",
"udf_string_5":"udf string 5",
"udf_string_6":"udf string 6",
"udf_string_7":"udf string 7",
"udf_string_8":"udf string 8",
"udf_float_1":10,
"udf_float_2":20,
"udf_float_3":30,
"udf_float_4":40,
"udf_float_5":50,
"udf_float_6":60,
"udf_float_7":70,
"udf_float_8":80,
"udf_date_1":"2014-05-05T15:49:59",
"udf_date_2":"2014-06-05T15:49:59",
"udf_date_3":"2014-07-05T15:49:59",
"udf_date_4":"2014-08-05T15:49:59",
"accounts_receivable":
{
"action":"EXISTING",
"accounts_receivable_identifier":{"number":"ACR001131"}
},
"participating_schemes_set":
[
{
"sign_up_on": "2014-05-05T15:49:59" ,
"sign_up_by_unit_identifier":{"name":"Sales Department 1"},
"reward_scheme_identifier":{"name":"Marketing Reward Scheme"}
},
{
"sign_up_on": "2014-08-05T15:49:59" ,
"sign_up_by_unit_identifier":{"name":"Sales Department 2"},
"reward_scheme_identifier":{"name":"Sales Scheme"}
}
],
"access_tokens_set" :
[
{
"authentication_code" : "1256727348874",
"identifier" : "123654647899",
"pass_code" : "awe$qew!"
}
]
}
Response:
{
"status": {
"message": "",
"description": "",
"code": "OK"
},
"data": {
"accounts_receivable": {
"account_owner": {
"last_name": "kyriakou",
"middle_name": null,
"life_cycle_state": "FINANCIAL",
"company_profile": null,
"title": null,
"first_name": "maria",
"type": "PERSON",
"id": "6BDA97F3B1EA4276A297B424474E7DD3",
"name": "kyriakou maria",
"company_name": null,
"demographics": {
"gender": "FEMALE",
"passport_issued_by_country": null,
"social_security_number": null,
"passport_number": null,
"industry_sector": null,
"country_of_residence": {
"three_character_code": "CYP",
"two_character_code": "CY",
"id": "181",
"name": "CYPRUS",
"alternative_code": null
},
"name_day": {
"month": null,
"day": null
},
"date_of_birth": {
"month": null,
"day": null,
"year": null
},
"id_number": "3423423423",
"industry": null,
"id_issued_by_country": null
}
},
"life_cycle_state": "ACTIVE",
"number": "ACR001131",
"id": "0D3BC55501814EF5B9797865C657119B",
"name": "ACR001131"
},
"access_tokens_set": [
{
"authentication_code": "1256727348874",
"life_cycle_state": "EFFECTIVE",
"classification": null,
"number": "ACT0000000340",
"identifier": "123654647899",
"id": "233807C6EE234BEF8B909238AD28D684"
}
],
"number": "148",
"sign_up_by_unit": {
"community_name": "Internal Community",
"id": "A01DEAA885B5B0F14769F983A2F6A16E",
"name": "Sales Department 1",
"group_name": "Sales Manager Group",
"description": null,
"alternative_code": "SD1"
},
"id": "5168BB2790064693BAA2B4C4C9A8866F",
"participating_schemes_set": [
{
"sign_up_on": "2014-08-05T15:49:59",
"sign_off_on": null,
"scheme": {
"life_cycle_state": "EFFECTIVE",
"id": "EA5CCE98F857F3A928E3AA6891323088",
"name": "Sales Scheme",
"description": "Sales Scheme - TC10",
"alternative_code": "SS"
},
"sign_up_by_unit": {
"community_name": "Internal Community",
"id": "CA8896C911589FEDB384001606C2440E",
"name": "Sales Department 2",
"group_name": "Sales Manager Group",
"description": "Sales Department 2 under Sales Manager Group",
"alternative_code": "SD2"
},
"id": "E528D181A16B4E6EB1B8BA6AE3FB12D2"
},
{
"sign_up_on": "2014-05-05T15:49:59",
"sign_off_on": null,
"scheme": {
"life_cycle_state": "EFFECTIVE",
"id": "E339CFB9284E8BB291E63CC42E574E88",
"name": "Marketing Reward Scheme",
"description": "Marketing Reward Scheme for Sales Department, CRM Team 1, Marketing Team",
"alternative_code": "MRS"
},
"sign_up_by_unit": {
"community_name": "Internal Community",
"id": "A01DEAA885B5B0F14769F983A2F6A16E",
"name": "Sales Department 1",
"group_name": "Sales Manager Group",
"description": null,
"alternative_code": "SD1"
},
"id": "A5BB367B54BB4B08A8864002F1181B88"
}
]
}
}
HTTP Method: POST
Request:
Body:
{
"token":"{{token}}",
"sign_up_on":"2016-03-28T15:00:00",
"sign_up_by_unit_identifier":{"name":"Admin Unit"},
"udf_string_1":"udf string 1",
"udf_string_2":"udf string 2",
"udf_string_3":"udf string 3",
"udf_string_4":"udf string 4",
"udf_string_5":"udf string 5",
"udf_string_6":"udf string 6",
"udf_string_7":"udf string 7",
"udf_string_8":"udf string 8",
"udf_float_1":10,
"udf_float_2":20,
"udf_float_3":30,
"udf_float_4":40,
"udf_float_5":50,
"udf_float_6":60,
"udf_float_7":70,
"udf_float_8":80,
"udf_date_1":"2016-01-28T15:49:59",
"udf_date_2":"2016-02-28T15:49:59",
"udf_date_3":"2016-03-28T15:49:59",
"udf_date_4":"2016-04-28T15:49:59",
"accounts_receivable":
{
"action":"NEW",
"name":"Jane Austin",
"classification_identifier":{"name":"Residential Customer"},
"credit_rating_code":"AAA",
"contact_information":{
"action":"NEW",
"type":"PERSON",
"first_name":"Jane",
"last_name":"Markinson"
}
},
"access_token":{
"action": "ADD_NEW2",
"authentication_code":"PolinaKTesting2",
"identifier":"PolinaKTesting2",
"pass_code":"12342"
},
"participating_schemes_set":
[
{
"sign_up_on": "2016-03-28T15:00:00" ,
"sign_up_by_unit_identifier":{"name":"Admin Unit"},
"reward_scheme_identifier":{"name":"Marketing Scheme"}
},
{
"sign_up_on": "2016-03-28T15:00:00" ,
"sign_up_by_unit_identifier":{"name":"Admin Unit"},
"reward_scheme_identifier":{"name":"Sales Scheme"}
}
],
"access_tokens_set" :
[
{
"action": "ADD_NEW",
"authentication_code":"1234879456",
"identifier":"testAT@crm.com",
"pass_code":"1234879456a!"
}
]
}
Response:
{
"data": {
"log_information": {
"created_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"updated_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"created_date": "2016-07-05T08:35:42",
"updated_date": "2016-07-05T08:35:44",
"updated_by_user": {
"person_name": "CRM COM",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
},
"created_by_user": {
"person_name": "CRM COM",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
}
},
"udf_date_2": "2016-02-28T15:49:59",
"udf_date_1": "2016-01-28T15:49:59",
"udf_date_4": "2016-04-28T15:49:59",
"udf_date_3": "2016-03-28T15:49:59",
"participating_schemes_set": [
{
"scheme": {
"alternative_code": "SSS",
"name": "Sales Scheme",
"description": "desc",
"id": "3592610A4F01454E97AF71C9E47646FB",
"life_cycle_state": "EFFECTIVE"
},
"sign_up_on": "2016-03-28T15:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"id": "1F4D25D0C22D4F47818751D2ABB56979",
"sign_off_on": null
},
{
"scheme": {
"alternative_code": "MS",
"name": "Marketing Scheme",
"description": null,
"id": "6CAAD517743C4C179251282A5B2B58A6",
"life_cycle_state": "EFFECTIVE"
},
"sign_up_on": "2016-03-28T15:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"id": "56BC61EDEBB749B2B92862CB74E00AFC",
"sign_off_on": null
}
],
"number": "RP0000000051",
"udf_float_3": 30,
"udf_float_4": 40,
"sign_up_on": "2016-03-28T15:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"currency": {
"suffix_symbol": null,
"prefix_symbol": "€",
"decimal_part_name": null,
"code": "EUR",
"integer_part_name": null,
"id": "2"
},
"id": "D97CA2ADBD274CD69AC1A27D41E06BF2",
"udf_float_1": 10,
"udf_float_2": 20,
"udf_string_2": "udf string 2",
"udf_string_3": "udf string 3",
"udf_string_4": "udf string 4",
"udf_string_5": "udf string 5",
"udf_string_1": "udf string 1",
"accounts_receivable": {
"number": "ACR0000000272",
"name": "Jane Austin",
"id": "9BBF752EC5A5473C8403A0E59BA9B787",
"life_cycle_state": "ACTIVE",
"account_owner": {
"company_profile": null,
"company_name": null,
"name": "Jane Markinson",
"last_name": "Markinson",
"id": "F3B3D4F601844A88AF5CEED733DBE478",
"life_cycle_state": "FINANCIAL",
"middle_name": null,
"title": null,
"type": "PERSON",
"first_name": "Jane",
"demographics": {
"name_day": {
"month": null,
"day": null
},
"id_number": null,
"gender": null,
"country_of_residence": {
"alternative_code": "CYP",
"three_character_code": "CYP",
"name": "CYPRUS",
"id": "181",
"two_character_code": "CY"
},
"date_of_birth": {
"month": null,
"year": null,
"day": null
},
"industry_sector": null,
"passport_number": null,
"industry": null,
"social_security_number": null,
"id_issued_by_country": null,
"passport_issued_by_country": null
}
}
},
"udf_string_6": "udf string 6",
"udf_string_7": "udf string 7",
"access_tokens_set": [
{
"authentication_code": "1234879456",
"number": "AT0000000121",
"identifier": "testAT@crm.com",
"id": "B417DE8C9FC74FC4A9A92795A8D3FC1A",
"life_cycle_state": "EFFECTIVE",
"classification": null
}
],
"udf_string_8": "udf string 8"
},
"status": {
"code": "OK",
"description": "",
"message": ""
}
}