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

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 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'.

The category of the Reward Offer.

This is filtered based on the allowed categories defined in the Reward Offer Type.

The method that will be used to evaluate the Offer.  For the evaluation of the specific Reward Offer Type, only one option is available:

• Batch Process:
  When this option is selected, Awards will be evaluated and provided only during the execution of the Reward Run.
  i.e. Customer Events are not processed by the Offer immediately but by the Reward Run (even if the Process Immediately option is checked on the Customer Event). Results will not be available immediately on the execution of the event.

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.

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

Offer Validity is used to define the period ranges that the Reward Offer is valid for. Two validity options are available:

• Valid from latest effective date onward (default option)
  If selected, only Customer Events which were created from the latest effective date (inclusive) onward are awarded.
• Valid for a specific period
  • Valid From (inclusive)
  • Valid To (exclusive)
    If selected, only Customer Events created within the period, are awarded.
  AVAILABLE FROM CRM.COM R11.1.0
• Valid During Birthday Period
  
  • Valid X days before birthday date
  • Valid X days after birthday date
    If selected, only Customer Events created within the period, are awarded.
• Valid During Name Day Period
  • Valid X days before name day date
  • Valid X days after name day date
    If selected, only Customer Events created within the period, are awarded.
• Valid During a Recurring Period
  • Valid From (inclusive) Day and Month
  • Valid To (inclusive) Day and Month
    If selected, only Customer Events created within the period, are awarded.

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 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:

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

Determines how many awards can be provided to each participant by this offer. The options are the following:

• 'Only One'
• 'Only One Per Period' where period can be Days, Weeks Months or Years
• 'Multiple'

Financial Achievement Classifications for which Participants are awarded if they accomplish.

Defines the amount range within which a Financial Achievement Customer Event's amount should fall within, for the condition to be met.

A list of segments which are used to filter 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
  • Award Reward Transaction
  • Spend Reward Transaction

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:

• Segment: A select box with all the segments having a segment entity equal to one of the following:
  • Accounts Receivable
  • Rewards Participant
  • Contact Information
  • Award Reward Transaction
  • Spend Reward Transaction

A list of Groups or Units that can award the Offer

A list of Areas, Cities or Districts that should be associated with the Rewards Participant's active addresses

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.

A list of Products, Product Types or Product Families that the Reward can be spent on.

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

The Group that owns the specific Reward Offer, which automatically defaults to the Group of the signed in User.
Reward Offers are an Explicit Viewing Entity which means that only non-super Users that belong to the Owned By Group, or belong to a Group that collaborates with this one or are Super Users can access and view this Reward Offer

The Privacy Level of the Reward Offer
It is always Read-only and can be changed through a dedicated action or automatically set by the Privacy Level Assignment Rules (PLAR)