AVAILABLE FROM CRM.COM R9

Navigating to Reward Offers Templates

CONFIGURATION > REWARDS APPLICATION > REWARDS > SET UP REWARD OFFER TEMPLATES

What are Reward Offers Templates?

Reward Offers Templates can be used during the creation of a new Reward Offer. A Reward Offer Template has a similar structure to Reward Offers in order to facilitate its information to be applied to the newly created Reward Offer.

Validations & Restrictions

Action	Validations	Restrictions
General	N/A	A template needs to be set as active in order to be available for selection
Create	Multiple reward offer templates can exist in the system but each one of them should have a unique name and alternative code All mandatory fields must be provided
Edit	All mandatory fields must be provided
Delete	N/A

Reward Offers Templates Attributes

An * indicates a field is mandatory

Name	Description
Main Information
Name*	The name of the Reward Offer Template
Alternative Code	The alternative code of the Reward Offer Template
Description	The name of the Reward Offer Template
State	The life cycle state of the Reward Offer Template which can either be Active or Inactive. By default a template is inactive.
Reward Scheme	The Reward Scheme for which the Reward Offer is created for.
Classification*	The classification of the Reward offer template. Only one reward offer classification can be selected per reward offer template.
Reward Offer Types	The Types of the Reward Offer. More than one Reward Offer Types can be selected but the available types will be filtered based on the Reward Offer Template's classification.
Category	A Reward Offer Category
Award Conditions
Segment Conditions	Additional conditions which can be set using segments. It is not mandatory to specify a condition in this section
Included in Segment	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
Not included in Segment	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
Organisational Conditions	Defines the Groups or Units that submitted the customer event and are allowed to award the offer. It is not mandatory to specify a condition in this section
Organisational Condition Settings	Organisational Condition Settings provide an automation on how Organisational Units will be set on the Reward offers which will be generated based on the Reward Offer Template. The available options are: Specific Organisational Units Any Organisational Units of user creating the reward offer Organisational Units used during login by the user creating the reward offer
Allowed Groups / Units	A list of Groups or Units that can award the offer. This is available only if Organisational Condition Setting is set to "Specific Organisational Units" Organisational Units Tips In order for a Reward Participant to meet the criteria and get 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
Conditions Based on the Offer Type	For more information on the attributes available for each Offer Type classification see at the next section. The classifications that retrieve distinct conditions are: Utilise Free Capacity Increase Revenue, Transaction based Increase Revenue, Product based Reward Loyalty, Transaction Amount Based Reward Loyalty, Transaction Number based Reward Personal Data Completeness Just Money Achievement AVAILABLE FROM CRM.COM R10.0.0 Financial Achievement AVAILABLE FROM CRM.COM R10.0.0
Spend conditions
Time Conditions	Defines on which days and / or at which time, the awarded offer can be spend. It is not mandatory to specify a condition in this section
Day	It defines the days during which customers can spend awards provided by this offer. All week days are available and can be enabled or disabled
Hours	It defines a set of hour ranges during which customers can spend awards provided by this offer.
X UOT after awarding	It defines an open ended date period, starting from a date which is set to X days, weeks or months after the date that the offer was awarded, during which customers can spend the awards provided by this offer.
Product Conditions	Defines the products that the awarded offer can be spent on. It is not mandatory to specify a condition in this section
Allowed Products / Product Types	A list of products or product types that the reward can be spend on.
Organisational Conditions	Defines the Groups or Units that the awarded offer can be spent on. It is not mandatory to specify a condition in this section
Organisational Condition Settings	Organisational Condition Settings provide an automation on how Organisational Units will be set on the Reward offers which will be generated based on the Reward Offer Template. The available options are: Specific Organisational Units Any Organisational Units of user creating the reward offer Organisational Units used during login by the user creating the reward offer
Allowed Groups / Units	A list of Groups or Units that can award the offer. This is available only if Organisational Condition Setting is set to "Specific Organisational Units" In order for a Reward Participant to meet the criteria and get 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
Log Information	Includes the standard log information

Reward Offer Template Award Conditions attributes

Utilise Free Capacity Conditions

Utilise Free Capacity offers are used to award customers who are performing purchases on specific dates / hours. The purchases might be associated with any type of product or with specific products. The conditions for these type of offers consist of the following:

Name	Description
Day / Time Conditions*	The conditions related with the date that the purchase customer event was performed. At least one condition should be specified in this section
Day	It defines on which days the customer event should be performed in order to be awarded. All week days are available and can be enabled or disabled
Hours	It defines a set of hour ranges during which the customer event should be performed in order to be awarded.
Product Conditions*	The conditions related with the products specified in the purchase customer event that was performed. It is not mandatory to specify a condition in this section
Allowed Products / Product Types / Product Families	A list of products, product types or product families that should be related with customer event
Payment Medium Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related with the purchase customer event payment medium information
Payment Medium Brand	A list of payment medium brands that should be related with the customer event
Payment Medium Type	A list of payment medium types that should be related with the customer event
Location Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related to the rewards participant's location
Allowed Areas/Cities/Districts	A list of Areas, Cities, or Districts that should be related to the reward participant's active addresses If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions
Period Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related to the period during which the customer event was performed.
Maximum period to be awarded	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 If period conditions are specified then, the unprocessed purchase customer event must be submitted within the specified period of time

Increase Revenue, Transaction based Conditions

Increase Revenue, Transaction based offers are used to award customers based on the value of their purchase transactions. The conditions for these type of offers consist of the following:

Name	Description
Transaction Conditions*	The conditions related with the transaction information of a purchase customer event that was performed. At least one condition should be specified in this section
Transaction Value	It defines the transaction value range of the purchase customer event in order to be awarded. The range consists of the following: From Value To Value
Payment Medium Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related with the purchase customer event payment medium information
Payment Medium Brand	A list of payment medium brands that should be related with the customer event
Payment Medium Type	A list of payment medium types that should be related with the customer event
Location Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related to the rewards participant's location
Allowed Areas/Cities/Districts	A list of Areas, Cities, or Districts that should be related to the reward participant's active addresses If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions
Period Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related to the period during which the customer event was performed.
Maximum period to be awarded	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 If period conditions are specified then, the unprocessed purchase customer event must be submitted within the specified period of time

Increase Revenue, Product based Conditions

Increase Revenue, Product based offers are used to award customers based on the value of their purchased products. The conditions for these type of offers consist of the following:

Name	Description
Product Conditions*	The conditions related with the products specified on the purchase customer event that was performed. At least one condition should be specified in this section
Allowed Products / Product Types	A list of products or product types that should be related with customer event and their value range. The range consists of the following: From Value To Value
Payment Medium Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related with the purchase customer event payment medium information
Payment Medium Brand	A list of payment medium brands that should be related with the customer event
Payment Medium Type	A list of payment medium types that should be related with the customer event
Location Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related to the rewards participant's location
Allowed Areas/Cities/Districts	A list of Areas, Cities, or Districts that should be related to the reward participant's active addresses If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions
Period Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related to the period during which the customer event was performed.
Maximum period to be awarded	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 If period conditions are specified then, the unprocessed purchase customer event must be submitted within the specified period of time

Reward Loyalty, Transaction Amount Based Conditions

Reward Loyalty, Transaction Amount Based offers are used to award customers based on the value of the purchase transactions that they have performed within a specific period of time. The conditions for these type of offers consist of the following:

Name	Description
Transaction Conditions*	The conditions related with the transaction information of a purchase customer event that was performed. At least one condition should be specified in this section
Total Transaction Amount per period	It defines the total transaction value of purchase customer events that should be performed within a period of time in order to be awarded. The amount range consists of the following: From Value To Value The period range consists of the following: Period OUT, which can be weeks, months or years
Payment Medium Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related with the purchase customer event payment medium information
Payment Medium Brand	A list of payment medium brands that should be related with the customer event
Payment Medium Type	A list of payment medium types that should be related with the customer event
Location Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related to the rewards participant's location
Allowed Areas/Cities/Districts	A list of Areas, Cities, or Districts that should be related to the reward participant's active addresses If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions

Reward Loyalty, Transaction Number based Conditions

Reward Loyalty, Transaction Number Based offers are used to award customers based on the number of purchase transactions that they have performed within a specific period of time. The conditions for these type of offers consist of the following:

Name	Description
Transaction Conditions*	The conditions related with the transaction information of a purchase customer event that was performed. At least one condition should be specified in this section
Total Number of Transactions per period	It defines the total number of purchase customer events that should be performed within a period of time in order to be awarded. The number range consists of the following: From Value To Value The period range consists of the following: Period OUT, which can be weeks, months or years
Payment Medium Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related with the purchase customer event payment medium information
Payment Medium Brand	A list of payment medium brands that should be related with the customer event
Payment Medium Type	A list of payment medium types that should be related with the customer event
Location Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related to the rewards participant's location
Allowed Areas/Cities/Districts	A list of Areas, Cities, or Districts that should be related to the reward participant's active addresses If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions

Reward Personal Data Completeness Conditions

Reward personal data completeness offers are used to award customers having a complete set of personal data information, such as an address or date of birth. The conditions for these type of offers consist of the following:

Name	Description
Personal Data Conditions*	The conditions related with the personal data that should be complete. At least one condition should be specified in this section
Award Phone Completeness	If enabled then the offer will be awarded to customers having complete phone information. Phone completeness is defined by the following: Phone Types: A list of phone types that should exist for each customer Phone Information: A list of phone information fields that should be completed for each phone
Award Address Completeness	If enabled then the offer will be awarded to customers having complete address information. Address completeness is defined by the following: Address Types: A list of phone types that should exist for each customer Address Information: A list of phone information fields that should be completed for each phone
Award Email Completeness	If enabled then the offer will be awarded to customers having complete email information. Email completeness is defined by the following: Email Types: A list of email types that should exist for each customer Email Information: A list of email information fields that should be completed for each email
Award Date of Birth Completeness	If enabled then the offer will be awarded to customers having complete date of birth information.
Period Conditions*	The conditions related with the period that the personal data completeness customer event was performed. It is not mandatory to specify a condition in this section
From Date	Defines the start of the period. If specified then the offer will be awarded only if the customer event was applied either on that date or after that date
To Date	Defines the end of the period. If specified then the offer will be awarded only if the customer event was applied either on that date or before that date

Just Money Conditions

Just Money offers are used to award customer based on common business characteristics determined by one or multiple segments. The conditions for these type of offers consist of the following:

Name	Description
Award Conditions*	The conditions related with the number of awards that can be provided to each customer by this offer. At least one condition should be specified in this section
Number of awards	It defines how many awards can be provided to each customer by this offer. The supported options are the following: Only One Multiple
Location Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related to the rewards participant's location
Allowed Areas/Cities/Districts	A list of Areas, Cities, or Districts that should be related to the reward participant's active addresses If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions

Achievement Conditions

Achievement offers are used to award customers once they reach a specific achievement classification. The conditions for these type of offers consist of the following:

Name	Description
Achievement Conditions	The conditions related with the classification of the achievement that will be performed. At least one condition should be specified in this section
Apply only if all achievements conditions are met *	Defines whether all of the specified achievement conditions should be met in order for the participant to be awarded. By default this option is disabled
Achievement Classifications *	It defines the achievement classification. If set then the customers will be awarded if they have performed an achievement which is classified with the specified achievement classification
Location Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related to the rewards participant's location
Allowed Areas/Cities/Districts	A list of Areas, Cities, or Districts that should be related to the reward participant's active addresses If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions
Period Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related to the period during which the customer event was performed.
Maximum period to be awarded	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 If period conditions are specified then, the unprocessed purchase customer event must be submitted within the specified period of time

AVAILABLE FROM CRM.COM R10.0.0 - Financial Achievement Conditions

Financial achievement offers are used to award customers once they reach a specific financial achievement classification. The conditions for these type of offers consist of the following:

Name	Description
Financial Achievement Conditions	The conditions related with the classification of the financial achievement that will be performed. At least one condition should be specified in this section
Apply only if all financial achievements conditions are met *	Defines whether all of the specified financial achievement conditions should be met in order for the participant to be awarded. By default this option is disabled
Financial Achievement Classifications*	It defines the financial achievement classification. If set then the customers will be awarded if they have performed a financial achievement which is classified with the specified financial achievement classification
Product Conditions	The conditions related with the product of the financial achievement that was performed.
Allowed Products / Product Types / Product Families	A list of products, product types or product families that should be related with a financial achievement customer event
Payment Medium Conditions	The conditions related with the financial achievement customer event payment medium
Payment Medium Brand	A list of payment medium brands that should be related with the customer event
Payment Medium Type	A list of payment medium types that should be related with the financial achievement customer event
Location Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related to the rewards participant's location
Allowed Areas/Cities/Districts	A list of Areas, Cities, or Districts that should be related to the reward participant's active addresses If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions
Period Conditions AVAILABLE FROM CRM.COM R10.0.0	The conditions related to the period during which the customer event was performed.
Maximum period to be awarded	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 If period conditions are specified then, the unprocessed purchase customer event must be submitted within the specified period of time

Related Areas

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Reward Financial Achievement
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Reward On Name-day
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Applying Rewards Participating Merchant Rules
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Reward Financial Statement
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Using Award Expiration Run Definitions
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Managing Award Expiration Transactions
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Configuring Reward Offer Templates
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Using Reward Settlement Run Definitions
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Just Money
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Reward Achievement
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Increase Revenue, Product Based
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Reward Loyalty, Transaction Amount Based
Page:

Reward Referrals
Page:

Increase Revenue, Transaction Based
Page:

Reward Sign Ups

Helpful Links

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CRM.COM Quickstart Manual
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Working with Summary Pages - R18
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Working with Summary Pages
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Working with Summary Pages - R15
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Extracting a Printout from a Data Entry page

Configuring Reward Offer Templates

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