AVAILABLE FROM CRM.COM R10.0.0
Explaining Reward Financial Achievement Offers Fields
Reward Financial Achievement offers are used to award customer who have reached a specific achievement.
Name | Description |
|---|---|
| Number | An auto generated number that uniquely identifies each reward offer |
Template | 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 |
| Scheme* | The reward scheme that the reward offer belongs to |
| Type* | The type of the reward offer, that will determine it's business behaviour. Reward offer types are filtered based on the organisational unit of the logged in user |
| Name* | The name of the reward offer |
| Alternative code | The alternative code of the reward offer |
| Life cycle state | The life cycle state of the reward offer which can be Effective or Not Effective. By default, reward offers are created as Not Effective |
| Latest Effective Date | 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 |
| Description | A description of the reward offer |
| Category | The category of the reward offer This is filtered based on the allowed categories defined in the Reward Offer Type |
Owned by Group | The group that owns the specific Reward Offer |
Privacy Level | The privacy level of the specific Reward Offer. It is always read only and can be changed through a dedicated action |
| Validity | Reward offer validity is used to define the period ranges that the reward offer is valid. Two validity options are available:
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Rewards Awards Validity | 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:
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| Award* | The award that will be given if the offer award conditions are met. The award can be a specific amount. |
Evaluation Method | The method that will be used to evaluate the offer. For the evaluation of the specific reward offer type, only one option is available:
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| Award conditions* | |
| Financial Achievement Conditions* | The conditions related with the classification of the achievement that was performed. At least one condition should be specified in this section |
| 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 achievement classification |
| 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. |
| 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:
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| 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:
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| 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. Only Termed services can be added in Product Conditions. |
| Payment Medium Conditions | The conditions related with the financial achievement 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 financial achievement customer event |
| 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 |
| Allowed Groups / Units | A list of Groups or Units that can award the offer Organisational Units Tips |
| 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 /Product Families | A list of products, product types or product families 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 |
| Allowed Groups / Units | A list of Groups or Units that the reward can be spend on. Organisational Units Tips |
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