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 method that will be used to evaluate the Reward Offer. For the evaluation of the specific Reward Offer Type, the user can select between:

• 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.
• Batch Process and Interactively:
  If this option is selected, then the evaluation will be done according to the Process Immediately value on the Customer Event.
  • Process immediately: Yes
    The Reward Offer will be evaluated as soon as the Customer Event is executed .
  • Process immediately: No
    The Reward Offer will be evaluated when the Reward Run is executed.

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.

Provides the option on how the Award will be granted:

• Per transaction (Default)
  or
• Per transaction item.

Provides an option on how to spend the money earned from an Award

• Spend on Request (default)
• Spend Instantly

This is available only if the offer Evaluation Method is set to "Batch Process and Interactively."

If enabled, then the Reward Offer will be applicable only if the provided Award is the best Award (largest amount) among other Reward Offers that might be applicable. By default, this option is disabled.

Reward 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 will be awarded.
• Valid for a specific period 
  • If selected, only Customer Events which were created within those periods, regardless of the latest effective date, will be 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.

A list of Products, Product Types or Product Families and their value range, that should be provided on the Customer Event (At least one should be provided for the event and it should be within the defined value range).

 The range consists of the following:

• From Value
• To Value

AVAILABLE FROM CRM.COM R10.0.0 - Product Families

A list of segments which is 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 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

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 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

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.

AVAILABLE FROM CRM.COM R10.0.0 - Product Families

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, or is automatically set depending on the geographical area of the contact defined in Groups.

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