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Managing Rewards Offers

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Navigating to Reward Offers

REWARDS > REWARDS > MANAGE REWARD OFFERS

What are Reward Offers?

Reward Offers are used to determine amounts of money awarded for Customer Events or any other awarded actions of Reward Participants and to specify the conditions for awarding amounts and for spending the awarded amount.  The conditions can limit the redemption of awards to specific products and at particular Organisational Units (merchants).

Various Reward Offer Types can be set up in the System using different Reward Offer Classifications, each one offering different Award and Spend Conditions.

  • Navigate to Reward Offers and explore existing records via the Summary page. 
  • Click on the link (Name or Number) of the record of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create NEW Reward Offers, modify (EDIT) or DELETE an existing one. 
  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Reward Offers. 
  • Click on ACTIONS to discover other possibilities available for Reward Offers.
  • Click on the/wiki/spaces/WIP/pages/10008253 to view a log of modification performed on the displayed Reward Offer.

Check the Validations & Restrictions Table for a list of available Actions when working with Reward Offers including each Action's related validations and additional information.

Validations & Restrictions

ActionValidationsAdditional Information
Create
  • All mandatory information must be provided.
  • Multiple Reward Offers can exist in the System, but each one should have a unique Name and Alternative Code. 
  • The Type of the Reward Offer must be included in the list of allowed Reward Offer Types as defined in the 'Active' Rewards Definition.
  • The Category of the Reward Offer is included in the list of allowed categories as defined in the Reward Offer Type.
  • The Life Cycle State of a Reward Offer can be 'Effective' or 'Not Effective'. Only 'Effective' Reward Offers can be offered to Rewards Participants. By default, new Reward Offers are created as 'Not Effective' and are therefore not immediately available to Rewards Participants.
Edit
  • All mandatory fields must be provided.
  • Editable Fields: All the fields can be updated
Delete
  • Reward Offers cannot be deleted if any Award or Spend Reward Transaction already exists.
  • An Award or Spend Reward Transaction should not already exist from the specific Offer.
  • Not applicable
Set as Effective/Not Effective

 

  • Not applicable
  • On changing a Reward Offer from 'Not Effective' to 'Effective' the date on which the Life Cycle State change was applied is set as the Reward Offer's last 'Effective' date.
Processing Purchase Customer Events
  • Not applicable

AVAILABLE FROM CRM.COM R11.2.0

  • The following Reward Offers, that handle Purchase Customer Events, do not take into account Purchase Customer Events having zero amount
    • Increase Revenue, Product Based
    • Increase Revenue, Transaction Based
    • Just Money
    • Reward Achievement
    • Reward Behaviour
    • Reward Loyalty, Transaction Amount Based
    • Reward Loyalty, Transaction Number Based
    • Utilise Free Capacity

 

Additional Actions for Reward Offers

Changing Life Cycle State 

The Life Cycle State of a Reward Offer can be changed from 'Effective' to 'Not Effective' and vice versa, to determine when the specific Reward Offer will be used for awarding. The Life Cycle State can be set using an Action which is available from the Data Entry page.

  1. Navigate to REWARD OFFERS.
  2. Search for the Offer that has to be updated and click on its number to access the Data Entry page.
    1. From the Action Menu click on ACTIONS > SET AS EFFECTIVE OR SET AS NOT EFFECTIVE depending on its current state.
  3.  The Life Cycle State is automatically updated to 'Effective' or 'Not Effective' provided that the validations pass.

Creating Reward Offers using Templates

Reward Offer Templates can be used only when creating a new Reward Offer. The template's Reward Offer configuration is copied to the newly created Reward Offer.  Once saved, the Reward Offer will not be affected by any other future changes to the Reward Offer Template on which it was based.

  1. Navigate to REWARD OFFERS.
  2. From the top menu, click on NEW to open the Reward Offers Data Entry page.

  3. MAIN INFORMATION 

    1. Name
    2. Alternative Code
    3. Reward Scheme: Search and select the Scheme that the Offer will belong to

    4. Template: Select the Reward Offer Template. 

      Once a Reward Offer Template is selected, all the information configured on the Template is carried over. Once the template is copied to a new Reward Offer, users can modify the information on the newly created Reward Offer.

  4. Proceed with providing the rest of the values as required or modify the existing information to match your business requirements.
    For more information on Reward Offer fields refer to Managing Reward Offers
  5. From the Action Menu click on SAVE.

Reward Offer Classifications 

For a comprehensive description of each Reward Offer Classification attributes, visit the respective manual found below.

 

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