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Configuring Rewards Schemes

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What does this section cover?

What are Rewards Schemes?

Rewards Schemes are used to

  • group reward offers based on their characteristics
  • keep track of customer which are participating to the scheme and are eligible for the specified offers
  • control the organizational units which can add participants.

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsAdditional Information
General
  • Multiple reward schemes can exists in the system, but each one should have a unique name and alternative code.
A reward scheme can be used by users only if they are included in the allowed organisational units.
Delete

  • Reward schemes cannot be deleted if:

    • there are any customers (Rewards Participants) participating to that scheme
    • if the scheme has any active reward offers.
 

Rewards Schemes attributes 

Name

Description

Name*The name of the reward scheme
Alternative code*The alternative code of the reward scheme
DescriptionA description of the reward scheme
Life Cycle StateThe life cycle state of the reward scheme which can be effective or not effective. Only effective reward schemes can be offered to rewards participants
Effective Reward OffersA list of effective reward offers which are provided by the specific reward scheme. Only effective reward offers can be provided to customers
Not Effective Reward OffersA list of not effective reward offers which were provided or will be provided at some point by the specific reward scheme. Only effective reward offers can be provided to customers
Allowed Organisational UnitsThe organisational units that can use the specific reward scheme

Defining your own Rewards Schemes tailored to your company's needs

  1. Navigate to REWARDS APPLICATION > REWARDS > MANAGE REWARD SCHEMES
     
  2. Either search for an existing one or from the Top Menu click on NEW

     REWARDS SCHEMES

  3. MAIN INFORMATION

    1. Fill out the required information. Mandatory fields are marked with asterisks ( * )

      1. Name

      2. Alternative Code

      3. Description

  4. ALLOWED ORGANISATIONAL UNITS

    1. Click on "ADD" and select between
      1. COMMUNITY
      2. GROUP
      3. UNIT
    2. Use the Search modal to select the Organisational unit you would like to add.
    3. You can select any type of Organisational unit according to the restrictions that you would like to set or none at all.

    Organisational Unit selection

     

  5. LOG INFORMATION

    Log information section keeps all the logging information related to the specific record

    • Basic set of information available in all entities
      • Created By User: The user that created the entity
      • Created By Unit: The unit of the user that created the entity
      • Updated By User: The user that last updated the entity
      • Updated by Unit: The unit of the user that last updated the entity
      • Date Created: The date the account was entity
      • Date Updated: The date the account was last entity
        LOG DETAILS
  6. From the Actions Menu click on SAVE

Deleting Rewards Schemes

  1. Search for the entity that you would like to delete
    Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
  2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
  3. From the actions menu click on "DELETE"
     The entity will be deleted given that the validations are satisfied

 

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