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 /wiki/spaces/WIP/pages/10008610 to facilitate the transfer of information to the newly created Reward Offer.

Navigate to Reward Offer Templates and explore existing entries via the Summary page.
Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail.
Use the Actions Menu to create a NEW Reward Offer Template, modify (EDIT) or DELETE an existing one.
Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to Reward Offer Templates.

Check the Validations & Restrictions Table below for a list of available Actions when working with Reward Offer Templates, including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Reward Offer Templates fields that are available for all Reward Offer Classifications. For additional fields associated with specific Classifications view the tables further below.

Validations & Restrictions

Action	Validations	Restrictions
General	Not Applicable	A Template needs to be set as 'Active' 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.	Not Applicable
Edit	All mandatory fields must be provided.	Not Applicable
Delete	Not Applicable	Not Applicable

Attributes

An * indicates a field is mandatory. The table below displays the attributes which are common to all Reward Offer Classifications. For additional attributes available depending on the Classification of the Reward Offer, view the tables further below.

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

Life Cycle 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

Classification*

The classification of the Reward Offer Template. Only one Reward Offer Classification can be selected per Reward Offer Template.

Evaluation Method
AVAILABLE FROM CRM.COM R10.1.0

The method used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, 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.

It is possible to make a selection between 'Batch Process' and 'Batch Process and Interactively' only for the following Classifications:

Utilise Free Capacity
Increase Revenue, Transaction based
Increase Revenue, Product based
Reward Behaviour

'Batch Process' is set by Default and is 'Read-only' for the rest of the Classifications.

Reward Offer, Classification Specific, Attributes

Utilise Free Capacity Additional Attributes

Utilise Free Capacity Offers are used to award customers for purchases made on specific dates / hours. The purchases might be associated with any type of product or with specific products. The additional attributes that can be set for this Classification via the Template consist of the following:

Name	Description
Award
Award Scope* AVAILABLE FROM CRM.COM R10.1.0	Provides the option on how the Award will be granted: Per transaction (Default) or Per transaction item If the Award is set to €1 and a customer buys 2 different products within a single transaction, then: PertransactionItem results in an Award of €2 Per transaction results in an Award of €1
Spend Method* AVAILABLE FROM CRM.COM R10.1.0	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."
Day / Time Conditions*	The Conditions related with the date that the Purchase Customer Event took place. At least one Condition should be specified in this section.
Day	Determines on which days the Customer Event should be performed to be awarded. All weekdays are available and can be enabled or disabled.
Hours	Determines a set of hour ranges during which the Customer Event should be performed to be awarded.
Product Conditions*	The Conditions related to 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 to Customer Event.
Payment Medium Conditions AVAILABLE FROM CRM.COM R10.0.0	The Conditions related with the payment medium of the Purchase Customer Event.
Payment Medium Brand	A list of payment medium brands that should be associated with the Customer Event.
Payment Medium Type	A list of payment medium types that should be associated 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 associated with the Rewards 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 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. If period Conditions are specified then, the unprocessed Purchase Customer Event must be submitted within the specified period.

Increase Revenue, Transaction based, Additional Attributes

Increase Revenue, Transaction based offers are used to award customers based on the value of their purchase transactions. The additional attributes that can be set for this Classification via the Template consist of the following:

Name	Description
Main Information
Evaluation Method AVAILABLE FROM CRM.COM R10.1.0	The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, 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.
Award
Spend Method* AVAILABLE FROM CRM.COM R10.1.0	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".
Transaction Conditions*	The Conditions related with the transaction information of a performed Purchase Customer Event. At least one Condition should be specified in this section.
Transaction Value	Determines the 'Awarded' Transaction Value range of the Purchase Customer Event. The Purchase Customer Event Total Amount must be within this range to be considered for awarding. 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 payment medium of the Purchase Customer Event.
Payment Medium Brand	A list of payment medium brands that should be related to the Customer Event.
Payment Medium Type	A list of payment medium types that should be related to 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 associated with the Rewards 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 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. If period Conditions are specified then, the unprocessed Purchase Customer Event must be submitted within the specified period.

Increase Revenue, Product based, Additional Attributes

Increase Revenue, Product Based Offers are used to award customers based on the value of their purchased products. The additional attributes that can be set for this Classification via the Template consist of the following:

Name	Description
Main Information
Evaluation Method AVAILABLE FROM CRM.COM R10.1.0	The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Classification, 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.
Award
Award Scope* AVAILABLE FROM CRM.COM R10.1.0	Provides the option on how the Award will be granted: Per transaction (Default) or Per transaction item If the award is set to €1 and a customer buys two different products within a single transaction, then: Per Transaction Item, results in an Award of €2 Per Transaction, results in an Award of €1
Spend Method* AVAILABLE FROM CRM.COM R10.1.0	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".
Product Conditions*	The Conditions related to the products specified on the performed Purchase Customer Event. At least one Condition should be specified in this section.
Allowed Products / Product Types	A list of products, product types or product families and their value range, that should be provided on the Customer Event. 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 payment medium of the Purchase Customer Event.
Payment Medium Brand	A list of payment medium brands that should be associated with the Customer Event.
Payment Medium Type	A list of payment medium types that should be associated 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 associated with the Rewards 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 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. If period Conditions are specified, then the unprocessed Purchase Customer Event must be submitted within the specified period.

Reward Loyalty, Transaction Amount Based, Additional Attributes

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. The additional attributes that can be set for this Classification via the Template 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	Determines the total transaction value of Purchase Customer Events that should be performed within a period, for an Award to be handed out. The amount range consists of the following: From Value To Value The period range consists of the following: Period UOT, which can be weeks, months or years
Payment Medium Conditions AVAILABLE FROM CRM.COM R10.0.0	The Conditions related with the payment medium information of the Purchase Customer Event.
Payment Medium Brand	A list of payment medium brands that should be associated with the Customer Event.
Payment Medium Type	A list of payment medium brands that should be associated 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 associated with the Rewards 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, Additional Attributes

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. The additional attributes that can be set for this classification via the Template 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	Determines the total number of Purchase Customer Events that should be performed within a period, for an Award to be handed out. The number range consists of the following: From Value To Value The period range consists of the following: Period UOT, which can be weeks, months or years
Payment Medium Conditions AVAILABLE FROM CRM.COM R10.0.0	The Conditions related with the payment medium information of the Purchase Customer Event.
Payment Medium Brand	A list of payment medium brands that should be associated with the Customer Event.
Payment Medium Type	A list of payment medium types that should be associated 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 associated with the Rewards 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, Additional Attributes

Reward Personal Data Completeness Offers are used to award customers that have a complete set of personal data information, such as an address or date of birth. The additional attributes that can be set for this Classification via the Template consist of the following:

Name	Description
Personal Data Conditions*	The conditions related to 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 that have 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 that have complete address information. Address completeness is defined by the following: Address Types: A list of address types that should exist for each customer. Address Information: A list of address information fields that should be completed for each address.
Award Email Completeness	If enabled, then the Offer will be awarded to customers that have 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 that have completed date of birth information.
Award Name Day Completeness AVAILABLE FROM CRM.COM R10.1.0	If enabled, then the Offer will be awarded to customers that have complete name day information.
Period Conditions*	The Conditions related to 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 performed 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 performed on that date or before that date.

Just Money, Additional Attributes

Just Money Offers are used to award customer based on common business characteristics determined by one or multiple Segments. The additional attributes that can be set for this Classification via the Template 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	Determines 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 associated with the Rewards 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 - Additional Attributes

Achievement Offers are used to award customers once they reach a specific achievement Classification.The additional attributes that can be set for this Classification via the Template consist of the following:

Name	Description
Achievement Conditions	The Conditions related with the Classification of the achievement that was accomplished. At least one Condition should be specified in this section.
Apply Only if All Achievements Conditions are Met AVAILABLE FROM CRM.COM R10.0.0	Determines whether all of the specified Achievement Classifications should be met for the participant to be awarded. By default this option is disabled.
Number of Awards By This Offer* AVAILABLE FROM CRM.COM R11.0.0	Determines how many awards can be provided to each participant by this offer. The options are the following: 'Only One' 'Only One Per Period' where period can be Days, Weeks Months or Years 'Multiple' 'Only One' and 'Only one Per Period' are available if 'Apply only if all Achievements Conditions are Met' is NOT selected If 'Number of Awards' is set to 'Only One' then Participant is awarded only if he wasn't awarded by this Reward Offer before If 'Number of Awards' is set to 'Only One Per Period' then Participant is awarded only if he wasn't awarded before, by this Reward Offer during the Awarded Period; Awarded Period is calculated by using the Performed Date of the last awarded Achievement Customer Event + the Period set in this condition For example, if the Participant has 2 different Achievement Customer Events created on the same day, that meet the Achievement Conditions, once the Reward Offer is evaluated, the participant is awarded for 1 of the 2 Customer Events. The next time the Reward Offer is evaluated, the 2nd Customer Event will not be awarded, as the 'Awarded Period' is still the same. Only when a Customer Event that meets the conditions and its performed date does not fall within the Awarded Period, the participant is awarded again. If 'Number of Awards' is set to 'Multiple' then If Apply only if all Achievements Conditions are met (selected): Participant is awarded once for every set of Achievement Customer Events of Awarded Achievement Classifications, that is not yet awarded If Apply only if all Achievements Conditions are met (not selected): Participant is awarded once for every Achievement Customer Event of an Awarded Achievement Classifications, that is not yet awarded
Achievement Classifications*	Achievement Classifications for which Participants are awarded if they accomplish. Achievement Classifications are set on Achievement Customer Events
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 associated with the Rewards 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 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. If period Conditions are specified then, the unprocessed Purchase Customer Event must be submitted within the specified period

AVAILABLE FROM CRM.COM R10.0.0 - Financial Achievement, Additional Attributes

Financial achievement Offers are used to award customers once they reach a specific financial achievement Classification. The additional attributes that can be set for this Classification via the Template consist of the following:

Name	Description
Financial Achievement Conditions*	The conditions related to the Classification of the achievement that was 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 Classifications should be met for the participant to be awarded.
Number of Awards By This Offer* AVAILABLE FROM CRM.COM R11.0.0	Determines how many awards can be provided to each participant by this offer. The options are the following: 'Only One' 'Only One Per Period' where period can be Days, Weeks Months or Years 'Multiple' 'Only One' and 'Only one Per Period' are available if 'Apply only if all Financial Achievements Conditions are Met' is NOT selected If 'Number of Awards' is set to 'Only One' then Participant is awarded only if he wasn't awarded by this Reward Offer before If 'Number of Awards' is set to 'Only One Per Period' then Participant is awarded only if he wasn't awarded before, by this Reward Offer during the Awarded Period; Awarded Period is calculated by using the Performed Date of the last awarded Financial Achievement Customer Event + the Period set in this condition For example, if the Participant has 2 different Financial Achievement Customer Events created on the same day, that meet the Financial Achievement Conditions, once the Reward Offer is evaluated, the participant is awarded for 1 of the 2 Customer Events. The next time the Reward Offer is evaluated, the 2nd Customer Event will not be awarded, as the 'Awarded Period' is still the same. Only when a Customer Event that meets the conditions and its performed date does not fall within the Awarded Period, the participant is awarded again. If 'Number of Awards' is set to 'Multiple' then If Apply only if all Financial Achievements Conditions are met (selected): Participant is awarded once for every set of Financial Achievement Customer Events of Awarded Financial Achievement Classifications, that is not yet awarded If Apply only if all Financial Achievements Conditions are met (not selected): Participant is awarded once for every Financial Achievement Customer Event of an Awarded Financial Achievement Classifications, that is not yet awarded
Financial Achievement Classifications	Financial Achievement Classifications for which Participants are awarded if they accomplish. Financial Achievement Classifications are set on Financial Achievement Customer Events
Financial Achievement Amount Conditions AVAILABLE FROM CRM.COM R11.0.0	The conditions related to the amountdefinedontheFinancial Achievement Customer Event
Financial Achievement Amount Range	Defines the amount range within which a Financial Achievement Customer Event's amount should fall within, for the condition to be met.
Product Conditions	The conditions related to the product of the Financial Achievement that was accomplished.
Allowed Products / Product Types / Product Families	A list of products, product types or product families that should be related to a Financial Achievement Customer Event.
Payment Medium Conditions	The conditions related with the Customer Event payment medium of the Financial Achievement
Payment Medium Brand	A list of payment medium brands that should be associated with the Customer Event
Payment Medium Type	A list of payment medium types that should be associated 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 associated with the Rewards 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 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. If period conditions are specified then, the unprocessed Purchase Customer Event must be submitted within the specified period.

AVAILABLE FROM CRM.COM R10.0.0 - Reward Behaviour, Additional Attributes

Reward Behaviour Offers are used to award customers that have visited a specific website or performed a specific action on a Social Media site. The additional attributes that can be set for this Classification via the Template consist of the following: