Rewards Core

Rewards Core

Reward Schemes

Reward Schemes are designed to target specific contact groups (e.g. individual consumers, corporate clients, students, etc.) and award them through tailored Reward Offers.

Each Reward Scheme can include multiple Reward Offers and define how contacts can sign-up to the scheme.


Managing Reward Schemes

To view or create a Reward Scheme, navigate to Rewards > Schemes using the main menu on the left-hand side of the screen.

Reward Schemes summary screen

A Reward Scheme using the registered business name will automatically be created with an Inactive state upon registration of a new business. However, new Schemes can also be created by a user.

Select Create Reward Scheme to create a new scheme for the Business.

Name

Provide a meaningful name for the reward scheme. This name will also appear on apps.

Description

Provide a brief description of the reward scheme and its target audience. This will be displayed on consumer apps.

Sign-up Options

When creating a Reward Scheme, it’s necessary to specify how contacts can sign up to the Scheme. CRM.COM offers two types of schemes with three sign-up options.

Open Loop Schemes

These schemes are open to all Contacts without any restrictions, and there are two sign-up options:

  • Auto Sign-Up - Contacts will automatically join the scheme when they register with the Business.

  • Self Sign-Up - Contacts can optionally join the scheme via apps.

Closed Loop Schemes

Use a Closed Loop Scheme to control and restrict sign-ups to specific Contacts. Access can be limited using approved email domains or unique codes.

  • Email Domains - Contacts can sign up by providing their email address through the app. If their email domain matches one of the approved domains (e.g., @crm.com), a background process will automatically generate and send a unique invitation link. This link allows the Contact to verify and complete their registration.

Closed Loop Schemes using email domain for sign-up
  • Unique Codes - Business users can import unique codes into the system, which eligible contacts can use to sign-up to a closed loop scheme from an app.

Closed Loop Schemes using unique codes for sign-up

Unique Codes

Herebelow is the process for businesses to enable their contacts to sign-up to reward schemes using unique codes.

  • Create a closed-loop Reward Scheme and configure it to use unique codes.

  • From the Rewards Scheme summary screen, select Import Codes (or alternatively, navigate to Settings > Platform > Import Data > Create Import > Reward Scheme Codes.

  • Follow the steps in the Bulk Data Operations manual to import the codes for the reward scheme.

  • Once the importing of the codes is complete, view the codes on the Reward Scheme summary screen.

  • Activate the scheme

  • Distribute the codes to the relevant contacts along with instructions on how to join the reward scheme (managed outside of CRM.COM).

  • Contacts can sign in to the consumer app and select to join the reward scheme using the unique code provided.

  • The business can monitor which contacts have joined the scheme by visiting the View Codes option.

  • You can also navigate to the View Codes screen to delete a code for a reward scheme.

Delete a code

Terms & Conditions

The relevant terms and conditions for joining the scheme. These are visible on apps.

Activating a Reward Scheme

Once a Reward Scheme is successfully created, it will appear in the Reward Scheme summary screen with an Inactive status.
It’s recommended to create the relevant Reward Offers before activating the scheme.

To activate a Reward Scheme, click the options button () next to the scheme name and select Activate.

Activating a reward scheme

Only Active Reward Schemes are visible on apps.


Reward Scheme Settings

No system settings are available for Reward Schemes.


Reference Material

You may also find it helpful to refer to the following manuals for additional reading on Rewards.

Reward Offers

Reward Offers