THE ESSENTIALS

Firstly, let's explain a few things about Commerce Pools.

Restrictions

The Commerce Pool restrictions can be related to times, locations, products and validity/expiration.

Where can Commerce Pools be used?

Commerce pools can optionally be added to:

• Reward Offers (configuration)

• Transfer of funds transactions (from the Contact screen)

• Top-up transactions (from the Contact screen)

• Manual Journal transactions (from the Contact screen)

• Pass Plans (configuration)

• Wallet sharing (configurable by the community owner via front-end applications or a back-end system user on behalf of the community owner)

B2B Commerce Pools

A business has the option to share its commerce pool(s) with all other businesses of the same Service Owner, therefore allowing another business to award their contacts using the commerce pool(s) of the business that is 'sharing'. Learn more about the B2B Network and shared Commerce Pools here.

Managing Commerce Pools

To see the business’s commerce pools navigate to Commerce > Commerce Pools.

When you navigate to Commerce Pools whilst in Test Mode, you will only see a default Spend Anywhere within a year commerce pool, this is a predefined commerce pool. However, when you switch to Live Mode you may also see other business's commerce pools which they have published so that they can also be used by businesses within the same network.

Open

Create a Commerce Pool

Select Create Commerce Pools, provide a unique name and optionally provide a description of the commerce pool.

Open

• Available in communities - Enabling this option means that the commerce pool can be used in wallet sharing that can be set up by a community owner. Therefore, a community member can use/request money from the community owner to be spent based on the conditions of the commerce pool.

• Time Restrictions - Set the days and/or times when spending will be allowed; if none are set, then no restrictions apply.

• Location Restrictions - Select the locations (merchants/venues) where spending the amount is allowed; if none are set, then no location restrictions apply.

• Products Restrictions - Select the products based on brands/families/SKUs/types that must be purchased to spend the allocated amount. If none are set, then no product restrictions apply. It's essential to create and assign the relevant configurations to the respective products to ensure the correct application of the conditions.

• Validity/Expiration Restrictions - Select the date from when the amount can be spent and/or when it expires (i.e. funds are removed from the Wallet if they have not been consumed by a set date); if none are set, then no expiry restrictions apply.

For cases when no conditions should apply to the Commerce balance, a Commerce Pool rule could be created (e.g. No restrictions) without any conditions defined.

Commerce Pool Options

The following options are available from the commerce pool summary screen:

• View - View the commerce pool conditions.

• Edit - A business can only Edit its own commerce pools.

• Publish - A business publishes its commerce pool for other businesses to use to award their contacts. For example, a spa (business) creates and publishes a Commerce Pool for specific spa services. A gym (business) can use this Commerce Pool to award its new contacts a 10% cashback based on the spa’s Commerce Pool. When a contact joins the gym, they receive a 10% cashback in their Commerce Pocket, which they can use towards the spa services. Learn more about B2B Networks here.

Commerce Pools Settings

None.

Reference Material

You may also find it useful to refer to the following manuals where Commerce Pools are used.

Reward Offers

Reward Offers

Pass Plans

Passes

Financial Actions

Financials | Top up Money

Financials | Transfer Money

Financials | Journal Entry

B2B Network

Business Network | B2B Network

Wallet

CRM.COM Wallet

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