Rewards Business Go Live Checklist

Owned by Spyroulla Ioakim
Last updated: Feb 04, 2022
2 min read

If you have registered as a rewards Business organisation then follow this checklist to ensure that you have configured CRM.COM correctly before going live. Note that you will also need to reference the Business Checklist in order to ensure that you have completed the basic settings as a whole.

Rewards

SETTINGS

(click on logged-in user name at the top-right-hand-corner of the screen > Settings > Rewards)
Reward Resolution
Configure your reward resolutions to specify how Contacts will be awarded in cases where they are eligible to be awarded from more than one reward offer for a purchase.

Reward Tiers
Optionally configure a tiering system where Contacts can be classified based on their purchase behaviour, a Contact can advance or revert to the next/previous tier level based on their purchases within a specified time period. Pre-defined default tiers are available if reward tiering is enabled.

Reward Offer Restrictions

If your Business will be collaborating with Merchants then you can restrict which types of reward offers and spend methods they can configure.

Automatic Spend Preferences

Configure default automatic spend preferences which will be applied to newly registered contacts.

SETUP

REWARD SCHEMES & REWARD OFFERS

(Rewards > Schemes)

Choose between Open Loop Schemes where Contacts can Auto sign up (upon registration), or Self sign-up (at the discretion of the Contact), or Closed Loop Schemes where Contacts can be signed up in a selective and controlled manner (e.g. student number or domain specific emails).

(Rewards > Offers)

Define your reward offers providing incentives to improve Contact engagement (e.g. purchases) with the business. Every offer type has its own conditions that affect how and when an award will be provided and/or spent. Upload images for your offers that will appear on the app/portal.

Upon registration of a new Business, an Inactive reward scheme is automatically created using the name of the business, plus the following 4 offers, again in Inactive state. Enable the desired reward scheme and offers (if applicable).

  • €5 Registration Offer - effective upon successful registration of a contact

  • 20% Birthday Offer - valid only on the day of the contact’s birthday

  • 5% Cashback on all Purchases - on all products and valid for all locations

  • €1 Referral Cashback - cashback is applicable if a referred Contact registers using the provided referral code and makes an initial purchase

 

MERCHANTS & VENUES

(Business Network > My Merchants)

Create your business network by defining Merchants who have a collaboration agreement with your organisation, and optionally their operating Venues as well as any Transaction Acquiring Points (TAPs are necessary for POS integration).

An Business user can masquerade as a Merchant and create data on their behalf.

For multi-merchant rewards platforms the Reward Commercial Terms must also be created per Merchant, whereby, the reward scheme that Contacts will be able to sign-up to will be specified.

 

Need more information?

Check out our user manuals for explanations of key terms and settings.