R9 - Modifying Rewards Participants
What does this section cover?
Modifying Rewards Participants Overview
This manual provides information with regards to Rewards Participants modification, such as editing and deleting validations and restrictions as well as the fields that may be modified.
Visit Managing Rewards Participants to find out how Rewards Participants information is added
Visit Understanding Rewards to find out about information kept in Rewards Participants
Visit Rewards - The Advanced to find out about additional processes, used to modify Rewards Participants
Editing & Deleting, Validations & Restrictions
Action | Validations | Restrictions |
---|---|---|
Edit |
|
|
Delete |
|
|
Rewards Participants Modifiable Information
The following fields may be updated in Rewards Participants by using the Edit button.
- Billing Address
- Participating Schemes
- Sign Up Details
- Access TokenS
Editing Rewards Participants
- Single structure fields can be directly amended.
- The following fields can be updated by adding or removing more records:
- Participating Schemes.
AVAILABLE FROM CRM.COM R9.0.0 - Removing a field defines it as Signed Off. For more information on Signed off Participating Rewards Schemes can be found at Signing Off a Participating Rewards Scheme. - Access tokens
- Participating Schemes.
- Read on to find out how you can add or remove existing records.
Adding a new Record from a search modal
- Click on the "ADD" button
- A search modal opens
- Select and add the record you would like to add
Removing a Record
- Check the box found to the left of the record you would like to remove
- Click on "REMOVE"
Additional modification processes
Additional Processes used to modify the Rewards Participants can be found in the Rewards - The Advanced section
Related Areas
-
Reward Financial Achievement — Find out how to create a new Rewards Offers of Classification Reward Financial Achievement
-
Reward On Name-day — Find out how to create a new Rewards Offers of Classification Reward On Name-day
-
Applying Rewards Participating Merchant Rules — Learn how the rules established in the Rewards Participating Merchants are applied and how they affect System behaviour - AVAILABLE FROM CRM.COM R10.0.0
-
Reward Financial Statement — Find out how to create a new Rewards Offers of Classification Reward Financial Statement
-
Using Award Expiration Run Definitions — Learn to configure Award Expiration Run Definitions that dictate the overall behaviour of the Award Expiration Run
-
Managing Award Expiration Transactions — Learn to work with Award Expiration Transactions
-
Configuring Reward Offer Templates — Learn to configure Reward Offers Templates
-
Using Reward Settlement Run Definitions — Learn to configure Reward Settlement Run Definitions that will dictate the overall behaviour of Reward Settlement Runs
-
Just Money — Find out how to create a new Rewards Offers of Classification Just Money
-
Reward Achievement — Find out how to create a new Rewards Offers of Classification Reward Achievement
-
Increase Revenue, Product Based — Find out how to create a new Reward Offers of Classification Increase Revenue, Product based
-
Reward Loyalty, Transaction Amount Based — Find out how to create a new Rewards Offers of Classification Reward Loyalty, Transaction Amount Based
-
Reward Referrals — Find out how to create a new Rewards Offers of Classification Reward Referrals
-
Increase Revenue, Transaction Based — Find out how to create a new Rewards Offers of Classification Increase Revenue, Transaction based
-
Reward Sign Ups — Find out how to create a new Rewards Offers of Classification Reward Sign Ups
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