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Navigating to Rewards Participants

REWARDS APPLICATION > REWARDS > MANAGE REWARDS PARTICIPANTS

Using Rewards Participants

Navigate to Rewards Participants and explore existing records via the Summary page.
Click on the link (name or number) of the record of your interest to enter the Data Entry page and see more detail.
Use the Actions Menu to create a NEW Rewards Participant or modify (EDIT) an existing one.
Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Rewards Participants.
Click on ACTIONS to discover other possibilities available for Rewards Participants.

Check the Validations & Restrictions Table below for a list of available Actions when working with Rewards Participants including each Action's related restrictions and validations as well as additional information. View the Attributes Table for a comprehensive description of the Rewards Participants fields.

REWARDS PARTICIPANTS

Validations & Restrictions

Action	Restrictions	Validations
Create	Not Applicable	Not Applicable
Save	Not Applicable	All mandatory fields must be provided
Edit	Life Cycle State: Effective AVAILABLE FROM CRM.COM R12.0.0	All mandatory fields must be provided Access Token (according to Access Token Definition)
Delete	Rewards Participants cannot be deleted	NotApplicable
Remove Participating Reward Scheme	Not Applicable	Not Applicable
Block Spending AVAILABLE FROM CRM.COM R10.1.0	The action is available only if the "Allow Rewards Participant to Submit Spend Requests" option in the "Spend Blocking State" section is enabled	Not Applicable
Unblock Spending AVAILABLE FROM CRM.COM R10.1.0	The action is available only if the "Allow Rewards Participant to Submit Spend Requests" option in the "Spend Blocking State" section isdisabled	Not Applicable
Terminate Participant AVAILABLE FROM CRM.COM R12.0.0	The action is available only if the Rewards Participant is Effective	All mandatory fields must be provided
Rewards Participants Awarding and Spending AVAILABLE FROM CRM.COM R12.0.0	Rewards Participants must be in Effective life cycle state in order to spend and be awarded	Not Applicable

Attributes

An * indicates a field is mandatory

Name	Description
Number	An auto-generated number that uniquely identifies each Rewards Participant
Life Cycle State* AVAILABLE FROM CRM.COM R12.0.0	The life cycle state of the Rewards Participant which can be one of the following: Effective Terminated
Contact Information*	The Contact Information related to the Rewards Participant
Account Information*	The Accounts Receivable owned by the Rewards Participant. The account identifies the CRM.COM customer and handles all Financial Transactions posted as a result of Award or Spend Reward Transactions
Billing Address*	The billing address indicated on the related Accounts Receivable
Wallet Information	Information related to the Wallet including: Wallet Balance Wallet Allotments, indicating how money included in the Wallet can be spent
Participating Schemes	A list of Reward Schemes that the Rewards Participant has joined. The following information is kept for each Scheme: Reward Scheme Sign up Date Sign up by Unit
Signed off Participating Schemes	A list of Reward Schemes that the Rewards Participant has already signed off from. The following information is kept for each Scheme: Reward Scheme Sign up Date Sign-off Date Sign up by Unit This section is "Read-only" and only available if the participant has signed off a participating Reward Scheme. As from CRM.COM R10.0.0 Signed off Schemes will be available in the Participant History modal screen available through the View Participant History Action
Communications	All the communications related to the Rewards Participant As from CRM.COM R10.0.0 Communications will be available in the Participant History modal screen available through the View Participant History Action
Sign Up Details*	Sign up Date: The date that the participant signed up Sign up by Unit: The unit that signed up the participant
Access Tokens*	The Access Tokens which are linked with the Rewards Participant and are used to identify and access Rewards Participant information. Access Token can be automatically generated depending on the 'Active' Access Token Definition settings
Auto Spend Authorisation AVAILABLE FROM CRM.COM R11.0.0	Defines whether the Rewards Participant requires to automatically spend the available awarded amount without explicitly requesting it at the time of award/purchase. If selected the Instant Spent Authorisation, is done regardless of the Instant Spent setting on the Reward Offer and it is only applicable for the following offer types: Utilise Free Capacity Increase Revenue, Product Based Increase Revenue, Transaction Based
Spend Requests Blocking State AVAILABLE FROM CRM.COM R10.1.0	Allow Rewards Participant from submitting Spend Requests: Indicates whether the Rewards Participant is allowed to submit Spend Requests. Once the Participant is created, Spend Requests Blocking State can only be modified through a dedicated action. Date Updated: The date on which the Rewards Participant was blocked from submitting Spend Requests Updated by User: The user who performed the action which blocked the Rewards Participant from submitting Spend Requests Participants who are marked as 'Blocked' can no longer spend any of their available awarded amounts.
Termination Information AVAILABLE FROM CRM.COM R12.0.0	Termination Reason: The reasoning on the Rewards Participant's termination. The predefined list of termination reasons includes: Customer Request Fraud Duplication Termination Date: The date on which the Rewards Participant was terminated Terminated by User: The user who terminated the Rewards Participant Replaced by Rewards Participant: The Rewards Participant which replaced this terminated Rewards Participant. This is available and applicable only if the Termination Reason was set to "Duplication" This section is "Read-only" and only available if the participant is terminated.
Log Information	The standard set of Log Details information available in all entities

Additional Actions for Rewards Participants

Signing Off a Participating Reward Scheme

Rewards Participants can be signed off from Reward Schemes that they participate in at any time.

Signing off a Reward Scheme means that the participant is no longer able to be awarded from the scheme's related Reward Offers. The Participant is, however, awarded for any events which were generated prior the sign off but not yet processed. The Participant is still able to spend any amount which was awarded through a specific scheme even after the sign off.

Navigate to Rewards Participants
Search using the criteria available in the Summary page
Click on the Rewards Participant that you would like to sign off from a particular scheme, to go to the Data Entry page
Click on EDIT
Go to the Participating Schemes section
Check the check-box next to the scheme you would like to sign off the participant from
Click on Remove
From the Actions menu click on SAVE

View Rewards Participant History AVAILABLE FROM CRM.COM R10.0.0

Information about a Reward Participant's transactions and communications is available on a dedicated screen accessible via the participants Data Entry screen.

Navigate to Rewards Participant
Search for the participant and click on their number to access the Data Entry page
From the Actions Menu click on ACTIONS > VIEW PARTICIPANT HISTORY
1. A modal window opens with the following information
  - Wallet Transactions
  - Award Transactions
  - Spend Transactions
  - Award Expiration Transactions
  - Customer Events
  - Signed off Reward Schemes
  - Communications

Block Rewards Participant from submitting Spend Requests AVAILABLE FROM CRM.COM R10.1.0

Blocking Rewards Participants from submitting Spend Requests is used to either permanently block fraudulent participants, or temporarily block ones that are under investigation.

Navigate to Rewards Participant
Search for the Participant and click on their Number to access the Data Entry page
From the Actions Menu click on ACTIONS > BLOCK SPENDING

Unblock Rewards Participant from submitting Spend Requests AVAILABLE FROM CRM.COM R10.1.0

Unblocking Rewards Participants from submitting Spend Requests is used to allow previously blocked participants to start spending their Awards again.

Navigate to Rewards Participant
Search for the Participant and click on their Number to access the Data Entry page
From the Actions Menu click on ACTIONS > UNBLOCK SPENDING

Terminating Rewards Participant AVAILABLE FROM CRM.COM R12.0.0

Rewards Participants can terminate their rewards program participation at any time.

Terminating Rewards Participant means that the participant is no longer able to submit Customer Events, be awarded or spend any awarded amount. If the participant is terminated due to duplication then the participant to be replaced by can be defined, and it is possible to transfer the terminated participant's Access Token and Wallet balance to the other participant.

Navigate to Rewards Participants
Search using the criteria available in the Summary page
Click on the Rewards Participant that you would like to terminate, to go to the Data Entry page
1. The Rewards Participant must be in Effective life cycle state
From the Actions Menu click on ACTIONS > TERMINATE PARTICIPANT
In the modal provide all the necessary information as explained in the Attributes Table.
1. If the Termination Reason is set to Duplication then provide the following information
  Mandatory
  1. Replaced by Rewards Participant
  Optional
  1. Check box to Transfer Wallet Balance
  2. Select the Access Token(s) to be transferred
Click on SAVE

Related Areas

Page:

Reward Financial Achievement
Page:

Reward On Name-day
Page:

Applying Rewards Participating Merchant Rules
Page:

Reward Financial Statement
Page:

Using Award Expiration Run Definitions
Page:

Managing Award Expiration Transactions
Page:

Configuring Reward Offer Templates
Page:

Using Reward Settlement Run Definitions
Page:

Just Money
Page:

Reward Achievement
Page:

Increase Revenue, Product Based
Page:

Reward Loyalty, Transaction Amount Based
Page:

Reward Referrals
Page:

Increase Revenue, Transaction Based
Page:

Reward Sign Ups

Helpful Links

Page:

CRM.COM Quickstart Manual
Page:

Working with Summary Pages - R18
Page:

Working with Summary Pages
Page:

Working with Summary Pages - R15
Page:

Extracting a Printout from a Data Entry page

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