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Reward Loyalty, Transaction Amount Based Reward Offers Attributes

An * indicates a field is mandatory

Reward Loyalty, Transaction Amount Based Offers are used to award customers based on the value of the purchase transactions that they have performed within a specific period; i.e. the offer is accumulative.

Name

Description

Main Information

Number

An auto-generated number that uniquely identifies each Reward Offer.

Template

The Reward Offer Template that if selected will carry over predefined information, such as Offer Classification, Award and Spend Conditions.

View Configuring Reward Offer Templates for more information.

Scheme*

The reward scheme that the Reward Offer belongs to.

Type*

The type of the Reward Offer, that will determine its business behaviour. Reward Offer types are filtered based on the Organisational Unit of the logged in user.

Name*

The name of the Reward Offer.

Alternative Code

The alternative code of the Reward Offer.

Life Cycle State

The Life Cycle State of the Reward Offer which can be 'Effective' or 'Not Effective'. By default, Reward Offers are created as 'Not Effective'.

Latest Effective Date

The latest date that the Reward Offer become 'Effective'. This information is set or updated each time the Life Cycle State of the Reward Offer changes from 'Not Effective' to 'Effective'.

Description

A description of the Reward Offer.

Category

The category of the Reward Offer.
This is filtered based on the allowed categories defined in the Reward Offer Type.

Evaluation Method

AVAILABLE FROM CRM.COM R10.0.0

The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Type, only one option is available:

Batch Process:
When this option is selected, Awards will be evaluated and provided only during the execution of the Reward Run.
i.e. Customer events are not processed by the Offer immediately but by the Reward Run (even if the Process Immediately option is checked on the customer event). Results will not be available immediately on the execution of the event.

Award

Award*

The Award given if the Offer Award Conditions are met. Only one of the available options can be selected, and it is mandatory that at least one is defined.

Award Options

Descriptions

Award Amount*

A specific amount.

Percentage*

A percentage of the Financial Transaction amount that triggered the Award.

Percentage on Awarded Amount within X UOT *

AVAILABLE FROM CRM.COM R10.0.0

The awarded amount is calculated as a percentage of the amount that was awarded within a period.

Percentage
Number of UOT (Unit Of Time)
UOT which is measured in Days, Weeks, Months or Years

Two options are available:

Consider all Type of Awards: If selected, then the calculation is done on any Awards that were applied during the specified period.
Consider specific Type of Awards: If selected, then the calculation is done only on Awards that were applied during the specified period and were provided by:
- Offers of a specific Type, or
- Offers that belong to specific Schemes.

Apply If Best Award is Provided

AVAILABLE FROM CRM.COM R10.1.0

If enabled, then the Reward Offer will be applicable only if the provided Award is the best Award (largest amount) among other Reward Offers that might be applicable. By default, this option is disabled.

Offer Validity

Validity

Offer Validity is used to define the period ranges that the Reward Offer is valid for. Two validity options are available:

Valid from latest effective date onward (default option)
If selected, only Customer Events which were created from the latest effective date (inclusive) onward are awarded.
Valid for a specific period
- Valid From (inclusive)
- Valid To (exclusive)
  If selected, only Customer Events created within the period, are awarded.
AVAILABLE FROM CRM.COM R11.1.0
Valid During Birthday Period
- Valid X days before birthday date
- Valid X days after birthday date
  If selected, only Customer Events created within the period, are awarded.
Valid During Name Day Period
- Valid X days before name day date
- Valid X days after name day date
  If selected, only Customer Events created within the period, are awarded.
Valid During a Recurring Period
- Valid From (inclusive) Day and Month
- Valid To (inclusive) Day and Month
  If selected, only Customer Events created within the period, are awarded.

The validation is done against the Customer Event 'Performed Date'

Reward Award Validity

Reward Award Validity

Reward Award Validity is used to define the period for which an Award remains valid for the participant to spend. By default all awarded Offers will remain valid unless a Reward Award Validity period is defined in the Reward Offer on which the Award Transaction will be based. Reward Award Validity settings can be specified as:

Always Valid: No validity period is defined so the awarded amount can be spent at any time.
Valid for a specific period: The awarded amount can be spent only in a given period and this can either be:
- Valid up to X UOT after the Award Transaction's creation date
- Valid up to a specific date

The Date up to which the award is valid is not inclusive.
If 'Valid up to a specific date' is set to 01/01/2017 then the award is expired on 31/12/2016.
If 'Award Transaction's creation date' + 'Valid up to X UOT' = 01/01/2017 then the award is expired on 31/12/2016.

Award Conditions*

Transaction Conditions*

The conditions related to the transaction information of a purchase customer event that was performed. At least one Condition should be specified in this section.

Total Transaction Amount Per Period

Determines the total transaction value of purchase customer events that should be performed within a period, for an Award to be handed out.

The amount range consists of the following:

From Value
To Value

The period range consists of the following:

Period
UOT, which can be weeks, months or years

If no period is defined then, the Reward Offer will still work in an accumulative manner, but the evaluation will only be performed on the amount.

Segment Conditions

Additional Conditions which can be set using segments. It is not mandatory to specify a Condition in this section.

Included In Segment

A list of segments which are used to filter the customer events that are allowed to be awarded.The criteria consist of the following:

Segment: A select box with all the segments having a segment entity equal to one of the following:
- Accounts Receivable
- Rewards Participant
- Contact Information AVAILABLE FROM CRM.COM R10.0.0
- Award Reward Transaction AVAILABLE FROM CRM.COM R10.0.0
- Spend Reward Transaction AVAILABLE FROM CRM.COM R10.0.0

Not Included In Segment

A list of segments which are used to exclude the customer events that are not allowed to be awarded. The criteria consist of the following:

Segment: A select box with all the segments having a segment entity equal to one of the following:
- Accounts Receivable
- Rewards Participant
- Contact Information AVAILABLE FROM CRM.COM R10.0.0
- Award Reward Transaction AVAILABLE FROM CRM.COM R10.0.0
- Spend Reward Transaction AVAILABLE FROM CRM.COM R10.0.0

Payment Medium Conditions

AVAILABLE FROM CRM.COM R10.0.0

The Conditions related with the payment medium information of the purchase customer event

Payment Medium Brand

A list of payment medium brands that should be associated with the customer event

Payment Medium Type

A list of payment medium types that should be associated with the customer event

Organisational Conditions

Defines the Groups or Units that submitted the customer event and are allowed to award the Offer. It is not mandatory to specify a Condition in this section.

Allowed Groups / Units

A list of Groups or Units that can award the Offer

For a Rewards Participant to meet the criteria and get awarded:

The Unit of the Customer Events and Spend Requests need to satisfy the Allowed Organisational Unit Conditions of Award and Spend Conditions under the Reward Offers.

Location Conditions

AVAILABLE FROM CRM.COM R10.0.0

The conditions related to the Rewards Participant's location

Allowed Areas/Cities/Districts

A list of Areas, Cities or Districts that should be associated with the Rewards Participant's active addresses

If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions

Spend Conditions

If no Spend Conditions are defined, then the awards can be spent unconditionally

Time Conditions

Determine on which days and/or at which time, the awarded Offer can be spent. It is not mandatory to specify a Condition in this section.

Day

Determines the days of the week on which customers can spend the Offer's Awards. All weekdays are available and can be enabled or disabled.

Hours

Determines a set of hour ranges during which customers can spend the Offer's Awards.

X UOT after awarding

Represents an open-ended date period, starting from a date which is set to X days, weeks or months after the date that the Offer was awarded, during which customers can spend the Offer's Awards.

Product Conditions

Defines the products that the awarded Offer can be spent on. It is not mandatory to specify a Condition in this section.

Allowed Products / Product Types /Product Families

A list of products, product types or product families that the Reward can be spent on.

AVAILABLE FROM CRM.COM R10.0.0 - Product Families

Organisational Conditions

Defines the Groups or Units that the awarded Offer can be spent on. It is not mandatory to specify a Condition in this section.

Allowed Groups / Units

A list of Groups or Units that the Reward can be spent on.

For a Rewards Participant to meet the criteria and get awarded:

The Unit of the Customer Events and Spend Requests need to satisfy the Allowed Organisational Unit Conditions of Award and Spend Conditions under the Reward Offers.

Log Information

Owned by Group

The Group that owns the specific Reward Offer, which automatically defaults to the Group of the signed in User.
Reward Offers are an Explicit Viewing Entity which means that only non-super Users that belong to the Owned By Group, or belong to a Group that collaborates with this one, or are Super Users can access and view this Reward Offer

Privacy Level

The Privacy Level of the Reward Offer
It is always Read-only and can be changed through a dedicated action or automatically set by the Privacy Level Assignment Rules (PLAR)

Log Details

The standard set of Log Details information available in all entities

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