Rewards - Configuration Requirements
- Persia Xenopoulou (Deactivated)
- Former user (Deleted)
- p_demou (Deactivated)
Learn to set up Rewards related business processes and rules.
Mandatory Configuration: Links to manuals of Rewards configuration modules that are required for the module to work correctly
Related Configuration: Links to manuals of configuration modules other than Rewards that offer additional functionality or are required for the module to work correctly
Optional Configuration: Links to manuals of Rewards configuration modules that offer additional functionality but are not required for the module to work correctly
Mandatory Configuration
The following modules must be configured in order to use the Rewards:
| Module Name | Manual | Description |
|---|---|---|
Rewards Business Definition | Configuring Rewards Definitions | Define all business rules that control the Life Cycle of Rewards and without which Rewards cannot be created |
| Rewards Offer Types | Configuring Reward Offer Types | Set up Rewards Offer Types that must be added to the Rewards |
| Rewards Schemes | Configuring Reward Schemes | Set up Rewards Schemes for Participants |
| Rewards Run Definition | Using Rewards Runs Definitions | Set up the Rewards Run Definitions that are required to award customers based on Reward Offers |
Related Configuration
The following modules are related to, but are not a part of, Rewards. Such entities either:
- Must be configured accordingly in order to be able to start using the Rewards module (Configuration Type = Mandatory)
OR - May be configured to use the Rewards module at its full capacity (Configuration Type = Optional)
| Module Name | Manual | Description | Configuration Type |
|---|---|---|---|
Access Tokens Definitions | Required for the creation of Access Tokens that may be necessary for creating a Rewards Participant | Optional | |
| Wallet Definitions | Configuring Wallet Definitions | Provides configuration on wallets/rewards relation | Mandatory |
| Customer Event Definitions | Configuring Customer Events Definitions | Provides configuration on customer events/rewards relation | Mandatory |
AVAILABLE FROM CRM.COM R10.0.0 - Wallet Balance Expiration Run Definition | Using Wallet Balance Expiration Run Definitions | Used to define the rules by which Runs will be performed, to expire Wallet Amount that has not been spent, | Optional |
AVAILABLE FROM CRM.COM R11.0.0 - Key Performance Indicator (KPI) | Configuring Key Performance Indicators | Used to measure the performance of key business objectives in order to evaluate if the objectives are achieved or not. Added on Financial Statement Customer Events as achievement and Financial Statement Reward Offers as conditions or used for awarding a percentage. | Optional |
Optional Configuration
The following entities are available and can be configured under Rewards. A working CRM.COM model can exist without them being configured.
| Module Name | Manual | Description |
|---|---|---|
Rewards Offer Categories | Configuring Rewards Offer Categories | Set up Offer categories to be added to the Rewards. |
| Reward Offer Templates | Configuring Reward Offer Templates | Set up templates for Reward Offer Classifications, in order to avoid re-entering standard information |
| Rewards Settlement Run Definitions | Using Reward Settlement Run Definitions | Set up Rewards Settlement Definitions, in order to debit and credit the accounts of Merchant, based on the Awards they granted and redeemed |
| APPLICABLE UP TO CRM.COM R9.0.0 - Award Expiration Run Definitions | Using Award Expiration Run Definitions | Set up Rewards Settlement Definitions, in order to debit awarded amounts which have expired from the Wallets of the Participants |
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