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	Configuring Access Token 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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