IMAGINE Travel Ltd. Rewards Instruction Manual

1. Log In to CRM.COM

Open your web browser
Navigate to https://r8qa.crm.com/crm
Enter the username and password that were provided to you
Click Go

2. How to view a Purchase Event
*When a customer, who is a rewards participant, buys a service from the travel agency either online through the website or face to face from a customer representative, it will be recorded within CRM.COM and automatically a purchase event will be created. From this purchase event the CRM.COM will reward any cashback offers the participant is eligible to win. To view one such purchase event and the rewards awarded as a result follow the below.

Navigate to CRM > Customer Events > Access Customer Events
From the summary page find the event in question using the available search options on top or by finding the last generated event by
typing “%” in any search field and clicking “SEARCH”,. This will show all the events in the system and the last created event should be on the top.

In the “Number field type “194” to find purchase event 194
You can use the tabs on the left to see information on the event like the products purchased (PRODUCTS tab) and the rewards awarded
(REWARD AWARD TRANSACTION tab) as a result of the event.
Purchase event 149 for example as we can see under the PRODUCTS tab was a purchase for the Alaskan Adventure Tour for £2,124. If you click on the REWARD AWARD TRANSACTION tab you can see that as a result of this purchase the participant won £200. If you click on the transaction (No. 422) you can see the details and the offer which is, rewards number 40."£200 FOR ANY OUTSIDE EUROPE PURCHASE".

3. How to view an existing Rewards Scheme and the Reward offers under the specific scheme
Navigate to Rewards > Rewards > Manage Reward Schemes
Type “%” in the “Name” field and click “SEARCH”
The available Reward Schemes will come up

Click on IMAGINE Travel Ltd.
To view the available Rewards Offers under the IMAGINE Travel Ltd. scheme click on the Reward Offers tab. (*There are two tabs, one for Effective and one for Not Effective offers)

Note: For more information on Reward Schemes click on the link below:

Note: For more information on Reward Offers click on the link below:

4. How to view an existing Rewards participant

Navigate to Rewards > Rewards > Manage Rewards Participants
Search for the Rewards Participant you are looking, for example type “35” in Number field, or type “%” and click search to find all participants

Click on participant “35” to view the participants information
The links on the left in blue can be clicked on to view information on the participants such as the participants contact details, wallet transactions/balance,
the scheme they are participating in as well as any communications they received and the access details for their rewards participation (ACCESS TOKEN)

Note: For more information on Rewards Participants click on the link below:

Navigate to Foundation > Analytics > View Dashboards
The dashboards page opens
You can switch from one dashboard to another using the drop down Switch To Dashboard
In order to drill down to view more information click on a piece on a chart. On mouse over on a piece you can also see the % and the exact volume

Note: For more information on Dashboards click on the link below:
https://discover.crm.com/display/V4Manual/Dashboards

Navigate to Foundation > Analytics > Run Reports
Select a report to generate from the reports list i.e “Rewards Participants Balance”
Enter the criteria to filter your report results
Define the fields to be displayed
Define the group by fields
Click on the format of the report to be generated (CSV, HTML, PDF, WORD)
The report is being generated according to the selected format
If you would like to schedule the report to be automatically sent via Email then click on Schedule and define the scheduling settings of your choice

Note: For more information on Reports click on the link below:
https://discover.crm.com/display/V4Manual/Reports

Under the Criteria tab select the Entity that the segment will be about
Specify the segment criteria using CRMQL. You will notice that as you type, the system provides a list of the available items to select in order to syntax
your criteria. (More information on the CRMQL syntax can be found here: https://discover.crm.com/display/V4Manual/Using+CRM+Query+Language)

As soon as the criteria are defined click Save
In order to preview the segment click Preview from the Actions button

To view existing segments:
Navigate to Foundation > Segmentation > Manage Segments
Type “%” in the number field and click SEARCH to find all participants

Example segments to open:

Segment No.	Name	Details
11	IMAGINE All Reward Participants	All Reward Participants
15	IMAGINE Travel Ltd. New Rewards Participants	All Participants who signed up today
19	IMAGINE Rewards Participants in London	Participants with account location London

Note: For more information on Segmentation click on the link below:

Under the Criteria tab, on the Segment section click Add and select the customer segment that you wish to send the email notifications to
Note: The media e.g. Email or SMS is specified on Communication template, included in the selected Notification Type
Click Save
In order to submit the notification run click Submit from the Actions button
At this point, the notification run is sent to the scheduler

When the process run is completed you will be able to see it under the Process Runs tab. This is where you will see all the process run of the specific
notification run that will submit to the scheduler at any point.
The process runs allow you to see which have been processed successfully and which have been processed with errors by expanding the appropriate section
You can also drill down to specific entries to view the exact communication that was sent to each customer

Each notification being sent to a customer can also be viewed through the Communication Centre under the Customer Management tab

Note: For more information on Notification Runs click on the link below: