Navigating to Achievement Customer Event 

What are Achievement Customer Events

Achievement customer events are representing an achievement that was given to a specific customer. They can be either processed immediately or during the Rewards Run.

Navigate to Customer Events  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 have a better look of the available information. 
Use the Actions Menu to create a new (NEW)Customer Events or delete (DELETE) an existing Customer Event. Use the BACK link to go back to the summary page and CANCEL to cancel any unwanted changes made to the Customer Events. Click on ACTIONS to find out what other possibilities you have for Customer Events .
Check out the attributes table below for a thorough explanation of the information kept for Customer Events . Check validations&restrictions table to find out validations and restrictions applicable when working with Customer Events.

Explaining Achievement Customer Event Fields 

Creating & Saving, Validations & Restrictions

Reward Related System Processing

Customer events can be directly linked to Rewards. 
Once a Customer event is saved, if configured Reward Offers exist in the system, that are related to this type of customer event, then a number of steps will be executed by the system, required for the completing of the Rewards Process.
If the created Customer Event is set to PROCESS IMMEDIATELY then the following steps will be executed immediately. If not, then the following steps will be executed during the Rewards Run 

Below you can find the Reward Offer Types that are directly related to customer events of this type, along with the steps that will be execued by the system. 

Reward Achievements Reward Offer Type 

• If the reward offer is classified as "Reward Achievements" then:
  • The customer event will be awarded with the specified amount if the following conditions are met:
    • The customer event type is Achievement
    • The customer event was not already awarded by that offer (i.e. an award reward transaction for that specific customer event and reward offer do not exist)
    • AVAILABLE FROM CRM.COM R10.0.0 If the reward offer's achievement conditions define that the offer is applied if at least one achievement classification exists, 
      • then the customer has at least one event of type Achievement.
    • AVAILABLE FROM CRM.COM R10.0.0 If the reward offer's achievement conditions define that the offer is applied if all achievements exists, 
      • then the customer is awarded if there is at least one achievement event for which no offer was provided for each on of the specified Achievement Classifications
    • If segment conditions are specified then:
      • The participant should be included in at least one of the specified "included in" segments
      • The participant should not be included in any of the specified "not included in" segments
    • The customer event classification is equal to the achievement classification specified in the achievement conditions
    • The unit that performed the event or the group that it belongs to is included in the organisational conditions
  • The award will be applied at the level of the customer event (i.e., once)
  • The process is returning the customer event that will be awarded, the amount that should be awarded and the reward offer that was awarded