- 4. How to view an existing Rewards Scheme and the Reward offers under the specific scheme
- 5. How to view an existing Rewards participant
9. How to create a notification run to be sent to a specific customer segment
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*Once a purchase is made by a rewards participant through the a Point-of-Sales terminal or online checkout a “Purchase Event”
is created within CRM.COM. From this purchase event CRM.COM will weigh any transactions against the customers Rewards Scheme
Participation and will award the rewards. 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.
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)
