Explaining Reward Sign Ups Rewards Offers Fields

Reward sign up offers are used to award new rewards participants that:

Have not been awarded by this offer before
Successfully signed up as a Rewards Participant
Have already been awarded, at least once (by another offer)

Name	Description
Number	An auto generated number that uniquely identifies each reward offer
Template AVAILABLE FROM CRM.COM R9	The Reward Offer Template that if selected it will carry over predefined information, such as offer classification, award and spend conditions. Visit Configuring Reward Offer Templates for more information
Scheme*	The reward scheme that the reward offer belongs to
Type*	The type of the reward offer, that will determine it's business behaviour. Reward offer types are filtered based on the organisational unit of the logged in user
Name*	The name of the reward offer
Alternative code	The alternative code of the reward offer
Life cycle state	The life cycle state of the reward offer which can be Effective or Not Effective. By default, reward offers are created as Not Effective
Latest Effective Date	The latest date that the rewards offer become effective. This information is set or updated each time the life cycle state of the reward offer changes from Not Effective to Effective
Description	A description of the reward offer
Category	The category of the reward offer This is filtered based on the allowed categories defined in the Reward Offer Type
Owned by Group	The group that owns the specific Reward Offer
Privacy Level	The privacy level of the specific Reward Offer. It is always read only and can be changed through a dedicated action
Validity	Reward offer validity is used to define the period ranges that the reward offer is valid. Two validity options are available: Valid from latest effective date onward (default option) If selected then only customer events which were created from the latest effective date (inclusive) onward will be awarded Valid for a specific period If selected then only customer events which were created within those periods, regardless of the latest effective date, will be awarded
Rewards Awards Validity AVAILABLE FROM CRM.COM R9	Reward Award Validity is used to define the period for which an award is valid for the participant to spend. By default all awarded offers will be always valid unless a Reward Award Validity period is defined in the Reward Offer based on which the Award Transaction was created. Reward Award Validity settings can either specified as: Always valid: No validity period is defined so awarded amount can be spent at any time Valid for a specific period: The awarded amount can be spent only in a specific period of time and this can either be: Valid up to X UOT after the Award Transaction's creation date Valid up until a specific date
Award*	The award that will be given if the offer award conditions are met. The award can be a specific amount.
Evaluation Method AVAILABLE FROM CRM.COM R10.0.0	The method that will be used to evaluate the offer. For the evaluation of the specific reward offer type, only one option is available: Batch Process With this option selected, only during the execution of the Reward Run, awards will be evaluated and provided
Award conditions *
Sign Up Conditions*	The conditions related with enabling the sign up award
Award New Rewards Participants	If enabled then the offer will be awarded to customers meeting the following conditions: Have not been awarded by the specific offer before Successfully signed up as a rewards participant Have already been awarded, at least once
Segment Conditions	Additional conditions which can be set using segments. It is not mandatory to specify a condition in this section
Included in Segment	A list of segments which are used to filter in the customer events that are allowed to be awarded.The criteria consist of the following: Segment: A select box with all the segments having a segment entity equal to one of the following Accounts Receivable Rewards Participant Contact Information AVAILABLE FROM CRM.COM R10.0.0 Award Reward Transaction AVAILABLE FROM CRM.COM R10.0.0 Spend Reward Transaction AVAILABLE FROM CRM.COM R10.0.0
Not included in Segment	A list of segments which are used to excluded the customer events that are not allowed to be awarded. The criteria consist of the following: Segment: A select box with all the segments having a segment entity equal to one of the following Accounts Receivable Rewards Participant Contact Information AVAILABLE FROM CRM.COM R10.0.0 Award Reward Transaction AVAILABLE FROM CRM.COM R10.0.0 Spend Reward Transaction AVAILABLE FROM CRM.COM R10.0.0
Organisational Conditions	Defines the Groups or Units that submitted the customer event and are allowed to award the offer. It is not mandatory to specify a condition in this section
Allowed Groups / Units	A list of Groups or Units that can award the offer Organisational Units Tips In order for a Reward Participant to meet the criteria and get awarded then: The Unit of the Customer Events and Spend Requests need to meet the Allowed Organisational Unit Conditions of Award and Spend Conditions respectively under the Reward Offers
Spend conditions
Time Conditions	Defines on which days and / or at which time, the awarded offer can be spend. It is not mandatory to specify a condition in this section
Day	It defines the days during which customers can spend awards provided by this offer . All week days are available and can be enabled or disabled
Hours	It defines a set of hour ranges during which customers can spend awards provided by this offer.
X UOT after awarding	It defines an open ended date period, starting from a date which is set to X days, weeks or months after the date that the offer was awarded, during which customers can spend the awards provided by this offer.
Product Conditions	Defines the products that the awarded offer can be spent on. It is not mandatory to specify a condition in this section
Allowed Products / Product Types /Product Families	A list of products, product types or product families that the reward can be spend on. AVAILABLE FROM CRM.COM R10.0.0 - Product Families
Organisational Conditions	Defines the Groups or Units that the awarded offer can be spent on. It is not mandatory to specify a condition in this section
Allowed Groups / Units	A list of Groups or Units that the reward can be spend on. Organisational Units Tips In order for a Reward Participant to meet the criteria and get awarded then: The Unit of the Customer Events and Spend Requests need to meet the Allowed Organisational Unit Conditions of Award and Spend Conditions respectively under the Reward Offers

Related Areas

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Reward Financial Achievement — Find out how to create a new Rewards Offers of Classification Reward Financial Achievement
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Reward On Name-day — Find out how to create a new Rewards Offers of Classification Reward On Name-day
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Applying Rewards Participating Merchant Rules — Learn how the rules established in the Rewards Participating Merchants are applied and how they affect System behaviour - AVAILABLE FROM CRM.COM R10.0.0
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Reward Financial Statement — Find out how to create a new Rewards Offers of Classification Reward Financial Statement
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Using Award Expiration Run Definitions — Learn to configure Award Expiration Run Definitions that dictate the overall behaviour of the Award Expiration Run
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Managing Award Expiration Transactions — Learn to work with Award Expiration Transactions
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Configuring Reward Offer Templates — Learn to configure Reward Offers Templates
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Using Reward Settlement Run Definitions — Learn to configure Reward Settlement Run Definitions that will dictate the overall behaviour of Reward Settlement Runs
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Just Money — Find out how to create a new Rewards Offers of Classification Just Money
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Reward Achievement — Find out how to create a new Rewards Offers of Classification Reward Achievement
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Increase Revenue, Product Based — Find out how to create a new Reward Offers of Classification Increase Revenue, Product based
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Reward Loyalty, Transaction Amount Based — Find out how to create a new Rewards Offers of Classification Reward Loyalty, Transaction Amount Based
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Reward Referrals — Find out how to create a new Rewards Offers of Classification Reward Referrals
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Increase Revenue, Transaction Based — Find out how to create a new Rewards Offers of Classification Increase Revenue, Transaction based
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Reward Sign Ups — Find out how to create a new Rewards Offers of Classification Reward Sign Ups

Helpful Links

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CRM.COM Quickstart Manual
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Working with Summary Pages - R18
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Working with Summary Pages
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Working with Summary Pages - R15
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Extracting a Printout from a Data Entry page