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Interacting with other CRM.COM entities

Communicate Reward Participants

  1. Navigate to Rewards Application > Rewards > Manage Reward Participants
  2. Search for the Reward Participant you would like to communicate to your customer
  3. Click on the Reward Participant Number
    The Reward Participant Detail page will be displayed 
  4. From the Top menu click on Actions > Communicate Participant
    Communicate Reward Participant
  5. The Communication Detail page opens in a Modal window
    The Contact Information is carried over 
    Communicating Reward Participant - Main Information
  6. The Referring Participant is set automatically
    Communicating Reward Participants - Referring To

  7. Fill out the rest of the information as described at Creating Communications
  8. Click on Save

Communicate Award Reward Transactions

  1. Navigate to Rewards Application > Rewards > Manage Award Transactions
  2. Search for the Award Transaction you would like to communicate to your customer
  3. Click on the Award Transaction Number
    The Award Transaction Detail page will be displayed 
  4. From the Top menu click on Actions > Communicate Award Transaction
    Communicate Award Transaction
  5. The Communication Detail page opens in a Modal window
    The Contact Information is carried over 
    Communicating Award Transactions
  6. The Referring Award Transaction is set automatically
    Communicating Award Transaction - Referring To
  7. Fill out the rest of the information as described at Creating Communications
  8. Click on Save

Communicate Spend Reward Transactions

  1. Navigate to Rewards Application > Rewards > Manage Spend Transactions
  2. Search for the Spend Transaction you would like to communicate to your customer
  3. Click on the Spend Transaction Number
    The Spend Transaction Detail page will be displayed 
  4. From the Top menu click on Actions > Communicate Spend Transaction
    Communicating Spend Transaction
  5. The Communication Detail page opens in a Modal window
    The Contact Information is carried over 
    Communicating Award Transactions
  6. The Referring Award Transaction is set automatically
    Communicating Spend Transactions - Referring To
  7. Fill out the rest of the information as described at Creating Communications
  8. Click on Save

Using Communication Tags

Reward Participant Tags

Rewards participants tags can be used only if a reward participant is specified in the referring to section of the communication

TagValue

#rewards_participant.number

The number of the related rewards participant

#rewards_participant.sign_up_on

The date that the related rewards participant signed up

#rewards_participant.sign_up_by_unit

The unit that signed up the related rewards participant
#rewards_participant.accounts_receivableAccounts Receivable object. Any accounts receivable tag can be used as long as you do not call another object from accounts_receivable. For example #rewards_participant.accounts_receivable.name is acceptable but #rewards_participant.accounts_receivable.contact_information.name is not acceptable

 

Award Rewards Transaction Tags

Award reward transaction tags can be used only if an award reward transaction is specified in the referring to section of the communication

TagValue

#award_reward_transaction.number

The number of the related award reward transaction

#award_reward_transaction.amount

The amount of the related award reward transaction

#award_reward_transaction.offer

The offer that was awarded by the related award reward transaction

#award_reward_transaction.date

The date that the award reward transaction was submitted

#award_reward_transaction.rewards_participant

Rewards participant object. Any rewards participant object tag can be used as long as you do not call another object from rewards_participants. For example #award_reward_transaction.rewards_participant.number is acceptable, but #award_reward_transaction.rewards_participant.accounts_receivable.name is not acceptable

Spend Rewards Transaction Tags

Spend reward transaction tags can be used only if a spend reward transaction is specified in the referring to section of the communication

TagValue

#spend_reward_transaction.number

The number of the related spend reward transaction

#spend_reward_transaction.total_amount

The total amount of the related spend reward transaction

#spend_reward_transaction.date

The date that the spend reward transaction was spend

#spend_reward_transaction.date

The unit on which the spend reward transaction was spend

#spend_reward_transaction.rewards_participant

Rewards participant object. Any rewards participant object tag can be used as long as you do not call another object from rewards_participants. For example #spend_reward_transaction.rewards_participant.number is acceptable, but #spend_reward_transaction.rewards_participant.accounts_receivable.number is not acceptable

 

 

 

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