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Applying Rewards Participating Merchant Rules

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AVAILABLE FROM CRM.COM R10.0.0

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Using Rewards Participating Merchant rules

Each of the rules defined on the Rewards Participating Merchant is triggered when the specific process is executed in the system. Read on to find out how the System applies each of the different configurations of the rule. 

Applying Rewards Participating Merchants Award Rules

When a Customer Event has been created that is related with a Reward Offer then on its evaluation the following checks and actions will be taken:

CASERESULT
Customer Event was performed by a Unit that is not represented by a Rewards Participating MerchantAward will be provided
Customer Event was performed by a Unit that is represented by a not effective Rewards Participating MerchantThe award is not provided
Customer Event was performed by a Unit that is represented by an effective Rewards Participating Merchant
AND
Award Rewards Participants owned by merchant's Group is disabled
AND
Rewards Participant related with the Customer Event is owned by the merchant's Group 		The award is not provided
Customer Event was performed by a Unit that is represented by an effective Rewards Participating Merchant
AND
Award Rewards Participants owned by other collaborating Groups is disabled
AND
Rewards Participant related with the Customer Event is owned by another collaborating Group 		The award is not provided
Customer Event was performed by a Unit that is represented by an effective Rewards Participating Merchant
AND
The merchant is allowed to award offers belonging to specific Schemes then 		Awards are provided only by offers belonging to the Schemes that both the
merchants is allowed to award and the Schemes that the rewards participant is participating to
Customer Event was performed by a Unit that is represented by an effective Rewards Participating Merchant
AND
The merchant is allowed to award offers belonging to any Schemes then 

Awards are provided only by offers belonging to the Schemes that that the Rewards Participant is participating to

 

Applying Rewards Participating Merchants Spend Rules

When a Spend Request Customer Event is created, the following checks and actions will be taken: 

CASERESULT
Spend Request was performed by a Unit that is not represented by a Rewards Participating MerchantThe Spend Request will
Spend Request was performed by a Unit that is represented by a not effective Rewards Participating Merchant

The Spend Request is not allowed

Spend Request was performed by a Unit that is represented by an effective Rewards Participating Merchant
AND
Submit Spend Requests on behalf of Rewards Participants owned by merchant's Group is disabled
AND
Rewards Participant related with the Spend Request is owned by the merchant's Group 

The Spend Request is not allowed

Spend Request was performed by a Unit that is represented by an effective Rewards Participating Merchant
AND
Submit Spend Requests on behalf of Rewards Participants owned by other collaborating Groups is disabled
AND
Rewards Participant related with the Customer Event is owned by another collaborating Group 

The Spend Request is not allowed

 

Applying Rewards Participating Merchants Sign Up Rules

When a new Rewards Participant is created or assigned on a new Scheme the following checks and actions will be taken:

CASERESULT
Rewards Participant sign up Unit is a Unit that is not represented by a Rewards Participating MerchantThe Rewards Participant will be successfully registered/
Rewards Participant sign up Unit is a Unit that is represented by a not effective Rewards Participating Merchant
  • The reward participant is not allowed to be created
  • The reward participant is not allowed to join a new Scheme
Rewards Participant sign up Unit is a Unit that is represented by an effective Rewards Participating Merchant
AND
Sign up new Rewards Participants is disabled
  • The reward participant is not allowed to be created
Rewards Participant sign up Unit is a Unit that is represented by an effective Rewards Participating Merchant
AND
Sign up Rewards Participants owned by merchant's Group to new Schemes is disabled 
AND
Rewards Participant is owned by the merchant's Group
  • The reward participant is not allowed to join a new Scheme
Rewards Participant sign up Unit is a Unit that is represented by an effective Rewards Participating Merchant
AND
Sign up Rewards Participants owned by other collaborating Groups to new Schemes is disabled
AND
Rewards Participant is owned by another collaborating Group then 
  • The reward participant is not allowed to join a new Scheme
Rewards Participant sign up Unit is a Unit that is represented by an effective Rewards Participating Merchant
AND
Merchant is allowed to sign up existing Rewards Participants to new specific Schemes
  • Only the Schemes that the merchant can both use for sign up and is allowed to select can be added on Rewards Participants
Rewards Participant sign up Unit is a Unit that is represented by an effective Rewards Participating Merchant
AND
Merchant is allowed to sign up existing Rewards Participants to any new Schemes 
  • Only the Schemes that the merchant is allowed to select can be added on Rewards Participants

Applying Rewards Participating Merchants Contribution Rules

When the Rewards Settlement Runs are executed the contribution amount that the Merchant needs to pay the business that owns the Rewards platform is calculated. This amount is based on the awards that have been provided.

Contribution Rules can only be applied on Purchase Customer Events and more specifically on the following Reward Offers:

CASERESULT
Contribution Rules are not setContribution is calculated to 100%
Contribution Rules are set

For Purchase Customer Events

  1. If more than one rule is retrieved, then the one with the highest priority is used
  2. If there are contribution periods specified on the rule and a period that covers the date that the Purchase Customer Event was performed exists then
    • Contribution Amount = Contribution % specified for that period * awarded amount
      • else 
    • Contribution Amount = Contribution % specified on the rule * awarded amount  
  3. An Invoice is created in the Merchant's Accounts Receivable for the total amount that was calculated 

For Spend Request Customer Events

  1. The amount to be credited, which is equal to the amount that the customer actually spend through their wallet, is calculated
  2. A Credit Note is created in the merchant's Accounts Receivable for the total amount that was calculated

In case that already settled Purchase or Spend Request Customer Events are cancelled then the Settlements Run will consider them so that the Merchant's Accounts Receivable will be debited or credited accordingly.

  • Cancelled Purchase Customer Event: Credit the Accounts Receivable
  • Cancelled Spend Request Customer Event: Debit the Accounts Receivable

 

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