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Homespot Rewards Demo Manual

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1.Disclaimer

 

Homespot is a fictional retailer.  The Homespot demo scenario illustrates how you can use the CRM.COM software for CRM and Rewards purposes.  All persons portrayed in the demo are fictitious and any resemblance to real persons is purely coincidental.  Data and product names are also fictitious.

 

2. Introduction

Homespot is a value-driven company in Cyprus with a passion for life at home. Homespot is the perfect place to spend some quality time with the whole family as it combines shopping, dining and entertainment for all ages.  It is essential for Homespot to facilitate purchases from repeat customers and to establish a core audience of loyal customers in order to increase its profits but also to reduce its risk and increase the power of its position within the market of furniture and other home related goods. Therefore, the company wants to introduce reward offers that will have a significant impact on the customer’s decision making and spending.

3. Integrations

The Homespot demo involves a Kounta POS where a variety of products are available to be purchased through the POS.

(grey lightbulb) Note: More information on Kounta can be found here: www.kounta.com 

A web portal and mobile app are also integrated and available where rewards participants can view and manage their rewards via a computer or smartphone respectively.

4. The Concept

The concept of the Homespot demo is to simulate transactions via the Kounta POS whilst the rewards participant gets awarded in real time, automatically. Additionally, the rewards participants can manage their awards via the web portal and/or mobile app.

5. Registration

Customers can sign up for Rewards on their own via the web portal or mobile app.

5.1 Web Portal Registration

Visit the portal at and click on Register.

Fill in the fields with the required details and click on Register.

5.2 Mobile App Registration

Download and open the mobile app.

Fill in the fields with the required details and click on SIGN UP

6. Login

Once you register you can login as a rewards participant via the web portal or mobile app using the email and password you specified during registration and clicking Login.

 

   

7. View Available Offers

Once you log in, as a rewards participant you can view all the available running offers applicable to you. By selecting an offer you can view more details or check your progress towards a specific offer (where applicable).

   

(grey lightbulb) Note: You can login as the demo rewards participant using the below credentials:

username: eric@crm.com
password: 123456

8. Make a purchase

Once you are informed about the running offers you can make your purchases. Eligible purchases will give you the appropriate awards according to the specified reward offers and the reward amounts.

The below is a transaction via the Kounta POS for a hot meal and a soft drink at Homespot's restaurant.

9. View Awards

Following a transaction, you can check your account via the web portal or mobile app to see if any of the available offers were triggered and gave you any awards.

My Account >  Wallet

For every award you receive you can see from which offer it was given.

And at any point you can view your updated wallet balance.

   

In the case where you have conditional cashback into your wallet you can view details on how to spend your awards.

My Rewards > My Rewards > Awards

The mobile app allows you to view your awards of the last 1/6/12 months.

10. Make a spend

After you check how you can spend your awarded cashback, you can spend your awards at the POS on one of your purchases.

The below is a transaction via the Kounta POS for a cappuccino at Homespot's exit cafe.

The POS presents an option "Pay with CRM.COM Rewards"

11. View Spends

 

Following a spend transaction, you can check your account via the web portal or mobile app to see your spend.

My Account >  Wallet > Spends

The mobile app allows you to view your spends of the last 1/6/12 months.

 And at any point you can view your updated wallet balance.

   

12. View Purchases

At any point you can view the purchases you have performed at Homespot.

My Account > Wallet > Purchases

The mobile app allows you to view your purchases of the last 1/6/12 months.

   

13. View Progress Towards A Reward Offer

Certain reward offer types allow the participant to keep track of his progress towards a specific offer until the target is reached and the award is given.  Such offers are punchcard-like offers and progress bar offers.

   

14. View Notifications

Notifications in CRM.COM are being sent out to rewards participants automatically following specified performed events (i.e., registration, awards, spends, new offers and more).

Notifications are available via the web portal and mobile app. Notifications can also be sent via email and SMS.

   

   

15. View/Update Personal Details

You can view and update your personal details via the web portal and mobile app.

My Account > Settings

   

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