Rewarding new customer
- Persia Xenopoulou (Deactivated)
What does this section cover?
Reading Prerequisites
The following How To, focuses on how Sign Up reward offer types need to be set up in the system and how you can proceed with generating the results. As with all reward offers, additional start up configuration is required.Check out the Prerequisites section in How To / Use Rewards for Targeted Offers.
Overview
New Customer Rewards in CRM.COM are used to award new customers for signing up. In the following How to you will find out how you should set up the system in order to start awarding your new customer
Getting down to business
Not sure how you can use this offer type? Take a look at the example below
Awarding New Customers
Sign up offer types are used to help leads turn into loyal customers.
Use sign up offers and award customers, for signing up to your reward program. Points awarded will be available for redemption by the customers, in any way they would like, given that you do not add any additional spend conditions.
How To - Rewards to award new customers
Set up Reward Offer Type
First thing you need to do is to create Reward Offer Type, that will guide the behavior of the Reward Offers of this type.
In the table below you can find what the mandatory information is and their semantic meaning. Â
For more detailed information on setting up reward offers types check out the related manual:Â /wiki/spaces/V4Manual/pages/9831022
Navigate to:
- Configuration > Rewards Application > Rewards > Set Up Reward Offer Types
| Tab | Field | Description | Value |
|---|---|---|---|
| Main Information | Classification | Classification is used to determine the nature of each reward offer. Reward offer classifications are predefined in the system and cannot be overridden. | Reward Sign up |
| Allowed Organisational Units |  | Define the organisational units that can use the specific reward offer type |  |
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Set up Reward Offer
Now that the Reward Offer type exists in the system, you can create as many different Reward Offers of the specific type as you would like.
In the table below you can find what the mandatory information is and its semantic meaning. Â
For more detailed information on setting up reward offers, check out the related manual:Â /wiki/spaces/V4Manual/pages/9830999
Navigate to:
- Rewards > Rewards > Manage Reward offers
| Tab | Field | Description | Â | Â |
|---|---|---|---|---|
| Main Information | Type | By selecting the type extra tabs will be loaded where you will be required to define conditions, if any, for awarding and spending money earned by the offer | Â | Â |
| Â | Reward Scheme | By defining reward scheme you can, at a later stage, select specific schemes to be included in the Run that will generate the awards. (I.e it can work as a filter at the time of generating the awards) | Â | Â |
| Â | Award | Define the amount that should be awarded | Â | Â |
| Offer Validity | Â | Define the time period for which offer is valid and will be awarded | Â | Â |
| Award Conditions | Sign Up Conditions | If enabled then the offer will be awarded to customers meeting the following conditions:
| Â | Â |
| Â | Segment Conditions |
| Â | Â |
| Â | Organisational Conditions | Â A list of Groups or Units that can award the offer | Â | Â |
| Spend Conditions | Time Conditions | Define on which days and /Â or at which time, the awarded offer can be spend. | Â | Â |
|  | Product Conditions | Define the products that the awarded offer can be spent on. |  |  |
| Â | Organisational Conditions | Define the Groups or Units that the awarded offer can be spent on. | Â | Â |
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Becoming a Reward Participant
Sign up means that you have been signed up in the system as a Reward Participant. i.e. You may already be a contact in the system as a customer, however in order to be eligible to get any awards you will also need to be registered as a Rewards Participant.
In the table below you can find what the mandatory information is and its semantic meaning. Â
For more detailed information on setting up reward offers, check out the related manual:Â /wiki/spaces/V4Manual/pages/9831014
Navigate to:
- Rewards > Rewards > Manage Reward Participants
| Tab | Field | Description |
|---|---|---|
| Main Information | Type | Â |
| Â | Â | Â |
| Tab | Name | Description |
|---|---|---|
| Contact Information | Â | The contact information related to the rewards participant |
| Account Information | Accounts Receivable | Define the accounts receivable owned by the rewards participant that identifies the CRM.COM customer, and handles all financial transactions that might be posted as a result of award or spend reward transactions |
| Billing Address | Â | Define the address to be used as billing address |
| Participating Schemes |  | Define the reward schemes that the rewards participant has joined and from which he will be eligible to the Reward offers that are provided via those schemes. The sign Up date per scheme is taken into consideration when evaluating whether a participant will be awarded. (i.e. if a customer had a customer event that should be awarded by a reward offer that belongs to a scheme, but this event was created before the Sign up date to the specific scheme) then the customer will not get the award. |
| Sign up details | Sign up by Unit | Define the date and unit that signed up the participant |
| Access Token | Â | Define or create a new access token, which can be used to identify and access the rewards participant information, from 3rd party systems |
Generate Results for specific Reward Offer
Once theÂ