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

The Life Cycle State of the Reward Offer which can be 'Effective' or 'Not Effective'. By default, Reward Offers are created as 'Not Effective'.

The latest date that the Reward 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'.

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:
  When this option is selected, Awards will be evaluated and provided only during the execution of the Reward Run. 
  i.e. Customer events are not processed by the Offer immediately but by the Reward Run (even if the Process Immediately option is checked on the customer event). Results will not be available immediately on the execution of the event.

The Award given if the Offer Award Conditions are met. Only one of the available options can be selected, and it is mandatory that at least one is defined.

If enabled then the Reward Offer will be applicable only if the provided award is the best award (highest amount) among other Reward Offers that might be applicable. By default, this option is set as disable

Offer Validity is used to define the period ranges that the Reward Offer is valid for. Two validity options are available:

• Valid from latest effective date onward (default option)
  If selected the offer is always valid and applicable based on the Name-day conditions
• Valid for a specific period
  • Valid From (inclusive)
  • Valid To (exclusive)
    If selected, the offer is valid within the specific period and applicable based on the Name-day conditions
     
  AVAILABLE FROM CRM.COM R11.1.0
• Valid During Birthday Period
  
  • Valid X days before birthday date
  • Valid X days after birthday date
    If selected, only Contact Information whose birthday is within this period, are awarded
• Valid During Name Day Period
  • Valid X days before name day date
  • Valid X days after name day date
    If selected, only Contact Information whose name day is within this period, are awarded
• Valid During a Recurring Period
  • Valid From (inclusive) Day and Month
  • Valid To (inclusive) Day and Month
    If selected, only Contact Information created within this period, are awarded. (Checked against their Created Date)

Reward Award Validity is used to define the period for which an Award remains valid for the participant to spend. By default all awarded Offers will remain valid unless a Reward Award Validity period is defined in the Reward Offer on which the Award Transaction will be based.  Reward Award Validity settings can be specified as:

• Always Valid: No validity period is defined so the awarded amount can be spent at any time.
• Valid for a specific period: The awarded amount can be spent only in a specific period and this can either be:
  • Valid up to X UOT after the Award Transaction's creation date
  • Valid up to a specific date

Determines when the customer should receive the name-day award. The following options are available:

• On the actual day: If selected then the offer will be awarded to customers on the date of their name day
• During the name day month: If selected then the offer will be awarded to customers (once) during the month of their name day

A list of segments which are used to filter 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
  • Award Reward Transaction
  • Spend Reward Transaction

A list of segments which are used to exclude 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
  • Award Reward Transaction
  • Spend Reward Transaction

A list of Groups or Units that can award the Offer

A list of products, product types or product families that the Reward can be spent on.

A list of Groups or Units that the Reward can be spent on.

The Group that owns the specific Reward Offer, which automatically defaults to the Group of the signed in User.
Reward Offers are an Explicit Viewing Entity which means that onlynon super Users that belong to the Owned By Group, or belong to a Group that collaborates with thisone, or are Super Users can access and view this Reward Offer

The Privacy Level of the Reward Offer
It is always Read-only and can be changed through a dedicated action or automatically set by the Privacy Level Assignment Rules (PLAR)