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TIBCO® Reward

Contents

  • TIBCO® Reward User's Guide
    • Important Information
    • TIBCO Documentation and Support Services
    • TIBCO Reward CRMS Overview
      • Software as a Service (SaaS)
      • Features and Benefits
    • CRMS User Interface Elements
      • User Interface
      • CRMS: Navigation
        • Saving Your Work
    • CSR
      • CSR: Overview
      • CSR: Roles & Privileges
      • About Customers
      • Creating Active Customer Account
      • Creating a New Enrolled Customer Account
      • Customer: View Details
        • Customer: Status
        • Customer: Change History
          • Transactions
          • Email
          • Rewards
      • Customer: Edit
    • Promote
      • Offers
      • Offer Lifecycle
        • Anatomy of an Offer
      • Prerequisites for Creating an Offer
        • Notes on Data Integration requirements
      • Offers Page Overview
      • Creating an Offer
        • Offer Description Page Overview
        • Defining the Description of an Offer
        • Offer Qualification and Award
          • Award
          • Action Types
          • Actions
          • Uploading Offer Qualifying Product Stock Keeping Unit (SKU) as a File
          • Attaching Product SKU File to an Offer
          • Qualification Evaluation Level
          • Additional Conditions
        • Basket Targeting
          • Define Basket Target
            • Defining the target of an offer by adding basket profiles
          • Including and Excluding Basket Profile
        • Customer Targeting
          • Customer Target Definition
            • Defining the target of an offer by adding customer profile
            • Defining the target of an offer by excluding customer profile
          • Including and Excluding Customer Profile
        • Presentation
          • Selecting Image from Product Database
          • Selecting a Local Image
          • Selecting Existing Offer Image
        • Schedules and Rules
          • Defining Schedules and Rules
        • Summary & Preview
          • Summary & Preview Page Details
          • Using Summary & Preview Page
        • What's Next
      • Change Status
        • Saved to Pending Offer Status
        • Offer Status Options
        • Changing Offer Status
        • Offer Status Details
      • Cloning an Offer
        • Clone Offer Record
      • Deleting Offer
      • Award Options
        • Award Types
        • Criteria for Offering Awards
      • Returns
    • Loyalty
      • Refer a Friend
        • About Refer a Friend
        • Configuring Refer a Friend
        • Award & Limits Options
    • Target
      • Customer Profiles
        • About Customer Profiles
        • Customer Profile: Dimensions
        • Customer Profile: List Page
          • Profiles Page Features
      • Customer Profile Editor
      • Creating Customer Profile
      • Existing Customer Profile
      • Editing Customer Profile
      • Cloning Customer Profile
      • Exporting List
        • Export Email File Format
        • List Export Headers
        • Profile Export Fields with Custom Attributes
      • Deleting Customer Profile
      • Profile Dimensions
        • About Profile Dimensions
          • The Changing Set of Selected Customers
        • Profile Dimension: Conditions
          • Default Dimension: Customer Type = Registered Customers Only
        • Profile Dimension: How to Use
        • Profile Dimension: MUST Match
        • Profile Dimension: Definitions
          • Dimension: Activities
            • Defining Activity Based Conditions
          • Dimension: Category Interests
            • Targeting Customers in Categories
          • Dimension: Custom Attributes
            • Defining Dimension Conditions Based on Custom Attributes
          • Dimension: Custom Entities
          • Dimension: Custom Questions
            • Setting up Customer Response at Level I
            • Setting up Customer Response at Level II
          • Dimension: Customer Types
          • Dimension: Gender
            • Targeting Customers by Gender
          • Dimension: Generic Events
            • Creating a New Generic Event Target Profile
          • Dimension: Geographic
            • Geographic Targeting Using Postal Code Sets
            • Geographic Targeting Using U.S. States
            • Geographic Targeting Using Stores
            • Geographic Targeting Using Metro Area
            • Geographic Targeting Using Mobile Geolocation
          • Dimension: Lists
            • Customer Profile: Adding Target List
            • Customer Profile: Removing Target List
          • Dimension: Offer Redemptions
          • Dimension: Past Purchases
            • Selecting Customers on Past Purchases
          • Dimension: Point Activity
          • Dimension: Point Balance
            • Targeting Customers According to Their Current Point Balance
          • Dimension: Communications
          • Dimension: RFM (Recency, Frequency, Monetary Value)
            • Setting Parameters for the Conditions
            • Disabling a Parameter Setting for a Condition
            • Modifying Frequency or Monetary
          • Dimension: Tender Types
          • Dimension: Tiers
      • Basket Profiles
        • About Basket Profiles
        • Basket Profile List Page
          • Profile Page Features
        • Creating Basket Profile
        • Basket Profile Conditions
          • Creating Products Condition
          • Creating Categories Condition
          • Creating Brands Condition
          • Creating Tenders Condition
          • Creating Quantity/Spend Condition
          • Creating Product Custom Attributes Condition
        • Editing Basket Profile
        • Cloning Basket Profile
        • Deleting Basket Profile
      • Lists
        • About Target Lists
        • Target List Page
          • Features and Fields
        • Create Target List
        • About Target List Imports
          • Features and Fields
        • Creating Target List from File
        • Profile Target List
        • Creating Target List from Profile
        • Target List Details
          • Data Validation and Import Settings
      • Postal Codes
        • Defining Profile Using Postal Code
          • Fields and Features
        • CSV File Example
      • Custom Questions
        • Creating Custom Question
        • Setting up a New Questionnaire
        • Creating Custom Question
        • Custom Question Details
          • Editing Custom Question
        • Import Custom Questions
          • Custom Question File Details and Requirements
          • Sample CSV File (displayed as text)
          • Creating a new Custom Question using Bulk File Upload Process
          • Changing Existing Custom Questions using Bulk File Upload Process
        • Questionnaire Setup
          • Questionnaire Setup Page
          • Creating Questionnaire
      • Mobile Geolocations
        • About Mobile Geolocations
        • Creating Mobile Geolocation
        • Editing Mobile Geolocation
        • Deleting Mobile Geolocation
    • Email
      • Communications
        • Lifecycle
        • Email Communication: List Page
          • Features and Fields
        • Creating Email Communication
        • Choose Template
        • Properties
          • Schedule
          • Geolocation Trigger Events
          • Tracking
          • Communication Properties
        • Target
          • Fields and Features
        • Rich Content
          • Fields and Features
        • Reference Tags
        • Text-only
          • Fields and Features
        • Summary
          • Fields and Features
        • Cloning an Email Communication
        • Change Status
          • Status Details
        • Address Rules
        • ISP Profiles
      • Campaigns
        • About Campaigns
          • Fields and Features of Campaigns
        • Creating Campaigns
        • Campaign Properties
          • Fields and Features of Campaign Properties
        • Campaign Details
          • Fields and Features of Campaign Details
      • Trigger Events
        • About Trigger Event Response Emails
        • Trigger Event Descriptions
        • Trigger Event List Page
          • Features and Fields of Trigger Events
        • Manage Trigger Event
          • Features and Fields of Manage a Trigger Event Page
        • Response Email
          • About Response Emails
          • Creating Response Email
            • Properties
            • Rich Content
            • Text-Only Content
            • Summary
          • Change Response Email
            • Changing the Response Email Assigned to the Trigger Event
            • Cloning the Response Email, Modifying the Clone, and then Choosing that Response Email
            • Creating a New Response Email and Then Assigning It to the Trigger Event
      • Stationery
        • About Stationery
        • About Stationery Creation
        • Creating Stationery
        • About Editing Stationery
        • Stationery Properties
        • Stationery Rich Content
        • Stationery Text-Only Content
        • Stationery Summary
      • Test and Seed Lists
        • Test & Seed List Requirements
      • Email Communication: Guidelines
    • Signage
      • About Signage
        • Signage Widgets
      • Features and Fields
      • About Creating Signage
        • Signage: Developer's Guide
        • Signage: Example
      • Embed Tag: Use
        • Notes on Widget Embed Tags
        • How the Embed Tag is Processed
        • Server-Side Tags
    • Content
      • Content Items and Rule Sets
        • Dynamic Content
      • Content Items
        • Content Item: Content
        • Content Item: Properties
        • Creating a New Content Item
        • Editing Content Item
        • Content Item: Rich Content
        • Content Item: Text-Only
        • Deleting Content Item
      • Content Rule Sets
        • Content Rule Set: Match Conditions
        • Match Condition: Define
          • Defining Match Condition
        • Content Rule Set: Properties
        • About Creating Content Rule Set
        • Editing Content Rule Set
        • Deleting Content Rule Set
    • Program Microsites
      • About Offer Showcases
      • About Mobile Microsites
    • Clienteling
      • Clienteling: Access
      • Clienteling: Creating Users
    • Rewards
      • Reward Codes
        • Reward Code: Requirements
        • Uploading Unique Reward Codes
        • Defining a Non-Unique Reward Code
        • Setting Up a Reward Code Inventory Alert
      • Reward Items
        • Creating Reward Item
        • Reward Item: File Requirements
        • Uploading a Reward File
      • Reward Catalogs
        • Reward Catalog: Settings
        • Creating a Reward Catalog
    • Reports
      • About Reports
        • Reports: Parameter Settings
        • Reports: Graphic Data Display
        • Reports: Data Table
          • Specifying the Time Period
          • Terminology Used in Reports
      • Reports: Customer
        • Sales Performance by Customer States (Time Series Analysis)
        • Customer Purchase Activity Report
        • Customer Activity by Channel Report
          • Channel Data Listed In Rows
        • Sales Performance Comparison (Time Series Analysis)
        • Sales Performance by Customer States
        • Gender Breakdown Report
        • Sales Performance by Customer Stated Category Preference
      • Reports: Offer
        • All Offer Performance Report
      • Reports: Email
        • Campaign Summary Report
        • Campaign Detail Executive Report
        • Campaign Detail Extended Report
        • Email Performance Executive Report
        • Email Performance Extended Report
        • Clickthrough Analysis by Email
        • Email Performance over Time
        • Email Report: Email Bounce Analysis
        • List Performance Summary Report
        • List Performance Time Series Report
      • Reports: Specialized
        • Signup and Membership Report
        • Custom Question Detail Report
          • File Import Summary Report
        • Report: Signage
          • Web Signage Summary Report
          • Web Signage Detailed Report
        • Report: Activity
          • Activity Analysis Report
          • Activity Time Series Report
        • Report: CSR Activity
          • CSR Activity Breakdown Report
      • Point Expiration
        • Point Expiration Forecast Report
      • Reports: Ad-hoc Reporting
        • Configuring Ad-hoc Reporting
          • Creating Users for Ad-hoc Reporting
          • Editing Users for Ad-hoc Reporting
          • Accessing Ad-hoc Reporting
    • Admin
      • Main Settings
        • Configuration: List Import
          • List Import: Email Opt-In
        • Configuration: Points
          • Configuration: Member Point Limit
          • Points: Expiration Options
        • Configuration: Account Lockout
          • Setting Up Account Lockout Rules
            • Lockout Threshold
            • Lockout Observation Window
            • Lockout Duration
            • Lockout Messages
          • Account Lockout Rules: Unlocking Accounts
            • Unlocking Accounts: Business Users
            • Unlocking Accounts: Customer Accounts
      • CRMS Users
        • User: Roles
        • User: Permissions
        • Creating User
          • Creating Users Through File Import
          • Creating Users Through File Import: Associate Stores
          • Creating Users Through File Import: Associate Categories
        • Resetting Password
      • Partners
        • Partner Offers: Create
          • Partner Offers: Step 1 - Creating Point Type
          • Partner Offers: Step 2 - Creating Partner
          • Partner Offers: Step 3 - Creating Offer
          • Partner Offers: Step 4 - Targeting Offer
          • Partner Offers: Step 5 - Launching Offer
      • Announcement
        • Creating Announcement
        • Editing Announcement
      • Custom Attributes
        • Custom Attribute: Constraints
        • Using Custom Attribute
        • Custom Attribute: Reference Tag Use
        • Custom Attribute: List Page
        • Custom Attribute: Prerequisites
        • Custom Attribute: Create
          • Creating Custom Attribute
        • Custom Attribute: Creating Number
        • Custom Attribute: Creating Month/Day
        • Custom Attribute: Creating Date/Time
        • Custom Attribute: Creating Lookup
        • Custom Attribute: Create Text
          • Using a Text Custom Attribute
          • Text Custom Attribute Constraints
        • Custom Attribute: Add Customer Data
        • Custom Attribute: Add Product Data
      • Custom Entities
        • Creating Custom Entity
        • Custom Entity: Adding Attributes
        • Custom Entity: Lookup Codes
        • Custom Entity: Adding Attribute Lookup Codes
        • Custom Entity: Delete Attribute Lookup Codes
        • Custom Entity: Importing Keys
        • Editing Custom Entity
        • Publishing Custom Entity
        • Deleting Custom Entity
        • Custom Entity: Targeting
        • Custom Entity: Creating a Targeting Dimension
      • Customers
        • Customer: Manage
        • Customer: Details Page
        • Customer: Merge
          • Merging Customer Accounts
      • Generic Events
        • Generic Event: List Page
          • Fields and Features
        • Creating Generic Event
        • Targeting Generic Event
        • Generic Events: Reversing Events
      • Product Taxonomy
      • Tiers
        • System Based Tiers
        • Editing Tier
        • Targeting Tier
  • TIBCO® Reward Integration Guide
    • Important Information
    • TIBCO Documentation and Support Services
    • Data Integration Concepts
      • Software as a Service (SaaS)
        • Implementation and Data Integration
          • TIBCO Reward as an Integration Hub
          • Data Files Sent To and From TIBCO Reward
        • Secure Data Transfer
        • Other Data Security Measures
    • TIBCO Reward CRMS Overview
      • Integration Hub
      • Features and Benefits
      • Multi-Channel Marketing
      • Implementation and Data Integration Summary
        • Integration Hub
        • Data Files Sent To and From TIBCO Reward
      • Secure Data Transfer
      • Other Data Security Measures
    • The Data Integration Process
      • The Data Integration Challenge
      • The TIBCO Reward Technical Integration Process
        • Prerequisites to Data Integration
        • The Data Integration Project Plan and Project Tasks
      • Project Task Descriptions
    • Data Exchange Overview
      • Relationship Between Data Content and Data Exchange Methods
      • Data Content Types
      • Data Exchange Methods
        • Batch-file Exchange
        • Real-Time SOAP-Based APIs
        • On-Demand File Exchange
    • Setting Up Access to Secure File Transfer Directories
      • Overview
    • Batch File Integration
      • About the Batch Files
        • File Processing Constraints
        • Batch File Summary Descriptions
      • Guidelines and Specifications Provided for Each Batch
        • Processing Thresholds for Import Files
          • Batch File Formatting
          • Batch File Naming Convention and Example
      • Transaction and Customer Import File
        • Transaction and Customer Import File Use Cases
        • Standard XML Sample File and XSD Schema
        • Transaction File Data Elements, Formats and Guidelines
          • The Transaction Header and Transaction Data Elements
            • Transaction Data Table
          • Customer Data Purpose and Usage
          • Onboarding Matching Criteria and Matching Hierarchy
            • Customer Data Table
          • Line Item Data Purpose and Usage
            • Line Item Data Table
          • Tender Data Purpose and Usage
            • Tender Data Table
        • Samples and Formats of Transaction Files from Clients
          • XML File Format - Sample
        • Transaction File Failures
          • Transaction File Errors
          • Email Address Validation Criteria
      • Product Catalog Import File
        • General Description
        • Product Catalog File Use Cases
        • Standard XML Sample File and XSD Schema
        • Product Catalog, File Guidelines, Data Elements, and Formats
          • Product Data Format Table
          • Product File Failures
            • Product File Error Table
      • Store Import File
        • General Description
        • Store File Import Use Cases
        • Standard XML Sample File and XSD Schema
        • File Usage Guidelines, Data Elements and Formats
          • Store Data Table
        • Store File Failures
      • Reward Export File
        • General Description
          • Contents of the Reward File
        • Reward Export File Use Cases
        • XML Sample File and XSD Schema
        • Export File Usage Guidelines, Data Elements and Formats
          • Rewards Data Table
          • Award Type Table
        • Standard CSV Sample File
        • Rewards Export File Failures
      • New and Updated Customer Export File
        • General Description
        • Regarding Custom Attributes
        • New and Updated Customer Export File Use Cases
        • Standard XML Sample and XSD Schema
        • File Usage Guidelines, Data Elements and Formats
          • New and Updated Customer Export Data Table
          • Customer Export Data Table
        • Standard CSV Sample Files
        • File Failures
      • Generic Event Import File
        • General Description
          • Reversing Events
        • Generic Event File Import Use Cases
          • Wishlist Use Case
          • Product Reviews Use Case
          • Add a Friend to Your Social Network
          • Web Analytics Data Use Case
        • Standard XML Sample File and XSD Schema
        • File Usage Guidelines, Data Elements and Formats
          • Purpose and Usage
          • Importing Event History
          • Record Validation Based on Event Subject and Object Validation
        • Generic Event File Import Failures
    • On Demand File Exchange
      • Importing List
        • File Format and Sample File
      • Exporting List
        • File Format
      • Creating Profile Export File
      • Creating Email Statistics Export Report
        • File Format
      • Uploading the Reward Catalog File
        • File Format
      • Custom Questions Import
        • Custom Question File Details and Requirements
        • Sample CSV File
          • Preparing a New Custom Question File for Bulk File Upload Process
          • To Make Changes in Existing Custom Questions Using the Bulk File Upload Process
        • File Failures
    • Post-integration Maintenance and Monitoring
      • Client Support Contact
      • System Maintenance and Support Guidelines
      • Availability of TIBCO Reward Staff for Maintenance and Monitoring
    • Appendix A - ARTS/IXRetail
    • Appendix B - FTP File Directories Setup
      • Platform Specific Constraints to Access Secure File Transfer Directories
      • About Webdrive SFTP and FTPS
      • Prerequisites for Secure Client Setup
      • Downloading a Secure Client Application like WebDrive
      • Setting Up an SFTP Client
        • Reconnecting to the SFTP Client
      • Setting Up an FTPS Client
    • Appendix C - Flat File Formats with Examples
      • Import Files
        • Transaction and Customer Sample Files
          • Sample XML File Format
          • Sample Fixed Width File Format
          • Sample Fixed Width File Format Table
          • Sample Comma Separated Value File
          • Sample Comma Separated Value Format Table
        • Sample of Product File from Clients
          • Sample Tab Separated Value Format of Product Catalog File
        • Format and Sample of Store File
    • Appendix D - File Import Reports
      • About the File Import Report
      • Creating a File Report
    • Appendix E - Email Update Import File
      • Email Update Import File Overview
      • Email Update Import File Use Cases
      • Standard XML Sample File and XSD Schema
      • Email Update Import File Usage Guidelines
      • Email Update Import File Data Elements and Formats
      • Email Update Import File Samples and Formats from Clients
      • Email Update Import File Errors and Error Notes
      • Descriptions for Email Update Import File Errors and Error Notes
  • TIBCO® Reward API Reference Guide
    • Important Information
    • TIBCO Documentation and Support Services
    • Introduction to TIBCO Reward APIs
      • Integrate TIBCO Reward with Other Applications
        • Supported Operations
        • Objects and the API
        • Standards Compliance
        • Development Platforms
        • API Support Policy
        • Related Resources
    • Loyalty API Batch Processing and Integration
      • Record Level Business Process Application
      • Dates and Times
      • Shopper Matching
      • Bulk Data Processing
      • Null Data Processing
    • TIBCO Reward Entities
      • Entity List
      • Related Actions or Operations
    • API Entity Attribute Description Tables
      • Entity Processing Information and Usage Notes
      • API Entity Attributes and their Properties
        • Shopper Entity Attributes and Properties
        • Offer Status and Offer Attribute Properties
        • Registered Card Attributes Properties
        • Event Instance Properties
        • Reward Product Properties
    • Overview of APIs
      • Understanding API Calls
        • Characteristics of API Calls
        • Typical API Call Sequence
        • Start With Authentication
          • List of APIs
      • Overview of Objects or Entities
      • Security and the API
        • User Authentication
        • Implicit Restrictions for Objects and Fields
      • Error Handling
        • Error Handling for Session Expiry
        • Error handling for Unauthorized Data
        • Error handling for API
        • Generic Error Codes
        • API related Error Codes
        • TravelSuite API Error Codes
        • List of APIs and Related Error Codes
      • Implementation Considerations
    • Preparing to use the API
      • Ensure Your Company is Configured for APIs
      • Obtain a TIBCO Reward API User Account
      • Generate or Obtain the Web Service WSDL File
      • Import the WSDL File Into Your Development Platform
      • Walk Through the Sample Code
    • Sample Code Walkthrough
      • C# Sample Code

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TIBCO® Reward User's Guide
Promote

Promote

This section provides information about promotional offers.

Topics:

  • Offers
  • Offer Lifecycle
  • Prerequisites
  • Offers Page Overview
  • Creating an Offer
  • Change Status
  • Cloning an Offer
  • Deleting Offer
  • Award Options
  • Returns
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