Main Settings
CRMS administrators can use the page to define, modify, and review several categories of high-level information about their Loyalty program, including account information, member point limit, point configuration, list import, and alert settings.
Features and Fields
The options and information of the Main Settings page are listed by section.
Manage Account Information Section
Your Information lists the current user's name, email address and company. Click Your Information to open the Edit Your Information page. Use it to edit the name, email address, and the associated password.
Configuration Management Section
You can use Member Point Limit to create an offer that awards either a fixed point award, or a number of points based on the member's Point Award Limit, whichever is the lowest. You must define the member's Point Award Limit in the transaction import file that you exchange with Reward.
You can use Points Configuration to configure the following:
- You can use Point Vesting Configuration to define an amount of time between when a member earns a Point award, and when those points become available for them to redeem ("vested"). If point vesting is enabled, the members are able to view their available points balance, as well as their pending points balance, in their My Account pages.
- Point Reset Configuration controls what happens to a customer's points when their account is deactivated, or they are unenrolled.
List Import defines how list records are saved into the system.
You can use Alerts (also known as Customer and Aggregate Threshold Alerts) to define thresholds for a variety of metrics. When a threshold is exceeded, an alert email is sent to an address entered in this section.
- Send alerts to email address(es) - Enter one or more comma-separated email addresses in this field. The best practice is to include the email address of each person responsible for reacting to a checked threshold alert.
- Customer Threshold Alerts
The following alerts are triggered when a customer's behavior exceeds entered values:
- Single transaction monetary units : triggered when the monetary unit amount in a single transaction is greater than this setting.
- Single transaction points awarded : with bonuses and accelerations, a single transaction can generate a large point total.
- Single transaction items purchased : you receive an alert when the number of items per transaction exceeds the specified amount.
- Daily total monetary units : monetary Units spent between 3 A.M. yesterday and 3 A.M. today Pacific time.
- Daily total points : points earned in a day, including bonuses and accelerations, but excluding CSR adjustments.
- Daily total items : a single customer purchases more individual SKUs in a day than this setting.
- Rolling 7 day period total monetary units : a single customer spends more than this setting in the prior 7 day period.
- Rolling 7 day period total points : earns more points than this setting in the prior 7 day period.
- Rolling 7 day period total line items : triggered if, in the last 7 days, a purchase of a number of individual SKUs exceeds the entered amount.
- Aggregate Threshold Alerts
The following aggregate threshold alerts are triggered when overall activity for a day exceeds the chosen value:
- Reward Code Inventory Threshold Alert sets a threshold for when to notify that the reward code inventory is running low. Set the threshold as a percentage of the available inventory.