Prerequisites for Creating an Offer

Certain types of offers can only be defined if your company has provided the required data to TIBCO Reward. For example, if you want to award an offer based on purchases within a category, TIBCO Reward must receive a product file that indicates which categories you have defined and which products are in each category.

Prerequisites for any given offer typically depend on the following specifications :
  • How you want to qualify a customer
  • The profiles of your targeted customers
  • The type of award you want to provide
  • Whether you want to restrict the offer redemption to specific stores
Fundamental requirements for setting up offers include the following :
  • If you want to create offers that require a purchase, your company must provide Reward with your transactions files. Transactions files provide the data necessary to track purchases and give awards for purchases.
  • If you want to create offers that require the purchase of a specified product or category of product, you must give Reward your product file and your transaction files.
  • If you want to restrict redemptions to stores, you must give Reward your store file.
  • If you want to use the percent off (% off) or monetary unit off (monetary units off) awards, you must have real-time processes implemented with your e-commerce or POS system.
  • If you want to create an offer based on an activity or activities, you must set up the activities first in CRMS. Note however, that the sign-up activity is always available and does not require a setup.