Contents

What's New
TIBCO Reward-On PremisesTIBCO Reward CRMS Overview
Software as a Service (SaaS)
Features and Benefits
TIBCO Reward-On PremisesTIBCO Reward Graphical User Interface and Navigation
TIBCO Reward-On PremisesTIBCO Reward User Interface Elements
Accessing the Customer Management or Customer Service Representative (CSR) Tool
Accessing the TIBCO Reward-On PremisesTIBCO Reward Help
TIBCO Reward-On PremisesTIBCO Reward Login and Logout
Logging in to TIBCO Reward-On PremisesTIBCO Reward
Logging out of TIBCO Reward-On PremisesTIBCO Reward
Home Section
TIBCO Reward-On PremisesTIBCO Reward Dashboard
Target Section
Customer Profiles
About Customer Profiles
Customer Profile: Filters
Customer Profiles: Page Features
Customer Profile Left Panel
Creating Customer Profile
Existing Customer Profile
Editing Customer Profile
Cloning Customer Profile
Deleting Customer Profile
Profile Filters
About Profile Filters
The Changing Set of Selected Customers
Profile Filters
Attributes Filter
Adding Custom Attributes
Editing Custom Attribute
Deleting Custom Attribute
Entities Filter
Adding Custom Entities
Events Filter
Creating a New Event Target Profile
Location Filters
Creating a Location Filter
Loyalty Filter
Tiers
Awards
Creating Awards Filter
Points Filter
Current Point Balance Targeting
Selecting Customers on Past Purchases
Fixed Filter
Customer Profile: Adding List
Lists
About Lists
Customer Lists Page
Creating a List from File Import
About List Imports
Creating Target List from File Import
Creating Target List from Profile
List Details
Data Validation and Import Settings
Offers Section
Offers Overview
Creating Offers
Setting Up an Offer
Defining the Criteria
Selecting the Target
Finalizing the Display
Viewing the Summary
Changing the View of Offer Records
Searching or Locating Offers
Filtering Offers
Editing Offers
Cloning Offers
Deleting Offers
Importing Offers From a .csv File
Communications Overview
Creating New Communications
Searching or Locating Communications
Editing Communications
Cloning Communications
Deleting Communications
Measure Section
Reports Page
Create Report Views
Creating Topic-Based Report Views
Creating Domain-Based Report Views
Creating a Report
Running an Existing Report
Creating a Report Dashboard
Admin Section
Program Data
Locations Overview
Creating a Geolocation
Searching for Geolocations
Editing a Geolocation
Deleting a Geolocation
Post Codes Overview
Adding Post Code Sets
Deleting Post Code Sets
Purchase Rules Overview
Store restrictions
Setting up Store Restrictions in Purchase Rule
Enabling Dynamic Store Restrictions while Creating Offer
Searching Purchase Rules
Editing Purchase Rules
Cloning Purchase Rules
Deleting Purchase Rules
Rewards
Reward Codes Overview
Creating Unique Reward Codes
Creating Nonunique Reward Codes
Searching or Locating Reward Codes
Filtering Reward Codes
Editing Reward Codes
Cloning Reward Codes
Deleting Reward Codes
Email
System Emails Overview
Searching or Locating System Emails
Enabling or Disabling System Emails
Previewing System Emails
Creating New Responses for System Emails
Assigning Stationery for System Email Response
Previewing Responses of System Emails
Cloning Responses for System Emails
Deleting Responses of System Emails
Stationery Overview
Creating New Stationery
Searching or Locating Stationery
Previewing the Stationery
Cloning the Stationery
Deleting the Stationery
Settings Overview
Customizing Email Settings
Refer a Friend
Refer a Friend Settings
Referring a Friend
Main Settings
Account Lockout Rules Overview
Setting Account Lockout Rules
List Import Settings Overview
Modifying List Import Settings
Points Rules Overview
Setting Points Rules
Points Management Overview
Creating Point Groups
Creating Point Types
Searching Point Groups
Searching Point Types
Deleting Point Groups
Deleting Point Types
Users
User Management Overview
TIBCO Reward-On PremisesTIBCO Reward User Roles and Privileges
Creating New Users
Creating New Users Through File Import
Searching or Locating Users
Editing User Details
Deleting Users
System Data
Attributes Overview
Setting Up an Attribute
Searching for Attributes
Filtering the List of Attributes
Editing an Attribute
Cloning an Attribute
Entities Overview
Creating an Entity
Adding Attribute to an Entity
Editing an Entity
Publishing an Entity
Deleting an Entity
Searching for Entities
Events Overview
Cloning an Event
Deleting an Event
Editing an Event
Searching for Events
Setting Up an Event
TIBCO® Spotfire Analysis
CSR
CSR: Overview
CSR: Roles and Privileges
Roles and Permissions Related to CRMS and CSR
About Customers
Creating Active Customer Account
Creating a New Enrolled Customer Account
Customer: View Details
Customer: Information
Customer: Status
Customer: Cards
Customer: Change History
Transactions
Rewards
Email
Customer: Edit
TIBCO® Reward-On Premises Analytics Overview
Business Insights
Member Insights
Offer Analysis
Tier Analysis
TIBCO Documentation and Support Services
Legal and Third-Party Notices