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