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