Rewards

Rewards programs are promotional offers that give consumers credits for purchasing a product. The credits may be air miles, points, or other incentives. Subscribers can be signed up for a rewards program on the Rewards tab. Payments will generate rewards for programs to which the subscriber belongs. See the Offer Code section of the Setup Manual for more information on rewards.

Setting Up a Rewards Program

To add a subscriber to a program:

Find the subscriber.
On the Rewards tab, click Add.
Select the rewards program and enter the subscriber’s account number in the program.
Click OK to add the subscriber to the program.

Displaying Rewards Information

The subscriber’s current rewards, if they exist, will be displayed on the Rewards tab, in the Reward History area. Each transaction that generated a reward (typically a payment or auto renew) will be shown.

Manually Adding a Reward

Although they are typically generated by payments, rewards can also be added manually on the Rewards tab in Customer Service. This is useful for reward adjustments, or when transferring rewards from some other product or program.

To manually add a reward:

Find the subscriber and click the Add Reward button on the Rewards tab. Note that menu security can be defined for this button.
Enter reward information in the fields described in the table below.
Field
Type
What should be entered
PRODUCT
setup
Enter the publication for which you are adding a reward. Only publications that this subscriber receives may be selected.
REWARD DATE
date
Enter the date of the reward.
SOURCE, REASON
setup
Specify a source and reason code for the reward. Only reason codes set up in advance for reward transactions may be selected.
REWARD PROGRAM
setup
Select the reward program for which the subscriber is receiving a reward.
OFFER CODE
setup
Select the offer code for this reward. Only offer codes defined for the subscriber’s rate terms or marked as the “goodwill” offer code in Business Rules may be selected.
REWARD
integer (5)
Enter the reward amount. The amount must be between the minimum and maximum manual reward amounts specified in Business Rules.
REMARKS
unlimited
Enter any remarks that are pertinent to this transaction.
Click OK to add the reward. A reward transaction will be created, and will be processed by transaction processing on the reward date.

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Last updated 1 year ago

Manually Adding a Reward

To manually add a reward:

Find the subscriber and click the Add Reward button on the Rewards tab. Note that menu security can be defined for this button.

Enter reward information in the fields described in the table below.

Field

Type

What should be entered

PRODUCT

setup

Enter the publication for which you are adding a reward. Only publications that this subscriber receives may be selected.

REWARD DATE

date

Enter the date of the reward.

SOURCE, REASON

setup

Specify a source and reason code for the reward. Only reason codes set up in advance for reward transactions may be selected.

REWARD PROGRAM

setup

Select the reward program for which the subscriber is receiving a reward.

OFFER CODE

setup

Select the offer code for this reward. Only offer codes defined for the subscriber’s rate terms or marked as the “goodwill” offer code in Business Rules may be selected.

REWARD

integer (5)

Enter the reward amount. The amount must be between the minimum and maximum manual reward amounts specified in Business Rules.

REMARKS

unlimited

Enter any remarks that are pertinent to this transaction.

Click OK to add the reward. A reward transaction will be created, and will be processed by transaction processing on the reward date.