Reward Program modules allowed you to configure all the necessary reward events where customers done a specific action (purchase a new policy, renew a policy, complete a checklist, download and login to mobile app, etc) and awarded with points to redeem rewards.
1) Access to Reward Programs configuration:
You will need to have appropriate authority (user roles & rights) to access the configuration screen
Module Configuration > Seamless Loyalty
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In Seamless Loyalty module there will be Reward Programs. Click on Settings to start the configurations.
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Reward Programs settings screen
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2) Configure your Reward Programs
You will need to configure a Program before configuring the Rewards belong to that Program
Add a new Program by clicking + Create button on screen
Create Program Popup:
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Field | Descriptions | Rules & Validations |
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Name | To input the program name that later can be used for wordings and reports. Example: Standard Rewards |
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Start Date | The effective date of the programs. Rewards will not be given if the program hasn’t started yet |
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End Date | The expiry date of the programs. System will stop giving rewards after the program expired. |
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Notification Template | The template used for sending out SMS to clients who eligible for rewards |
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Email Template | The template used for sending out email to clients who eligible for rewards |
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Description | Input text to describe your Reward Program. This field is for references purposes only. |
After your Program created, click on Reward tab to configure your desired rewards.
Reward Program > Reward Tab
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Add a new Reward by clicking + Create button on screen
Create Reward Popup:
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Field | Descriptions | Rules & Validations |
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Program | Select a Program that this Reward is belong to |
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Reward | To input reward name that can be used for wordings and reports. Example: Deductible Reward |
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Product | To select product that applicable for this reward |
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Event | Specify the event that this reward will be given upon action. Example: Policy Purchase |
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Reward Type | Specify how the amount of points will be calculated for awarding |
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Points Awarded | Specify amount of points to be awarded when clients are eligible |
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Attribute Tag | To specify which question in the policy application that system should refer to determine if client is eligible for reward or not. Example: DeductibleQuestion |
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Value | To specify the correct value that the answer of the question should be. Example: 8000 If client provide inputs for Deductible is 8000 then he/she is eligible for reward |
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Continue to inputs all the desired Rewards Setup or creating another Program.