Reward Programs

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

In Seamless Loyalty module there will be Reward Programs. Click on Settings to start the configurations.

Reward Programs settings screen

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:

Field	Descriptions	Rules & Validations

Field	Descriptions	Rules & Validations
Name	To input the program name that later can be used for wordings and reports. Example: Standard Rewards	This field is mandatory
Start Date	The effective date of the programs. Rewards will not be given if the program hasn’t started yet	This field is mandatory
End Date	The expiry date of the programs. System will stop giving rewards after the program expired.	If you want a global program that will never expired then please leave it blank
Notification Template	The template used for sending out SMS to clients who eligible for rewards	Template must be configured before in Template Configuration Module You can only choose an existing SMS template This field is mandatory
Email Template	The template used for sending out email to clients who eligible for rewards	Template must be configured before in Template Configuration Module You can only choose an existing Email template This field is mandatory
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

Add a new Reward by clicking + Create button on screen
Create Reward Popup:

Field	Descriptions	Rules & Validations

Field	Descriptions	Rules & Validations
Program	Select a Program that this Reward is belong to	This field is mandatory You can only select an existing Program
Reward	To input reward name that can be used for wordings and reports. Example: Deductible Reward	This field is mandatory
Product	To select product that applicable for this reward	This field is mandatory
Event	Specify the event that this reward will be given upon action. Example: Policy Purchase	This field is mandatory
Reward Type	Specify how the amount of points will be calculated for awarding	This field is mandatory
Points Awarded	Specify amount of points to be awarded when clients are eligible	This field is mandatory Can only input positive integer
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	This field is mandatory You will need to retrieve the correct attribute tag of the question.
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	This field is mandatory

Continue to inputs all the desired Rewards Setup or creating another Program.

Seamless Help Center

Seamless Help Center

Reward Programs

Seamless Help Center