Redeem Evergreen Reward Store Offer

Reward stores can target a member segment by setting point prices on offers. What price appeals more to members than free? This use case features the creation of an offer with a price of zero points that allows qualifying members to obtain it for free. Members can redeem the offer anytime within the whatever constraints have been specified. This approach eliminates a bulk issuance of offers to customers, which typically placed a great deal of strain on the system resources that support an implementation.

This is a multi-step process that transpires in large part with the reward store. Customers must be qualified for a particular reward store and then, by extension, the offers it contains, including those that require zero points to obtain. These offers must be retrieved from the reward store before the discount they provide can be applied to a purchase.

Customer Journey

One helpful way of understanding this use case is to consider how it reflects the customer's experience, or journey, in the "real world."

Customer logs into pet supply website

Customer navigates to reward store page that displays available offers

Client middleware displays eligible offers, including those with cost of zero points

Customer reviews offers and selects zero points offer which provides 25% discount off future purchase

Customer buys winter jacket for their dog, triggering middleware to apply offer discount and finalize transaction

Platform Configuration

Before implementing this use case, ensure the following have been configured:

Offers

Offer configured in Offer Management module, with "Price" set to zero points and desirable start/end dates.

Offers have been added to reward stores in Reward Store module (see step 2 of linked procedure) or via API.

Customers

Customer created via UI, API, or SM Sync (with assistance from your SessionM team).

Customer can be in a configured tier.

Reward Store

Reward store configured in Reward Store module or via Offer Management module or via API.

Ensure reward store is configured appropriately for assigned customers. Reward stores can be designated "Public (All Users)", which makes the store available to all customers.

Reward stores can also be made "Limited," so customers can be:

  • Assigned by invitation (via API call). Note that for this call to function, you must enable the "Invite (1 Users Invited)" checkbox located in the Reward Stores module of the SMP UI.

  • According to the membership tier they qualify for, which can be enabled by selecting a tier level via the "Tier Level" checkbox, also located in the Reward Stores module.

For more information on using these UI components, see the procedural document on how to Create reward store.

Sequence Diagram

See the overall flow for this use case below.

CUSTOMER CUSTOMER CLIENT MIDDLEWARE CLIENT MIDDLEWARE SESSIONM SESSIONM GET CUSTOMER PROFILE 1 Log in to retailer website 2 Get customer profile 3 Return customer profile 4 Display customer profile LOOK UP OFFER 5 Review available offers 6 Look up offers 7 Return available offers, including zero points offers 8 Display offers so customer can select one for zero points FINALIZE AND SEND PURCHASE TRANSACTION 9 Purchase item(s) and finalize associated transaction Option 1: Without Offer 10 Send transaction Option 2: With Offer Option 2A: Lock Offer 11 Lock offer Option 2B: Redeem Offer Immediately 12 Redeem offer 13 Return success message 14 Send transaction 15 Enqueue transaction job 16 Return success message 17 Display success message Option 3: Economy Rules 18 Check transaction against economy ruleset 19 Award customer point or offer outcome Option 4: Campaign Rules 20 Check transaction against campaign ruleset 21 Award customer point or offer outcome

Tasks

This use case diagram contains multiple tasks, each one depicted in its own color-coded section. For more information, see the overview below.

  1. Get Customer Profile (Use Case Events #1 - #4)

    One typical way to obtain an existing customer profile.

  2. Look Up Offer (Use Case Events #5 - #8)

    Efficient way to see all eligible offers available to customer.

  3. Finalize and Send Purchase Transaction (Use Case Events #9 - #21)

    When offer is redeemed, associated discount is applied to overall purchase transaction.