Reward System

Developing a reward system within Prefex CRM involves integrating custom functionality to track customer interactions, assign rewards, and manage the redemption process.

Here we are using a general guide on how we are developing a reward system module for Prefex CRM.

Let me explain to you how.

1. Define Objectives and Rewards : First we determine the goals of the client reward system and the types of rewards his company wants to offer. Rewards could include discounts, coupons, loyalty points, or special privileges.
2. Plan Integration : Understand the architecture of Prefex CRM and extend its functionality. Identify the areas where we’ll need to integrate the client reward system, such as customer profiles, interactions, and transactions.
3. Develop Custom Module : We have created a custom module for the client’s reward system using the development tools and frameworks supported by Prefex CRM. This might involve writing custom code in PHP, JavaScript, or other programming languages.
4. Implement Reward Tracking : Develop functionality to track customer interactions and assign rewards based on predefined criteria. This could include tracking purchases, referrals, or other actions.
5. Design User Interface : Create a user-friendly interface within Prefex CRM for managing rewards. This could include dashboards, forms, and reports for viewing reward status, redeeming rewards, and managing reward rules.
6. Integrate with CRM Data : Ensure that your reward system module integrates seamlessly with customer data stored in Prefex CRM. This will involve syncing customer profiles, transactions, and other relevant data points.
7. Set Up Reward Rules : Define the rules for earning and redeeming rewards within your custom module. This could include criteria such as spending thresholds, referral bonuses, or specific actions required to unlock rewards.
8. Testing and QA : Thoroughly test your reward system module to ensure that it functions as expected and doesn't introduce any errors or performance issues into Prefex CRM. Test various scenarios to validate the accuracy and reliability of the reward tracking and redemption processes.
9. Launch and Deploy : Once testing is complete, deploy your reward system module within Prefex CRM.

Developing a reward system module for Prefex CRM requires careful planning, development, and testing to ensure that it meets the client's business objectives.

Now let me explain to you step by step procedure like how you can use this module. Please have a look at the screenshot below. This is the dashboard of the prefex crm.

From the screenshot below you can find the Reward System module.

We have built so many features and functionality in the reward system. Let me explain one by one each.

• Product Categories : When you click on the product categories option from the dropdown of the reward system then the product category list will open. And you can also see active and inactive products there.
  

  And if you want to add a new product category then you can add it through the “Add product category” button. When you click on the “Add product category” button then a new popup will appear like the screenshot below.

  
• Products : When you click on the products option from the dropdown of the reward system then the products list will open with the details of product, product name, category, type, reward point, product price, its status and the product description like the screenshot below.
  

  And if you want to add a new product then you can add it through the “Add product” button. When you click on the “Add product” button then a new popup will appear like the screenshot below.

  
• Staff Earned Points : When you click on the staff earned points option from the dropdown of the reward system then the staff earned point list will open like the screenshot below.
  
  • Staff Name : This belongs to the name of a staff member who got the reward points.
  • Task : This belongs to the task name for which respective staff member getting reward points.
  • Bonus for : This belongs to the bonus points if respective staff members receive.
  • Reward Points : This shows how many points respective staff members receive.
  • Earned Date : This shows the date of reward points earned.
  • Expiry Date : This shows the date, till these points are valid to use.
  • Status : This shows the status of reward points.
  • Action : This can be performed by the admin, he has the right to approve or not approve the reward points to the respective staff member.

  And if you want to add a new staff point then you can add it through the “Add staff points” button. When you click on the “Add staff” button then a new popup will appear like the screenshot below.

  
• Order Products : When you click on the order products option from the dropdown of the reward system then the order products list will open like the screenshot below.
  

  From here staff members can select the product he/she wants to order as per the reward points. Simply click on the “Add to Cart” button and buy the product.

• Staff Orders : When you click on the staff orders option from the dropdown of the reward system then the staff orders list will open like the screenshot below.
  

  From the above list you can check which staff member purchases which product on which date and what’s the status of the order placed and how many points used by that particular order. Also you can check on which date order is placed.

• Earning History : When you click on the earning history option from the dropdown of the reward system then the earning history list will open like the screenshot below.
  

  From the above screenshot you can check the earning reward points history and related things like when redeem, when added, when order placed with how many points with date etc.

• Career Advancement : When you click on the career advancement option from the dropdown of the reward system then the career advancement list will open like the screenshot below.
  

  From the above screenshot it is clear which position is given on how many reward points. And roles also matter for him. Like if someone has collected 18000 reward points or his role is mentioned as main manager, then he is eligible for the post of manager. Or if he has collected 10000 reward points and his role is mentioned as main manager then he is eligible for the position of team leader.

  The administrator decides which position will be given depending on how many reward points one has.

  And if the admin wants to add a new career advancement then he can add it by clicking on the “Add career advancement” button. When you click on the “add career advancement” button then a new popup will appear like the screenshot below.

  
• Qualified List : When you click on the qualified list option from the dropdown of the reward system then the qualified list will open like the screenshot below.


The above screenshot shows which employee is qualified for promotion and what post he will get, or how many total reward points he has collected, or what is his current status. Admin can take action like the screenshot below.


• Staff Rates : When you click on the staff rates option from the dropdown of the reward system then the staff rate list will open like the screenshot below.


The above screenshot shows what percentage of profit interest an employee gets. This happens on a monthly, quarterly and yearly basis.

If you want to add an interest rate for another employee then you can simply click on the “add staff rates” button and a new popup will open like a screenshot below.



From here the administrator can select the employee to whom he wants to give his share of the profit. Here only 20% of the profit can be shared among the employees. If it is more than 20% then it will not be acceptable. Let me share a screenshot with you, please have a look at the screenshot below.


• Staff Bonuses : When you click on the staff bonuses option from the dropdown of the reward system then the staff bonuses list will open like the screenshot below.


The staff bonus list shows which type of bonus an employee has received, when he has received it, how much he has received and what is the status of that bonus.

We have provided a few filters here, on that basis you can check the result as well.

• Woocommerce sales : When you click on the woocommerce sales option from the dropdown of the reward system then the woocommerce sales list will open like the screenshot below.


From the above screenshot you can check the sales of every month and also check how many orders you receive. You can add this manually by clicking on the “Add Woocommerce Sales” button and a new popup will appear like the screenshot below.


• Reward Settings : When you click on the reward settings option from the dropdown of the reward system then the reward settings will open like the screenshot below.



From here you can set reward settings as per your company policies and then save the settings.

On the dashboard you can check graphical representation of rewards.

Staff earned reward points : From the below screenshot you can check the graphical form of particular reward for each employee. You can select employees from the dropdown as mentioned in the screenshot.

Staff Bonus Report : From the below screenshot you can check the graphical form of a particular staff bonus report for each employee. You can select employees from the dropdown as mentioned in the screenshot.

Career Advancement : You can also check career advancements from the dashboard side like the screenshot below.