View
224
Download
0
Category
Preview:
Citation preview
CiscoSystems|Learning@Cisco|May2018
CiscoCustomerLoyaltyprogramCustomerPortal
Customers designated as Team Captains and Team Players qualified to participate in the CiscoCustomerLoyaltyprogramareallowedaccesstotheCustomerPortaltool.Inthisprogram,customersare assigned loyalty points based on their purchases with Cisco Systems, Inc. Customer TeamCaptains, Team Players and Cisco Account Managers can view point transactions as: assigned,redeemedandexpiredtransactions.
Uponviewing thebalanceof loyaltypointsavailable, it isexpectedtheCustomerTeamCaptainwillwork with the Cisco Sales Account team to build a learning map and redemption plan for theircompany. Through the Cisco Customer Loyalty program, the Customer Team Captain redeemsvaluableCiscoLearningServicesandCiscoLearningPartnerrewardsfurtherdevelopinganddefiningtheirITbusinessenvironments.
Thisdocumentprovidesdetailsof thevariousfeaturesthetoolhastooffertotheendusersofthiscustomerportal.
TableofContents:
Step1:LoggingintotheCiscoCustomerLoyaltyPortal
Step2:CheckingPointsTransactionActivity:PointsAvailable,PointsRedeemed,RedeemRewardsandPointsExpired/Consumed
Step3:UnderstandingTransactionDetails
Step4:CheckBalanceStatements-Current,MonthlyStatements
Step5:RelatedLinksModule
CiscoCustomerLoyalty-CustomerPortalUserReferenceManual
UserProfile:TeamCaptain,TeamPlayerorAccountManagerStep1:LoggingintotheCiscoCustomerLoyaltyPortal
a) AccessCustomerPortalURL:http://customerloyalty.cloudapps.cisco.com/crtmgr/jsp/customer/index.jspb) Userwillbenavigatedtoapagewhichpromptsusernameandpassword.EnterCCOUsernameand
Password.
c) Uponsuccessfullogin,userseestheCustomerPortal.Thefollowingdetailsaredisplayeduponlogin:
• AccountName:NameoftheCustomer/Account• TotalPointsAvailable:Amountofavailablepointsforrewardredemption• ProgramName:NameoftheParticipatingProgram.InthiscasetheCiscoCustomerLoyalty
program.
• PageNavigation:Allowingusertonavigateupanddownthepage.• TabNavigation:PointsAvailable(Default),PointsRedeemed,RedeemRewards,Points
Expired/Consumed.TheRedeemRewardsisatabavailableonlytotheTeamCaptainforrewardredemptions.
• TransactionDetails:Statementofallthetransactions.• OtherInformationAreas:PointsStatusCharts,MonthlyReportsSummary&RelatedLinks
Module.
Step2:CheckingPointsTransactionActivity:PointsAvailable,PointsRedeemed,RedeemRewardsandPointsExpired/Consumed
a) PointsAvailableTab:Bydefault,theuserisnavigatedtothePointsAvailabletab.ThepointsbalancedisplayedbelongstotheProgramdisplayedontheright.
b) Intheaboveexample:Theuserisviewinganavailablebalanceof19650POINTSfromthe“CiscoCustomerLoyalty”program.
c) TheusermaysortthelistofdisplayedtransactionsusingdifferentsortingoptionssuchasTransactionDateorExpiryDate.Thescreenshotbelowdisplaysthetransaction(s)beingsortedbyeitheroftheselectedoptions.
d) Theusermaynavigatefromonetabtoanothertab(“PointsAvailable”,“PointsRedeemed”“RedeemRewards”and“PointsExpired/Consumed”tabs)toviewadifferentsetoftransaction(s)undereachcategory.
Step3:UnderstandingTransactionDetailsa) PointsAvailableTransactions:Inthetransactionsnapshotbelow,thedurationindaysindicatesthenumberofdaystheearnedpointswillremainavailableinACTIVEstatus.BeyondthePointsExpiryDatethepointswillexpire.Pointsarevalidfor12monthsfromthedateofassignment.NoextensionsareprovidedasCustomersareencouragedtoredeempointsbeforeexpiration.
b) PointsRedeemedTransactions:Transactionslistedunderthistabprovidetheuserwithredemptiondetail.
• TransactionIcons:FivedifferenticonsofCompleted,InProgress,OnHold,SubmittedandNotesindicatetheredemptionprogress.
Click on Note
icons for details
XXX Points
XXX Points
• NotesIcons:Notesiconprovidesyouwithmoredetailsaboutatransaction.
• PointsusedfromAssignmentTransactionID:
c) RedeemRewardsTransactions(TeamCaptainsOnly):ThistabisonlyavailabletotheTeamCaptain.ItallowstheTeamCaptaintorequestredemptionoftheirloyaltypointstoLearningCredits.
1. ChoosingaCategoryTiletoLearningCredits
NoticetheReferenceTransactionIDfromwhichtheredeemedquantityofLoyaltyPointshasbeendebited.ClickingontheAssignmenttransactionID(e.g.TransactionID:34616)intheabovescreenshot,resultsindisplayingthedetailsofthetransactiononapop-uppage.
The“SubmitTransaction”actionsendstheredemptionrequeststotheCiscoCustomerLoyaltyprogramadministratorforprocessing.Besuretoscrolldownandclickon“SubmitTransaction”:
d) PointsExpired/ConsumedTransactions:TransactionslistedonPointsExpired/Consumedtabconsistofallthosetransactionswheretheassignedpointshaveexceededthestipulated“PointsExpiryDate,”orhavebeenconsumedforrewardsredeemed.
Step4:CheckBalanceStatements-Current,MonthlyStatements
Intherighthandsidepageareas,Optionstoviewthepointsinpie-chartsareavailable.
XXX XXX
XXX XXX
PointsStatusAvailablePoints:Pointsreadilyavailableforredemptionforagivencustomer.Thesepointsmaybeavailableunderoneormoreassignmenttransaction(s).TotalEarnedPoints:PointsassignedtotheCustomerthruvariousassignmenttransactionswithintheprogram.RedeemedPoints:PointsredeemedbytheCustomerTeamCaptainthruvariousredeemtransactionswithintheprogram.ExpiredPoints:Pointsexpiredduetonon-redemptionofassignedrewardpoints.
MonthlySummary:Attheendofeverycalendarmonthastatementof“MonthlyPointsSummary”ispostedincustomer’saccount.AsummarystatementofthismonthlybalancesummaryisalsosenttotheCustomerAccountTeamCaptain.Everysummarypagelists3monthsofeachpage.PreviousandNextMonth’sbuttonwhenclicked,allowstheusertoviewthepointsummarystatementasofendofeachcalendarmonth.
MonthlyStatemente-mailNotificationSample
1. Topsectionisasummaryoftheloyaltypointsactivityforthestatementmonthasofthereporting
date.Thiswillnotincludeanyactivitiesafterthestatementreportdate.
2. Bottomsectionlistsanytransactionsexpiringin180daysasofreportingdate.Notransactionlistedmeansnopointsexpiringin180days.
Note: Please log in to the Cisco Customer Loyalty customer portal to view your most current loyalty points balance and activities.
Recommended