Configure Reward Points Program

Screen ID:

Screen Title:

Panel Number:

UTSLST-01

2981

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Access this screen by selecting "Configure Reward Points Program" from the Tiered Service Level Maintenance screen.

Refer to the CU*BASE Tiered Service Levels Implementation Guide for details on using this screen and important tips on setting up an effective Tiered Services program for your credit union.

This screen lets you decide whether or not you will automatically accumulate Reward Points for all members that are scored by Tiered Services. You might want to deactivate this flag if:

You wish to grant Reward Points ONLY to members of a certain Marketing Club(s). A separate flag must then be activated on the specific Marketing Club(s) that should accumulate points. Refer to the separate Marketing Clubs: Configuration, Benefits & Enrollment booklet for details.
You have reset all Reward Points to zero but are not quite ready to start your new program and wish to avoid accumulating Reward Points until you are ready.
IMPORTANT: Turning off this flag does not turn off the rewards program flag for Marketing Clubs. Review each club individually when ending a reward points program.

Otherwise the flag should be checked and all members will accumulate Reward Points every time Tiered Service scoring is done.

NOTE: Reward Points are calculated by the individual member’s score. If your credit union is using Household scoring this might affect members’ scoring since a member might receive a higher value of Tiered Service points due to another member in the household, but not receive the same high value (as that member) of Reward Points.

This screen also allows you to expire Reward Points after a configured number of months (1-98). Use 99 if you never want your points to expire. Points expire on the first of the month after the expiration date, during beginning-of-month processing.

Finally this screen is used to define the text that will appear within the Reward Points statement, either when it is part of the standard statement or when it is a separate stand-alone statement. The Statement title is used at the top of the printed statement and should reflect the term you use for this marketing program. The Introduction/Marketing Message can be up to four lines long and can include any details you wish to explain the statement or promote the program and its benefits.

This text is also used at the top of the online Rewards History, should your Online Banking settings be configured to show it.
NOTE: Some printers interpret special characters differently from what is shown on the screen. For example, to print an exclamation point ( ! ) you may need to enter the vertical bar ( | ) instead. Experiment with various symbols to get the look you want.

When done, use Enter to continue to the next screen where you can set up your Reward Points Redemption Catalog.