Cisco Customer Loyalty program · Loyalty program Customer Portal Step2: Customers designated as...

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

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• NotesIcons:Notesiconprovidesyouwithmoredetailsaboutatransaction.

• PointsusedfromAssignmentTransactionID:

c) RedeemRewardsTransactions(TeamCaptainsOnly):ThistabisonlyavailabletotheTeamCaptain.ItallowstheTeamCaptaintorequestredemptionoftheirloyaltypointstoLearningCredits.

1. ChoosingaCategoryTiletoLearningCredits

NoticetheReferenceTransactionIDfromwhichtheredeemedquantityofLoyaltyPointshasbeendebited.ClickingontheAssignmenttransactionID(e.g.TransactionID:34616)intheabovescreenshot,resultsindisplayingthedetailsofthetransactiononapop-uppage.

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The“SubmitTransaction”actionsendstheredemptionrequeststotheCiscoCustomerLoyaltyprogramadministratorforprocessing.Besuretoscrolldownandclickon“SubmitTransaction”:

d) PointsExpired/ConsumedTransactions:TransactionslistedonPointsExpired/Consumedtabconsistofallthosetransactionswheretheassignedpointshaveexceededthestipulated“PointsExpiryDate,”orhavebeenconsumedforrewardsredeemed.

Step4:CheckBalanceStatements-Current,MonthlyStatements

Intherighthandsidepageareas,Optionstoviewthepointsinpie-chartsareavailable.

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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.