Creating a Rule for the Action-Based Bonus
Next, you must create a rule for this promotion that gives customers the bonus when they register for the loyalty program.
To create a rule that gives customers a bonus when they register
Click the Rules view tab.
In the Rules list, add a new record, and complete the necessary fields. Some fields are shown in the following table.
Field Value Name
When member enrolls give 1000 points
Apply To
Transactions
Click the rule’s Name field hyperlink.
In the Criteria list, add a new record, and complete the necessary fields shown in the following table.
Field Value Sequence
1
Name
Enrollment
Type of Comparison
Compare to Values
In the Compare to Values Detail form, complete the necessary fields shown in the following table.
Field Value Object
Transaction
Attribute
Product
Condition
Equals
In the Values list on the Compare to Values Detail form, add a new record and select the product that you created for this promotion, as shown in the following table.
Field Value Value
Enrollment Bonus
Click the Actions view tab.
Add a new Action record, and complete the necessary fields in the Action list and Detail form, shown in the following table.
Field Value Sequence
1
Name
Give 1000 Points
Type
Assign Points
Point Type
Regular
Value
1000