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

  1. Click the Rules view tab.

  2. 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

  3. Click the rule’s Name field hyperlink.

  4. 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

  5. In the Compare to Values Detail form, complete the necessary fields shown in the following table.

    Field Value

    Object

    Transaction

    Attribute

    Product

    Condition

    Equals

  6. 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

  7. Click the Actions view tab.

  8. 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