Creating Attributes for Loyalty Programs
Attributes represent properties of objects which are used by criteria. Criteria can compare an attribute to a value or compare an attribute to another attribute.
Attributes generally represent fields in records, such as the Transaction record or the Member record. For example, to create a promotion that only applies to Platinum members, you must create an attribute representing the Tier field of the Member record. Then, as one of the criteria for this promotion, you create a criterion saying that this attribute equals Platinum.
Before you create a promotion based on the attributes listed in the following table, the attributes must be defined at the program level.
All the types of attributes are described in the following table.
Attribute Type | Description | Read-Only? | Promotion Type Used By |
---|---|---|---|
Member Attributes |
Name - Value pairs maintained for each member. These instances are created when the attribute is updated for a first time member. |
No |
All |
Member Field Attributes |
Fields of the Member record. |
No, if the field is editable. |
All |
Member Tier Attributes |
Fields of the Tier record for the member’s tier. |
No, if the field is editable. |
Tier |
Point Totals Attributes |
Calculated value equal to the points of the specified type accrued over the specified number of months. This attribute is defined for the Rolling tier model. |
Yes |
All |
Transaction Attributes |
Fields of the Transaction record. |
Yes |
Rewards/Transaction Rules |
Promotion Specific Attributes |
These attributes are defined at the promotion level and mainly used in bucket processing promotions. These attributes are only available to the specific promotion. |
No, if the field is editable. |
Rewards/Attributes |
Partner Attribute |
Fields of the Partner record. |
Yes |
All |
Product Attribute |
Fields of the Product record. |
Yes |
All |
Custom Attribute |
These attributes use custom methods. |
No, if the field is editable. |
All |
Calendar Attributes |
These attributes are used to create promotions to reward purchases made on specific days and times. For more information, see About Calendar Attributes. |
No |
Rewards |
This task is a step in Process of Creating Loyalty Promotions.