Creating Rules to Reward Members for Referrals

Create a rule for this promotion to enroll the new member into the promotion and to reward the referring member if a referral member number is provided.

To create rules that enroll new members and reward referring members

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
   Sequence	1
   Name	Referral member number does not exist
   Apply To	Transactions

3. Click the rule’s Name field hyperlink.

4. To create the first criterion, add a new record in the Criteria list, and complete the necessary fields as shown in the following table.

   Field	Value
   Sequence	1
   Name	If Referred By Member Number is empty
   Type of Comparison	Compare to Object

5. In the Compare to Value Details form, enter the values shown in the following table.

   Field	Value
   Object	Transaction
   Attribute	Select the name of the transaction attribute that you have mapped to the Referred By Member Number field, in this example, Referred By Member Number.
   Condition	Is Empty

6. Click the Actions view tab.

7. 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	Enroll to Promotion
   Type	Promotion Enrollment

8. Add a new record to the Actions list, and enter the values in the following table.

   Field	Value
   Sequence	2
   Name	Update IC
   Type	Update Attribute

9. In the Update Attribute Action form, enter the values in the following table.

   Field	Value
   Update this attribute: Object	Member
   Update this attribute: Attribute	Incentive Choice - promotion_number where promotion_number is the row ID of the promotion for which the Incentive Choice is defined.
   Action	Set
   With this attribute: Object	Transaction
   With this attribute: Attribute	Promotion Incentive Choice

10. Click the Rules view tab.

11. Create the second rule for this promotion by adding a new record to the Rules list and entering the values shown in the following table.

    Field	Value
    Sequence	2
    Name	Referral member number exists
    Apply To	Transactions

12. Click the rule’s Name field hyperlink.

13. To create the first criterion, add a new record in the Criteria list, and complete the necessary fields as shown in the following table.

    Field	Value
    Sequence	2
    Name	If Referred By Member Number is not empty
    Type of Comparison	Compare to Object

14. In the Compare to Value Details form, enter the values shown in the following table.

    Field	Value
    Object	Transaction
    Attribute	Referred By Member Number
    Condition	Is Not Empty

15. Click the Actions view tab.

16. 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	Enroll to Promotion
    Type	Promotion Enrollment

17. Add a new record to the Actions list, and enter the values in the following table.

    Field	Value
    Sequence	2
    Name	Update IC
    Type	Update Attribute

18. In the Update Attribute Action form, enter the values in the following table.

    Field	Value
    Update this attribute: Object	Member
    Update this attribute: Attribute	Incentive Choice - promotion_number where promotion_number is the row ID of the promotion for which the Incentive Choice is defined.
    Action	Set
    With this attribute: Object	Transaction
    With this attribute: Attribute	Promotion Incentive Choice

19. Add a new record to the Actions list, and enter the values in the following table.

    Field	Value
    Sequence	3
    Name	Reward Referrer
    Type	Reward Referrer