1. Loyalty Administration Guide
  2. Defining Point Types

Defining Point Types

The following procedure describes how to define point types.

To define point types

  1. Navigate to the Loyalty Program Administration screen.

  2. In the Programs list view, select the program that uses the point types you want to define, and click its Program Id hyperlink.

  3. Click the Point Types view tab, then add a new record to the Point Types list for each point type. Complete the necessary fields described in the following table.

    Field Description

    Name

    Enter a name for the point type.

    Active

    Select this check box to make this point type available to the program.

    Field to Use

    Select the field in the Members screen used to display the number of points a member has of this point type. You can select options ranging from Point 1 through Point 8.

    There can be other options if you configure the product as described in Creating Point Types for Loyalty Programs.

    Qualifying Weight

    Enter a weight used to calculate which promotion applies if multiple promotions are available. For more information, see About Promotion Calculation Rules for Loyalty Programs.

    Non-Qualifying Weight

    Enter a weight used to calculate which promotion applies if multiple promotions are available. For more information, see About Promotion Calculation Rules for Loyalty Programs.

    Accrual Effectivity

    Select this check box if the accrued points are not available for redemption until a future date. For more information on the setup for effectivity date calculation, see Setting Up Loyalty Terms for Precalculated Accruals.

    Note: Accrual Effectivity and Qualifying Flag are mutually exclusive.

    Qualifying Flag

    Select this check box if this point type is a qualifying type, to be used for tier assessment rather than only for redemption.

    Note: If you select Qualifying Flag, then the remaining fields - Expiry Basis, Period, Period UOM, Activity, Expiry Month, Expiry Day and Expiration Snap To - become read-only, because they apply only to nonqualifying points.

    Expiry Basis

    Select an expiration basis. Options are:

    • Account Activity. If this option is selected, then points expire if there is no activity of the type and in the period specified for the point type.

    • Period. If this option is selected, then points expire on the day specified in the Expiration Snap To field, after the minimum period of time specified in the Period and Period UOM fields, counting from the Transaction Date.

    • Fixed Day and Fixed Month. Use these two fields to specify the day and month when points expire.

    Period

    Enter a period of time. This field and the Period UOM field determine the life of points.

    Period UOM

    Select the Period UOM. Options are:

    • Days

    • Months

    • Quarters

    • Years

    Activity

    Select an Activity. Options include:

    • Accrual

    • Redemption

    • (Both of) Accrual/Redemption

    The start date for calculating the expiration date of points, earned by the member for accrual transactions that update promotion attributes, can be either one of the following:

    • The processing date of the last transaction for the member that updated the promotion attribute (default value)

    • The creation date of the last transaction for the member that updated the promotion attribute

    To change the default value so that the creation date of the last transaction is used to assess member activity, set the value of the user property Enable Bucket Expiry - Txn Date for the LOY Promotion Bucket Transaction business component to Y.

    Note: This field is activated only if Expiry Basis is Account Activity.

    Expiry Month

    Enter the month that the points expire.

    Note: If Fixed Day is selected as the Expiry Basis, then this field is enabled.

    Expiry Day

    Enter the day the points expire.

    Note: If Fixed Day is selected as the Expiry Basis, then this field is enabled.

    Expiration Snap To

    Select the Expiration Snap To. Options include:

    • Transaction Date

    • Member Anniversary Date

    • 1st Day of Month

    • 1st Day of Quarter

    • 1st Day of Year

      Note: If Period is selected as the Expiry Basis, then this field is enabled. However, if Fixed Day is selected as the Expiry Basis, then this field is disabled.

    Reactivation Enabled

    Select this checkbox to make it possible to reactivate members’ points after they have expired.

    Note: If the Qualifying checkbox is selected, then this field is disabled, because qualifying points cannot be reactivated.

    Point Reactivation Duration

    Point Reactivation UOM

    Use these two fields to define the amount of time after their expiration that points can be reactivated.

    Enter a number in the Point Reactivation Duration field, and select a unit of measure in the Point Reactivation UOM field.

    For example, if you enter 6 as the Point Reactivation Duration and months as the Point Reactivation UOM, then points can be reactivated for six months after they expired.

    Minimum Reactivation

    Enter the minimum number of points that can be reactivated.