1. Loyalty Administration Guide
  2. Creating Criteria That Compare Attributes to Values

Creating Criteria That Compare Attributes to Values

This type of criterion lets you compare an attribute to a value. For example, you can see whether the value in a specific field is greater than 1000. If it is, then the criterion evaluates to true, and the member receives the bonus that is defined in the Action list for this rule.

To create criteria that compare attributes to values

  1. Navigate to the Loyalty Promotions Administration screen.

  2. In the Promotions list, find the promotion for which you want to create criteria and click the hyperlink in its Promotion Number (#) field.

  3. If the promotion form’s Active check box is selected, then click Modify.

  4. Click the Rules view tab.

  5. Select a rule and click its Name field hyperlink.

  6. Add one or more new records to the Criteria list, and complete the necessary fields in the Criteria list record and its Detail form. Some fields are described in the following table.

    Field Description

    Sequence Number (#)

    Displays the sequence in which criteria are evaluated. To optimize performance, you can change the sequence so the criteria that eliminate most records are evaluated first, leaving fewer records for the remaining criteria to read through. (The sequence does not affect whether the rule qualifies, because all criteria must be true for the rule to qualify.)

    Type of Comparison

    Select Compare to Values.

    Object

    Select the Object whose attribute is compared. The picklist displays only those objects that are appropriate to the value in the Rule Applies To field (Transactions, Attributes, Tiers). The complete list of objects includes Member, Promotion, Transaction, and Member Tier. Member Tier is available only if Tier is selected in the rule's Apply To field.

    Attribute

    Select the attribute to be compared. You can only choose attributes based on the object chosen in the Object field.

    Condition

    Select the operator for the comparison. Depending on the data type of the attribute (Integer, Date, String, Number), the drop-down list shows comparison operators such as Equals, Does Not Equals, Is Greater Than, Is Empty, Starts With.

  7. If you selected a condition that requires a value, then add one or more records to the Values list, and enter the values that the attribute is compared with.

    For example, you must add values if you choose Equals as the condition. You cannot add values if you choose Is Empty as the condition.