Creating Rules to Reward Individual and Corporate Members

If the accrual type for an account is both, then by default the corporate member gets the same number of points as the individual member.

However, if the corporate member needs to be rewarded in a different point type, or with a different number of points, then a separate promotion is required. The transaction for the individual member contains the corporate member number in the Corporate Member Reference field, and the individual member must have the same corporate member number mentioned in that individual member setup.

To create rules to reward individual and corporate 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	2
   Name	Reward Corporate Member
   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	Enter the Name
   Type of Comparison	Compare to Values

5. In the Compare to Values Detail form, enter the values shown in the following table.

   Field	Value
   Object	Member
   Attribute	Member Type
   Condition	Equals

6. In the Values list on the Compare to Values Detail form, add a new record and enter the value shown in the following table.

   Field	Value
   Value	Account

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. The action can be configured to give a different point percentage.

   Field	Value
   Sequence	1
   Name	Assign Points
   Type	Assign Points
   Point Type	Use from Transaction
   Object	Transaction
   Attribute	Transaction Points