Creating a Rule for the Base Tier for One Type of Point
The first rule promotes members from the base tier to the platinum tier if they earn the required number of regular points.
To create rules for the base tier for one type of point
Navigate to the Loyalty Promotions Administration screen.
Click the Promotion Number (#) field of the tier promotion that was created automatically when you created the tier.
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
250,000 Points & Not Expired - Upgrade to Platinum
Apply To
Tiers
Click the Rule Name.
To create the first criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details and Values forms as shown in the following table.
Note: This first criterion means that the rule applies if the member has over 250,000 regular points.Field Value Sequence
1
Name
Greater Than or Equal To 250,000 Regular Points
Type of Comparison
Compare to Values
Object
Member Tier
Attribute
Regular Points
Condition
Is Greater Than or Equal To
Value
250000
To create the second criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.
Field Value Sequence
2
Name
Not Expired
Type of Comparison
Compare to Values
Object
Member Tier
Attribute
Is Expired
Condition
Equals
Value
N
Note: This criterion means the rule applies only if the active Tier has not yet expired.To enter the action for this rule, click the Actions view tab.
Add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.
Field Value Sequence
1
Name
Upgrade to Platinum
Type
Upgrade Tier
New Tier
Platinum