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

  1. Navigate to the Loyalty Promotions Administration screen.

  2. Click the Promotion Number (#) field of the tier promotion that was created automatically when you created the tier.

  3. 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

  4. Click the Rule Name.

  5. 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

  6. 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.
  7. To enter the action for this rule, click the Actions view tab.

  8. 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