Creating a Rule for the Social Rewards Promotion

Next, you must create a rule for the social rewards promotion that gives members bonus points when they perform a Like or Tweet action or check-in their location.

To create a rule that gives customers a bonus for social actions

  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

    Name

    Check whether action is Like

    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

    Check Reward Type is Like

    Type of Comparison

    Compare to Values

  5. In the Compare to Values Detail form, click New then complete the necessary fields shown in the following table.

    Field Value

    Object

    Transaction

    Attribute

    Social Action Type

    Condition

    Equals

  6. In the Values list on the Compare to Values Detail form, enter the value shown in the following table.

    Field Value

    Value

    Like

  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.

    Field Value

    Sequence

    1

    Name

    Assign Bonus Points

    Type

    Assign Points

    Point Type

    Regular

    Value

    100

  9. Click the Actions view tab.

  10. Add a new Action record, and complete the necessary fields in the Action list and Detail form, shown in the following table.

    Field Value

    Sequence

    2

    Name

    Issue Voucher

    Type

    Assign Voucher

    Voucher

    500 Miles Domestic Upgrade

    Quantity

    1

  11. Click the Rules view tab.

  12. Create a second rule for the promotion in the Rules list, and complete the necessary fields. Some fields are shown in the following table.

    Field Value

    Sequence

    2

    Name

    Check whether action is Tweet

    Apply to

    Transaction

  13. Click the rule’s Name field hyperlink.

  14. In the Criteria list, add a new record, and complete the necessary fields shown in the following table.

    Field Value

    Sequence

    1

    Name

    Check Reward Type is Tweet

    Type of Comparison

    Compare to Values

  15. In the Compare to Values Detail form, click New then complete the necessary fields shown in the following table.

    Field Value

    Object

    Transaction

    Attribute

    Social Action Type

    Condition

    Equals

  16. In the Values list on the Compare to Values Detail form, add the value shown in the following table.

    Field Value

    Value

    Tweet

  17. Click the Actions view tab.

  18. Add a new Action record, and complete the necessary fields in the Action list and Detail form, shown in the following table.

    Field Value

    Sequence

    1

    Name

    Assign Bonus Points

    Type

    Assign Points

    Point Type

    Regular

    Value

    100

  19. Click the Actions view tab.

  20. Add a new Action record, and complete the necessary fields in the Action list and Detail form, shown in the following table.

    Field Value

    Sequence

    2

    Name

    Issue Voucher

    Type

    Assign Voucher

    Voucher

    500 Miles Domestic Upgrade

    Quantity

    1

  21. Create a third rule for the promotion in the Rules list, and complete the necessary fields. Some fields are shown in the following table.

    Field Value

    Sequence

    3

    Name

    Check whether action is Share

    Apply to

    Transactions

  22. Click the rule’s Name field hyperlink.

  23. In the Criteria list, add a new record, and complete the necessary fields shown in the following table.

    Field Value

    Sequence

    1

    Name

    Check Reward Type is Share

    Type of Comparison

    Compare to Values

  24. In the Compare to Values Detail form, click New then complete the necessary fields shown in the following table.

    Field Value

    Object

    Transaction

    Attribute

    Social Action Type

    Condition

    Equals

  25. In the Values list on the Compare to Values Detail form, add the value shown in the following table.

    Field Value

    Value

    Share

  26. Click the Actions view tab.

  27. Add a new Action record, and complete the necessary fields in the Action list and Detail form, shown in the following table.

    Field Value

    Sequence

    1

    Name

    Assign Bonus Points

    Type

    Assign Points

    Point Type

    Regular

    Value

    100

  28. Click the Actions view tab.

  29. Add a new Action record, and complete the necessary fields in the Action list and Detail form, shown in the following table.

    Field Value

    Sequence

    2

    Name

    Issue Voucher

    Type

    Assign Voucher

    Voucher

    500 Miles Domestic Upgrade

    Quantity

    1