1. Loyalty Administration Guide
  2. Creating an Assign Points Action

Creating an Assign Points Action

Use the following procedure to create an assign points action.

To create an assign points action

  1. Navigate to the Loyalty Promotions Administration screen.

  2. In the Promotions list, select the promotion for which you want to create an action and then drill down on the Promotion Number (#) field.

  3. If the Active check box is selected on the promotion form that opens, then click Modify.

  4. Go to the Rules view tab.

  5. Select a rule, drill down on the rule's Name field, and then go to the Actions view tab.

  6. Add a new record to the Actions list and make sure to select Assign Points in the Type field.

    The following table describes the fields to complete on the record's Detail form.

    Field Description

    Use from Transaction

    If you select this check box, then the promotion uses the same point type and qualifying or nonqualifying value as the transaction. The Point Type and Qualifying fields become read-only.

    You can select this check box only for rules that apply to transactions.

    Point Type

    Select the point type to assign.

    Qualifying

    Select or clear this check box to make the points qualifying or nonqualifying. Both qualifying and nonqualifying points are assigned to a member.

    Object, Attribute, Operator, Value, Range

    Use these fields to build the expression that specifies how many points the member receives:

    • Use Object and Attribute to specify the attribute that the number of points is based on. For example, you can specify Transaction.Points to give a bonus equal to the number of base points.

    • Use Operator and Value with Object and Attribute to base the points on a calculation. For example, you can specify Transaction.Points * 0.2 to give a bonus equal to 20% of the base points.

    • Use Value alone to give a constant bonus. For example, you can enter 500 as the Value and leave the other three fields blank to give a bonus of 500 points.

    • Use Range to give points according to defined multiplication factors.

    Effectivity Start Length, Effectivity Start UoM

    (Optional) Use these fields if you want to define the date when the points become effective. For example, enter an Effectivity Start Length of 31 and an Effectivity Start UoM of Days if you want the points to become effective after 31 days.

    Note: You can define the effective date for nonqualifying points only.

    Effectivity Start Snap To

    (Optional) Specify that the points become effective on the first day of the next month or quarter after the effective date determined by Effectivity Start Length and Effectivity Start UoM. For example, if the calculated effective date is August 05, 2022, and if you select the 1st Day of Next Month option, then the points become effective on September 01, 2022. The default value in this field is Calculated Date, which is the date determined by Effectivity Start Length and Effectivity Start UoM.

    Expiration Length, Expiration UoM

    Use these fields to specify when the points expire. For example, enter an Expiration Length of 2 and an Expiration UoM of Years for the points to expire in two years.

    Note: The expiration values you specify for points in the Expiration Length and Expiration UoM fields apply only if you have not specified point expiry values at the tier level or the point type level. If you have specified point expiry values at the point type level or at the tier level, then those values take precedence and the points that are given as a result of this promotion expire based upon the values defined at the tier level or the point type level.

    Expiration Snap To

    (Optional) Specify that the expiration occurs on the nearest month, year, and so on to the expiration date determined by Expiration Length and UoM.