Creating Reward Promotions That Apply to the First Transaction on the Day the Member Enrolls

You can create a promotion that only gives a bonus for the first transaction on the day the member enrolls.

To create a promotion that gives a bonus for the first transaction on the day the member enrolls

1. Configure the product so the Joined Date field in the Member screen, More Info view can be used as a criterion for a promotion.

   The Joined Date field tracks a member's enrollment date. For information about using this field as the basis of a promotion, see About Changing the Fields Used in Loyalty Attributes.

2. Create a promotion with a promotion-specific attribute that records whether the member has received the bonus (since the member must only get the bonus once).

3. Give the first rule for this promotion these two criteria:

   1. Transaction Date equals Joined Date.

   2. Member has not yet received the bonus.

4. In addition, give the first rule for this promotion these two actions:

   1. Give the member the bonus.

   2. Update attribute to show the member has received the bonus.

Note: This promotion applies to the first transaction processed for that day, not necessarily the first transaction that occurred. For example, if a customer has two transactions, and the engine processes the later transaction first, then the bonus applies to the later transaction.