Company Transactions

Company transactions use the points earned by companies who join programs as members. When company employees make purchases as program members, they earn points for only themselves. Alternatively, they can choose to share a portion of their earnings with the company. This supports business-to-business

A company member in a loyalty program can select these accrual types:

  • Individual Only. Employee retains all the earnings.

  • Both. Both employees and the company distribute points between themselves based on the promotion.

Here are a few things to keep in mind. Depending on the information referenced in an individual member's data, you can't create certain transactions. For example, let's say an individual loyalty member is associated with a company member and the accrual type for the company member is Individual Only. If the individual member's transactions are of type Accrual and Subtype Product, and if the individual member has a company reference provided in the transaction, the loyalty engine won't create a company transaction.

However, you can create this transaction if the individual loyalty member is associated with a company member and the accrual type for the company member is Both. In this scenario, you set the Type field for this transaction to Accrual, and the Subtype field to Company.

If you want to award points to both the employee (the individual member) and the company, then you need to create promotions with these criteria:

  • Set the Type field for the Promotion to Accrual, and the Subtype field to Product. This assigns points to the individual member.

  • Set the Type field for the Promotion to Accrual, and the Subtype field to Company. This assigns points to the company member.

  • In the Company Reference field in the Transaction Attribute view, name the company that accrues points in addition to the loyalty member.

This creates two separate transactions, one for the individual member and one for the company member.