Promotions are special programs that can run for a short period. For example, you can drive sales through promotion programs by rewarding additional points or coupons to customers during a festival season or to promote a specific product. You can run promotion programs either at a transaction level, line item level, or customer level. Based on the event, the promotion type varies automatically. For example, in customer events, you cannot create transaction promotions and vice versa.

  • You cannot create promotion programs for all events. For example, you can create promotions on events, ReturnTransaction, TransactionUpdate, DelayedAccrual, SlabUpgrade, and all group events (such as GroupTransactionAdd, GroupTransactionUpdate, GroupReturnTransaction, GroupMemberJoin, and GroupMemberLeave).
  • You can create transaction or transaction line-item promotions only for the TransactionAdd event. For all other applicable events, you can create only customer-level promotion programs.

To create a promotion program, do the following

  1. On the loyalty program configuration page, go to Events View.
  2.  On the events drop-down, choose the event for which you want to create a promotion.
  3. Click the Promotions tab.

  1. Click + Promotion to create a new promotion program. You will see the following screen.

  1. Fill in the fields based on the description provided in the following.
    1. In Promotion Name, specify a name for the promotion.
    2. In Description, enter a short description of the current promotion.
    3. In Promotion Type, choose Transaction Level to award points on a transaction, or choose Lineitem level to issue points on the transaction line items.
    4. Set the duration of the promotion in Start Date and End Date.
    5. Set Activate to Yes to enable the program.
    6. Set Exclusive to Yes if you want to give more preference to the current program than others. 

Sample Scenario for Exclusive option

Assume two promotion programs where Promotion2 is set as Exclusive.

Promotion1: If the transaction amount is greater than $500, reward points of 10% of the transaction amount

Promotion2: If the transaction amount is greater than $750, reward points of 15% of the transaction amount. 

Now when a customer makes a transaction for $800, instead of rewarding points for both the promotion programs, only promotion2 will be executed, i.e., 120 points (15% of 800).

  1. Set Maximum points to be issued in a single event to Yes to limit the number of points to be issued for the current event from the current promotion, and enter the respective value in the text box that appears.
  2. Set Restrict number of point events for a member to Yes to limit the number of times of points can be issued per customer from the current promotion, and enter the respective value in the text box that appears.
  3. Set Maximum points to be issued to a member to Yes to limit the number of points to be issued per customer from the current promotion, and enter the respective value in the text box that appears.
  4.  Set Maximum points to be issued from the promotion to Yes to limit the maximum points to be issued from the current promotion, and enter the respective value in the text box that appears.
  5. Click Create. The promotion program is created as shown below.

Once the promotion program is created, configure rulesets for each event as explained in the following.

  1. In All Conditions, click +Condition to add a new rule. Each condition you dd will have condition sequence as the prefix. For example, Condition1, Condition2, Condition3, and so on.

If you want to delete any condition, click on the respective Delete icon. The sequence will be updated accordingly.
  1. In the Expression box, define the rule expression that you want to evaluate for the current promotion. Use the predefined methods and attributes to write rule expression such that the result should be a Boolean value.
  1. In When, configure the following fields.
    • In Expression Equals, set whether to execute an action for True case or False case.
    • Click the + icon and select the respective action to execute.

Based on the option selected, the respective configuration field appears under the Expression equals box.  For example, if the action is Allocate points, fields to configure Points Allocation appears as shown below.

  1. Click Save to save the promotion program.
  2. Click Reconfigure to apply the changes to the live program.


Create Forward Cases (to Another Set)

To check multiple conditions at a time, use the Forward to Set action as explained in the following.
  1. After writing the rule expression, and Expression equals, set the action as Forward to Set.
  1. Click Forward to Set from the list.
  2. Set Enable transaction item unroller to Yes to create rules based on transaction line items. Set Enable tender unroller to Yes to create rules on payment modes.

  1. To create rules based on line-items in the forward set (set2), set Enable transaction item unroller to Yes; to create rules based on payment mode in the forward set(set2, set Enable tender unroller to Yes.
  1. For transaction item unroller, you will see Use Proportions option. This option lets you issue points on line items based on the line item amount

Assume a transaction with two line-items, where lineitem1 is $800 and lineitem2 is $1200; bill level discount is $400. Hence, the total bill amount is $1600. 

If points allocation is set to 10% of the transaction amount, the allocation of points in case of Use Proportions is as follows.

  • If Use Proportions is disabled, points of 10% will be awarded for each line item. That is, 80 points for lineitem1 and 120 points for lineitem2.
  • If Use Proportions is enabled, points will be issued on proportionate of bill amount. That is, for line item one - 10% of (800/2000)*1600 and for lineitem2, it will be 10% of (1200/2000) * 1600.

  1. Configure action and click Save. A new set is created.
  2. Click Reconfigure to apply the changes to the live program.