The following are the scenarios for the loyalty promotion configuration.

Promotions for Specific Stores or Concepts

Case 1: Run promotion for specific stores

Run a promotion program specific to selected stores.

ExampleConfiguration
Run a promotion program only for stores - demo_store1, demo_store2, and demo_store3.
  1. Click Add Scope and select +Stores.
  2. Set the toggle button to Include and add the list of stores - demo_store1, demo_store2, and demo_store3 using any of the following ways.
    1. Upload a CSV file with the list of store codes in StoreCode CSV.
      [OR]
    2. Search and select stores manually in the Stores drop-down list.

https://lh3.googleusercontent.com/DGFiVaMijU7YZY9AlWeH06mqKQxl10CURCApIzFtAgdujuctWx7Q8CWO9BbHou3s26ALmG1P4XkltXz3jIkwkv67ckDsuaReX23XaizRDP9R-EXiDnUXVBmW6RR64xmgMSZPaQ

Case 2: Exclude promotion for specific stores

Run a promotion program to all stores, excluding a specific set of stores.

ExampleConfiguration
Run a promotion program for all stores, excluding specific stores - demo_store1, demo_store2, and demo_store3.
  1. Click Add Scope and select +Stores.
  2. Set the toggle button to Exclude and add the list of stores - demo_store1, demo_store2and demo_store3 using any of the following ways.
    1. Upload a CSV file with the list of store codes in StoreCode CSV.
        [OR]
    2. Search and select stores manually in the Stores drop-down list.

https://lh3.googleusercontent.com/DGFiVaMijU7YZY9AlWeH06mqKQxl10CURCApIzFtAgdujuctWx7Q8CWO9BbHou3s26ALmG1P4XkltXz3jIkwkv67ckDsuaReX23XaizRDP9R-EXiDnUXVBmW6RR64xmgMSZPaQ


Case 3: Run promotion for a specific concept

Run a promotion for a specific concept (brand or business unit).

ExampleConfiguration
Run a promotion program only for specific concepts - Demo_Concept1, Demo_Concept2, and Demo_Concept3.
  1. Click Add Scope and select +Concepts.
  2. Set the toggle button to Include 
  3. In Concepts, search, and select concepts -Demo_Concept1, Demo_Concept2, and Demo_Concept3.

https://lh3.googleusercontent.com/k38adFovNjBjun5WScFj-j_GZIMNX5CxVLOgeg5wWg02P6ygyMaptMNlqRnLPlM9Uh1J9s3NroUdr_pIF01opiIZZ4BVYdBsmOenjSIW4AW_x1WmVHWrXpHwkSmXuFMERxWi9HQ




Case 4: Exclude promotion for specific concepts

Run a promotion program to all concepts, excluding a specific set of concepts.

ExampleConfiguration
Run a promotion program for all concepts, except concepts - Demo_Concept1, Demo_Concept2, and Demo_Concept3.
  1. Click Add Scope and select +Concepts.
  2. Set the toggle button to Exclude 
  3. In Concepts, search and select each concept - Demo_Concept1, Demo_Concept2, and Demo_Concept3.

https://lh5.googleusercontent.com/4eORYMvoKibN_MRkDNwbVk5-HRWvN6nHVgc0AJxNd9jU5bG7RlRrv3HXuG-fe8MeSmN6GF1zedHWiW0M_F6SEvvhHU1WBKQrls1XQMk496-mv7SG_9wCY2iq4l94-I4-LdwcVCQ

Promotion for Specific Time

Case 1: Run promotion between specific hours

Issue promotional incentives to customers who purchased between specific hours.

Rule expression: currentTxn.date.isHourBetween(<hour from>,<hour to>)

ExampleConfiguration
Issue promotional incentives to customers who shopped between 17:00 hours - 21:00 hours.currentTxn.date.isHourBetween(17,21)

Case 2: Run promotion between specific hours and minutes

Issue promotional incentives to customers who purchased between specific hours and minutes.

Rule expression: currentTxn.date.isTimeBetween(<hour from>,<minutes from>,<hour to>,<minutes to>)

ExampleConfiguration
Issue promotional incentives to customers who shopped between 17:30 hours - 21:00 hours.currentTxn.date.isTimeBetween(17,30,21,0)


Promotion for Specific Days

Promotions on specific days of the week

Case 1: Run promotions during weekends

Issue promotional incentives to customers who purchased products during weekends.

Rule expression: currentTxn.date.isWeekend()

ExampleConfiguration
Issue promotional incentives to customers who shopped during weekends - Saturday or Sunday.

currentTxn.date.isWeekend(6,7)

Note: A weekend might vary for each org. Ensure that you enter the right value as per the org configuration.

Specify 1 for Monday, 2 for Tuesday, … and 7 for Sunday.


Case 2: Run promotions during weekdays

Issue promotional incentives to customers who purchase products during weekdays.

Rule expression: currentTxn.date.isWeekday()

ExampleConfiguration
Issue promotional incentives to customers who shop during weekdays - Monday to Friday.

currentTxn.date.isWeekday(1,2,3,4,5)

Note: Weekdays and weekends might vary for each org. Therefore, you need to enter the right values as per the org configuration.  -Pass 1 for Monday, 2 for Tuesday, … and 7 for Sunday.


Case 3: Run promotions during specific days of the week

Issue promotional incentives to customers who purchase products during specific days in a week.

Rule expression: currentTxn.date.day( )==<day number in a week>

ExampleConfiguration
Issue promotional incentives to customers who purchase products on Monday and Thursday.

currentTxn.date.day( )==1||currentTxn.date.day( )==4

Note: Pass 1 for Monday, 2 for Tuesday, … and 7 for Sunday.

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Promotions on birthday month

Case: Run promotion on birthday month

Issue promotional incentives to customers whose birthday is in a specific month.

Rule expression: currentTxn.date.month()==currentCustomer.extField_dob_date.month()

ExampleConfiguration
Issue promotional incentives to customers who purchase in their birthday month.

currentTxn.date.month()==currentCustomer.extField_dob_date.month()

Note: Here, extField stands for extended field. It works only if the extended field value is captured for that customer.


Promotions on program enrollment month

Case: Run promotion on purchases during program enrollment month

Issue promotional incentives to customers who purchased during the program enrollment month.

Rule expression: currentTxn.date.month( )==currentCustomer.joinDate.month()

ExampleConfiguration
Issue promotional incentives to customers during the program enrollment month.currentTxn.date.month( )==currentCustomer.joinDate.month()

Promotions on program enrollment week

Case: Run promotions on purchases during program enrollment week

Issue promotional incentives to customers who purchased during the program enrollment week.

Rule expression: currentTxn.date.dateDiff(currentCustomer.joinDate)<=<Number of days in a week>

ExampleConfiguration
Issue promotional incentives to customers who shopped during the program enrollment week.currentTxn.date.dateDiff(currentCustomer.joinDate)<=7


Promotion for Specific Customer Data

Case 1: Run promotion on customer segment value

Issue promotion incentives to customers in a specific segment value.

ExampleConfiguration
Issue promotion incentives only to customers of the High segment value.
  1. Click Add Scope and select +Cluster.
  2. Set the toggle button to Include.
  3. In Clusters, search and select the segment corresponding to the segment value 
  4. Select the segment value - High value customer and click add>>.
    1. To deselect any cluster values, select the value and click <<remove.
  5. To save changes, click Save scopes.

https://lh6.googleusercontent.com/J1hFL4t8_TXX5vtf4MHDA2nL0n1U19UnzwYutZVrjXH_XMSVt2Dv9VwvIokF7Xu5nFwiTBopppoD39ni5qBnnBnmRqQKaXyzSPyvU3qDd5z9uCiR9kRxIbPgPIaeL5C-NCd0ui4

Case 2: Run promotion excluding customers in a specific segment value

Issue promotional incentives to customers except for specific segment partitions.

ExampleConfiguration
Issue promotion incentives only to customers of the Low segment value.
  1. Click Add Scope and select +Cluster.
  2. Set the toggle button to Exclude.
  3. In Clusters, search and select the segment corresponding to the segment value 
  4. Select the segment value - Low value customer and click add>>.
    1. To deselect any cluster values, select the value and click <<remove.
  5. To save changes, click Save scopes.

https://lh5.googleusercontent.com/f6JHcsGcPqmoT_QI8OX-8asatU98Ni1pGuTu9IZHIns_BYXKcwlMO51sfCpG7l8ngZE_kRWJ1Kg2Agrj32F87gq0FClHErYxcWHxKQyUGHpqE6-Fr0MhW9gjur2skl7BuNfx_Xo

Case 3: Run promotion on customers’ purchase pattern

Run a promotion on customers’ purchase patterns, such as average basket size, lifetime purchase, number of transactions, and number of visits.


ExampleConfiguration

Issue promotional incentives to customers whose, 

  • Basket size >= INR 5000 
  • Lifetime purchases >= 10000
  • Number of transactions >= 1
  • Number of visits >= 1

currentCustomer.avgBasketSize>=5000&&currentCustomer.lifetimePurchase>=10000&&currentCustomer.numberOfTxns>=1&&currentCustomer.numberOfVisits>=1


C:\Users\Revathi\Downloads\clipboard-image(3).png

Case 4: Promotion on customer tier

Run a promotion for customers of a specific tier.

Rule expression: currentCustomer.slabName=="<Slab Name>"

ExampleConfiguration
Issue promotional incentives to customers who belong to the tier - Gold.currentCustomer.slabName=="Gold"

C:\Users\Revathi\Downloads\clipboard-image(4).png

Case 5: Promotion on extended field values

Issue promotional incentives to customers identified by extended field values.

Rule expression: currentCustomer.extField_<Extended Field Name>(<Extended Field Value>)

ExampleConfiguration
Issue promotional incentives to customers whose preferred language is Arabic.

currentCustomer.extField_preferred_language("Arabic")

Note: extField stands for the extended field. It works only if the extended field value is captured for that customer.


C:\Users\Revathi\Downloads\clipboard-image(5).png

Case 6: Promotion on custom field values

Run a promotion for customers based on the values of the custom field.

Rule expression:

  • Expression to include custom field values. currentCustomer.customFieldValueIncludes("<custom field name>","<custom field value>")
  • Expression to exclude custom field values. currentCustomer.customFieldValueExcludes("<custom field name>","<custom field value>")
ExampleConfiguration
Issue promotional incentives to customers whose gender is Male.currentCustomer.customFieldValueIncludes("gender","Male")

C:\Users\Revathi\Downloads\clipboard-image(2).png

Promotion on Products and Lineitems

Case 1: Issue promotional points as a percentage of lineitem amount

Issue promotional incentives as a percentage of lineitem amount during the promotion period.

ExampleConfiguration
Issue 10% of points on the transaction amount.
  1. In EventView, click +Promotion.
  2. In Promotion, click the edit icon to configure a promotion and set the Promotion type to Lineitem level using a drop-down list.
  3. In the +When case set Points Allocation action and select the points allocation strategy that is configured to issue 10% of the transaction amount as points.


Case 2: Promotion as a percentage of lineitem amount prorated on bill amount

Issue bonus points as a percentage of line item amount prorated on the bill amount.

ExampleConfiguration

Consider a bill that includes two line items of $600 and $400. Where the gross bill amount is $1000. 

After Issuing INR 200 discount on the gross bill. The net billing amount is 800.

  1. In EventView, click Promotion.
  2. In Promotion, click the edit icon to configure a promotion and set the Promotion type to Lineitem level using a drop-down list.
  3. Set Use promotions? to Yes using the toggle button.
    Discount Calculation 
    To apply promotional incentives on the allocated line item amount, Use Proportions? is used.
    Following are the calculation of the lineitem amount prorated on net transaction amount:
    1. LineItem Amount Prorated on Net Bill Amount = (Line Item Amount / Sum of All Line Item Amounts) * Net Bill Amount
    2. LineItem 1 Amount = (600 / (600 + 400)) * 800 = 480
    3. LineItem 2 Amount = (400 / (600 + 400)) * 800 = 320

https://lh5.googleusercontent.com/g_-csO2NRpNlT7PrOaxXJ0qg0dCdG821CNHCYRAnUNebSdcoakp5CJgoBOzHZHNVHCljNtzaumF-aCSUdmkD048X6_uSPuFcMewNauLyAfaCq8OgNPlJgd415iG9z2DzQ_Zi1PQ

Case 3: Lineitem promotion on specific brands

Issue promotional incentives to customers on the purchase of products of specific brands.

Rule expression: currentLineItem.doesBrandRegexMatch("<Brand Name>")

ExampleConfiguration
Issue promotional incentives to a customer on shopping products (lineitem) from a specific brand- Peter Levis.
  1. In EventView, click Promotion.
  2. In Promotion, click the edit icon to configure a promotion and set the Promotion type to Lineitem level using a drop-down list.
  3. Set Use promotions? to Yes using the toggle button.
    Note: Either select No in Use Proportions? for point allocation to the line item amount or select Yes for allocation to the line item amount prorated on the bill amount.
  4. In Condition, include the rule expression -currentLineItem.doesBrandRegexMatch("Peter Levis")

C:\Users\Sabuj\AppData\Local\Temp\SNAGHTML640505dd.PNG

Case 4: Lineitem promotion on product categories

Issue promotional incentives to customers on product purchases from a specific category.

Rule expression: currentLineItem.doesCategoryRegexMatch("<Category Name>")

ExampleConfiguration
Issue promotional incentives to customers on product purchases from a specific category - Grocery.
  1. In EventView, click Promotion.
  2. In Promotion, click the edit icon to configure a promotion and set the Promotion type to Lineitem level using a drop-down list.
  3. Set Use promotions? to Yes using the toggle button.
    Note: Either select No in Use Proportions? for point allocation to the line item amount or select Yes for allocation to the line item amount prorated on the bill amount.
  4. In Condition, include the rule expression -currentLineItem.doesBrandRegexMatch("Grocery")

C:\Users\Sabuj\AppData\Local\Temp\SNAGHTML64065938.PNG

Case 5: Lineitem promotion on non-discounted line items

Issue promotional incentives to the customer on non-discounted product purchases.

Rule expression: currentLineItem.discount>0

ExampleConfiguration
Issue promotional incentives to the customer on non-discounted product purchases.
  1. In EventView, click Promotion.
  2. In Promotion, click the edit icon to configure a promotion and set the Promotion type to Lineitem level using a drop-down list.
  3. Set Use promotions? to Yes using the toggle button.
    Note: Either select No in Use Proportions? for point allocation to the line item amount or select Yes for allocation to the line item amount prorated on the bill amount.
  4. In Condition, include the rule expression -currentLineItem.discount>0
  5. In +When, select the condition as False using the drop-down list.

https://lh5.googleusercontent.com/c_fzxGq3unYOLKwkKO5kqZGUMgWqd-OFqLXikGxBXCqAgGBNHeuDmADISqhQ-8evOfeKt3K8jK3Vr05QjsT_AVIhzqURdGTLn14E3AFi5k-YMS0ymiUkUZ8anO4OFW4Y58rapF0

Case 6: Lineitem promotion for products groups

Issue promotional incentives to the customer on product purchases grouped using product attributes.

Rule expression: currentLineItem.doesItemMatch("<Product Attribute Name>","<Product Attribute Value>")

ExampleConfiguration
Issue promotional incentives to the customer on purchase of products grouped using the product attribute Sub_category –with attribute value Hair Care.
  1. In EventView, click Promotion.
  2. In Promotion, click the edit icon to configure a promotion and set the Promotion type to Lineitem level using a drop-down list.
  3. Set the Use promotions? to Yes using the toggle button.
    Note: Either select No in Use Proportions? for point allocation to the line item amount or select Yes for allocation to the line item amount prorated on the bill amount.
  4. In Condition, include the rule expression -currentLineItem.doesItemMatch("Sub_category","HairCare")
  5. In +When, select the condition as False using the drop-down list.
    1. In the promotion definition, configure Lineitem Level as the promotion type. Select Use Proportions? depending on whether point allocation has to be done for line item amount or line item amount prorated on the bill amount.
    2. In Condition, include the rule expression -currentLineItem.doesItemMatch("<Product Attribute Name>","<Product Attribute Value>")
    3. Example - currentLineItem.doesItemMatch("Sub_category","HairCare")

https://lh5.googleusercontent.com/U2gwqNuDLtmF52r3cxaP7DzGfplY0j-F1hN6mZBOssjEVDqFl__45ba1qkzfwfHAGXhfTKOWWL8noxXrMdoDRWMkOArz8fbKtoPQxw6NFSpg_OGkm-yAUY84u72BE1QxZeN4GVE

Promotion on Tenders

Case: Bonus points on specific tenders

Issue incentives on payment made through specific tenders.

ExampleConfiguration

Issue incentives on payment made through Citibank credit or debit card. Assume a customer has made a transaction of   $1,000 with the following payment break-up.

  1. Points redemption: $400.
  2. Citibank card: $600.

  1. To create the Tender Combination, refer to steps.
    Note: You need to create the Tender Combination corresponding to the payment mode to issue bonus points.
  2. To create a promotion, click +Promotion.
  3. In Create promotion, select the Promotion type option as Transaction Level using the drop-down list.
  4. In the Rule Set Condition, add the Forward to Set action and enable Tender Unroller.
  5. In the child set, configure condition to tenderProfile.code==”<tender combination name>”
    For example, configure Citibank card payment in the Tender Combination where the value is Citibank -tenderProfile.code==”Citibank”
    Note: The configuration indicates if the tenderProfile.code==”Citibank” condition is applied, then the percentage points will be allocated on the amount of INR 600.

C:\Users\Sabuj\AppData\Local\Temp\SNAGHTML640d8cc9.PNG

Regular Points Multiplier Promotion

Case 1: Regular points multiplier for bill-level points

Issue bonus points multiplier through the promotion, where a specific number of bill-level points are issued through the regular loyalty program. This promotion is applicable to loyalty programs where points are allocated based on the bill amount.

ExampleConfiguration
Consider Points Multiplier is set to 200, which implies that 200% of points are from regular loyalty programs. Therefore, 40 points are issued at the transaction-level through regular sets of promotions, 80 points will be issued from the multiplier promotion.
  1. To create the Points Allocation, refer to the steps.
  2. To create a promotion, click +Promotion.
  3. In Create promotion, select the Promotion type option as Transaction Level using the drop-down list.
    Note: When Transaction Level is selected as Promotion type, points are allocated at bill level.
  4. Click Strategies.
  5. Select Points Allocation.
  6. To create Points allocation, click +New.
  7. In Points Allocation, select the Allocation type option as Points Multiplier- in Terms of % using the drop-down list. To create points allocation, refer to steps.
    Note: Loyalty will identify points issued through regular sets and multiply it with the specified percentage.

https://lh6.googleusercontent.com/ajOpq30Nui4sOVjhixviMtTcLuCo3Ik4To-Uy-bTTzkinXst9fg-pl0IvV-XgDvHSF0JVasZgwak9OKFJcg7LiXMzVHu42CU3UHAwCWqU2_YNy6edSofk4xU8cMBfmxCKSK9bBY



Case 2: Regular points multiplier for lineitem level points

Issue bonus points multiplier through the promotion, where a specific number of lineitem level points are issued through the regular loyalty program.

This is applicable for loyalty programs where points are allocated based on the line-item amount.

ExampleConfiguration
Consider Points Multiplier is set to 200, which implies that 200% of points are from regular loyalty programs. Therefore, If 70 points are issued at the line item-level through regular sets of promotions, 140 points will be issued from the multiplier promotion.
  1. To create the Points Allocation, refer to the steps.
  2. To create a promotion, click +Promotion.
  3. In Create promotion, select the Promotion type option as Transaction Level using the drop-down list.
    Note: When Line-Item Level is selected in the Promotion type, points are allocated at line-item level.
  4. Click Strategies.
  5. Select Points Allocation.
  6. To create Points allocation, click +New.
  7. In Points Allocation, select the Allocation type option as Points Multiplier - in Terms of % using the drop-down list. To create points allocation, refer to steps.
    Note: Loyalty will identify points issued through regular sets and multiply it with the specified percentage.

https://lh6.googleusercontent.com/sseQMlTm29HrFUme9eO-ZVO7mxsVdhkZ8E0E3Ff22Wd1tFQzcS4eHcGIuxjLbgNLAkxGmXMNUh3NKeXXZJwANvEC5vvR-Mvc2Rr44dC_0Ds-0n-mfdt4yAy0s6PJgxy8jZ6HMVc

Capping of Points Issued through a Promotion

Case 1: Maximum points issued on a single transaction

Limit the maximum number of promotional points to be awarded on a single transaction.

ExampleConfiguration
Issue 50 points (maximum number of promotional points) to a customer on a single transaction.
  1. In EventView, click Promotion.
  2. In Promotion, click the edit icon to configure a promotion and set the Maximum Points to be issued in a Single Event to Yes using the toggle button and enter the number of points in the input box. For example, 50.
    Note: You can create a new promotion using the same configuration. For detailed information, refer to create new promotion.
  3. To save, click Create.

https://lh3.googleusercontent.com/U6PeYE214Sr9Z0nVR2hdJHBDoKGaLPBQKhJ5hf6lrMhweuKxSvM7BU8jwGeYWuIivA-HCLgSiUcEUvAFfES7Js_GehnpYS9iycRjPDjUxKUApfQUlKTs03L9Bzf7LFfZz8wKGb8



Case 2: Maximum number of transactions for which a customer gets promotion points

Restrict issuing promotional incentives to the customer after a specific number of transaction(s).

ExampleConfiguration
Restrict issuing promotional points to the customer after 1st transaction during the promotion period.
  1. In EventView, click Promotion.
  2. In Promotion, click the edit icon to configure a promotion and set the Restrict Number of Point Events for a Member to Yes using the toggle button and enter the number of transaction(s) in the input box. For example, 1.
    Note: You can create a new promotion using the same configuration. For detailed information, refer to create new promotion.
  3. To save, click Save.

https://lh3.googleusercontent.com/d1OZBAW8MkEcH_oOz9MApR4u8ldPvrrqmRto_pRZ9aueGDWCLbuzDhTg5pma9nHykNz8zT0_25ul5tzFu-avQFkq3gY41DB5w-c43_eHK1DJT2VWCuXgUppbGo-BOAdiDSO4awM

Case 3: Maximum points issued to a customer across multiple transactions

Issue a limited number of points to the customer on multiple transactions during the promotion period.

ExampleConfiguration
Issue 1000 points to the customer on multiple transactions during the promotion period.
  1. In EventView, click Promotion.
  2. In Promotion, click the edit icon to configure a promotion and set the Maximum Points to be issued to a Member to Yes using the toggle button and enter the number of points in the input box. For example, 1000.
    Note: You can create a new promotion using the same configuration. For detailed information, refer to create new promotion.
  3. To save, click Save.

https://lh5.googleusercontent.com/46hbl4gkGeuh5J6e4inmkEJGztDkqcsSynD8jBpNSMQaDJjWqn6ofx1u4-HuGiaNzASSg4AXSzHZL_GWILH-AH5TCJ3SFR-uu7oqXzTbr7uIT7sgFcZ1uEkSmxcM9zohI5il-nk

Case 4: Maximum points to be issued from the promotion

Issue a limited number of points during a promotion to customers and transactions.

ExampleConfiguration
During a promotion period, issue 100,000 bonus points to customers or transactions based on the first come, first serve rule.
  1. In EventView, click Promotion.
  2. In Promotion, click the edit icon to configure a promotion and set the Maximum Points to be issued from the Promotion to Yes using the toggle button and enter the number of points in the input box. For example, 100,000.
    Note: You can create a new promotion using the same configuration. For detailed information, refer to create new promotion.
  3. To save, click Save.

https://lh4.googleusercontent.com/quqObK25fhdDKW4yLFDp-w5nyprUZXnROABYhh-Phmcb_coxLzsQRwtK8E08NTmer_S1Ud31nS9bi3TmM7myOxKZo3yHQkxhMSz--9oUOGfQNvvTPGAYr2Z_ObSGBmmmubfyde4