Customer activity is an action or occurrence that is recognized by Loyalty+. An activity consists of rulesets, and a ruleset consists of rules (rule expression + action).

You can configure multiple rulesets for an activity. The following are customer activities supported by Loyalty+.

  • Normal Loyalty: Gets enrolled in the program, Redeems points, Redeems a coupon, Returns a transaction, Updates a transaction, Updates customer profile, Makes a transaction, Promised points get credited, Transfers points, Target period elapses, Redeemed points get reversed, and Tier gets upgraded. 
  • Group Loyalty
    • Secondary member makes a transaction
    • Secondary member updates a transaction
    • Secondary member returns a transaction
    • Secondary member joins a user group
    • Secondary member leaves a user group
    • Secondary member contributes points to a user group
  • Anywhere Commerce: Target Completed, addedToCart, and promotion Viewed
  • Custom Events: Events that are created through the Behavioral Events module.

The following illustration shows the hierarchy of loyalty rules and their components. 

  • Rule Set: The combination of rules that are evaluated/executed as a single unit. A rule set consists of conditions.
  • Condition: The combination of rule expression and trigger action is a condition. For example, if currentTxn.value==5000 (rule expression), issue coupons (action)
  • Rule Expression: Rule expression is a statement with a combination of profiles, profile attributes, methods, operators, and values that yields a result. For an event, if the rule expression qualifies as defined, the respective actions are triggered. For example - currentCustomer.joinDate.isWeekday() 
  • Action: An activity that is triggered when the criteria (expression + expression value) qualifies. It could be issue points or coupons, send a message, upgrade tier, and so on.

Configure Rulesets for a customer activity

  1. Choose activity using the customer activity list. For details, see Choose Customer Activity.
  2. Click +Add scope to apply filters based on date range, event type, cluster, zone, and store. For details, see Add Scope to Filter Customer Activity.

  3. Click +Add capping to apply limit points issued to customers on transaction amount, line-item amount, and tracker value for each set and subset separately per customer. For details, see Add Points Capping to Limit Customer Activity.

  4. When the event scope is set, navigate to the condition pane to create rules and define actions to be executed. For details, see Configure Rulesets.

  5. Click any selected Action to set up channel notifications.  For details, see Actions.