Configure Workflow (Set Event Rules)

Connect Strategies and trackers together and define the real-time flows of the program.

Workflow(Rulesets) Overview
TABLE OF CONTENTS Introduction Configure Rulesets for a customer activity Introduction Customer activity is an action or occurrence that is recognized...
Mon, 23 Aug, 2021 at 12:13 PM
Choose Customer Activity
To configure rules for different customer activities, do the following. On Intouch, navigate to Loyalty+ > Programs. In Programs, select the program yo...
Fri, 6 Aug, 2021 at 3:40 PM
Add Scope to Filter Customer Activity
To add scope, do the following. Click +Add Scope to apply filters based on date range, event type, cluster, zone, and store. For example, if you select ...
Fri, 6 Aug, 2021 at 4:05 PM
Add Points Capping to Limit Customer Activity
You can add a ceiling to points issued per customer for each set. You can add capping at the set level and it applies to its subsets.  After adding and del...
Thu, 2 Sep, 2021 at 6:29 PM
Configure Rulesets
To configure rulesets, do the following. When the event scope is set, navigate to the condition pane to create rules and define actions to be executed. Yo...
Mon, 6 Sep, 2021 at 3:21 PM
Configure Notifications Notify customers when an action is executed successfully. The system can send notifications through different channels such as SMS,...
Fri, 6 Aug, 2021 at 4:04 PM