Summary
- Marketers can define Purchase Actions according to the Loyalty program.
- Purchase Actions offer flexibility to adjust Points, Maximum Point Limits, Hold Points, and other settings based on the requirements of a Loyalty Program.
Configuration
Configure a Standard Action
Several predefined and commonly used actions are available for use by configuring a Standard Action.
- Standard Actions are starting points for commonly used Actions.
- Some Standard Actions are a basic functionality that only needs to be activated for the Loyalty program. However, many Actions offer the flexibility to adjust points, limitations, UI, and other additional settings based on the Loyalty program.
Perform the following steps to configure a Standard Action:
- Click Add New Action from the Action Rules page.
- Select Choose from Standard Action.
- Click Proceed.
- Select Purchase Action from Standard Actions drop-down list.
5. Click Proceed.
Configuration Fields and Explanations:
| Field | Explanation |
General Information
| |
| Name | The Name of the Action. This field is read-only. |
| Action Activity Display Name | If applicable, enter a Name for the Action to be used on the Dashboard. This field is optional. |
| Advance Points Allocation Rules |
You can set different Points or Ratio values based on the amount spent brackets. When this option is enabled, the following field presents.
|
| Ratio | Enter the point ratio that will be applied for Bonus points a user will earn for completing this action. For example, enter 2 to award double points for this action. |
| Action Enabled | Enable (ON) or disable (OFF) the Action. |
| Action ID | A unique identifier for the Standard Action is automatically assigned by the system. This field is read-only. |
| Purchase Point Type |
We have added the field in the purchase action (Action ID = 109) to override the purchase points type that we set up in the Product Catalog.
There are three options in the Purchase Points type:
Note: Based on the client requirements we can enable and disable this option.
When the product is configured in the PCM with points ratio and flat points, for those products “Only Flat/Only Bonus” points will be considered. If any product is not configured in the PCM then the purchase ratio set in the purchase action id will be considered.
Use Cases
Use Case 1:
|
| Limit max order type |
Select maximum order type as Percentage or Points. Select points or percentage to limit maximum order type.
If the users are spending more than expected, then the user can limit the points to be awarded for that specific order. Navigation: Products > Loyalty > Action Settings > Purchase Actions
Note:
This use case can be achieved by using the custom points validation in the purchase action and the Limit max order type field added.
|
Click Next and enable or disable the Advanced Purchase Ratio.
Advanced Purchase Ratio
Administrator must be able to set various points ratios for purchase actions. This can be done by activating the "Advanced Points Ratio" setting, which allows the user to assign different points ratios for different "Transaction Types" as per their requirement.
This includes Advanced Purchase Ratio toggle helps admins to ON or OFF option to apply purchase ratio.
Advanced Transaction Types allows the administrator to Add New Advanced Transaction Types, as well as define Transaction Type, Ratio, and Action. Based on the ratio, the transaction points are calculated.
Once all the fields are configured, click Create New Action. A popup screen offers additional customization options. Customize the Action further by clicking Let’s Customize More. Otherwise, click I’m Done to save progress. If an administrator chooses not to customize the Action rule further at this time, they can edit the Action in the future by using the Edit functionality within the Action Rules table.
Points LimitationThe detailed points limitation explained below.
| |
| Maximum Point Limit | The Maximum Number of Points which can be earned by the member against the Purchase Action. |
| Maximum Point Limit Duration |
Select Rolling or Calendar from the drop-down. If the user selects Rolling, enter the number of Days for a Rolling Threshold to enforce the Maximum Point Limit. If the user selects Calendar, enter the number of Calendar Days to enforce the Maximum Point Limit. |
| Action Interval Limit | Enter an Interval in Days or Hours to encourage the customer to perform the Action and earn Points. |
| Points Expiration |
Select Rolling or Calendar from the drop-down.
Note: Points Expiration options are available in Action Rules, Action Series, Tiers, and Campaigns. |
| Hold Points |
The Number of Days for which the Points earned through this Action can be on hold. Admin can put the purchase points on hold for a certain number of days.
We have three options to put the purchase points on hold.
Note: We have a separate Hold Points Report for this. To see the hold points report we have enabled it from the Super Admin. Please refer Hold Points Report for more details. |
| Include Tier Limit | If this is ON, then it turns ON a flag in Actions - Point Limitation called ‘Include Tier Limit’. Now for those actions which have ‘Include Tier Limit’ turned ON will only be considered |
Once all the fields are configured, click Create New Action. A popup screen offers additional customization options. Customize the Action further by clicking Let’s Customize More. Otherwise, click I’m Done to save progress. If an administrator chooses not to customize the Action rule further at this time, they can edit the Action in the future by using the Edit functionality within the Action Rules table.
