• An Action Series is used to create a group of actions that can be utilized as part of the loyalty program.
• In an Action Series, two or more actions can be defined as part of an action series. Once the loyalty member completes all of the actions within a series, they can earn additional benefits, including extra loyalty points.
• The Action Series can also be configured as a prerequisite for a loyalty member to progress to a higher tier within the loyalty program.

         Navigation: Products > Action Series

Capabilities

An Action Series enables the user to create a grouping of multiple actions for loyalty members with varying rules, exceptions, and benefits for completion. The main screen in Action Series shows several capabilities that can be used to manage existing configurations.

1. Add New Action Series: Users can create a new Action Series by clicking on this button. Additional details on how to configure an Action Series are described below.
2. Search: Users can search through previously configured Action Series. The Advanced Search capability is accessed by clicking on the drop-down icon in the search box. Once selected, the following screen appears:

Here, the user can refine their search parameters to locate any existing Action Series.

• In the Action Series Name field, enter an existing Action Series name.
• In the Action Series ID field, enter the applicable Action Series identification number.
• In the Include Action field, enter the type of applicable action.
• In the Benefit drop-down list, select the applicable benefit type.
• With the Status field, you can search depending on whether the Action Series is enabled or disabled by selecting ON or OFF, respectively.
• The Created Within parameter gives the user the option to search for all existing Action Series created within a calendar option, such as a week or month, or lets the user manually input the date ranges for when the Action Series was created.

Please note we can search for previously configured Action Series with one or multiple parameters. It isn’t necessary to complete all the fields when running a query.

3. Export: This allows the user to export a configured Action Series such as an Excel or CSV file.
4. Status: This column within the Action Rules table allows the user to enable or disable an action directly from this view.
5. Action: This column provides three functionalities:
   • Edit enables the user to modify an existing action.
   • Audit shows all changes made to action by users of the platform.
   • Delete lets the user remove an existing Action Series from the platform.

Configuring A New Action Series

The Action Series configuration provides a number of options and flexibility when setting up a new series.

• Define the duration, milestones, and benefits for completing an Action Series.
• Enable gamification elements, such as badges, for completion.
• Capture relevant details regarding the series, including descriptions, taglines, and terms and conditions associated with the series.

To create an action series, click on the Add New Action Series button from the Action Series page.

• Once you click on the Add New Action Series button, the image below is displayed.

Configuration Fields and Explanations:

After setting the above fields, click on the Create New Action Series button to save the Action Series. A configured Action Series can be modified using the Edit functionality from the Action Series list table.

Series Benefit Reward Use Cases

Use Case 1:

• If a member makes a purchase totaling 50 points or more in a calendar year, they will receive a reward or coupon. This benefit is issued only once per year and resets annually, ensuring members can qualify for the reward again each year.

Action Series Configuration

• To achieve the above use case, the admin must configure the action series as follows:

• In the General Information tab, set the duration by selecting Calendar as the type and Year as the sub-type.

• In the Series Milestones, select Action Series Type as Based on Count.
• Choose Purchase as the action with the count set be at least one and ensure the criteria for each order is a minimum of 50.

• In the Series Benefit Configuration under Series Benefit Reward, select the reward from the configured active rewards list, for example, “Welcome Selection“.

• The active action series name and its details, such as type, duration, action IDs included, are displayed in the action series.

• The selected active reward name and its details, such as the number of points required, deduction amount, and display order, should be displayed in the rewards section.

Use Case 2:

If a member makes three purchases in a calendar year, each totaling 50 points or more, they will receive a bonus of 300 points for the year. This benefit resets annually as a recurring reward for members who meet the required milestones.

Action Series Configuration

• To achieve the above use case, the admin must configure the action series as follows:

• In the General Information tab, set the duration by selecting Calendar as the type and Year as the sub-type.
   

• In the Series Milestones, select Action Series Type as Based on Count.
• Choose Purchase as the action with the count set be three and ensure the criteria for each order is a minimum of 50.

• In the Series Benefit Configuration under Series Benefit Points, set the bonus points as 300.

• The active action series name and its details, such as type, duration, bonus points are displayed in the action series report.

Use Case 3:

If a member makes five purchases in a calendar year, each totaling 50 or more, they will receive a reward or coupon once per year. This benefit resets annually as a recurring reward for members who meet the required milestones.

Action Series Configuration

• To achieve the above use case, the admin must configure the action series as follows:

• In the General Information tab, set the duration by selecting Calendar as the type and Year as the sub-type.
   

• In the Series Milestones, select Action Series Type as Based on Count.
• Choose Purchase as the action with the count set be five and ensure the criteria for each order is a minimum of 50.

• In the Series Benefit Configuration under Series Benefit Reward, select the reward from the configured active rewards list, for example “My Icons”.

• The active action series name and its details, such as type, duration, action IDs included, are displayed in the action series.

• The selected active reward name and its details should be displayed in the rewards section.

Scenario 1:

If a member makes a second purchase within 90 days, they should get a series bonus of 20 points once in a lifetime.

A member purchases on May 1, 2022.

Their next purchase occurs on October 1, 2022, with a 153-day difference between purchases.

Configuration:

Series Milestones Duration:

Set the duration limit as 90 Days.

Series Milestones:

Series Milestone Limit: Not checked in [ ]

Series Benefit Configuration:

A member performs the purchases on the following days.

Result:

In this case, the member is not eligible for the action series bonus and hence will receive the bonus as 0.

Scenario 2:

If a member makes a second purchase within 90 days, they will get a series bonus of 50 points once in a (Lifetime).

A member purchases on May 1, 2022.

Their next purchase happens on June 1, 2022, with a 31-day difference between purchases. Here, the member is eligible for an action series bonus and receives 50 points.

The clock resets on July 31, 2022.

If the member purchases on August 1, 2022, and another on October 1, 2022, they should receive the bonus points again, as they meet the 90-day criteria.

Configuration:

Series Milestones Duration:

Set the duration limit as 90 Days.

Series Milestones:

Series Milestone Limit: Not checked in [ ]

Series Benefit Configuration:

A member performs the purchases on the following days.