Purchase X Times within a Rolling Period

Updated at April 3rd, 2025

This document will review how to configure an action series that applies to members who have purchased a specific number of times within a rolling period.

Note: This document will review the key configurations needed for this use case. To review the other action series settings, please refer to the Action Series help documentation.

Rolling Period

A rolling period is a set number of days, after which, the period restarts and members are eligible to complete the action series again. The first day of the rolling period begins on the date the member completes their first action towards the action series. Meaning, the rolling period has a unique start and end date for each member.

Example Action Series: Purchase 2 times within a 90-day rolling period.

This action series would target members who have made at least 2 purchases within 90 days. The 90 day period begins from the date the member makes their first purchase. After 90 days has passed, members would be eligible to complete the action series again. This would be true every 90 days unless a Maximum Achievement Limit is set when configuring the action series.

Storing Data

Action series data will be collected starting from the date of the member’s first qualifying activity.

Members who complete the action series milestone within a rolling 90-day period from their first qualifying purchase will qualify for the action series benefit. This benefit will be awarded according to the action series benefit setup and may be provided either immediately or following additional member activity, which could include both purchase-related and non-purchase actions.

For members with an In Progress status, the system will analyze historical data to identify those who have partially completed the action series milestone within the previous 90 days. Records for these members will be reflected in the report, showing their current progress toward milestone completion.

Use Case Configuration

Navigate to the Products tab on the Annex Cloud dashboard and select Go within the Action Series tile.

On the General Information tab, you can set the Duration of the action series using the drop-down menu to Rolling, and then specify the number of Days in the open text field.
On the Series Milestone tab, set the Action Series Type to Based on Count using the drop-down menu.
Then add the action to the series:
1. Select the Purchase action from the Choose Action drop-down menu.
2. In the Count field, enter the number of times a member must make a purchase within the year.
3. In the Where field, select Only Count from the drop-down menu.
4. The Criteria field will not be relevant for this action.
5. Select the ➕ icon to add the action to the series.
Select Next to head to the Series Benefits tab.
On the Series Benefits tab select Update Action Series to add the action series to your program.

If you’d like to configure other benefits related to this action series, you may do so on the Series Benefits tab. See the Action Series help documentation for more information.

You’ll know the action series has been configured when it appears on your Action Series dashboard. If the Status is set to ON, the action series is Active.

Reporting

You can check the status of a member’s action series completion using the Action Series Report or the Action Series API.

Important:

If the flag, Enable Remove Action Series Benefit, is ON in the Super Admin, a member’s action series status can revert from Completed to In Progress if the member makes a return. In this case, the action series benefit is also deducted against the action ID 1006 (Action Series Bonus Deduction).
A purchase will only be counted towards the completion of an action series once the member has been awarded the points for the transaction. If the points are still on hold, the purchase will not be counted towards the series.

Action Series Report

Navigate to the Reports tab on the Annex Cloud dashboard and select Go within the Action Series Report tile.
Once on the Action Series Report dashboard, select the Member icon in the Details column for the action series you’d like to review.
You will be taken to the Action Series Member Report where you can see the list of members who have taken actions towards completing the action series. The report can be filtered to find data for a specific loyalty member or to identify members who have or have not completed the series.

Within this report you can identify if members have completed the series, their progress towards completion, when their action series eligibility ends, and more. Review the Action Series Report help documentation for a complete overview.

Note: When the action series has a Rolling duration, the Completion Deadline will be unique for each member because the start of the rolling period begins for the member when they take their first action towards the action series.

Select the number within the Completed Credits column to see the list of specific actions the member has completed towards the action series.

Select Export > Make an Excel Request to request the data be sent to an email address in an Excel spreadsheet for further analysis.

Action Series API

The POST:/ users/{{email_id}}/actionseries method can be used to retrieve a member’s data for a specific action series.

Much like the Action Series Member Report, the request will return information related to the configuration of the action series, identify what actions the member has taken towards completing the series, and how many actions the member still needs to take to complete the series.

Make sure to include the member’s User ID within the URL path and enter the action series ID within the request body.

URL:

POST https://{{base_url}}/api/3.0/users/{{email_id}}/actionseries

Request Body:

{
    "actionSeriesId": "{{actionSeriesId}}"
}

Example Response Body:

{
    "siteId": "146032020",
    "memberName": "Hallie Smith",
    "id": "heretoshop@gmail.com",
    "completedActionSeries": [
        {
            "actionSeriesId": "1708",
            "actionSeriesName": "Purchase 2 times in 90 days",
            "actionSeriesType": "Based On Count",
            "bonusPoints": "0",
            "pointsExpiryDate": "2024-10-01T00:00:00+0000",
            "completedDate": "2024-10-08T13:56:16+0000",
            "seriesCompletionDate": "2025-01-05",
            "milestonesDurationType": "Rolling",
            "milestonesDuration": "90 Days",
            "actionSeriesStatus": "ACTIVE",
            "memberActionSeriesStatus": "Completed",
            "completedMaxPointBonus": "",
            "pendingMaxPointBonus": "",
            "actionSeriesMaxAchievementCompleted": "1",
            "actionSeriesMaxAchievementPending": "",
            "maxAchievementLimitDuration": "Lifetime",
            "maxPointLimitDuration": "Lifetime",
            "totalRewardBenefitCount": "",
            "actionData": [
                {
                    "actionId": "109",
                    "actionName": "Purchase",
                    "requiredCredit": "2",
                    "completedCredit": 3,
                    "basedOn": "Only Count"
                }
            ],
            "actionSeriesRewardBenefit": {
                "rewardId": "",
                "rewardName": ""
            }
        }
    ]
}

Retrieve Data for All Action Series

If you would like to retrieve a member’s data related to ALL action series configured in the loyalty program, you will use the GET:/users/{{email_id}}/actionseries method.

URL:

GET https://{{base_url}}/api/3.0/users/{{email_id}}/actionseries

API Documentation Resources

Review the Action Series API documentation for further information.

Action Series API Methods