General Information

You can set different Points or Ratio values based on the amount spent brackets. When this option is enabled, the following field presents.

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:

1. Both Type
2. Only Ratio
3. Only Flat/Bonus

Note: Based on the client requirements we can enable and disable this option.
Flag Location: Manage Site → Loyalty Site Admin Tab Settings.

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.

1. Both: If a user selects the Both options, then the points are awarded for the products concerning Ratio and Bonus selected in the Product/Category Points Type in Product Catalog Management (PCM).
   • The formula to calculate the ratio and bonus is [(Unit price of product x Quantity x Product Ratio x Purchase Ratio)+(Quantity x Flat/Bonus points)].
2. Only Ratio: If a user selects the Only Ratio option, the points are awarded for the products concerning Ratio selected in the Product/Category Points Type option in the Product Catalog Management (PCM).
   • In this case, if Both (Ratio and Bonus) are selected in Product/Category Points Type, only the ratio is calculated.
   • The formula to calculate the Only Ratio is (Unit price of product x Quantity x Product Ratio x Purchase Ratio).
3. Only Bonus: If a user selects the Only Bonus option, the points are awarded for the products concerning Bonus selected in the Product/Category Points Type option in the Product Catalog Management (PCM).
   • In this case, if Both (Ratio and Bonus) are selected in the Product/Category Points Type, only the bonus is calculated.
   • The formula to calculate the Only Bonus points is (Quantity x Bonus points).

Use Cases

• If there are three types of Products added to the PCM:
  Product P1 the Product Ratio is defined as 2.
  Product P2 the Product Flat/Bonus Points are defined as 100.
  Product P3 the Product Ratio is 2 and Product Flat/Bonus Points are defined as 50.
  Let's assume that the:
  • Unit Price = 10
  • Quantity = 2
  • Product Ratio = 2
  • Purchase Ratio =1

Use Case 1: 
If the Purchase Points Type is selected as Both in the Purchase action.

• The points calculation is applied to each product as per the given formula
  Product P1 The points calculation is:
  (Unit price of product x Quantity x Product Ratio x Purchase Ratio)
  (10x2x2x1) = 40.
  Product P2 The points calculation is:
  (Quantity x Flat/Bonus points)
  (2x100) = 200.
  Product P3 The points calculation is:
  [(Unit price of product x Quantity x Product Ratio x Purchase Ratio) +(Quantity x Flat/Bonus points)] [(10x2x2x1) +(2x50)] = 140.
  Total points awarded against the Order (40+200+140) = 380.

Use Case 2: 
If the Purchase Points Type is selected as Only Bonus in the Purchase action.

• The points calculation is applied to each product as per the given formula
  Product P1: No Points are rewarded.
  Product P2 The points calculation is:
  (Quantity x Flat/Bonus points)
  (2x100) = 200.
  Product P3 The points calculation is:
  [(Unit price of product x Quantity x Product Ratio x Purchase Ratio) + (Quantity x Flat/Bonus points)]
  [(0) + (2x50)] = 100.
  Total points awarded against the Order (200+100) =300.

Use Case 3:

If the Purchase Points Type is selected as Only Ratio in the Purchase action.

• The points calculation is applied to each product as per the given formula
  Product P1 The points calculation is:
  (Unit price of product x Quantity x Product Ratio x Purchase Ratio)
  (10x2x2x1) = 40.
  Product P2: No Points are rewarded.
  Product P3 The points calculation is:
  [(Unit price of product x Quantity x Product Ratio x Purchase Ratio) +(Quantity x Flat/Bonus points)] [(10x2x2x1) +(0)] = 40.
  Total points awarded against the Order (40+40) =80.

Note:

1. If the Tier Ratio and Campaign Ratio also need to be calculated, the formula is:

{Unit price of product x Quantity x Product Ratio x Tier Ratio x max(Purchase Ratio, Campaign Ratio)}.

2. Purchase Ratio/Campaign Ratio: The highest ratio among the purchase and campaign ratios is applied for calculation.

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: 

1. In the old admin site EDIT and add the configuration settings.
2. In the New ADR site click on Create Action and add configuration settings.

This use case can be achieved by using the custom points validation in the purchase action and the Limit max order type field added.

• Points from the drop-down menu and add max order value you want to allocate for this order.
• Percentage from the drop-down menu, add the max order value you want to allocate for this order.

Points Limitation

The detailed points limitation explained below.

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.

Select Rolling or Calendar from the drop-down.

• If the user selects Rolling, enter the number of Days for a Rolling Threshold for Points earned by performing the Action to expire.
• If the user selects Calendar, enter the number of Calendar (Weeks, Months, or Years) for Points earned by performing the Action to expire.
  1. Calendar > Week (Mon-Sun) >1: If user selected Week,
     For example, if a member earns points on a Wednesday, those points expire on the following Sunday of the same week.
  2. Calendar > Month > 2: If user selects Month,
     For example, if a member earns points in August, those points expire on September 30.
  3. Calendar > Year > 1 Year: if user selects 1 Year,
     For example, if a member earns points on May 2, 2023, those points expire on December 31, 2023.
• There is now the option to select an expiration date up to 10 years in the future.
  

Note: Points Expiration options are available in Action Rules, Action Series, Tiers, and Campaigns.

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 use hold points only for Purchase Actions.
• Hold points will be displayed in the Hold Points Report.
  

We have three options to put the purchase points on hold.

1. Order Placed Date: The points will be held X number of days from the date the order was placed. These points get released when the order is shipped or the released date that we configured in the site admin.
2. Order Item Ship Date: The points will be held X number of days from the date the order is shipped. These points will get released after the day(s) configured in the site admin.
3. All Items from Order Ship Date: Selecting this option you can set the Hold Points from when the last item of the order shipped.

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.