Create an Activity Type

Loyalty supports a wide range of pre-configured default system Activity Types that are designed to support many common loyalty programs. You can also create custom Activity Types to meet your specific business requirements.

To create an Activity Type:

  1. Select Program from the top navigation bar, then select Activity Types from the side navigation menu. The Activity Types screen is displayed.

  2. In the Enter Display Name field, enter the name of the new Activity Type.

  3. Click Create. The Edit Activity Type pop-up window is displayed.

  1. The Display Name field is populated with the value you entered above; optionally edit this value.

  2. The Internal Name is automatically populated based on the Display Name value. This field is not editable by default. To edit the Internal Name, check Edit Internal Name. A confirmation dialog box is displayed; click Ok. Edit the Internal Name value.

  3. Optionally, in the Description field, enter a description of this item.

  4. The Aggregate Type controls how the platform should process Metrics when a Member performs this Activity. From this menu, select either Earned, Redeemed, or Expired.

  5. The Code value is required by the back-end server that processes Activities. The platform generates a Code value based on the Display Name, but you can optionally edit this code by providing a unique two-character alphanumeric value. Once you save the Activity Type, the Code value can no longer be edited.

  6. Optionally, check API Visible to allow other systems to retrieve Activity records of this type via API.

  7. Optionally, check Allow API Access to allow other systems to create or edit Activity records of this type via API.

Note: The Citizen Data Scientist feature has been deprecated; leave the Use in Citizen Data Scientist checkbox unchecked.

  1. The SL Label Template allows you to customize the value that gets populated in the sl_label Attribute. By default, this Attribute is populated with the name of the Activity Type, but you can optionally customize this value with static text, or reference other Attributes using the syntax: %{<attribute_name>}. For example, to populate the sl_label Attribute in your Purchase Activity with the transaction ID, enter the following: 

    • Your Transaction ID: %{sl_transaction_id}

  1. Click Save.

For more information on defining the Attributes for your new Activity Type, see Define Activity Type Attributes.