Program Setting Category - Offer

The Offer Category includes the following Program Settings.

Place Integration ID Override

This Program Setting allows the client to use a custom Member Attribute as an alternative to the standard Place Integration ID and to link to this Place Integration ID to determine the time zone for a location, store, or property in a Member Profile. This setting is required to be configured if the program is using Offer Effectivity based on a Member's preferred location, and if the program has a custom Attribute for locations.

For clients who have enabled a custom Attribute, such as favorite store, favorite location, or preferred property, the standard Place Integration ID requires an override in order for this capability to apply the location time zone properly.

  1. On the Program Settings screen, search for and select the Place Integration ID Override setting.

  2. From the Value drop-down menu, select the desired custom Member Attribute.

  3. Click Save.

Certificate Generation Defaults

The platform maintains default values for the following fields when auto-generating Offer and Reward certificate codes: Code Prefix, Length of Code, and Excluded Characters. When you auto-generate Offer or Reward certificate codes, the platform will automatically populate these fields with the default values stored within this Program Setting. You can edit these default values on the Program Settings screen as described below. You can also edit these values when auto-generating certificate codes (see Auto-Generate Offer Certificate Codes or Auto-Generate Reward Certificate Codes for more information on this process).

To edit this Program Setting:

  1. On the Program Settings screen, search for and select the Certificate Generation Defaults setting.

  2. In the Length of Code field, enter the character length for the certificate code value.

  3. In the Code Prefix field, optionally enter a prefix to be inserted before the code value (if defined, the code prefix doesn't count towards the length entered above).

  4. From the Excluded Characters drop-down menu, optionally select a letter or number to be excluded from the code. Repeat this step as needed to exclude additional characters.

Note: The recommended best practice is to exclude the following characters: 0,O,o,1,I,i,l,6,A,E,I,U,G,g,Q,q,5,S,s,a,b,c,d,e,f,h,j,k,m,n,p,r,t,u,v,w,x,y,z

  1. Click Save.

AI / ML Offer Optimization

AI-Powered Offers is an optional feature that leverages a Machine Learning (ML) model that predicts the optimal discount level for each Member. The ML model will dynamically allocate Members to a discount level, which can then be configured within the Offer setup. For more information on this feature, see Getting Started with AI-Powered Offers.

To enable the AI-Powered Offers feature in your Loyalty account:

  1. On the Program Settings screen, search for and select the AI / ML Offer Optimization setting.

  2. From the Value drop-down menu, select True.

  3. Click Save.