Getting Started with Lookups

Lookups are reference tables designed to allow marketers to write simple data-driven rules. Instead of coding every possible condition explicitly, Lookups allow the platform to "look up" a value (or values) in a table, and return the data associated with that value. For example, you could provide a SKU to a "Product Item" Lookup, and return the matching item's price and description. Lookups are used throughout the Loyalty platform such as in Order Rules, Queries, Earn Rules, and Calculated Attributes, for example.

In addition to being easier to setup and use, Lookups also provide consistent results across the platform. You could use the same Lookup in different contexts throughout Loyalty, and know that the platform will return the same results, given the same lookup values.

A Lookup always has one or more key columns. A key represents the information that is provided to the platform (i.e., the "input"), and is what the platform will "lookup." Within the Loyalty platform, a key column within a Lookup is referred to as a Parameter column.

In addition, a Lookup always has one or more Value columns. These columns represent the information that is returned (i.e., the "output') to whatever asset or feature performed the lookup.

For example, let's say your loyalty program offers higher discount rates and Metric bonuses to Members at higher Tiers. Each Tier also has two booking codes. Instead of coding how to compute the discount rate and Metric bonus based on the combination of Member Tier and booking code, you could store this information in a simple Lookup:

Member Tier Booking Code Discount Rate Metric Bonus
Silver E 0.10 0.05
Silver M 0.25 0.15
Gold E 0.20 0.20
Gold M 0.45 0.35
Default   0.05 0.05

In the above example, Member Tier and Booking Code are both Parameter columns, whereas Discount Rate and Metric Bonus are both Value columns. By providing the keys (such as "Silver" and "E"), the platform can lookup and return the discount rate and Metric bonus for that combination of Tier and booking code.

Access

The Lookups screen is used to view, create, and manage the Lookups in your loyalty program. To access the Lookups screen, select Rules from the top navigation bar, then select Lookups from the side navigation menu.

For more information on the search options available on the Lookups screen, see Search for a Lookup.

Exports

The platform does not support the export of Lookups.

Imports

The platform does not support the import of Lookups. That is, you can't create a new Lookup by means of an import. 

However, you can import data into an existing Lookup. The platform supports the following methods for importing data into a Lookup:

Create a Lookup Create a Parameter Column Create a Value Column