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Overview
Order Rules are designed to calculate the Metrics that a Member accrues upon making a purchase.
When a Member completes a purchase, the Order Rule receives the order details, calculates the Metrics that the order is worth, then creates a Purchase activity on the Member’s account. The platform then assigns the Metrics to the Member’s account.
Order Rules can also be executed after all items have been added to the order, but before the purchase transaction is completed. This feature allows you to quickly query the Loyalty Essentials platform via the Point of Sale (POS) API and return the estimated number of Metrics the customer will earn from the purchase. Providing this information upfront, before the sale is complete, allows you to inform the Member of their point accrual, or perhaps to even include the point accrual on the printed receipt. You can also identify if the Member will reach a new Tier as a result of the purchase.
Order Rules are very flexible, and can support a wide range of marketing strategies and business requirements. In general, an Order Rule comprises the following:
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Base Earn Rule: The standard formula for Members to earn Metrics from making purchases. This formula specifies the multiplier to be applied to the purchase amount. Optionally, you can exclude certain products from being eligible for the Base Earn Rule.
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Bonus Earn Rule(s): One or more optional formulas used to calculate additional Metrics that a Member can earn, but only if the order meets certain conditions The platform will evaluate all Bonus Earn Rules in a prescribed sequence, then determine the total number of Metrics to be added to the Base Earn total.
For Loyalty Essentials clients, your Marigold team will set up the Order Rule in your account during the implementation phase. You can view the configuration of your Order Rule at any time, but if you need to make changes to the Order Rule, please reach out to your Marigold team for assistance.
