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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 an Order, the Order Rule receives the Order details, calculates the Metrics that the Order is worth, then creates a Purchase Activity on the Member’s Profile.
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 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): An optional formula used to calculate additional Metrics that a Member can earn, but only if the order meets certain conditions. An Order Rule can have multiple Bonus Earn Rules. The platform will evaluate these 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 Zeta Global 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 Zeta team for assistance.
Access
The Order Rules screen is used to view, create, and manage the Order Rules in your loyalty program. To access the Order Rules screen, select Rules from the top navigation menu, then select Order Rules from the side navigation menu.
For more details on how to search for an Order Rule, see
