Tier Scheme Details: Advanced Rules

Overview

The Advanced Rules tab of the Tier Scheme Details screen allows you to define more complex expressions than is possible through the Base Rules tab. Advanced Tier Rules are typically used for temporary or one-off promotions beyond the basic Tier Table. Advanced Tier Rules support the use of expiration dates, as well as conditional logic that limits to which Members the Advanced Tier Rule applies.

Features

The Advanced Rules tab provides the following features related to managing your Advanced Tier Rules. 

Create an Advanced Tier Rule

To create a new Advanced Tier Rule:

  1. In the "Enter Display Name" field, enter the Display Name value for the new Advanced Tier Rule.

  2. Click add rule. The "Edit Tier Rule" pop-up window is displayed. 

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

  4. The Internal Name is automatically populated based on the Display Name value. This field is disabled by default. To edit the Internal Name, check Edit Internal Name.  A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

  5. In the Description field, optionally enter a description of the Advanced Tier Rule.

  6. From the "Status" drop-down menu, select the Advanced Tier Rule status: Draft, Published, or Archived. 

  7. Select an Effectivity Period option. The Effectivity Period determines the overall lifespan of this Advanced Tier Rule, and should not be confused with the "expiration date" that's defined as part of the Advanced Tier Rule's result.

  • Always: This Advanced Tier Rule doesn't expire.

  • Scheduled: Enter a start date / time and an end date / time, and select a time zone. Optionally, check Recurring to use a recurring schedule. Select the desired schedule from the "Recurring Schedule" drop-down menu, or define a new recurring schedule (see below for details on that process).

  1. Click save.

To define a new recurring schedule for this item's effectivity:

  1. From the Recurring Schedule drop down menu, select Enter Schedule. The Repeat pop up window is displayed.

  2. Select a recurrence frequency of Weeklyor Monthlyfrom the Frequency drop down menu.

  3. In the text field, enter the interval.

  4. For a Weekly frequency, select one or more days of the week. For example, Tuesdays and Thursdays.

  5. For a Monthly frequency, choose one of the following options:

  • Day of month: Select one or more days of the month. Ex: the 15th and the 30th.

  • Day of week: Select one or more days of the week, for each of the four weeks within a month. Ex: the second Wednesday of the month.

  1. Click ok. The system adds the new schedule to the Recurring Schedule drop down menu.

Define the Advanced Tier Rule Condition

The Condition for an Advanced Tier Rule is represented as a logical expression. The Advanced Tier Rule is invoked only if this Condition is satisfied. The use of Conditions is optional. If the Condition is not defined, the Advanced Tier Rule will always apply.

To define the Condition for an Advanced Tier Rule:

  1. Find the desired Advanced Tier Rule on the Advanced Rules tab.

  2. Click the Edit icon within the Condition column. The "Conditions" pop-up window is displayed. 

  3. Click the Add button (plus-sign icon) and select Add Rule from the drop-down menu.

  4. From the first drop-down menu, select the desired field.

  5. Select an operator.  

  6. Enter or select a value.

  7. Repeat the above steps as needed to define more Rules.

  8. Once you define more than one Rule, select the logical operator. From the "Include customers that meet" drop-down menu above the list of Rules, select either:

  • All of the following: A Member must meet all of the Rules to be selected (i.e., an AND operator)

  • Some of the following: A Member must meet at least one of the Rules to be selected (i.e., an OR operator)

  1. Optionally, to clear all Rules from this Condition, click remove condition.

  2. Optionally, to see the underlying Groovy code for this condition, click show expression.

  3. If you need to define additional Conditions for this Advanced Tier Rule, click add condition. Repeat the above steps to define the Rule, or Rules, for the Condition.

  4. Click save.

Note: Instead of defining a Rule through the user interface, you can provide code to perform more complex query logic. Enter your custom code in the Advanced Expression field.

Create a rule group

When defining the Rules for the Condition, you can optionally organize the Rules into a Group to create more sophisticated logical statements. Rule Groups are indented to make them easier to visually identify. 

  1. Within the Conditions pop-up window, click the Add button (plus-sign icon) and select Add Rule Group from the drop-down menu.  

  2. Follow the steps described above to define the Rule, or Rules, within the Group, as well as the Group's logical operator.

  3. Optionally, to delete a Group (and all Rules within it), click the Delete icon within the Group.  

  4. Click save.

 Define the Advanced Tier Rule Result

The result of an Advanced Tier Rule defines what happens when the Condition is satisfied (i.e., what Tier the Member is awarded), and optionally also an expiration date.

To define the result:

  1. Find the desired Advanced Tier Rule on the Advanced Rules tab.

  2. Click the Edit icon within the Results column to display the "Edit Tier Rule" pop-up window.

  3. Next to Tier, select either:

  • Simple: From the drop-down menu, select the Tier awarded to a Member when the Condition for this Advanced Tier Rule is satisfied.

  • Advanced: For more sophisticated logic, enter a Groovy expression in the text field.

  1. Next to Expiration, select an option. Please note that the expiration setting controls how long the new Tier assignment applies to the Member. The expiration should not be confused with the Effectivity Period, which controls the overall lifespan of the Advanced Tier Rule.

  • Default: Use the program's default tier expiration setting (see Settings for details on how to define this value).

  • On Date: Enter the date (in MM/DD or MM/DD/YYYY format) when this Advanced Tier Rule expires.

  • From Tier Change: Enter a duration in days, weeks, or months, for how long the new Tier assignment applies, starting with the date the Member changes their Tier.

  1. Click save.

Delete an Advanced Tier Rule

To delete an Advanced Tier Rule:

  1. Find the desired Advanced Tier Rule on the Advanced Rules tab.

  2. Click the Delete icon within the Action column. A confirmation dialog box is displayed.

  3. Click confirm.