Earn Rule Settings

Overview

The Earn Rule Settings screen allows you to view, manage, and create Earn Rule Groups.

Earn Rules specify how Members earn metrics (such as reward points) for different Activity types. Earn Rules are typically used by clients who have an "earn and burn" style program, in which Members makes purchases in order to earn points. Members can then spend those points on Rewards, or to make other purchases.  

The Loyalty platform allows you to organize Earn Rules into Rule Groups, and to then define the strategy for evaluating multiple applicable Rules within each Group (and across Groups). Loyalty supports the following strategies for Earn Rule Groups:

  • Sum all Applicable Rules: Results from all applicable Rules within the Group are summed to calculate the result for the Group.

  • Use Best Rule Result: The best result among all applicable Rule results from this Group is used as the Group result. For accrual Rules, highest value is the best.

  • First Applicable Rule: The result from the first applicable Rule within the Group is used, based on the Rules' sequence within the Group.

For each Earn Rule Group, a result for the metric is calculated as per the Group’s strategy. If you have more than one Earn Rule Group, the platform always selects the "best result" from among all the results from all Rule Groups; this "best result" is the final calculated value for the metric.

The following diagram shows a simple scenario with two Rule Groups. The "Base" Rule Group uses a  "Sum all applicable rules" strategy, and the "Promotion" Rule Group uses a "Choose best" strategy (we'll assume all the Rules are applicable based on the Conditions). The platform selects the highest value between the two Rule Groups, after each Group has been evaluated.

The result from the first Rule Group is 30 (that is, 10 + 20). The result from the second Rule Group is 15 (that is, the best of 5 and 15).

The final calculated result for the metric is 30 (that is, the  best of 30 and 15).

Rule Combinations

As described above, if you have multiple Earn Rule Groups, the platform automatically selects the "best result" from among all the results from all the Earn Rule Groups. If you need some other calculation besides "best results," you must use a Rule Combination. Rule Combinations allow results from multiple Earn Rule Groups to be summed or combined using other functions.

Let's continue the above example by using a "sum" Rule Combination, then compare the two results, as shown in the following diagram:

As described above, the result from the first comparison is 30 (that is, the best of 30 and 15). The result from the sum Rule Combination is 45 (that is, 30 + 15).

The final calculated result for the metric is 45 (that is, the best of 30 and 45).

Earn Metrics Expiration

The Earn Metrics Expiration section allows you configure expiration settings for metrics.

Access

To access the Earn Rules Settings screen, select Rules from the Main Navigation Menu, then select Settings > Earn Rule Settings from the Sub-Category menu.

Features

Earn Rule Groups

The Earn Rules Settings screen provides the following features related to Earn Rule Groups:

Create a New Earn Rule Group

To earn a new Earn Rule Group:

  1. In the "Enter Display Name" field, enter the Display Name value for the new Earn Rule Group.

  2. From the drop-down menu, select a Rule Group strategy:

  • Sum all applicable Rules: Results from all applicable Rules within the Group are summed to calculate the result for the Group.

  • Use best Rule result: The best result among all applicable Rule results from this Group is used as the Group result. For accrual Rules, highest value is the best.

  • First applicable Rule: The result from the first applicable Rule within the Group is used.

  1. Click create to display the "Rule Group" pop-up window.

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

  3. 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.

  4. In the "Description" field, enter a description of the Earn Rule Group.

  5. The "Strategy" drop-down menu is populated with the value you selected above; optionally select a different value.

  6. Click save.

Edit Earn Rule Group Properties

To edit the properties of an Earn Rule Group:

  1. Find the desired Earn Rule Group on the Earn Rules Settings screen.

  2. Within the Action column of the desired Earn Rule Group, click the edit icon. The "Rule Group" pop-up window is displayed.

  3. Make any necessary changes to the Earn Rule Group properties.

  4. Click save.  

Earn Rule Group Combinations

The Earn Rules Settings screen provides the following features related to Earn Rule Group Combinations:

Create a New Earn Rule Group Combination

To create a new Earn Rule Group Combination:

  1. Within the Earn Rule Group Combinations section, click add combination. The "New Rule Group Combination" pop-up window is displayed.

  2. In the "Display Name" field, enter the name of this new combination.

  3. 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.

  4. In the "Description" field, enter a description of the Earn Rule Group Combination.

  5. Next to "Type," select either:

  • Sum: Click into the "Select Rule Groups to sum" field, and select a Rule Group. Repeat this step as needed.

  • Expression: In the "Expression" field, enter a Calculation Function.  

  1. Click save.

Edit Earn Rule Group Combination Properties

To edit the properties of an Earn Rule Group Combination:

  1. Find the desired Earn Rule Group Combination on the Earn Rules Settings screen.

  2. Within the Action column of the desired Earn Rule Group Combination, click the edit icon. The "Rule Group Combination" pop-up window is displayed.

  3. Make any necessary changes to the Earn Rule Group Combination properties.

  4. Click save.  

Delete an Earn Rule Group Combination

To delete an Earn Rule Group Combination:

  1. Find the desired Earn Rule Group Combination on the Earn Rules Settings screen.

  2. Within the Action column of the desired Earn Rule Group Combination, click the edit icon. The "Rule Group Combination" pop-up window is displayed.

  3. Click delete. A confirmation dialog box is displayed.

  4. Click confirm.

Earn Metric Expiration

The Earn Rules Settings screen provides the following features related to earn metric expirations:

Configure Earn Metric Expiration Properties

To configure the earn metric expiration settings:

  1. Within the Earn Metric Expirations section, click the Edit icon within the Action column. The "Edit Metric Expiration Settings" pop-up window is displayed.

  2. From the "Metric Expiration Type" drop-down menu, select a method for computing the expiration period:

  • Program date: Period computed relative to a specified date. Example: 1 year from 12/31 of the year when metrics are earned.

  • Member’s join date: Period computed relative to a Member's join date. Example: 1 year from Member's join date.

  • Every activity: Period for metric earned for an activity is computed relative to the activity time. Example: 1 year from the date of the metric earning activity.

  • Last activity: Period computed relative to the last activity date. Example: After 1 year on inactivity.

  • Program date delayed cycle:

  1. Optionally, from the "Metric Expiration Interval Roundup" drop-down menu, select if you want to round up the expiration period to month end or year end.

  2. The "Metric Expiration Interval Period" and "Metric Expiration Interval Value" drop-down menu are used to defined the expiration period. From the first drop-down menu, select a unit of time (Day, Month, or Year). From the second drop-down menu, select an interval.

  3. Click save.