How To Setup Item Rule

  1. 1. Click on Loyalty

    Click on Loyalty
  2. 2. Click on Point Transactions

    Click on Point Transactions
  3. 3. Click on Manage Point Rules

    Click on Manage Point Rules
  4. 4. Click on Add

    Click on Add
  5. 5. Click on Item Rule

    Click on Item Rule
  6. 6. Insert the Name of the Points Rule

    Insert the Name of the Points Rule
  7. 7. Insert the Description of the Points Rule

    Insert the Description of the Points Rule
  8. 8. Select the Applicable Event Tag of the Points Rule

    The tag must be pre-defined in the "Tag" section or configured by IT.

    Select the Applicable Event Tag of the Points Rule
  9. 9. Select the Begin and End time of this Points Rule.

    Select the Begin and End time of this Points Rule.
  10. 10. Select Active

    Select Active
  11. 11. Choose the Reward Point Type. In most cases, "General" will be the preferred option.

    Any additional point types must be configured by the IT team.

    Choose the Reward Point Type. In most cases, "General" will be the preferred option.
  12. 12. Enter the Points Ratio.

    If you enter "1," every $1 spent will earn 1 point.

    If you enter "10," every $1 spent will earn 10 point.

    If you enter "0", no points will be given. Note: kindly remember to set up the include and exclude criteria on this.

    Enter the Points Ratio.
  13. 13. Enter the Maximum Points to Earn per transaction. This sets a cap on the total points that can be earned for each transaction.

    Enter the Maximum Points to Earn per transaction. This sets a cap on the total points that can be earned for each transaction.
  14. 14. Type "5000"Type "5000"Enter the Maximum Points to Earn per customers. This sets a cap on the total points that can be earned and accumulated for each customers.

    Type "5000"Type "5000"Enter the Maximum Points to Earn per customers. This sets a cap on the total points that can be earned and accumulated for each customers.
  15. 15. Click on Submit

    Click on Submit