Campaign and cross-sell rules

Two screens to give extra points depending on what the member buys. Menus: Campaigns › Campaign Rules and Campaigns › Cross-sell rules.

Availability

Campaign rules: Campaign Rules permission · No edition restriction. Cross-sell rules: Cross-sell rules permission · Enterprise edition ("Cross-Sell Rules" feature).

Campaign rules

A campaign rule is linked to a campaign. When a receipt is processed, its lines are compared with the rule's product filters. The ones that match earn extra points.

List

Column	What it is
Name	Name of the rule.
Campaign	Campaign it belongs to.
Rule Type	Category of the rule (see below).
Priority	Evaluation order; the lower number is evaluated first.
Active	Whether the rule is in use.

Each row has the Actions menu with Edit and Delete.

Create / edit

Click Create New.

Field	What it is	Notes
Campaign	The rule's campaign.	Required.
Name	Internal name.	Required.
Description	Note for the team.	Optional.
Rule Type	EarningMultiplier, BonusPoints, RewardUnlock, TierBoost, GameAccess, CashbackOverride or Custom.	The screen shows them with that English name.
Conditions (When)	Block with Add Condition: field, operator and value.	See the note below.
Actions (Then)	Block with Add Action: type and value.	The only actions that are applied are Multiply Points and Add Bonus Points.
Item Conditions	Products, SKU Pattern, Brand and Category filters.	A line must meet all the ones you fill in.
Active	Turns the rule on or off.

What is actually applied

• Rules act on the lines of a receipt when Item Conditions has at least one filter. The other lines earn points as normal.
• If several rules match the same line, their multipliers are multiplied together. A rule that only matches another line does not affect this one.
• Multiply Points multiplies the line's points. Add Bonus Points adds a fixed number of points.
• SKU Pattern accepts a regular expression or a text; if the expression is not valid, the text is searched for within the SKU.
• If a rule has no actions, a EarningMultiplier Rule Type applies ×2 and a BonusPoints one adds 100 points. If the actions are malformed, the rule does nothing.

"When" conditions are not evaluated

Conditions by amount, category, tier, day, channel or store are saved with the rule, but today the points engine does not check them. To limit a rule, use Item Conditions.

Cross-sell rules

Rewards the member who buys a product after having bought another. For example: "if you already bought coffee, the dessert gives double points".

List

Columns Name, Condition, Target, Reward, Programme and Active, sortable by name, with the Edit and Delete actions.

Create / edit

Click Create New. The fields appear on screen exactly as shown.

Field	What it is	Notes
Name	Name of the rule.	Required.
Description	Internal note.	Optional.
Programme / Campaign	Programme and campaign it applies to.	Without a programme, it applies to all.
Condition Type	What must have been bought before: Specific Products, Product Category or Brand.	With their Products, Category or Brand selectors.
Min Purchases	Minimum previous purchases.	Minimum 1.
Target Type	Which purchase receives the reward: Specific Products, Product Category or Brand.
Reward Type	Points Multiplier (e.g. 2.0), Bonus Points or Cashback Bonus %.
Value	Amount of the reward.
Start Date / End Date	Validity period.	Optional.
Active	Turns the rule on or off.

If several rules match the same purchase, the one with the highest value is applied; they are not combined.

Permissions

Action	Permission (UI text)	Technical id
View campaign rules	Campaign Rules	Pages.Gamification.CampaignRules
Create / edit / delete	Creating / Editing / Deleting Campaign Rule	Pages.Gamification.CampaignRules.Create, .Edit, .Delete
View cross-sell rules	Cross-sell rules	Pages.Gamification.CrossSellRules
Create / edit / delete	Creating / Editing / Deleting Cross Sell Rule	Pages.Gamification.CrossSellRules.Create, .Edit, .Delete

Related

• Campaign detail
• Create a campaign
• Cashback