Earning rules

Each rule says how many points a member earns and why. Menu: Transactions & Points › Earning rules.

Availability

Earning rules permission · All editions. Only from a client account.

How it works

When a member makes a purchase or performs an action, IncentIA adds up the points from all the programme's active rules that match. It does not pick just one.

It then multiplies the result by the multiplier of the member's tier, by that of their paid subscription and by that of any active campaigns. Points are rounded to a whole number.

List

Column	What it is
Name	Name of the rule.
Rule Type	PerAmount, PerTransaction, PerAction or Multiplier (the screen shows them in English).
Points per Unit	Points per unit of amount or per trigger.
Multiplier	Additional factor.
Fixed Points	Fixed points per trigger.
Active	Whether the rule is applied.

The Actions menu on each row offers Edit and Delete.

Create / edit

Click Create New.

Field	What it is	Notes
Name and Description	Identify the rule.
Rule Type	How the points are calculated.	See the table below.
Action Type	Action that triggers a PerAction rule.	Registration, Birthday, Review, CheckIn, SocialShare, Referral, ProfileComplete or Custom.
Points per Unit	Points per euro (or per trigger).
Multiplier	Factor.	Optional.
Min Transaction Amount	Amount below which nothing is earned.	PerAmount only.
Fixed Points	Fixed points per trigger.	PerTransaction and PerAction.
Custom Event Code	Code of the event.	Required with the Custom action.
Loyalty Programme	The rule's programme.
Sort Order	Order of application.
Active	Turns the rule on.

Rule Type	Points awarded
PerAmount	Amount × Points per Unit × Multiplier (1 if empty), rounded down.
PerTransaction	Fixed Points per purchase or, if empty, Points per Unit (minimum 1).
PerAction	Fixed Points (or Points per Unit) each time the member performs the chosen action.
Multiplier	Amount × Points per Unit × Multiplier; adds nothing without a Multiplier.

States and limits

• An inactive rule is not applied.
• A PerAction rule with the Custom action and no code gives points to nobody.
• With a Custom Event Code on other actions, the rule only applies to the event with that code; leaving it empty matches any.
• To return part of each purchase as balance, use the programme's cashback or a cashback campaign.

Test a rule

After creating it, make a test purchase with a demo member and check the movement in Transactions.

Permissions

Action	Permission (UI text)	Technical id
View the screen	Earning rules	Pages.Loyalty.EarningRules
Create	Creating Earning Rule	Pages.Loyalty.EarningRules.Create
Edit	Editing Earning Rule	Pages.Loyalty.EarningRules.Edit
Delete	Deleting Earning Rule	Pages.Loyalty.EarningRules.Delete

Related

• Loyalty
• Burning rules
• Tiers
• Set up a points programme
• Product recognition