Unit transaction loyalty rules are used to adjust the conversion from amount of currency spent in a transaction to loyalty points. You can create various rules based on attributes in the system. This is best used to incentivise spending based on your criteria (for example: double points on Monday afternoon or triple points for gold members). Here, you can also adjust general transaction conversion rules for rounding or setting the general rule for your program.
To configure loyalty rules:
Navigate to Loyalty Rules
Navigate to ‘Loyalty’ -> ‘Earn Rules’ -> 'Unit Transactions'.
Create a New Rule
Select ‘+Add rule’.
You can either choose a preset (e.g., happy hour, rewarding big spenders, multiplying points for loyal guests, rounding up transactions) or create your own rule from scratch.
Create a Custom Rule
To create your own rule, select ‘Empty loyalty rule’ and press ‘Next’.
Set Criteria for the Rule
Click ‘Filter group’ to start creating your own rule.
Select the criteria on which you’d like to base the rule, such as a contact attribute like a tier. Filters can be created based on shop, date, contact, or day & time.
Continue and Configure Credits
Once you’ve selected your criteria, click on ‘Continue’.
The placeholder value is to add 0 credits to the loyalty transaction. To edit this, click on the purple plus sign.
You can then select a fixed number, an addition, a rounding, or multiplication, along with your value.
Activate and Exit
Once you’ve configured the rule, click ‘Activate rule and exit’. Your loyalty rule is now active!
To add another rule, simply click ‘New rule’ and repeat the process.
Or check out a video here!