Home > Loyalty > Screen Shots/Explanations > Member Upgrade Rules
This function allows you to define rules to control how a member can be upgraded or downgraded to a new category. See Member Upgrading/Downgrading.
Figure: Example Member Upgrade Screen
The details required for each rule are:
Group |
Rules can be grouped together for better processing. For example, you may want to process upgrade rules every day and downgrade rules once a month. Simply give the same group number to rules that you want to process together. |
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Current Customer Type |
The current customer type, for example SILVER. |
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Calculation Type |
The way the system should perform its calculation to see if the rule will be used to upgrade or downgrade a customer.
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Upgrade Type |
This indicates what the purpose of the rule is. Does the rule exist to upgrade a customer, downgrade them, or simple retain their current level. It does not effect the actual calculations but is for information only. |
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Check When Period |
This controls when this rule is actually checked. It also checks how the expiry date of the customer's card is extended.
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Threshold Level |
When the system calculates the points based on Calculation Type, it compares the points to this number. If the points are greater than or equal this number, the rule is passed. |
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Check Last x Days |
If the Calculation Type is 'Points Earnt Over x Days', this is the number of days that the system will check |
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New Customer Type |
The new customer type, if the rule is passed, for example GOLD. |
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Additional Months |
If a customer passes this rule and their card is about to expire, this system will extend the card's expiry date. It will add on this number of additional months to the date. To extend the expiry date by one year, set this to 12. |
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Calc Date As End Of Month |
If this option is checked off, the expiry date is simply calculated as the current date (either the current date or the card's expiry date, depending on the Upgrade Type above) plus the number of additional months. So 4 June plus three months would be 4 September. If the option is checked on, the expiry date will be calculated as the current date, moved to the end of the month plus the number of additional months. So 4 June would become 30 June plus three months, 30 September. |
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Reference |
This simply allows you to record your own reference (perhaps from a third party system) against the rule. |
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