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How Do I Define Points To Give To Customers?

Points awarded to customers as part of a loyalty scheme are defined using the Point Rules task. The rules are easy enough to add. They are displayed in a grid and you simply click the  button to add new rules. What may not be clear though is what rules to set up for different point calculations. The examples below show how to set up typical scenarios.

I want to give the customer one point per dollar spent

You can add a Basic rule for an Item (as below).

You could also do this by setting the Type to Basket. The Basket type is actually more accurate than the Item type due to rounding of points. For example, a customer buys one item for $3.49 and another for $4.49. If you use the Basket type, they have a total of $7.98 and would get 8 points. If you use the Item type, they would get 3 points for their $3.49 item and 4 points for their $4.49 item for a total of 7 points. The advantage in using an Item type is that you can apply extra rules which give additional points for certain types of items. You cannot do this if you use a Basket type.

I want to give the customer one point per dollar for items under $3.00 and two points per dollar for items over $3.00

This requires two Basic rules.

I want to give the customer one point for items under $3.00 and two points for items over $3.00

This is slightly different to the case above. In the above case if the customer bought a $7 item they would have got fourteen points. In this case the customer will only get two points, regardless of how much over $3 the item is. It still requires two Basic rules.

I want to give the customer twenty bonus points if they buy more than $100 worth of goods in one transaction.

This requires one Basic rule. The system uses Item and Item GP rules for each item of the transaction and then it will use any applicable Basket rules.

I want to give the customer one point per dollar they change for the gaming machines

This requires one Basic rule.

During September I want to give double points for all beer purchases

You need to set up basic rules to calculate the number of points for each item. You can then specify extra rules that the system can use to give this type of additional benefit.

It requires one extra rule in the Bonus Points - Items tab.