This page provides information on setting up the Loyalty Program Autoship Promotion strategy. It involves awarding product credits for consecutive Autoship orders, which can only be used on non-Autoship purchases. This approach aims to encourage users to make additional purchases beyond their regular Autoship orders.
When building new Promotions, you will need to build each area in order. First create the Promotion Action, then create any applicable Promotion Conditions, and finally combine the Promotion Condition with the Promotion Action to build the Promotion.
To configure the Promotion Action, navigate to Administration > Bonus > Promotions > Promotion Actions
FOR EXAMPLE:
Flat Amount: If "5.00" is entered in the Amount field, $5.00 in Credits will be awarded.
Percent of Order Total: If "5.00" is entered in the Amount field and the order total (including taxes, shipping, etc.) is 40.00, $2.00 Credits will be awarded.
Percent of Volume: If “5.00” is entered in the Amount field and “Volume1” is chosen from the Volume dropdown, with the order totaling 50.00 for Volume1, then $2.50 credits will be awarded.
Options for Awarding to Reps':
Options for Awarding to Customers':
This is the amount or percentage used to award credits based on the Amount to Award field configuration.
To configure Promotion Conditions navigate to Administration > Bonus > Promotions > Promotion Conditions
Click the "New" button
Add a Description for the Promotion Condition. (ex. Three Consecutive Autoship Orders)
From the "Condition Type" field select "AutoShip: Consecutive Order by Profile"
The "Start Date" and "End Date" Optional. It is advisable to keep the default dates; you can manage these dates from the Promotion configuration page.
Enter the number of consecutive Autoship Orders required to be placed before awarding the Promotion on the "Consecutive #" field (Ex. For instance, the 3rd successful AutoShip order for this given profile)
On the "Consecutive Calculation" field select "Every Order After Consecutive Limit"
Select the desired period type on "Autoship Period Type" field. (ex. Monthly, Daily, etc.)
Proceed to Save the Promotion Condition and continue to configure Promotion Below.
To configure the Promotion, navigate to Administration > Bonus > Promotions > Promotion
Available Target Types:
Distributor: The Promotion will only evaluate on Distributor orders and only a Distributor can earn the Promotion .
Customer: The Promotion will only evaluate for a Customer.
Both: The Promotion will evaluate for either Distributor or Customer and apply the Action to the owner of the order.
Please review our tech guide section for more details about the applicable type of Promotion Action and Conditions for this loyalty program.
Promotion Action: [Award Credits](/home/TechGuides/Promotion sEngine/Promotion Actions/AwardCredits)
Promotion Condition: [AutoShip Consecutive Order Profile](/home/TechGuides/Promotion sEngine/Promotion Conditions/AutoShipConsecutiveOrderProfile)