This page contains instructions for configuring Loyalty Program standard promotion strategy by Awarding Credits on Shopping Cart Orders for preferred customers types; These earned credits can be used on future purchases.
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 associate the areas and build the Promotion.
To configure the Promotion Action, navigate to Administration > Bonus > Promotions > Promotion Actions
- Click the "New" button
- Add a Description for the Promotion Action. (ex. Award 5% Credits of Order Total)
- On the Action Type field select "Award Credits"
- The "Start Date" and "End Date" fields are optional, and these dates can be controlled from the Promotion configuration leaving the default date is recommended.
- Is the "Promotion Discount Taxable?" can leave as "NO" since no item is added to order on this example.
- On the Credit Account field Select the "Credit Account" that will be used to store awarded credits for this Promotion.
7 Enter the "Amount to Award" as"Percent of Order Total" for this Promotion action.
Available options with examples:
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.
- For "Award To (Rep)" select "None" since no Rep will get credits for this example Customer Promotion.
Available Options for Award To (Rep):
- Rep(self): Credits would be awarded to the Rep taking the order.
- Rep's Sponsor: Credits would award to the Sponsor of the Rep taking the order
- None: No credits would be awarded to the Rep.
- Customer Order:, Any selection made here will not be considered
- The "Volume" field will be ignored for this Promotion using "Percent of Order Total"
- Enter the "Credit Percentage" on the "Credit Amount" field to be awarded. (Ex. 5.00)
This is the amount or percentage used to award credits based on the Amount to Award field configured.
- For "Award To (Customer)" select "Customer(self)" to award credits to the Customer placing the order from the shopping cart.
- Available Options for Awarding to Customers':
- Customer(self): Awards credits to the Customer taking the order.
- Referring Customer: Would award credits to the Customers' Referrer Customer.
- Owning Rep: Would award credits to the Customers' Owning Rep.
- Owning Reps' Sponsor: Would award credits to the Customers' Owning Reps' Sponsor.
- None: No credits would be awarded to the Customer.
- For Rep Order: Any selection made here will not be considered
- To activate the credits awarded the same day set "Credit Active Date Period" to "Zero"
- Specify the "Credit Active Date Period Type" to "Day"
- Available Options for Credit Active Date Period Type field and Expected behavior:
- Day
- Week
- Month
- Year
- Save the Promotion Action, then proceed to configure the Promotion Conditions below
To configure Promotion Conditions navigate to Administration > Bonus > Promotions > Promotion Conditions
- Click the "New" button
- Add a Description for the Promotion Condition. (ex. Preferred Customer Type)
- For the "Condition Type" select "Customer Type"
- The "Start Date" and "End Date" fields are optional and these dates can be controlled from the promotion configuration leaving the default date is recommended.
- On the "Customer Type" field select "Preferred Customer" or desired customer type to award the credits for future purchases.
- Proceed to Save the Promotion Condition and continue to configure Promotion Below.
To configure the Promotion, navigate to Administration > Bonus > Promotions > Promotion
- From the "Promotion Type" select "Standard Promo"
- Click on Create "New"
- Add a Description for the promotion. (ex. Award 5% Credit on Preferred Customer's Orders)
- Select "Active" when ready to activate Promotion. Otherwise, leave the box unchecked.
- Select the Promotion Action created on prior steps on "Promotion Action" (ex. Award 5% Credits of Order Total)
- Set the "Start Date" and "End Date" to specify the duration of this Promotion
- On the "Suggest" field Select "Suggest - Default Checked"
Available Suggest options:
Do Not Suggest: Does not trigger a user prompt to select a Promotion upon Promotion evaluation; used to force a Promotion selection when applicable.
Suggest - Default Checked: Triggers a user prompt to select a Promotion upon Promotion evaluation, Promotion is selected by default.
Suggest - Default Unchecked: Triggers a user prompt to select a Promotion upon Promotion evaluation, Promotion is not selected by default.
- Leave the "Cumulative" box unchecked
- Check the "Online" box to make Promotion available on Shopping Cart
- Check the "Back Office" box to make Promotion available on the BackOffice
- Check the "APIs" box to make Promotion available for Custom Process via API (when applicable)
- Check the "Party Orders" box to make Promotion available on the Party Module area.(when applicable)
- Check the "Enrollment" box to make Promotion available on the Enrollment area (when applicable)
- Select the "Target Type" option to the desired targetted audience of "Customer"
Available Target Type field options and Expected behavior:
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 Action to the owner of the order.
- On "Price Types" select any applicable Price Types for the intended audience.
- Retail for Customers
- Wholesale for Distributors
- Preferred Customer for Preferred Customers
- These may vary based on specific configurations.
- On "Countries" select either "All" Countries or specify the desired Country or Countries the Promotion is applicable to.
- Proceed to "Save" the Promotion to then assign the Promotion Conditions'.
- After Saving the new Promotion, the Promotion Condition selection will be available on top right corner.
- On Conditions area click on "Add" to add the Condition created on prior steps.
- Then select New Condition from Drop Down List displayed and click Add. (Ex.Preferred Customer Type)
- Then Save the Promotion to complete the configuration
Please review our tech guide section for more details to configure any applicable type of promotion action and conditions.
Promotion Action: Award Credits
Promotion Condition: Customer Type