Define Rules for a Cumulative Promotion

Explore the Promotion Details

The Spend $500, Get a Voucher is a cumulative promotion, which means members receive rewards based on long-term behavior. Rewards are based on multiple transactions. It’s a monthly promotion created to boost member engagement with the loyalty program. The program tracks member engagement and rewards them if they meet the target. 

Before creating the promotion, Mary creates an engagement attribute where she configures the duration and length of each period in the duration. Here’s how she does it. 

Create an Engagement Attribute

1. In the Cloud Kicks Inner Circle program record, click the Setup tab.
2. In the Loyalty Program Engagement Attributes related list, click New.
3. Add the following details.
   • Name: Monthly Spend
   • Start Date: 1st of the current month
   • Value Reset Frequency: Monthly
   • Reset Value On: 1
   • Target Value: 500
   • Maximum Reset Count Per Period: 1
   • Select Overwrite Attribute Current Value.
4. Click Save.
5. On the Monthly Spend engagement attribute page, in the Status field, click .
6. Select Status as Active.
   This is an important step because the process checks for this rule only if the attribute is active.
7. Click Save.

Here’s a breakdown of what the fields in the Monthly Spend engagement attribute mean. 

• Value Reset Frequency: Mary sets this field to Monthly. This means that the member’s target value is reset to zero at the start of each month.
• Maximum Reset Count Per Period: Mary wants to restrict the number of vouchers issued to one per month. So she sets the Reset Count field to 1. This also resets the member’s voucher count to zero at the start of each month.
• Overwrite Attribute Current Value: Mary wants to track a member's progress for the complete lifespan of the attribute. She overwrites the attribute’s current value, which creates one Loyalty Program Member Attribute Value record across periods.

Associate the Engagement Attribute with the Promotion

As the Monthly Spend engagement attribute is created for the Spend $500, Get a Voucher promotion, Mary must associate the attribute with the promotion. Let’s see how she does this.

1. In the Cloud Kicks Inner Circle program record, click the Experiences tab.
2. In the Promotions related list, find and select the Spend $500, Get a Voucher promotion.
3. Click the Related tab.
4. In the Loyalty Program Engagement Attribute Promotions related list, click New.
5. Select the Monthly Spend engagement attribute.
6. Click Save.

Mary now has to track whether the member achieved the target, and reward them if they did. She does this using a rule that's associated with the promotion.

Create a Rule for the Promotion

Similar to the Evaluate Super Kicks Promotion rule, Mary creates a new rule in the Credit Points for Purchases program process and associates it with the cumulative promotion.

1. In the Cloud Kicks Inner Circle program record, click the Processes tab.
2. Click the Credit Points for Purchases program process.
3. In the Loyalty Process Rules related list, click New.
4. Add the following details.
   • Name: Rewards for Monthly Spends
   • Promotion: Spend $500, Get a Voucher 
   • Start Date: Auto-populated based on the promotion date
   • Previous Process Rule: Evaluate Super Kicks Promotion
5. Click Save.

Next, Mary adds an action to the Evaluate Super Kicks Promotion rule. 

Add an Action to Update the Current Value for the Attribute

Mary creates an action that updates a member's progress toward achieving the engagement attribute target by using values from transaction journals. Let’s understand how Mary does this.

1. In the Rewards for Monthly Spends rule, click .
2. Hover over Add Action and select Update Current Value for Member Attribute and add the following details.
   • Action Name: Update Attribute Value
   • Engagement Attribute: Fixed Value; Monthly Spend
   • Update Type: Increase Current Value
   • Value: TransactionJournal.TransactionAmount
   • For Target Value Achieved, click New Parameter and add the following details:
     • Name: TargetAchieved
     • Type: Variable
     • Data Type: Boolean
     • Click Save.
   • For Current Value, click New Parameter and add the following details:
     • Name: CurrentValue
     • Type: Variable
     • Data Type: Number
     • Decimal Places: 2
     • Click Save.
3. Click Done.
4. Click Save.

When a transaction journal is created, this action increases the value of the engagement attribute with the transaction amount. 

Add a Condition to Check if the Target is Achieved

Next, Mary adds a condition that checks if the engagement attribute value or target value is achieved for a transaction. When the target value is achieved, the condition returns ‘True' in the Target Value Achieved output. Let’s see how Mary does this.

1. Click , and select Add Condition.
2. Add the following details.
   • Condition Name: Is Target Met?
   • Filter Criteria: All Conditions Are Met (AND)
   • Resources: TargetAchieved
   • Operator: Equals
   • Type: Fixed Value
   • Value: True
3. Click Done.
4. Click Save.

Add an Issue Voucher Action to the Condition

When members achieve the target value, they receive a $10 Voucher for Monthly Spends voucher. Mary adds an Issue Voucher action to execute this rule. 

1. Click  beside the Is Target Met? condition.
2. Hover over Add Action and select Issue Voucher.
3. Add the following values.
   • Action Name: Issue Voucher
   • Voucher Definition Name: Fixed Value; $10 Voucher for Monthly Spends
   • Click Done.
4. Click Save.

Similar to the rule for the standard promotion, Mary activates the Spend $500, Get a Voucher promotion to activate the Evaluate Super Kicks Promotion rule.

1. In the Cloud Kicks Inner Circle loyalty program record, click the Experiences tab.
2. In the Promotions related list, click Spend $500, Get a Voucher.
3. Click Edit.
4. Select Active.
5. Click Save.

Activate the Process

Mary has created all the rules related to purchases and promotions. She now activates the Credit Points for Purchases loyalty program process.

1. In the Cloud Kicks Inner Circle loyalty program record, click the Processes tab.
2. Select Credit Points for Purchases.
3. Click Activate. In case you don’t see the Activate button, refresh the page.

In this step, Mary created an engagement attribute and associated the attribute to the cumulative promotion. Finally, she created a rule to issue vouchers to members who reach the target value. 

In the next step, you learn how Mary creates transaction journals to see the accrual process in action.

Resources

• Salesforce Help: Member Engagement Attributes