Creating Tier Level Behavior Rules

Each behavior group has a link in the upper right to add behaviors to that section.

Each behavior section has a link to add a new rule builder. You can stack up multiple rule builders and their associated outcomes.

Clicking the link will present you with an empty rule builder, where you can set up customer rules and outcomes.

There are five basic types of customer rules that can be created and are available across all the behavior sections. Each is described below.

Complete Transactions – This rule lets you specify the number of transactions that the customer must complete. You can then add any of the following constraints to refine the rule:

  • Check Size Constraint – This allows you to set a minimum value and a maximum value for how much the customer spends on the transaction. For example, check must be at least $10.
  • Time Constraint – This lets you set a rule about when the transaction must take place in order to qualify. For example, must take place within the last 30 days.
  • Payment Type Constraint – Allows you define which payment types qualify, or to exclude payment types. You can enter multiple types. For example, exclude gift cards as payment types, or only store credit card payments qualify.
  • Store Constraint – This allows you to include or exclude particular stores.

Complete Events – This rule lets you choose an event and specify the number of times it must be triggered by the customer. You can refine this rule with a time constraint:

  • Time Constraint – This lets you set a rule about when the event must take place in order to qualify. For example, must take place within the last 30 days.

Earn Points – This rule lets you specify the number of points earned by the customer. This will be across all point accounts, unless a Point Account Constraint is set. Available constraints for this rule include:

  • Time Constraint – This lets you set a rule about when the transaction must take place in order to qualify. For example, must take place within the last 30 days.
  • Point Account Constraint – This lets you restrict which point accounts can be considered for earned points. For example, you might only allow points earned into your main point account and not into any promotional point accounts.
  • Point Source Constraint – This lets you restrict which point sources can be considered for where points are issued from.

Spend Points – This rule lets you specify the number of points spent by the customer. This will be across all point accounts, unless a Point Account Constraint is set. Available constraints for this rule include:

  • Time Constraint – This lets you set a rule about when the transaction must take place in order to qualify. For example, must take place within the last 30 days.
  • Point Account Constraint – This lets you restrict which point accounts can be considered for earned points. For example, you might only allow points earned into your main point account and not into any promotional point accounts.

Spend Currency – This rule lets you specify the total amount spent in currency, rather than in points. You can set any of the following constraints on this rule:

  • Time Constraint – This lets you set a rule about when the transaction must take place in order to qualify. For example, must take place within the last 30 days.
  • Store Constraint – This allows you to include or exclude particular stores.
  • Catalog Constraint – This lets you choose specific catalog items — whether entire categories or individual items — to be included or excluded to qualify for the rule. For example, if you create a constraint to include all women’s coats, then a purchase of any other catalog item will not trigger the rule’s outcome.
Tip

Within the catalog picker you can select an entire category of product and then exclude specific items within the category to get as granular as you need.

These customer rules can be joined with AND/OR conditions and can be nested in rule groups that also are joined with AND/OR conditions. With this flexibility you can create incredibly complex rule sets.

Additionally, you can add multiple rule builders, which allows you to set different outcomes for different behaviors within the same behavior group.

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