Add Issuance Rule¶
This screen allows user to create a new Issuance Rule.
The screen can be accessed by clicking Add button in the Issuance Rules screen
The screen contains the following elements:
- Offer Description — Field to enter a description of the loyalty point offer
- Valid From Date/Time and Valid To Date/Time — Dropdowns to select how long the issuance rule is valid
- Currency — Dropdown to select the currency for the rule to be issued
- Points Type — Dropdown to select the type of the points being issued - Flat or Multiplier
- Flat Points/Multiply Points — Field to enter the number of points or point multiplier depending on the selected points type
- By Tier — Dropdown to select the loyalty tier level for point issuance
- By Channel — Channel dropdown to select a channel in which the loyalty points can be issued
- By Product — dropdown to associate a product with loyalty point issuance
- By Payment method — dropdown to select a payment method by which the loyalty points can be issued
- By Quantity — Quantity From and Quantity To fields to limit point issuance by minimum/maximum quantity
- By Amount — From Amount and To Amount fields to enter to limit point issuance by minimum/maximum amount
- Bonus Points — Bonus Points/offer and Bonus Points/Day fields with radio buttons to select the related field
- Expiration — Switch for toggling point expiration. If enabled, the rule never expires; if disabled, the user has to specify the period in Expiration (In Months) field
- Offer Redemption — Dropdown to select a maximum number of times the rule can be triggered.
- Minimum Amount with Maximum Duration — Checkbox if selected has to enter the values in the fields Min Amount Required, Max Duration(in months) for the offer to be applied
- Cancel — Takes the user back to the Issuance Rules screen without adding the new issuance rule.
- Save — Disabled by default. Saves the new issuance rule and takes the user back to the Issuance Rules screen.
A success message displays on the Issuance Rules screen if the rule is saved successfully.
Updated As Of Version 5.8.0.6