A Credit Qualifying Points to Members job calculates and credits qualifying points to members. This process credits points awarded to the member since it was last run.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management enabled |
A Credit Qualifying Points to Members template calculates and updates the members’ points balance aggregating the points for all qualifying currencies credited to the member since the job was last run. The points are grouped by each member and currency, and they’re based on whether the activity date belongs to the current or previous reset cycle. If the transaction belongs to the previous reset cycle, the balance is added to the previous period.
The key nodes used in the Credit Qualifying Points to Members Data Processing Engine template include the following.
| Node Value | Description | Node Type |
|---|---|---|
|
Loyalty Ledger Loyalty Member Currency Loyalty Program Currency Loyalty Program |
Data sources used in the job for calculating qualifying points. | Data Source |
| Add Loyalty Program Currency Type to Ledger | Adds the loyalty program currency type to ledgers. | Join |
| Add Loyalty Program Name to Ledger | Adds the loyalty program name to ledgers. | Join |
| Filter Qualifying Points Accrued | Filters ledgers that have qualifying points for the loyalty program. | Filter |
| Qualifying Points Accrued by Member | Gets the current point balance from the Loyalty Member Currency record. | Join |
| Compare Dates | To identify the rows to process, Compare Dates calculates to see if ledgers were created after the last points accrual. To determine if the points were added to the current or previous period’s Qualifying Point balance, Compare Dates calculates to see if the activity date is after the last points reset date. And to ensure that rows aren't processed if the Qualifying Point Reset process for the previous period hasn't been run, it calculates to determine if the next points reset date is after the ledger creation date. | Formula |
| Ledger Records For Aggregation | Filters ledgers that were created after the last time when qualifying points were credited to members. | Filter |
| Total Accrued Qualifying Points | Calculates the total qualifying points to be credited for a member. The points are grouped by each member and currency, and by whether the activity date belongs to the current or previous reset cycle. | Group and Aggregate |
| Points Accrued Until Current Date | Calculates the total points accrued by a member as of the current date. | Formula |
| Total Qualifying Points Accrued Until Current Date | Calculates the total qualifying points accrued by a member up to the current date. The points are grouped by each member and currency. | Group and Aggregate |
| Update Member Balance And Last Accrual Process Date | Updates the Total Accrued Points field in the Loyalty Member Currency object and updates the Last Accrual Processed Date field. | Writeback Object |
Input Variables
You can define the input parameters for the calculation job so that the input values are passed at the time of job execution. These input values are considered while defining the filter criteria and expressions in different nodes. The input variable defined for Credit Qualifying Points is Loyalty Program Name. The value is passed while executing the Data Processing Engine job.