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Create a Rule

Define a business scenario to process transaction journals in a rule. You can associate a rule with a promotion to ensure that transaction journals are only processed by the rule during the promotion period. A rule contains conditions and actions that help you design your business scenario.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management
User Permissions Needed
To create a loyalty program process rule:

Loyalty Management permission set

Edit access on Loyalty Program and other required objects

AND

View Setup and Configuration

A loyalty program process can have a maximum of 50 active rules.

  1. On a Loyalty Program, click the Loyalty Process tab.
  2. Click the program process for which you want to create the rule.
  3. On the Loyalty Program Process Rules tab, click New.
  4. Enter the values for these fields.
    Field Description
    Process Rule Name Enter the name for the rule. Associate a promotion with the rule.
    Promotion

    Select an inactive promotion for which you want this rule to run.

    If you select a promotion, its start date, end date, and status are automatically populated in the corresponding fields of the rule.
    Status Select the status of the rule. Only active rules can process incoming transaction journals.
    Start Date Select the date from which you want the rule to start to process transaction journals.
    End Date Select the date on which you want the rule to stop to process transaction journals.
    Previous Process Rule

    Select the rule that processes transactions before the current rule. The current rule is triggered after the previous rule completes processing transaction journals.

    This field helps you specify the sequence in which rules process transaction journals.
  5. Save your changes.
Example
Example

A program process contains two rules. One rule credits points worth 10% of the members' transaction amount. The other rule is associated with an end of year promotion and issues a voucher to the members if they transact during the promotion period.

Next, define the business scenario for your rule.

Warning
Warning After you delete a rule, you can't undo the change. Ensure that you only delete rules that you no longer require to process transactions.
  • Loyalty Program Process Rule Conditions
    A condition determines whether a transaction journal is eligible for an action. You can also create a condition group and define a set of conditions together. A condition can have a child action or a child condition.
  • Loyalty Program Process Rule Actions
    Trigger a range of actions for transaction journals that are processed by a rule. Depending on the business scenario of the rule, you can either trigger actions independent of any conditions or add actions as child steps of conditions.
  • Add Conditions and Actions to a Rule
    Add conditions and actions in a rule to decide how you want a transaction journal to be processed by the rule. Use conditions to decide the transaction journals that you want the rule to process. Use actions to get information about the member, update member records, and run flows and standard type decision tables that are created by admins.
  • Configure Loyalty Program Process Aliases
    Use aliases to quickly and easily specify object fields as resources. You can also use aliases for loyalty objects and fields instead of providing object-field relationships. To make loyalty aliases available as formula resources, define the formula in a rule condition.
  • Loyalty Program Process Aliases
    Field aliases correspond to the object fields that are used as variables in loyalty program process rules.