Build offer outcome

Offer-based outcomes provide an excellent means of motivating customers to complete behaviors defined for a particular tier. There are two ways of awarding customers an offer: issuing them upon the completion of a behavior and having them auto-purchased on a customer's behalf when their point balance reaches a specified threshold.

These offers are issued to a customer when they complete a specified behavior. Doing so makes the offer available for purchase by the customer.

Before you begin

Typically, the flow for building an outcome is to first build the rule that generates it. When a customer meets the logic expressed by the rule, they are rewarded with the associated outcome. For more information, learn about rules or how to configure them.

Steps

  1. In the rule builder for a behavior, click Edit in the Outcomes section.

  2. On the Outcomes modal, which defaults to the Offers tab, click theClick to enable issue offer outcome button.

  3. Locate the offers you want to award to a customer when they complete the associated behavior. You can review the table, paging through it using the associated controls. Or you can use the search bar.
  4. In the Quantity field, either accept the default, which is set to 1, or specify a new value for the number of offers that can be issued.
  5. Select the Enabled? checkbox for every offer you want to award for the outcome. The offer tags display below the offer list table.

  6. Specify a value in the Rank field to stipulate the order by which the system will apply the outcome.

  7. If you want, you can:
    1. Remove the offer from the list by clicking the X that displays in its tag.
    2. Disable the outcome and remove any specified offers by clicking the Disable Issue Offer Outcome button.

  8. Click Done. The Outcomes modal closes, and the quantity of the selected offers displays in the behavior's Outcomes box in red, as unsaved changes.

  9. Click Save. The unsaved changes are now represented in the Offers tally within the Outcomes box.

After you finish

You can:

These offers are automatically purchased on behalf of a customer when their point balance reaches a certain threshold.

Before you begin

Typically, the flow for building an outcome is to first build the rule that generates it. When a customer meets the logic expressed by the rule, they are rewarded with the associated outcome. For more information, learn about rules or how to configure them.

Steps

  1. In the rule builder for a behavior, click Edit in the Outcomes section.
  2. On the Outcomes modal, which defaults to the Offers tab, click Auto-Purchase Offer.
  3. Click theClick to enable Auto-Purchase Outcome button.
  4. The offers list displays all of the offers defined in your system.
  5. If the page doesn't contain any offers, add some:
    1. Click Modify Offers.

    2. From the list of offers displayed, locate the ones you want to be auto-purchased for a customer when they complete the associated behavior. You can review the table, paging through it using the associated controls. Or, you can use the search bar.

    3. In the Quantity field, either accept the default, which is set to 1, or specify a new value for the number of offers that can be issued.
    4. Select the Enabled? checkbox for every offer you want to award for the outcome. The offer tags display toward the top of the page, listed in the "Autopurchase offers" section.

    5. Enter a value in the Rank field that specifies a sequence position for when the system will apply the outcome.

    6. If you want, you can remove the offer from the list by clicking the X that displays in its tag or by de-selecting its Enabled? checkbox.

  6. If the page doesn't contain any point accounts, add some:

    1. Click Modify Point Accounts. From the list of point accounts displayed, locate the ones you want to use for the auto-purchased offer. You can review the table, paging through it using the associated controls. Or, you can use the search bar.

    2. Select the Enabled? checkbox for every point account you want. The point account tags display toward the top of the page, listed in the "points from" section. If you want, you can remove the point account from the list by clicking the X that displays in its tag.

    3. Once you have selected the point accounts you want, click Save Point Accounts.
  7. Now, with offers and point accounts selected, you can specify how many points will be deducted from the customer's point accounts when the offers are auto-purchased. Note that the lowest value that can be set is 1 point.

  8. Set the point balance threshold, stipulating a point balance that a customer must achieve before the offer is auto-purchased.

  9. The recurrence field is, by default, set to "INFINITE," meaning that anytime the customer’s balance reaches the designated threshold, the offer is auto-purchased. To change this setting, click Change Iterations to Finite and set a maximum number of times the outcome can be executed.

  10. Specify a value in the Rank field to stipulate the order by which the system will apply the outcome.

  11. Click Done. The Outcomes modal closes, and the quantity of the selected offers displays in the behavior's Outcomes box in red, as unsaved changes.
  12. Click Save. The unsaved changes are now represented in the Offers tally within the Outcomes box.

After you finish

You can: