Build points outcome

You can add a fixed point outcome when you want to award a customer points.

About this task

If you want one behavior to award points to two separate accounts – for instance, into a spendable point account and into a tier progress point account – you would need to create two fixed point outcomes here.

Note that rank is important when you have outcomes that build on each other.

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 the Points tab.
3. Click +Add New Fixed Point Outcome to expand the associated fields.
4. Set the point value in the Award the user field.
5. In the points from field, select the point source from which the points are to be awarded for the outcome.
6. In the to field, set the point account that will receive the awarded points.
7. Specify a value in the Rank field to stipulate the order by which the system will apply the outcome.
8. If you want to create additional fixed point outcomes, repeat steps 3 - 7.
9. Click Done. The Outcomes modal closes, and the number of points outcomes you just created displays in the behavior's Outcomes box in red, as unsaved changes.
10. Click Save. The unsaved changes are now represented in the Points tally within the Outcomes box.
    

After you finish

You can:

• Configure another behavior along with its rules and outcomes.
• Publish the point economy that contains the outcomes you just configured.

You can add a point-per-$-spent outcome whereby points are added to a customer's account when they spend a specific amount of money.

About this task

If you want one behavior to award points to two separate accounts – for instance, into a spendable point account and into a tier progress point account – you would need to create two points-per-spend outcomes here.

Note that rank is important when you have outcomes that build on each other.

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 the Points tab.

3. Click +Add New Point Per $ Spend Outcome to expand the associated fields.
4. Set the dollar spend amount in the For every $ field.
5. In the award field, set the number of points awarded for the spend amount.
6. In the points from field, select the point source from which the points are to be awarded for the outcome.
7. In the to field, set the point account that will receive the awarded points.
8. In the Rounding field, either accept the default value of "None" or set a rounding policy.
9. In the Tax field, either accept the default value of "Exclude" or select "Include" to indicate whether or not tax is included when evaluating point earning for a purchase.
10. Specify a value in the Rank field to stipulate the order by which the system will apply the outcome.

11. If you want to create additional point-per-spent outcomes, repeat steps 3 - 10.

12. Click Done. The Outcomes modal closes, and the number of points outcomes you just created displays in the behavior's Outcomes box in red, as unsaved changes.
13. Click Save. The unsaved changes are now represented in the Points tally within the Outcomes box.
    

After you finish

You can:

• Configure another behavior along with its rules and outcomes.
• Publish the point economy that contains the outcomes you just configured.

You can add a point expiration outcome when you want to expire points (a percentage of the total) from a customer's point account.

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 the Points tab

3. Click the Points tab. The modal displays three options for creating points-based outcomes.
4. Click +Add New Point Expiration Outcome to expand the associated fields.
5. Set the percentage of points to expire in the Expire field.
6. In the of points from field, select the point source from which the points are to be deducted for the outcome.
7. Specify a value in the Rank field to stipulate the order by which the system will apply the outcome.

8. If you want to create additional point expiration outcomes, repeat steps 4 - 7.

9. Click Done. The Outcomes modal closes, and the number of points outcomes you just created displays in the behavior's Outcomes box in red, as unsaved changes.
10. Click Save. The unsaved changes are now represented in the Points tally within the Outcomes box.
    

After you finish

You can:

• Configure another behavior along with its rules and outcomes.
• Publish the tier level that contains the behaviors and outcomes you just created.
• Publish the point economy that contains the tier levels you just configured.