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How to add Loyalty points in Automation?

Updated

Introduction

This article shows how to automatically add Loyalty points. You can create a rule to automatically assign points to a club member if a certain event in the system occurs. I.e., it is possible to create a rule that triggers adding points to a member, who has a birthday, or after the purchase of products.

If you would like to add Loyalty points manually, or if you are interested in what other actions can be made on Loyalty points, go to this article. 

  • This article will be useful to PG Champion, Administrator, Club Manager, Sales and Marketing Manager and Club Owner. 

This type of configuration has to be done by an advanced PGM system user! 

Instruction

How to add Loyalty points automatically?

This process has been described in general in this article. 

  1. Go to the PGM -> Automation 
  2. Click on Add automation rule.  
  3. In Action - select Loyalty Points
  4. In Event - select the Event, i.e.:
  • Product has been sold - select it if you would like to add points for the Product purchase
  • User birthday - select it if you would like to add points on the occasion of the member's birthday
  • User has attended class - select it if you would like to add points each time the member attends classes
  • User has attended personal training - select it if you would like to add points each time the member has attended personal training
  • User has booked classes - select it if you would like to add points each time the member books a class
  • User has booked personal training - select it if you would like to add points each time the member books a personal training session
  • User has visited the club - select it if you would like to add points each time the member visits the club
  • Club visits statistics has been generated - select it if you would like to add points each time the statistic has been generated for the member
  • Loyalty points redeemed - select it when Loyalty points have been redeemed
  • Personal training statistics has been generated - select it if you would like to add points the statistic has been generated for the member

5. In Conditions:

  • in Token - select the Product, for the purchase of which the points will be granted
  • In Condition - select Equals
  • in Value - select the Name of the Product, for the purchase of which the points will be granted

5. In Action details - select the Loyalty Points number that will be awarded to the member each time they purchase the Product

Here, you can configure:

  • Points assigned every time - it means, that each time a selected Event occurs, a member gets the points, i.e. on the day of their birthday. 
  • Points calculated from a chosen Event token - it means, that a member gets a certain number of points, which is a result of multiplying the token value and a configured multiplier value.

Effectively, the member gets a sum of points resulting from the configuration mentioned above.

That is:

[Points assigned to member] = [points assigned every time] + ( [value of selected event token] * [points multiplier] )

If the resulting points number is a non-integer number, then it is mathematically rounded to the nearest integer number, i.e. 8,50 -> 9 and 1,25 -> 1.

Example

This example shows how to configure the Product has been sold event.

If you select the following parameters:

  • Points assigned every time = 1
  • Token = [MONEY_SPENT_GROSS]
  • Multiplier = 5

Then: 

  • If member buys a product that costs 1.5$ then they will get 9 points:  1 + (1.5 * 5) = 8.5 => 9 points
  • If member buys a product that costs 0.05$ then they will get 1 point:  1 + (0.05 * 5) = 1.25 => 1 point

Be aware that the Product has been sold event is triggered once for the purchase of many of the same type of products. [MONEY_SPENT_GROSS] token value is a sum of money spent by the member. 

Hints

You may also find this Use Case article interesting. It shows how to configure a Notification that will be automatically sent to the member each time they are awarded Loyalty points for Product purchase. It is also based on the Product has been sold event. 

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