Creating a Basic Rule
This is a basic guide for setting up a simple rule. For more rules please see our Advanced Rule
Guide.
1. Click Rules > Select the store you would like to apply your rule to > Add New Rule
1. In settings enter the info as below
a. Title: Enter the title of your rule
b. Program: Select the program you want your rule to work for
c. Rule occurs: Do you want your rule to run for every transaction or only on certain
days or times
d. Rule priority: if you have more than one rule you will label them 1,2,3 and so on
e. Status: either enabled or disabled
2. Add your locations to your rule
a. if you want all locations to honour the rule say select all
b. if your rule only applies to certain locations you select the relevant ones
c. Click add > Save
3. Add card sets to your rule: You can apply your rule to different card sets eg. your “VIP”
card set might have more of a cash back than your “Loyalty” card set
a. Select the card set
b. Click Save
4. Transaction details (This indicates when you want your rule to fire. Do you want it to fire
when you enroll a client or when you do a balance enquiry?)
a. Tender Types: Select all 6 blocks
b. Transaction Types: Select Gift Issuance
c. Click Save
Add an Action
Your action determines what the rule is going to do, whether you want your to add points to a
card or send an sms to your customer is up to you. You can have more than one action to a rule.
1. Select New Action
2. Complete the info as below:
d. Balance Min: for this rule leave as is
e. Balance Max: for this rule leave as is
f. Priority: depending on how many rules you have 1,2,3 and so on
g. Select Action: we want to add a percentage of their total to their card
h. Percentage of: Amount entered
i. Balance of: Points
j. Amount: The percentage that you want to give
k. Rounding: you can round the percentage up or down
l. Value type affected: Points because the customers balance will show as points (1
Point=R1)
m. Multiply by quantity: No
n. Click Save
