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Recurring Interaction Promotion

System LocationPromotions / Batch Promotions / Recurring Interaction Promotion

recurring interaction promotion is a reusable promotion that is used to issue internal reward(s) or points to eligible members every time they exceed an interaction count within the specified period.  The promotion can be manually executed, although it can also be configured to auto-execute on a daily, weekly, or monthly basis.

Note: This promotion will not re-issue rewards or points in the event that rewards or transactions it has previously issued have been cancelled.

Creating an Internal Reward

    Main Article: Internal Reward

The existence of a relevant internal reward is necessary for reward issuance via this promotion.

Creating an Transaction Type

    Main Article: Transaction Type

The existence of a transaction type that can be used in promotions is necessary to issue points via this promotion.

Managing the Promotion

A new promotion is created by clicking the "Add" link at the top of the page.  Alternately, an existing promotion can be modified by clicking the "Edit" link within the grid for the associated promotion.  Modifying existing promotions does not affect rewards that have already been issued.  The first two parameters, name and description, are used for internal reference.

  • Active Date Range - Only interactions with an activity timestamp within this date range are eligible.
  • Bonus for Interaction Type - Select the interaction type that will be considered for promotional qualification.
  • Bonus Type - Specifies whether this promotion will issue a reward or points to members.
  • Reward Type - The type of reward that will be issued, if the promotion is to issue a reward.
  • Issue Transaction Type - If the promotion issues points, which transaction type will be utilized.
  • Points to Issue - If the promotion issues points, how many will be issued to qualifying members.
  • Member Issue Limits - The specified option will limit the amount of transactions that a member can receive via this promotion.
  • Interval - The recurring interval of interaction count necessary to receive rewards/points.
  • Recurring Interaction Promo Progress - Enabling this checkbox enables ongoing calculation of member progress within the promotion.  This feature can extend promotional processing times and should only be used if progress/tracking-based API functionality is required.
  • Auto Execute - To have this promotion execute automatically shortly after the daily promotional process, select the appropriate option.
  • Location Groups - If utilized, only interactions from locations within the selected location group(s) will be eligible.
  • Eligible Members - The eligible member tree is used to specify who will receive the bonus upon execution.  A member only needs to be a part of one of the selected segment(s) and/or club(s) to be eligible.

After saving, the promotion will be available for execution.  Only after execution will the bonus transactions/rewards be issued.

Executing the Promotion

From the main grid, click "Executions" to reach the execution page.  When on the execution view page, click the "Execute" link in the upper-left of the page to reach the final execution page.

On the final execution page, select the originating business unit and location for all rewards/interactions issued by the promotion.  When complete, click the "Save" button.  The process will be scheduled and rewards will begin issuing.

Viewing Statistics

Past instances of promotion executions can be viewed by clicking the "Executions" link for the associated promotion.

 

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