Admin User Guide – Loyalty

This page provides Business administrators a user guide for the Loyalty microservice for the Infosys Equinox platform.

Page Contents

Getting Started

Overview

Accessing the Loyalty Admin Console

The Loyalty microservice (“Loyalty”) gives a business the ability to set up and schedule loyalty rewards for a period of time where a customer can use the loyalty reward programs to earn, track, and redeem rewards.

For a detailed overview of the Loyalty microservice, see the Loyalty Microservice Overview.

Service Glossary

Business Admin – a role that manages business settings, creates and manages stores, and enables microservice(s) for a business.
Customer– a business consumer or buyer.
Loyalty Group – container for individual loyalties that are grouped logically based on an event or marketing campaign. Creation of a Loyalty Group is required and should be defined before a Loyalty can be created.
Loyalty – rewards presented to consumers or buyers in a client’s Storefront and Apps.
Events – defines the event type (such as installing an App, referring a friend, liking the business on Facebook, etc.) which is configured and used within a loyalty.
Rewards – defines the reward type, which enables customers to earn rewards (i.e., points, stars, miles, etc.) based on their activities and redeem those rewards using the customer’s bank of earned points.
Reward Banks – defines the reward banks of the users, which enables a Loyalty Admin user to manage the rewards of the users.
Campaigns – allows business admin or business user to set up and run a specific campaign for all users or targeted users.

End-to-End Steps to Configure the Loyalty Data

To configure loyalty data, you need to follow the sequence given below,

Configure the store properties based on the business needs.
Configure the loyalty collection properties based on the business needs.
Configure campaigns.
Create the loyalty events with the required properties.
Create the rewards based on the business needs.
Create loyalty groups.
Create loyalties under each loyalty group.
Configure conditions in each loyalty.
Configure action(s) in each loyalty.
Verify the result in the storefront.
Note: Once you have configured the loyalty data, to manage the loyalty users refer to Managing the Reward Bank of the Users and Loyalty Report.

Accessing the Loyalty Admin Console

top | Configuring Search Parameters

To access the Loyalty Admin console,

Log in to the Foundation server for your business (URL provided by Infosys Equinox).
Click Loyalty in the StoreOps page.

The Loyalty landing page appears:

Configuring Search Parameters

Accessing the Loyalty Console | Loyalty Group Page

On the Loyalty page, you can search based on Loyalty Group Name, Priority, Status, and/or Date, modify the search fields as needed, and select the number of pre-defined rows per screen.

Search for Loyalty Group

To search the loyalty group,

Click the Loyalty Group Name, Priority, and/or Status drop-down list in the header to open an entry field to provide search criteria.
Note: For displaying a predefined number of loyalty groups per screen, see Selecting Predefined Rows.
Enter the desired search criteria in the search field, and then click Go:

The loyalty group(s), which match the search criteria appear:

Modify Searchable Fields

To modify the searchable fields,

Click the vertical ellipse available at the beginning of the search field.
Select or deselect the items to add or remove the searchable fields in the header:
Click the Go button.
The selected searchable fields appear in the header:

Selecting Predefined Rows

By default, 10 loyalty groups per screen will appear, but the number of loyalty groups per screen can be modified as follows:

Click the vertical ellipse available at the beginning of the search field.
Select Row Select. The Row Select appears as part of the search criteria.
Select 10 Rows, 25 Rows, or 50 Rows from the drop-down list.
Click the Go button. The selected rows of loyalty groups appear on the screen.
Note: To reset the search field in the header, click the Reset button.

Loyalty Group Page

Configuring Search Parameter | Configuring Loyalty Events

On the Loyalty Group page, you can:

create a new Loyalty Group
view or edit the existing Loyalty Groups
search by loyalty group name, priority, or status
sort loyalty group name, priority, or status in ascending/descending order

Note:

The pagination option appears on all screens that contain the loyalty group information.
To navigate to the next page, click Next.

Creating a New Loyalty Group

A Loyalty Group enables you to organize multiple similar loyalties within the group.

For creating a new loyalty group and a loyalty, see the video given below or refer to the step-by-step instructions for creating a loyalty group and for creating a loyalty:

To create a new loyalty group,

On the Loyalty home page, click the Create Loyalty Group button.
The Create Loyalty Group page appears:

Enter/select the following required information:

Field	Description
Group Name	Enter a name that describes the loyalty group.
Date	Select the start date and time, and end date and time for the loyalty group.
Status	When the loyalty group is within its time bounds and the status is made inactive, the loyalty group will not be picked up by the loyalty rule engine to execute. Select: Active to activate the loyalty group. The loyalty rule engine checks only active loyalty groups. In-Active to deactivate the loyalty group. Later, you can change the status to ‘Active’ if required.
Priority	Enter the priority number between 1 and 25 where 25 being the highest and 1 being the lowest in the priority order. The loyalty engine reads the active loyalty groups in it as per the priority order.

Click the Save button to save the newly created loyalty group. Once the group is created, in the Loyalty Group tab, you can view/edit the created loyalty group details and/or create a new loyalty within the group.

Creating a New Loyalty

You can create multiple loyalties with a different set of event types, action types, and priorities for each loyalty.

The loyalty engine executes the loyalty group based on priority, active status, and event type. The loyalty engine reads each active loyalty within the group, and executes the loyalty event and actions set for each loyalty.

Note: Before creating a loyalty, you need to configure events and rewards. For more information, see Configuring Loyalty Events and Configuring Loyalty Rewards.

To create a new loyalty,

On the Loyalty’s home page, click a particular loyalty group.
The summary of the created loyalty group opens:
Click the Create Loyalty button.

In the Create Loyalty page, enter/select the required information:

Field	Description
Loyalty Name	Enter a name that describes the loyalty.
Priority	Enter the priority number between 1 and 25 where 25 being the highest and 1 being the lowest in the priority order. The loyalty engine reads the active loyalty groups and active loyalty in it as per the priority order.
Event	The configured loyalty event appears here. Select the required event type. For information on how to configure event types, see Configuring Loyalty Event Types.
Date Range	Select the start date and time, and end date and time for the loyalty. The loyalty offer will be applicable only on the selected date and time, otherwise, the loyalty expires. You will be able to select the date for a loyalty that falls within the loyalty group duration. Note: The loyalty created within the loyalty group is bound to be within these start and end dates.
Status	When the loyalty is within its time bounds and the status is made inactive, the loyalty will not be picked up by the loyalty engine to execute. Select: Active to activate the loyalty. The loyalty engine considers only active loyalty groups and loyalty. In-Active to deactivate the loyalty. Later, you can change the status to ‘Active’ if required.
Display Message	Enter the locale-specific display message.
Description	Enter the locale-specific description.
Add Locale	Click this button to add multiple locales. Note: The list of locales are defined in the collection property applicablelocales. If the multi-locale app is installed in your store, the description given for a locale is automatically translated to other locales once you save the loyalty.

Click the Save button to save the loyalty to the loyalty group.
The Summary page will be displayed where you can view/edit the loyalty details.

Editing a Loyalty

To edit a loyalty, perform the following steps:

On the Loyalty Group page, click on a particular loyalty group. You can see the list of loyalties within the group.
Click on a particular loyalty.
Click:
- the Edit icon to edit the loyalty details.
- the CONDITIONS tab to create conditions; see Configuring Conditions to the Loyalty for more information.
- the ACTIONS tab to set actions to the loyalty; see Creating Actions to the Loyalty for more information.
- the ACCUMULATIONS tab to set up point accumulations using multi-array support; see Configuring Accumulations to the Loyaltyor refer to the video here for more information.
For configuring conditions and actions to the loyalty, see the video given below or refer to the above links:

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Configuring Conditions to the Loyalty

You can add multiple rules or group of rules to a loyalty. By default, a row will be shown to add a rule. After setting the conditions for loyalty, you may choose to click on Generate Query to check if your condition is appropriate to your use case.

In the CONDITIONS tab, click the Edit icon.

Set rules as required. The following table describes options to create rules or group of rules to the loyalty:

Options in Condition	Description
	Enables you to set logical operators such as NOT, AND, and OR. These operators apply the rules that are a direct descendant in the condition builder. For example, To create a condition where you need to provide loyalty offer to the specific account type users who have opted in the Loyalty Rewards Program:
	Enables you to add multiple rules to the Loyalty Condition. For example,
	Enables you to add a collection of rules within the group. For example, if you need to provide a loyalty offer for the users of tier 3, users who are all having 5 subscription orders, or users who are all having 1000$ order total you need to create the following rules within a group:
Operand/Operators/Values	Enables you to select the operands and operators for the condition. You can create different conditions by changing the combination of operands and operators. You can enter the required value in numeric for the selected item. The operand is configured based on the event types.
	Allows you to delete a rule group in a condition.
	Allows you to delete a rule in a condition.
	Enables you to generate conditions and validate against your appropriate use case, after creating conditions using the condition builders. Click this button to view the generated conditions. For example,

Select a status, which allows you to stop further processing of the succeeding loyalty groups:
- Never – Whether or not the condition matches in the current loyalty group, continue to execute the succeeding loyalty groups. By default, this option will be selected.
- Always – Whether or not the condition matches in the current loyalty group, the loyalty engine stops executing the succeeding loyalty group.
- If condition matches – When the current loyalty group’s condition matches, loyalty engine stops executing the succeeding loyalty group.
- If stop condition matches – Enables you to define the stop condition. The loyalty engine stops executing when the Stop condition matches. The user can specify the business rule that can stop the processing of loyalty engine.
  
  Note: For details, see Creating Conditions to the Loyalty.
Click the Save button to save the conditions to the loyalty.

Creating Actions to the Loyalty

Overview

After creating a new loyalty and creating conditions to it, you need to specify what needs to be done when the condition matches. This is set using the actions. You can also create multiple different actions based on the action condition and assign different loyalty values to each action by specifying the required formula. The actions will vary according to the event and the action selected for a loyalty.

Creating an Action

To create an action,

In the ACTIONS tab, click Add Actions.
Enter an action name, which describes the action.

Select the action type as follows:

Action Type	Purpose
Earn Points Action	To calculate the earned loyalty points. An earned transaction is created for this action type. It will be added to the existing points.  You need to select the reward type and provide the required formula to calculate the earned points, for example, ${customEvent.orderInfo.loyaltyEligibleOrderValue}/10010 Note*: In Formula, based on the configured event type properties, suggestions will show for the data types such as integer, long, and/or double. You can select the required data type and enter the required numeric values for calculating loyalty points for the event. You need to start the formula with the $ symbol. You need to enter ONLY the event property values that are defined with the data type integer and decimal. For details, see Creating a New Event. The fields such as reward type and formula are associated with the action type. These fields are enabled based on the selected action type.
Approve Points Action	To approve the earned loyalty points. You need to select a reward type and provide the minimum eligible PV (Point Volume).
Earn Voucher Action	To calculate a flat voucher value to be earned. An earned transaction is created for this action type. The calculated flat voucher value is split into multiple small vouchers and provided to the user. Note: You can configure the possible voucher types using the collection property voucherTypes and voucher limit using the collection property VouchersLimit. You need to select the reward type as VOUCHERS, provide a formula as a flat value to calculate the voucher value and select a voucher name.
Loyalty OptIn / OptOut Action	To configure the opt-in or opt-out status of the reward types. You need to select the reward type and status. The value true in status indicates the user is opted-in to the Loyalty Rewards program. The value false in status indicates the user is opted-out of the Loyalty Rewards program.
Cycle Transaction Action	To update the transactions for the Loyalty Cycle program.
Loyalty Partial Forfeit Action	To partially forfeit the reward points earned by the user. The total points to be forfeited is calculated using a formula.
Update Profile Property	To update information related to the user such as order count, subscription count, account type, etc. You need to select the property to be updated and provide a formula (for example, ${customEvent.loyalty.properties.subscriptionCount}+1) to calculate the value of the selected property. Note: The business can configure the profile properties in the profileProperty parameter on the loyalty collection properties page. The defined action properties appear in the Property Name drop-down list.
Loyalty Forfeit Action	To forfeit a particular reward type. You need to select a reward type to be forfeited.
Order Total Value	To calculate the total order value based on the configured months and the last opt-in date. The total order value will be calculated from the cycled transaction and the current month’s value is taken from the reward bank (cycle value). You need to select the property Order Total Value and provide Cycle Months Count. (For example, 10 or 12).
Set Tier Action	To calculate the tier of the user. You need to select a tier value. Note: You can configure the tiers in the tierConfigMap store property.
Update RewardBank Property	Reward Bank Property helps create dynamic properties to accumulate points and provide rewards. To update the reward bank property, select a property name and value in the formula. Note: For a use case scenario of this action, see Configuring Dynamic Reward Bank Properties for Order and Points Accumulations.

Note: A business can configure additional action types based on the requirements. All the action types including the default action types can be configured in the customActionTypesConfig collection property. Once configured, the action types appear in the Action Type drop-down list.

Configure the conditions specific to the action type.
Note: For more details on configuring conditions, refer to Configuring Conditions to the Loyalty.
Click the Save button to create an action.
Note: You can create multiple actions to a loyalty. The loyalty will be executed based on the created date.

Viewing or Editing an Action

The created actions will be displayed as an accordion under the Actions tab.

To view or edit an action,

Click on a particular action or the Edit icon. For example,
Make necessary changes in the action name, reward type, and/or formula.
Click the Save button. The updated action is displayed under the Actions tab.
Note: To discard the changes, click Cancel.

Configuring Accumulations to the Loyalty

Accumulations provide flexibility for business admins to reward customers based on SKU items. If a user places an order with multiple items, and only two of those items are eligible for rewards, only those two items can be rewarded using multi-array support. In the ACCUMULATIONS tab, configure operands with conditions using multi-array support. The operands are configured either as the count of the values or the sum of the values.

To configure accumulations,

In the ACCUMULATIONS tab, click Add Accumulation.

Set operands as required. The following table describes options to configure operands with the loyalty condition:

Options in Accumulation	Description
Field Name	Provide the name of the operand to be configured.
From	Provide a list name from which the items are selected.
Operation	Select the operation you want to perform. The value can be: Sum – indicates the sum of the quantity. Count – indicates the count of the SKUs.
Operand	If you selected Sum in Operation, provide the operand on which the sum operation is performed. For example, the value can be skuQuantity.
LOYALTY CONDITION	Configure the SKUs on which the operation is performed. The reward will be provided only to these SKUs. For more details, see Configuring Conditions to the Loyalty

Click the Save button to save the accumulations to the loyalty.
Note: Once configured, you can use this operand when configuring actions. For example, you can configure the following accumulation:

This accumulation can be used in actions as follows:

Viewing/Editing a Loyalty Group

On the Loyalty Group page, you can view or edit a particular loyalty group.

To view/edit a loyalty group,

On the Loyalty Group page, click on a particular loyalty group. The following page appears where you can view the list of loyalties available within the group and general details of the loyalty group.
Click the Edit icon to make necessary changes if required:
Click the Save button.

Configuring Loyalty Events

Loyalty Group Page | Configuring Loyalty Campaigns

Before creating a loyalty group and loyalty, you need to configure events. In the Loyalty Events page, you can create an event and assign properties to it. Once created, the event name will be displayed under Event Type while creating a new loyalty.

For configuring an event, see the video given below or refer to the step-by-step instructions:

Creating a New Event

To create a new event,

Click Events in the left panel. The Loyalty Events page appears:

Click the Create Events button. The Create Events page appears:

Enter a name for the event.
Enter the description. This name will be displayed in the Event drop-down list while creating a loyalty.
Select a status:
- In-Active to deactivate the event. Later, you can change the status to ‘Active’ if required.
- Active to activate the event. Only the active events are used in loyalties.
In the Additional Properties section, click the Add Property button. A row will be added. You can also add multiple properties to an event.
Enter a key and value (JSON path). For example,

Note: In Value, enter a valid JSON of the requested data. For example,

- Object: {“data”: {“price”:100,”quantity”:5,”type”:”Mobile”}}
- Valid Path: For obtaining price, enter data.price; for obtaining quantity, enter data.quantity

Select a data type.
Click the Save button. The added event appears under the Loyalty Events page.

Viewing/Editing a Loyalty Event

To view or edit an event,

Click Events in the left panel.
In the Loyalty Events page, click a particular event; for example,

Make necessary changes.
Click the Save button. The updated event appears under the Loyalty Events page.

Configuring Loyalty Campaigns

Configuring Loyalty Events | Configuring Loyalty Rewards

Prerequisite: Before you begin, ensure that the campaign functionality is enabled in the collection property enableExtendedFeature.

After creating a campaign, associate it with the corresponding event. Once the event is linked to campaigns, you can create a corresponding rule in the CONDITIONS and ACTIONS tabs of the loyalty. Based on the configured event and rules, for the campaign with the Active status, users will receive rewards during the event.

For configuring a campaign, see the video given here or refer to the step-by-step instructions. For a use case scenario on campaigns, see Configuring Special Campaign.

Creating a New Campaign

To create a new campaign,

Click Campaign in the left panel. The Campaigns page appears:
Click the Create Campaign button to create a new campaign. The Create Campaign screen appears:

Enter or select the required information in the fields.
The following table provides the field description for the Create Reward screen:

Field	Description
Campaign Name	Enter a name that describes the campaign.
Description	Enter the description of the campaign.
Campaign Type	Select the campaign type. The value can be: For All Users – the campaign applies to all the users User Specific – the campaign applies only to the specific user
Campaign Filter	Provide a filter to select the users. The value ALL indicates all the users.
User Id	If the campaign type is user-specific, provide the ID of the user to whom the campaign is enabled for this campaign.
Date Range	Select the start date and time, and end date and time for the campaign. The campaign offer will be applicable only on the selected date and time, otherwise, the campaign expires.
Status	When the campaign is within its time bounds and the status is made inactive, the campaign will not be picked up by the loyalty engine to execute. Select: Active to activate the campaign. The loyalty engine considers only active campaigns. In-Active to deactivate the campaign. Later, you can change the status to ‘Active’ if required.

In the Additional Properties section, click the Add Property button. A row will be added.
Note: You can also add multiple properties to a campaign.
Provide the name of the property.
Provide the value of the property.
Note: You can delete a property by clicking .
Click the Save button.
The added campaign appears under the Campaigns page.

Viewing/Editing a Loyalty Campaign

To view or edit a campaign,

Click Campaign in the left panel. The Campaigns page appears:
On the Campaign page, click a particular campaign.
Make the necessary changes:
Click the Save button to save the changes to the campaign details.

Configuring Loyalty Rewards

Configuring Loyalty Campaigns | Managing the Reward Bank of the Users

Before creating a loyalty group and loyalty, you need to configure rewards. On the Loyalty Rewards page, you can create a new loyalty reward. The configured loyalty rewards (for example, Type: Dollar, Symbol: $) appear under Reward Type while configuring actions to the loyalty.

For configuring a reward, see the video given below or refer to the step-by-step instructions:

To provide multiple rewards for users, configure the loyalty actions. For example, a campaign can offer a single reward for orders below 100 dollars. If the total order value exceeds 100 dollars, an additional reward is provided. For configuring multiple rewards, see the video given here.

Creating a New Reward

To create a new reward,

Click Rewards in the left panel. The Loyalty Rewards page appears:
Click the Create Reward button to create a new reward. The Rewards screen appears:

Enter or select the required information in the fields.
The following table provides the field description for the Create Reward screen:

Field	Description
Type	Enter the reward name. For example, Loyalty
Symbol	Enter the reward symbol. For example, L
Status	Select a status: Active: a reward with this status show up on the storefront. Inactive: a reward having this status cannot be used.
Block Earning	Select any one of the following: True – The reward earning is blocked. False – The reward earning is not blocked. The default value is false. Note: When it is blocked, the customers cannot earn loyalty points on the storefront site.
Block Redemption	Select any one of the following: True – The reward redemption activity is blocked. False – The reward redemption activity is not blocked. The default value is False. Note: After selecting the True option, the user will not be able to redeem the earned points.
Reward Approval Required	Select any one of the following: True – The approval workflow is enabled for a particular reward type. False – The approval workflow is disabled for a particular reward type. When False is selected the admin user manually approves the pending points.
Manually Added	Select any one of the following: True – The reward type value is added to the user profile based on the transaction(s). Indicates that the appeasement reward type is enabled, where the reward points are provided by the CSR. For more information, refer to Providing Appeasement by CSR User. False – The reward type value is not added to the user profile.

In the Transaction Details, perform the following:

Field	Description
Transaction Type	Select any one of the following transaction types: EARNED – allocates the rewards to the user APPROVED – approves the earned rewards EXPIRED – expires the earned and approved rewards FORFEITED – forfeits the approved rewards CANCELED – cancels the earned rewards BLOCK REDEEMED – blocks the reward redemption activity REDEEMED – redeems the approved rewards REVERSE REDEEMED – reverses the redeemed rewards in case of returns or cancelation Note: For the use case on the loyalty voucher’s Forfeit and Reverse Redeem, see the video here.
Execute Rule	Select any one of the following: True – The rule is executed. False – The rule is not executed.
Expiration Time	Enter the expiration time in days.

Note: The transaction details associated with the reward type are displayed in the Loyalty tab of the associated customer’s account.

Click the Save button. The added reward appears under the Loyalty Rewards page.

Viewing/Editing a Loyalty Reward

To view or edit a reward,

Click Rewards in the left panel. The Loyalty Rewards page appears:
In the Loyalty Rewards page, click a particular reward.
Make the necessary changes:
Click the Save button to save the changes to the reward details.

Managing the Reward Bank of the Users

Configuring Loyalty Rewards| Loyalty Report

You can manage the reward bank of the users by:

creating a reward bank for a user
editing the reward bank of a user
debiting the loyalty rewards of a user
crediting the loyalty rewards to a user

Creating a Reward Bank for a User

To create a reward bank for a user,

Click Rewards Bank in the left navigation panel:
Click Create Banks.
A popup to provide reward bank details appears:

Enter/select the required information in the following fields:

Field	Description
User Id*	Enter the unique ID of the user to whom the reward bank is to be created.
Tier*	Enter the tier of the user.
Status*	Select the status of the reward bank. The possible values are: Active: Indicates the active status of the reward bank. Only the active reward banks can be used by the user. Inactive: Indicates the inactive status of the reward bank. The inactive reward banks cannot be used by the user.

Note: Fields marked with * are mandatory.

Click Save to save the reward bank.

Editing the Reward Bank of a User

To edit the reward bank of a user,

Click Rewards Bank in the left navigation panel:
Click on a reward bank.
The reward bank details appear:
Update the required information.
Click Save to save the updates.

Debiting the Loyalty Rewards of a User

You can debit the loyalty rewards of a user. The reward value is debited via the required transaction for the selected reward type.

To debit the loyalty rewards of a user,

Click Rewards Bank in the left navigation panel:
Select the required user.
The reward bank details of the user is shown:
In the Transactions section, click Debit.
The Debit popup appears:

The following table describes the above fields:

Field	Description
Reward Type	Select a reward type from the dropdown list. This field is mandatory. Note: For more details on the reward types, see Configuring Loyalty Rewards.
Value	Enter a value to be debited from the customer. This field is mandatory.
Notes	Describe a reason to debit the rewards, for example, Adjustment for Order Items Return or Replacement. This field is optional.

Click Save to debit the loyalty rewards from the user.
The required transaction appears in the Transaction section.
For example, when debiting the loyalty points of the user, the following transaction is created:

Crediting the Loyalty Rewards to a User

You can award loyalty rewards to a user. The reward value is approved and credited via the required transaction(s) for the selected reward type.

To credit rewards to a user,

Click Rewards Bank in the left navigation panel:
Select the required user.
The reward bank details of the user is shown:
In the Transactions section, click Credit.
The Credit popup appears:

The following table describes the above fields:

Field	Description
Reward Type	Select a reward type from the dropdown list. Note: For more details on the reward types, see Configuring Loyalty Rewards.
Value	Enter a value to be awarded to the user.
Notes	Describe a reason for crediting the reward, for example, Customer Satisfaction or Shipping. This field is optional.

Click Save to credit the loyalty rewards to the customer.
The required transaction(s) appears in the Transaction section.
For example, when crediting a voucher value to the user, the following transaction is created:

Loyalty Report

Managing the Reward Bank of the Users | Loyalty Import

In the Report tab, you can:

Export Loyalty Point Balances Report: Export the available loyalty point balances of all users.
Export Statement Overview Report: Specify a date range and download the statement overview of all users.
Export Transaction History Report: Specify a date range and download the transaction history of all users.
Export Monthly Reports: Download the monthly loyalty point balance reports by clicking the respective links.

All the downloaded files will be in CSV format.

Exporting Loyalty Point Balances Report

To export the available loyalty point balances of all users,

In the left navigation panel, click Report.
Click the Export button against the Download Available Balance section.

The available loyalty point balances report is downloaded to your local computer as a CSV file.

Exporting Statement Overview Report

To export the statement overview,

In the left navigation panel, click Report.
Provide a date range.
Click the Export button against the Download Statement Overview section.

The loyalty statement overview report of the mentioned date range is downloaded to your local computer as a CSV file.

Exporting Transaction History Reports

To export the loyalty transaction history,

In the left navigation panel, click Report.
Provide a date range.
Click the Export button against the Download Transaction History section.

The loyalty transaction history report of the mentioned date range is downloaded to your local computer as a CSV file.

Exporting Monthly Reports

To export month-wise loyalty point balance reports,

In the left navigation panel, click Report.
Click a specific month link mentioned in the Balance Report History section.

The monthly loyalty point balance report is downloaded to your local computer.

Loyalty Import

Loyalty Report | Example – Different Loyalty Scenarios

As a Loyalty Admin, you can import the loyalty details by uploading the updated sample sheet (.xlsx) into the Import section. You can do this by either browsing for the file or dragging and dropping it into the designated area.

Importing Loyalty Details

To import loyalty details,

In the left navigation panel, click Import.
Drag and drop the updated Excel (.xlsx) file from your local computer into the Import Document section.
(OR)
Click the Add File button to upload the file from your local computer.
After a successful upload, click the Start Import button to import the loyalty details.
Note: To delete the uploaded file, click the icon.
After a successful import, you can view the import history and import summary.

Import History

In the Import History section, all loyalty detail import histories are maintained under the Import tab.

The following table describes the column in the Import History section:

Column	Description
Imported file	View and download the imported file to your local computer by clicking the Imported File link.
Project ID	View the project ID associated with the import of loyalty details.
Date (UTC)	Timestamp of the import.
User Name	Name of the logged-in user.
Status	Import status of loyalty details. The possible statuses are, SUCCESS, PARTIAL, and FAILED.
	View the import summary of a particular imported loyalty detail by clicking this icon.
	Download and view the failed items with the reasons for the import failure.

Example – Different Loyalty Scenarios

Loyalty Import | Revision History

This section showcases how to configure campaigns, events, rewards, conditions, and actions for the various loyalty use cases:

Configuring Special Campaign
Configuring Dynamic Reward Bank Properties for Order and Points Accumulations

Configuring Special Campaign

This section explains how to configure a campaign, event, and loyalty to provide a 50-dollar voucher to a specific user via a special campaign.

On the Campaign page, create a special campaign as given below:
On the Events page, associate the campaign with a specific event (for example, Order Shipped) by creating a property under the event as given below:
Under a loyalty group, create a new loyalty with the same event as follows:
On the loyalty page, configure the following rule which grants the user a 50-point voucher whenever the campaign is active.

In the CONDITIONS tab, configure the condition as follows:

Condition Configuration	Purpose
Loyalty Condition: campaign.SpecialCampaign.status = ‘ACTIVE’ Stop further processing: NEVER Loyalty Stop Condition: NIL	To reward the user when the campaign is active.

In the ACTIONS tab, configure the Earn Voucher Action as follows:

Action Configuration Purpose

Action Name: Reward for Users!!
Action Type: Earn Voucher Action
Formula: 50 To reward 50 dollar voucher to the user.

Hence, the user who is eligible for the campaign adds a loyalty-eligible item to the cart, this reward is applied and the user earns a 50-dollar voucher. You can see this in the Cart Summary section of the storefront:

Configuring Dynamic Reward Bank Properties for Order and Points Accumulations

This section explains how to configure collection property, events, and rules in two loyalty-rules to reward a user with a maximum of 130 reward points for orders over 50 dollars. The maximum threshold of the reward points is achieved by accumulating orders and reward points.

Configure the collection property customActionTypesConfig with a new action Update RewardBank Property with the following properties:
In the Events pa, create the Order Shipped event.
In the Order Shipped event, add the following properties that are used to accumulate order count and reward points:
- Numberofordersgreaterthan50dollars – Whenever a user places an order over 50 dollars, those orders are accumulated under this property.
- pointsCapfor100dollarsorder – Whenever a user places an order over 50 dollars, the user is rewarded with 30 points. These points are accumulated under this property, allowing you to set a maximum threshold for reward points in the loyalty rules.

Under a loyalty group, configure a new loyalty to accumulate the order count and reward points.

In the CONDITIONS tab, configure the condition as follows:

Condition Configuration	Purpose
Loyalty Condition: orderInfo.loyaltyEligibleOrderValue >= ’50’ Stop further processing: NEVER Loyalty Stop Condition: NIL	To accumulate only the orders above 50 dollars.

In the ACTIONS tab, configure the actions as follows:

Action Configuration	Purpose
Action Name: Accumulate Orders Greater than 50 dollars Action Type: Update RewardBank Property Formula: ${customEvent.loyalty.properties.Numberofordersgreaterthan50dollars}+1	To accumulate the orders.
Action Name: Accumulate Points when Orders Greater than 50$ Action Type: Update RewardBank Proper Formula: ${customEvent.loyalty.properties.pointsCapfor100dollarsorder}+30	To accumulate the reward points.

Under the same loyalty group, create another loyalty to reward the users based on the accumulations.

In the CONDITIONS tab, configure the condition as follows:

Condition Configuration	Purpose
Loyalty Condition: loyalty.properties.pointsCapfor100dollarsorder <= ‘130’ AND orderInfo.loyaltyEligibleOrderValue >= ’50’ AND loyalty.properties.Numberofordersgreaterthan50dollars >= ‘0’ Stop further processing: NEVER Loyalty Stop Condition: NIL	To reward the user when an order value is greater than 50 dollars and the total accumulated reward points are less than or equal to 130 points

In the ACTIONS tab, configure the action as follows:

Action Configuration Purpose

Action Name: Point Cap Reward Earned for 50 Dollars Order
Action Type: Earn Points Action
Formula: 30 To reward the user with 30 points

When a user places orders above 50 dollars, for the first 4 orders, the user is rewarded with 30 reward points. Hence, the user gets 120 reward points. In the storefront, the transaction details are displayed for a customer. To view the transaction details, navigate to the My Profile page, and then click My Loyalty Points in the left navigation panel as shown below:

For the fifth order, the user will get only the 10 reward points as the rule is configured to provide only 130 reward points. In the storefront, you can see this in the Cart Summary section:

Revision History

Example – Different Loyalty Scenarios | top

Action Configuration	Purpose
Action Name: Reward for Users!! Action Type: Earn Voucher Action Formula: 50	To reward 50 dollar voucher to the user.

Action Configuration	Purpose
Action Name: Point Cap Reward Earned for 50 Dollars Order Action Type: Earn Points Action Formula: 30	To reward the user with 30 points