How to configure earn rules

Earn rules for unit transactions decide how many points a contact gets for a transaction that comes in as an amount. Every transaction first goes through the base rule, and then through any rules you add on top, such as double points on Friday evening or extra points for a tier.

This article covers unit transactions. If your integration sends orders, see Setting up order rules.

Open the rules

Go to Loyalty → Earn rules.
On the Unit transactions card, click Open rules.

The Rules page shows the Base rule at the top and your own rules under Advanced rules. To change the base rule, see Setting the base rule: how many points a purchase earns.

If your account has more than one unit, the page title shows the unit you're looking at, for example Rules: Purchase amount. Click the title to switch to another unit. Every unit has its own rules, and a rule you add belongs to the unit that's selected.

Add a rule

Click Add rule. If you don't have any rules yet, you can also click New rule.
Template: pick a template, or Empty loyalty rule to start from scratch. Click Next.
Rule: fill in a Name, choose the Type and fill in the Amount. Some templates ask for one more thing, see below. Click Create rule.
The rule's page opens. Every new rule is created inactive, so click Activate to switch it on.

Nothing is saved until you click Create rule, so you can go back with Previous and pick another template.

Templates

A template fills in the rule for you. You can change the values before you create it.

Happy hour: ×2 during the Timeslots you pick. It starts on Fridays from 17:00 to 18:00. Choose at least one day.
Big spenders: ×1.2 when the transaction is at least the Minimum spend. It starts at 50.
Contact tier: ×1.5 for contacts in the Tiers you pick. Choose at least one tier.
Empty loyalty rule: you set everything yourself.

Choose what the rule does

Pick a Type:

Multiplication: multiplies the points. Use 2 for double points.
Summation: adds a number of points.
Fixed number: replaces the points with this number, whatever the rules before it gave.

Choose which transactions count

Open the rule and go to the Eligibility tab. A rule only applies when a transaction meets all of these:

Business profiles: All business profiles, or A selection of business profiles for the locations you pick.
Contacts: All contacts, a Selection of contacts, contacts in one of your Contact lists, or contacts in one of your Tiers.
Transaction: All transactions, or only:
- Transactions with a specific value: compare the transaction's amount, for example Greater than or equal to 50, or Between 20 and 50.
- Transactions with a specific attribute: compare a custom attribute of the transaction, such as a table number your POS sends along. You create these attributes under Settings → Attributes, as Unit points transaction attributes.
- Transactions from a specific channel: only transactions that came in through, or not through, the channels you pick, such as one of your integrations.

Click Submit to save.

Choose when the rule is active

On the Validity tab:

Valid from: the date the rule starts. Click Add expiry date to set an end date under Expires on.
Always active between validity time, or Active on specific time slots to pick days of the week and times of day.

Click Submit to save.

Manage a rule

Click a rule on the Rules page to open it. From there you can:

Activate or Deactivate it.
Delete it. This button only shows while the rule is inactive, so deactivate it first.
Change its name, type and amount on the Effect tab, which transactions it applies to on the Eligibility tab, and when it's active on the Validity tab.

Rules with advanced filters

Rules created before the Eligibility and Validity tabs existed can still have advanced filters, on an Advanced tab. Advanced filters are deprecated: they keep working, and you can still edit and delete them, but you can't add new ones. Use the Eligibility and Validity tabs instead. The Advanced tab only shows on rules that still have advanced filters.

The order of your rules matters

Rules run from top to bottom, and each rule works on the result of the one before it. A ×2 followed by +10 gives a different result than +10 followed by ×2. Drag the rows on the Rules page to change the order.

Settings

Click Settings in the sidebar for two options that apply to all unit transaction rules:

Rounding type: how fractions of points are rounded. The default is Round down.
Negative transactions setting: whether rules also apply to transactions with a negative amount, such as refunds. The default is Do not apply rules for negative transactions. The other option is Also apply loyalty rules on transactions with negative unit amount.

After you change a setting, an Update button appears. Click it to save.

If a rule doesn't seem to work

It's still inactive. New rules start inactive. Open the rule and click Activate.
It's on another unit. Check the unit in the title of the Rules page. A rule only applies to transactions in its own unit.
The transaction doesn't meet its eligibility. Every option on the Eligibility tab has to match, and the time has to fall within the Validity tab's dates and time slots.
A rule below it overrides it. A Fixed number rule lower in the list replaces the result of everything above it. Check the order.