Setting up order rules

Order rules decide how many points a contact earns for an order: a purchase that comes in with its products, categories and quantities rather than as a single amount. They work next to the rules for unit transactions, and each purchase is handled by one set of rules only, depending on how your integration sends it.

Orders or unit transactions

Go to Loyalty → Earn rules. You'll see at least two cards:

Unit transactions: purchases that come in as an amount. See How to configure earn rules.
Orders: purchases that come in as orders.

If your account uses shifts or bookings, there's also a Shifts or Bookings card.

Each card is marked In use or Unused. In use means there were points transactions of that type in the last month. Each card also shows the logos of your active integrations of that type, so you can see which one your purchases come in through.

These integrations send orders: Lightspeed K-Series, O-Series and X-Series, Toast, WooCommerce, me&u, Baemingo, Belorder, Caspeco, Magento, NCR Aloha, Nappkin, Oracle Simphony, Shopware, Slerp and Sunday. Orders your own system sends through the Leat API go through the order rules too. If you're not sure, set up both.

Open the order rules

Go to Loyalty → Earn rules.
On the Orders card, click Open rules.
If you have more than one programme, for example a points programme and stamp cards, pick the programme you want to edit the rules for.

The sidebar has three pages: Overview, Rules and Runs.

Switch the programme on

At the top of the Rules page you'll see whether the programme is Active or Inactive. Only an active programme processes orders. Click Activate to switch it on, or Deactivate to stop it.

The base rule

The Base rule at the top of the Rules page is the standard conversion from order value to points, and it applies to every item individually. Click it to change it. Products and categories you've excluded show underneath it. See Excluding products from order rules.

Rules on top of the base rule

Below the base rule are 4 categories. Click Add rule in a category to add one.

Order content: rules for specific products or categories. Templates: Product selection, Products in a category and All line items.
Time & place: rules for where and when the order is placed. Templates: Shop / Locations and Happy hour.
Contact: rules for who placed the order. Templates: Contact tier, Birthday points and No template.
Limits: a maximum number of points contacts can earn for each order.

Create a rule

Click Add rule in the category you want.
Templates: pick a template. Limits skip this step.
Rule: give the rule a Title, choose the Effect and fill in the Amount. The effect is Multiply or Add. For limits it's Limit to.
Validity: choose when the rule applies: a start date, an end date if you want one (click Add expiry date) and, if you want, days and times.
Eligibility: choose which business profiles and which contacts it applies to.
Click Create rule.

Order rules are active as soon as you create them. To switch one off, open it and use Actions → Deactivate.

How rules add up

On Overview → Configuration you set how your rules work together:

Calculation mode: Independently calculates each rule on its own. Stacked lets rules build on each other, so they can change each other's outcome.
Rounding strategy: when points are rounded: Round at the end, Round after the end of each rule or Round on every rule application.
Rounding type: Round, Round up or Round down.
Status: Active or Inactive, the same switch as on the Rules page.

Click Submit to save. The Exclusions tab next to it is where you exclude products, categories and more. See Excluding products from order rules.

What goes wrong

Orders earn no points at all. Check that the programme is Active on the Rules page.
Changing the order rules has no effect. Check the Earn rules page. If Orders is Unused and Unit transactions is In use, your purchases come in as unit transactions and follow those rules instead.
A rule gives more or fewer points than expected. Check Calculation mode and Rounding strategy on Overview, and look up the order under Runs to see how it was calculated.