Conditions
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In the Conditions tab, you can specify additional bonus point mechanisms for a specific period of time (date range).
There are six basic conditions to enable, each fully customizable:
Exclude products from bonus points: set a period where either point redemption or collection is disabled for a specific product or product(s), or category of product.
Individual bonus factor for customer or customer group: define a promotional “reward” system for a specified individual customer, multiple customers or customer group.
Individual bonus factor for product or product group: as above but for specific products or product groups.
Include products for bonus points: Together with the extension configuration setting "Credit points by conditions" only products defined by condition are enabled for collecting points.
Individual bonus factor during customer’s birthday month: define an individual factor for point collect or redeem on customer’s birthday.
Individual bonus factor during customer’s birthday: as above but only for the birthday.
Define the name, date range and condition type in the base settings area.
Field
Type
Description
Name
Free text
Enter a meaningful name for the condition, e.g. “September promotion”.
Active
Checkbox
Check the box to enable the condition, if the box is unchecked the condition is disabled.
Valid from/until
Date picker
Set the date range for the validity of the condition.
Condition type
Dropdown
Set the type of condition from the dropdown (see description for each type above this table).
Type of change
Dropdown
For bonus point exclusion, select an option from the dropdown menu:
• Exclude from credits: select this option to exclude customers from being credited points when purchasing specific product(s) or categories (defined in the Rules area). • Exclude from redemption: select this option to exclude customers from redeeming points against specific product(s) or categories (defined in the Rules area).
For individual bonus factor, select an option from the dropdown menu:
• Credit conversion factor: multiplies points credited for specific product(s)/categories by a factor you specify (see conversion factor). • Redemption conversion factor: multiplies points redeemed against specific product(s)/categories by a factor you specify (see conversion factor).
Conversion factor
Numerical input
Set the bonus amount factor to multiply points redeemed or credited by entering a numerical value (does not apply to the product exclusion condition type).
Define the specific groups to be affected by the condition in the rules area.
Field
Type
Description
Customer groups
Dropdown
Select one or more customer groups to apply the selected condition to. This option only applies to the condition Individual bonus factor for customer or customer group.
Customer numbers
Numerical input
Enter one or more customer numbers to apply the selected condition to. This option only applies to the condition Individual bonus factor for customer or customer group.
Products
Dropdown
Select one or more products to apply the selected condition to. This option only applies to the condition Individual bonus factor for product or product group.
Product groups
Dropdown
Select one or more product groups to apply the selected condition to. This option only applies to the condition Individual bonus factor for product or product group.