Promotion Rules

Rules define what your members can do to get points, instant rewards and/or badges. When a member performs an incentivized action, the rule criteria are evaluated and, if met, the points or rewards you specify are given.

There are a lot of different rules that can be made but let's make one for Tread Manufacturing scenario.

The company has an overstock of 2 complementary products, so they decide to create a new product bundle with these 2 products. The program admin wants to create a new promotion that will give an extra 200 points to the members who submit invoices with at least 500 unites of the product bundle. Let's see how that can happen.

Creating Rules

After creating a promotion, they start creating rules. From Incentives find and click on the promotion you want to create a rule for. Click New on the right side of the screen.

Basic Info

Define name and description
First, you must choose a name for your rule as well as a description that best fits the rule. Members will be reading this so make sure it will be easy for them to understand.

When do you want this Rule to apply?
You will need to define when the rule will be triggered. By default, No Competition will be selected. You will have two options to choose from:

No Competition (Always) - The Single Action Engine evaluates all Rules, no matter their type as long as they meet their Criteria. As a result, you can choose to give Points, Instant Rewards and/or Instant Badges for each Rule.

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Point Types in Rules
Only rules whose type is No Competition can grant different point types in the same rule.

Best Option - The Single Action Engine evaluates all rules whose type is Only when it awards the most points and which share the same point type as well as action. As a result, points are given only for the rule that represents the best choice for the member, that is, the rule that grants the greatest number of points.

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Best Option & Points Capping
When applying points caps to Best Option rules, any limits related to capping will be calculated before evaluating which rule offers the best option to a member. In other words, caps are taken into account when determining which rule gives the most points. See Points Capping for details.

Now that you have created the basic information, you can click Next to define the criteria.

Criteria

Criteria governs rules as they are the conditions that evaluate the incentivized action, that is, the behavior you have chosen to drive in your members. Criteria are based on fields of the selected action or some other records related to the action (e.g. If your action is Transaction, you can set a rule that evaluates the complete transaction or a specific record related of transaction such as Transaction> Points).
When these conditions are met, your members obtain the outcome that you want, which can be points (if Rule Type is Only when it awards the most points), or points, instant rewards and/or badges (if Rule Type is Always).

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Actions must be already created and available before creating rules.

What action do you want to incentivize?
It shows the specific source for the action, which can be the same object or any other object that has a lookup relationship with it. For example, if the Action object is Transaction, you can choose Transaction or any other related object - in this case, Points - as your Target Object.
Use the same object or a related list?
This will allow you to pick the same object you want to incentivize or an object from a related list. For example, a program administrator can create a rule to give points to members who buy a product bundle in the same purchase. Purchase Details are stored in a Related List. So, the Related Data Rule should consider if in the Product Details records of the business transaction related are at least one product of all the components of the product bundle.
Set conditions based on object fields
Rules also allow extra filters, which are fields from target object that refine rules conditions. Those fields can be compared to a specific value or even to another field by using relational operators such as "Equals", "Greater than", "Less than", etc.
Add Related List Conditions
Depending on what object you have in "Use the same object or a related list?", this will allow you to create a condition based on that object.

Let's walk through how Tread would set up their rule:
They already have a promotion create called “Sell at least 500 units of the Product bundle Locknut + Tier Premium”. They will add a new rule called "Rule Product bundle Locknut + Tier Premium".

In the criteria section, they will select the action: Invoice > FieloPRP__Member__c and then select Invoice as the related object.
Since they want to bundle 2 different products, they will need to create 2 related list conditions.

1)They will click Add Related List Condition and make sure the object path is the following:
"Invoice> Invoice Item > Product > Product Name" equals “
The Operator should be set to equals with a fixed value of “Locknut”. When they click Next there will have 2 ways to aggregate the matched records, Count and Sum. They will click Sum and have the Operator set to Equal and the Value says "500".

2)They will click Add Related List Condition and make sure the object path is the following:
"Invoice> Invoice Item > Product"
The Operator should be set to equals with a fixed value of “Tier Premium”. When they click Next there will have two ways to aggregate the matched records, Count and Sum. They will click Sum and have the Operator set to Equal and the Value says "500".

Lastly, they will set the "Process When" option to "All conditions are true".

It should look something like the example below.

Once you have determined your criteria, if any, you can click Next.

Reward Types

Decide how you’ll reward members for performing the incentivized action. You can choose one or any combination of points (standard and custom), a badge, an instant reward or a custom rewarding class.

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Rules that reward Only when it awards the most points can only give points and/or custom point types.

Choose Points

Points are a fast, simple way to award members and incentivize your members behavior. Once you've defined your Rule Type and Criteria, you can choose in which way rules will grant points and any point type (if applicable).

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Rules cannot deduct points. Avoid inputting negative values.

Point Conversion: Mode and Value
You can decide how points are converted into different modes depending on how you want to manage points and award your members. There are three ways to award points:

None is only available when having more than a point type, i.e. you are giving Miles but not points, or when your rule type is No Competition - in which case you must select either an Instant Reward or Instant Badge.
Fixed Value awards Members with a fixed number of Points. In the Point Conversation Value field, enter the number of Points winning Members will earn. E.g. If Point Conversion Value is 100 it means that every time Members meet the Rule Criteria they will obtain 100 Points.
Factor gives members a set of points by dividing the target object of a rule by the fixed number you enter in the Point Conversation Value field. E.g. If your target object is Transaction> Points, you can divide any numerical field from Points by 2.
Multiplier awards points to members by multiplying the target object of a rule by the fixed number you enter in the Point Conversation Value field. E.g. If your target object is Transaction> Points, you can multiply any numerical field from points - balance - by 2.

Optionally, you may also specify a Point Expiration Mode, which determines when points awarded will expire from a winning member's profile:

Use Never when you don't want points to expire
Use Days to specify a fixed number of days that points will be valid.
Use Months to specify a fixed number of months that points will be valid.
Use Specific Date to specify a particular expiration date for all points awarded through this rule.
Use Recurrent Date to specify the month and day all points awarded through this rule will expire every year.

Choose an Instant Reward

When your rule type is Always, you can award your members granting them an instant reward and/or a badge. These instant rewards and badges are the rewards and badges that you've set up for rewarding. You can give your members an instant reward and/or a badge together with points or without them as well.

Instant rewards are a great way to give your members immediate gratification when they meet a rule. You can set rules to give your members Instant Rewards in two different ways:

Fixed Value mode awards a specific instant reward from all available rewards which are as instant rewards.
Specified by Field mode lets you grant instant rewards based on a dynamic field.

Optionally, you can set Stock Control , which determines not to process the transaction if reward is out of stock.

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Instant rewards will only be visible when you are using Always to apply the rule.

Choose a Badge

Badges are perfect for members to boast about their performance or accomplishment. They're a great reputation builder for any partner or employee community!

Fixed value mode awards a specific number of instant badges chosen from the available badges.
Specified by field mode lets you grant instant badges based on a dynamic field.

Optionally, you can specify a Badge Expiration Mode, which determines when the badge will expire from a winning member's profile:

Use Never when you don't want the badge to expire
Use Days to specify a fixed number of days that a winning member will hold the badge.
Use Months to specify a fixed number of months that a winning member will hold the badge.
Use Specific Date to specify a particular expiration date for all badges rewarded through this rule.
Use Recurrent Date to specify the month and day all badges rewarded through this rule will expire every year.

Specify Additional Rewarding (Only 'No Competition' Rules)

For further rewarding flexibility, you can implement an Apex Class with custom functionality.

First, you'll need to add your custom functionality to the CustomRewardingClass class below:

//The class implements FieloPLT.RuleRewarding interface.

public with sharing class CustomRewardingClass implements 
FieloPLT.RuleRewarding{
    
   public void reflectionRewarding(List<FieloPLT__Transaction__c> transactions){ 
    }
    public void revertRewarding(List<FieloPLT__Transaction__c> transactions){
    }
}

With that ready, go to Setup and search for Apex Classes in the Quick Find box. Click New, add your class and click Save.

Then, from Object Manager, navigate to the Rule object. From Fields & Relationships, choose the Reward Delivery Class field.

Under Values**, click _New. Enter the name of the Apex class you've created (e.g. CustomRewardingClass) and click _Save*. Your class will now be available to assign as additional rewarding.

Rule Management Tools

You can edit or delete each rule no matter its status.

Edit

After creating the number of rules you want your promotion to have, you can edit any section within the rule.
To edit a rule, click in the row corresponding to the rule and select Edit.

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You can always edit rules in an Active promotion without affecting what has been processed so far.

Delete

To delete a rule, click in the row corresponding to the rule and select Delete.