Product accumulation
Loyalty system allows you to create a promotion that enables the consumers to accumulate spend amounts or product quantities purchased over multiple transactions. Consumers are rewarded once the accumulations meet the specified conditions.
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For a promotion, navigate to the Customers tab and select Any-Cardholders or Specific Customers from the Included Customers dropdown.
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Go to the Actions & Rewards tab, and select any Product Action type.
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Scroll down to see Allow customers to accumulate products to meet condition? and select Yes.
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The following fields are enabled:
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Specify the Minimum & Maximum (Optional) Purchase amounts per transaction and Save the action.
[!NOTE] Threshold Price Condition is auto disabled when you select Allow customers to accumulate products to meet condition?.
Below are the examples quoted using the Product Action types:
Spend Amount (Action)
Considering the Amount to Spend being 20$.
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Enter the value in Amount to Spend field.
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Select Product Groups and Excluded Product Groups (Optional).
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Set Allow customers to accumulate products to meet condition? to Yes.
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Enter the Minimum & Maximum (Optional) Purchase amounts per transaction to meet the product condition.
How Minimum & Maximum Purchase Amounts per transaction works?
If the minimum purchase amount is set to 5$ and the maximum purchase amount to 10$,
| Action type | Amount to Spend | Minimum purchase amount | Maximum purchase amount | Remarks |
|---|---|---|---|---|
| Spend Amount | 20$ | 5$ | 10$ | Transactions meeting or surpassing 5$ are eligible for accumulation. |
| Transactions below 5$ are not eligible for accumulation. | ||||
| If the transactions are between 11$ - 20$, the accumulation is limited to 10$. |
Reward
From the above example, the maximum amount accumulated in a single transaction is $10. If a customer makes multiple transactions and cumulatively reaches $20, the customer is eligible to receive a reward.
Purchase Quantity
Considering the Quantity to Purchase being 30 items.
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Enter the value in the Quantity to Purchase field.
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Select Product Groups and Excluded Product Groups (Optional).
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Through Combination Filter, choose which items are eligible to meet the condition.
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Set Allow customers to accumulate products to meet condition? to Yes.
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Enter the Minimum & Maximum (Optional) Purchase quantity per transaction to meet the product condition.
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Select Apply to Weight and Volume Items of your choice.
How Minimum & Maximum Purchase Quantity per transaction works?
What If the minimum purchase quantity is set to 10 items and the maximum purchase quantity to 20 items to meet the targeted condition, which is 30 items?
| Action type | Purchase condition | Minimum purchase quantity | Maximum purchase quantity | Remarks |
|---|---|---|---|---|
| Purchase Quantity | 30 | 10 | 20 | Transactions meeting or surpassing 10 items are eligible for accumulation. |
| Transactions below 10 items are not eligible for accumulation. | ||||
| If transacts 25 items, the accumulation is limited to 20. |
Purchase Weight
Considering the Weight to Purchase being 30 pounds.
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Enter the value in the Weight to Purchase field.
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Select Product Groups and Excluded Product Groups (Optional).
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Set Allow customers to accumulate products to meet condition? to Yes.
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Enter the Minimum & Maximum (Optional) Purchase weight per transaction to meet the product condition.
How Minimum & Maximum Purchase Weight per transaction works?
What If the minimum purchase weight is set to 15 pounds and the maximum purchase weight to 20 pounds to meet the targeted condition, which is 30 pounds?
| Action type | Purchase condition | Minimum purchase quantity | Maximum purchase quantity | Remarks |
|---|---|---|---|---|
| Purchase Weight | 30 | 15 | 20 | Transactions meeting or surpassing 15 pounds are eligible for accumulation. |
| Transactions below 15 pounds are not eligible for accumulation. | ||||
| If transacts for 25 pounds, the accumulation is limited to 20. |
Purchase Volume
Considering the Volume to Purchase being 50 gallons.
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Enter the value in the Volume to Purchase field.
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Select Product Groups and Excluded Product Groups (Optional).
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Set Allow customers to accumulate products to meet condition? to Yes.
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Enter the Minimum & Maximum (Optional) Purchase volume per transaction to meet the product condition.
How Minimum & Maximum Purchase Volume per transaction works?
What If the minimum purchase volume is set to 20 gallons and the maximum purchase volume to 40 gallons to meet the targeted condition, which is 50 gallons?
| Action type | Purchase condition | Minimum purchase quantity | Maximum purchase quantity | Remarks |
|---|---|---|---|---|
| Volume | 50 | 20 | 40 | Transactions meeting or surpassing 20 gallons are eligible for accumulation. |
| Transactions below 20 gallons are not eligible for accumulation. | ||||
| If transacts for 45 gallons, the accumulation is limited to 40. |