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Fixed Point Back Promotion

System LocationPromotions / Batch Promotions / Fixed Point Back Promotion

fixed point back promotion is a reusable promotion that is used to issue a fixed amount of points to eligible members.  The promotion must be manually executed for the transactions to be issued, although it can be configured to auto-execute on a daily, weekly, or monthly basis.

Creating a Promotional Transaction Type

    Main Article: Transaction Type

A relevant transaction that is controlled via promotional settings is necessary to award points via this promotion.

Managing a Fixed Point Back Promotion

A new promotion is created by clicking the "Add" link at the top of the page.  Alternately, an existing promotion can be modified by clicking the "Edit" link within the grid for the associated promotion.  Modifying existing promotions does not affect transactions that have already been issued.  The first two parameters, name and description, are used for internal reference.

  • Transaction Type - The type of transaction that will be issued for the bonus.
  • Points to Issue - The amount of points that will be issued with the transaction.
  • Issue Zero Point Transactions - Old feature, left for archival purposes.  Leave this option unchecked.
  • Auto Execute - If this promotion is intended to automatically execute on an ongoing basis, select the appropriate interval.
  • Business Unit / Location - Specify the defaulting location that will be issuing the points.
  • Eligible Members - The eligible member tree is used to specify who will receive the bonus upon execution.  A member only needs to be a part of one of the selected segment(s) and/or club(s) to be eligible.

After saving, the promotion will be available for execution.  Only after execution will the bonus transactions be issued.

Executing a Fixed Point Back Promotion

From the main grid, click "Executions" to reach the execution page.  When on the execution view page, click the "Execute" link in the upper-left of the page to reach the final execution page.

On the final execution page, select the originating business unitlocation, and activity timestamp for all bonus transactions issued by the promotion.  When complete, click the "Save" button.  The process will be scheduled and transactions will begin issuing.

Viewing Fixed Point Back Promotion Statistics

Past instances of promotion executions can be viewed by clicking the "Executions" link for the associated promotion.

 

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