Exclusion of product categories from the basic points scheme
Once you have the basics of a loyalty program in place, you may want to think about implementing unique scenarios that fit the specifications of your business. There are many scenarios you can implement, and one of them may include refining the way points are rewarded. You may want to exclude certain products or product groups from rewarding points for specific business reasons.
This use case describes the process of how you can create such an exclusion by making minor modifications to an already created points scheme described in this use case. The points scheme is based on rewarding points for each transaction based on a predefined rule in the expression, which adds 1 point for each PLN spent and additionally rounds down to full units.
As a part of this use case, we will want to exclude the following items from rewarding of loyalty points:
- cancelled products
- products from category1
- products from category2
Prerequisites
Implement loyalty programs basics
Security configuration
Before you start working with this module, if you are a Synerise customer or partner, consider reading the section about denylisting events. This natively accessible configuration will allow you to manage the restrictions in points management that may help you prevent fraud.
Modify an aggregate counting money spent on every product within transaction
In this step, you will complete the already created aggregate with the product categories you want to exclude from accruing loyalty points for them.
- Click the + where and as the parameter select the
cancel. - From the Choose operator dropdown list, select Is false (Boolean).
Note: The
cancelparameter used in this use case refers to products that were previously selected by the customer, but were canceled for some reason during the purchase process. You can use any other nomenclature for this type of action while implementing transaction events. - Click the + where and as the parameter select the
category1.Note: In this use case, we use thecategory1andcategory2parameters, which correspond to different levels of product categories - from once more general, to once more specific. You can use any other nomenclature for the indication of your categories. - From the Choose operator dropdown list, select Not in (String).
- In the next field, enter the values of the categories you want to exclude from loyalty point accrual.
- Repeat steps 3-5 for other categories that you want to exclude.
- Click Save.
As a result, you have set up an exclusion mechanism that will exclude certain categories from rewarding loyalty points during each customer transaction.
Check the use case set up on the Synerise Demo workspace
You can check the configuration of the described aggregate directly in Synerise Demo workspace:
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