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Transaction Product Progress Promotion

System LocationPromotions / Transactional Promotions / Transaction Product Progress Promotion

transaction product progress promotion is a near real-time promotion that is used to issue internal reward(s) or points to eligible members every time they purchase a set number of eligible products.

Note, this promotion will not re-issue rewards or points in the event of reward or associated transaction cancels.

Creating an Internal Reward

    Main Article: Internal Reward

The existence of a relevant internal reward is necessary for reward issuance via this promotion.

Creating a Transaction Type

    Main Article: Transaction Type

The existence of a transaction type that can be used in promotions is necessary to issue points via this promotion.

Managing a Transaction Product Progress Promotion

Note: Enablement of this promotion and Azure-related functionality is managed by Kognitiv Loyalty Support. Transactions will only be eligible if they are inserted while the promotion and Azure-related functionality is active, there is no self-healing ability.

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 rewards that have already been issued.  The first two parameters, name and description, are used for internal reference.

  • Issue Type - Specifies whether this promotion will issue a reward or points to members.
  • Reward Type - The type of reward that will be issued, if the promotion is to issue a reward.
  • Points to Issue - If the promotion issues points, how many will be issued to qualifying members.
  • Transaction Type - If the promotion issues points, which transaction type will be utilized.
  • Member Issue Limits - Sets an issue limit per member for the entire promotion.
  • Apply to Product Group - All transactions within the appropriate product group, will be eligible for bonus.
    • Note, this promotion type uses cumulative count of all products. Meaning, if multiple products are eligible, any purchase of any product will count toward the required recurring interval. Example, product A, B, and C are eligible. The member purchased (6) Product A, (2) Product B, and (4) Product C. If the interval is 3, the member will receive 4 rewards.
  • Active Date Range - Only transactions with an activity timestamp within this date range are eligible. Note, start date cannot be current day or past date.
  • Product Interval - The recurring interval of product purchases necessary to receive rewards.
  • Product Count Options
    • Products Purchased - Returns are ignored. Example, member A purchases 3 qualifying products, but returns 1 within the promotional period.  The count is 3.
    • Net Products Purchased - Returns are subtracted from purchases. Example, Member A purchases 3 qualifying products, but returns 1 within the promotional period.  The count is 2.
  • Product Price Options - Check to exclude zero priced products from interval and promo progress.
  • Business Unit - The originating business unit that the promotion will default to.
  • Location - The originating location that the promotion will default to.
  • 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 is active and able to bonus transactions in near real-time.

Viewing Transaction Product Progress Promotion Statistics

You may retrieve member progress from TransactionProductProgressPromotionTracker or TransactionProductProgressPromotionsTracker Web Services.

Disabling Transaction Product Progress Promotions

Due to the fact that transaction product progress promotions are based on activity timestamp, the promotions never truly expire. To disable an existing transaction product progress promotion, edit the promotion by unchecking the qualifying product group(s) and/or all eligible member selections. Before saving, it is recommended to record all qualifiers for the promotion in the description field for future reference.

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