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This document will go through the available rules that can be configured for Offers, Rewards and Promotions. A ruleset example is the Offer/Reward is There are many types of rulesets that can be configured (for example, making a specific offer or reward only available on Mondays). These rules help markets personalize their the incentive experiences experience for their guests. An Incentive In this document, references to incentive or benefit in the document refers to mean an Offer, Reward or Promotion.

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These rule types can be utilized across offers, promospromotions, and rewards. Incentive / benefit refers to the offer, promo, or reward you are building.

Between-Dates

  • Incentive will not be visible in the app or apply if current date is outside of the dates specified

    • When entering the endDate, Sanity will actually store the date in UTC time and then pass it to the Loyalty Engine as such. As a result, when entering the endDate, use the date that you want the offer to stop showing up on.

      • E.g. If you want an offer to stop showing up as of March 31st then you would configure an endDate of March 30th in the offer sanity document

    • Note: We currently do not support the times that are entered under this ruleset. If you would like to limit the offer to specific times, use Between Times

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  • ON - on this transaction only

    • BETWEEN - between your x-y transactions

    • EVERY - on every multiple transaction

    • NOTE: Counts total loyalty transactions, not total transactions

Offers only Rules

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Offer Limit

This is set in Earning Calculations. Offer can exist alongside a second, third, fourth (number is set in the configuration) offer(s) in the cart.

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  • Note: The default is all users need to Sign Up in order to be able to redeem offers in-store (in the case the rule is not added).

  • Note: This rule is not available for Reward given all users need to be signed in to redeem Rewards.

User Attribute

This ruleset allows operators to show an offer to an user, only if that user has user attributes that fulfill the rules set in Sanity. The list of user attributes that can be configured in this ruleset are:

Attribute in Sanity

Description

Battery level (batteryLevel)

  • can be <, > to a specific number from 1 - 100 (this is the battery level)

Was Date of Birth deleted? (dobDeleted?)

  • can be set to true or false

  • shows offer based on if date of birth of user was deleted

Was Phone number verified?(phoneVerified)

  • can be set to true or false

  • shows offer based on if user verified their phone number

Opted In to Promotional Emails? (promotionalEmails)

  • can be set to true or false

  • shows offer based on if user has opted in or not to promotional email

Zip Code (zipcode)

  • can be = or !=

  • shows offer based on the user’s saved zip code (e.g. 8002)

Delivery Address saved? (deliveryAddresses)

  • can be set to true or false

  • shows offer based on if guest has saved a delivery address in the app

Favorite Stores (favoriteStores)

  • can be = or !=

  • shows offer based on the user’s favorited store number(s)(e.g. 13651)

Favorite Offers (favoriteOffers)

  • can be = or !=

  • shows offer based on the user’s favorited offer sanity ID(s)(e.g. 6ad6850e-0dba-4314-a47d-759d93cca6f2)

Rewards only Rules

Loyalty Points

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  • If duration is set to month, month of current day must match birthday month

    • If duration is set to week, birthday must fall in the current calendar week (Sunday-Saturday)

    • If duration is set to day, birthday must be today

Incentive Requirement

In order to award bonus points to guests that purchase a specific offer or reward, use the incentive required ruleset.

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