Rule card

The form for creating and editing a bonus accrual rule.

How to open it

• New: the "New rule" button in the rule list.
• Editing: click the rule name or use the Edit action in the list.

What you can do

• Set the accrual size: a percentage or a fixed amount
• Limit the rule to products, categories or brands
• Set a minimum order value and a cap on bonuses per line
• Control the priority and the validity period

The interface

The heading and the Cancel and Save buttons are at the top. A saved rule shows its ID next to the heading.

General

• Rule name: required.
• Active: whether the rule is on.

Accrual

• Accrual type: "Percentage of the line price" or "Fixed amount per unit".
• Value: for a percentage this is the percentage (0 to 100); for a fixed amount it is the number of bonuses per unit of product.

Scope

• Applies to: all products, specific products, categories or brands.
• IDs: if products, categories or brands are chosen, list their IDs separated by commas, for example 12, 34, 56.

Limits and priority

• Minimum order value: the rule only fires on orders at or above this amount.
• Maximum bonuses per line: the upper bound of an accrual for one line. Empty means no limit.
• Priority: the smaller the number, the higher the priority. When several rules match, the one with the lower priority number wins.
• Ordering: the position in the list.
• Do not accrue when bonuses are redeemed: if the shopper spent bonuses on the order, this rule will not fire.

Validity period

• Valid from and valid until: the start and end date and time of the rule. Both may be left empty.

Scenarios

Higher cashback on one category

1. Create a rule with the "Percentage of the line price" type and a value of 10, for example.
2. Set the scope to categories and list the category IDs separated by commas.
3. Set the campaign period if needed.
4. Give it a lower priority number so it beats the general rule.
5. Save the rule.

Limits and caveats

• For a percentage the value cannot exceed 100.
• When several rules match, only one applies: the one with the lowest priority number.

Related pages

• Accrual rules
• Loyalty and bonuses