Building campaign rules to identify Loyalty members for communication or recognition – Help Centre

A rule identifies Loyalty members based on criteria you specify. Use rules to create groups that you can use for targeted recognitions or communications.

To build a rule:

In Loyalty Admin, go to Campaigns > Rules.
Click Add New Standard Rule or Add New At Purchase Rule.

Note: The system evaluates Standard rules either throughout the day or overnight. Contact your Vista representative if you’re not sure when this scheduled task occurs. The system evaluates At Purchase rules whenever it processes a transaction.
In the Name field, enter a name for your rule.
Define the criteria of the rule by completing the fields in any of the available sections.

Important: A member must meet all of the criteria you specify to satisfy the rule. If a member doesn’t meet one or more criterion, the rule won’t add that member to a group.

Note: Keep your rules simple to make them easy to use and maintain. To analyse multiple criteria while keeping your rule build simple, consider using multiple rules together in a model.

Some of the campaign rule criteria are:

Criterion	Description
Points Balance	More than a certain quantity of a specified balance type. This can be used to identify customers with more than a particular points balance, more than a specified number of total visits or visits this year, or total value spent at the cinema. Example: Has more than 10 points of balance type Visits. This means that once the member has accumulated 10 visits then this rule will be triggered.
Quantity Sold	Members that have purchased a particular quantity (or more) of tickets or items. This can be narrowed further to particular films. This can also be further refined to only search on recent sales, in the preceding number of days as specified by the user. Example: Purchased more than 4 standard tickets to King Kong in the last 30 days. This means that once the member purchases 4 or more tickets to King Kong in the time period of the last 30 days, then this rule will be triggered.
Total Spend	Members that have spent a particular value (or more) at the cinema. This can be narrowed further to particular films. This can also be further refined to only search on recent sales, in the preceding number of days as specified by the user. Example: Has spent more than $30 on popcorn in the last 60 days. This means that once the member spends more that $30 total on popcorn in the last 60 days, then this rule will be triggered.
Session Attended	Members that have attended a session that fits the selected session range, type and location. Session time range, month range, last x days, genre of movie and transaction cinema location can be selected to create a statement that can be used individually or in conjunction with other statements. Example: The session range is in the Weekdays time range and the member has attended a session between January and February and in the last 20 days, the genre of the movie is Action and the transaction occurred at the Queen Street Cinema. This means that if the member had attended a session for an action movie at Queen Street in the last 20 days between January and February, then this rule will be triggered.
Recognition	Members that have had some change in status with respect to a recognition. Recognitions can include messages, requests, special offers, “one-off” free or discounted products awarded to a member when they previously met particular criteria. This field allows you to identify members who have: Qualified for a recognition; or Been notified of a recognition; or Redeemed a recognition; or Declined a recognition; or Had a recognition expire It is also possible to specify a particular recognition that this event has occurred for (or generic, to capture all recognitions). It is also possible to specify a particular time period (days prior to today) in which the recognition event must have occurred to qualify for the rule. Example: Free Preview Invite has changed status to Redeemed in the last 60 days. This means that if the Free Preview Invite recognition for a member has changed status to Redeemed in the last 60 days, then this rule will be triggered.
Transaction Value	Members who have completed transactions above a certain value, visited a certain Cinema/Cinema Type, or attended a session between a date range.
Initial Transaction	Member's first transaction is between a specific date range.
Member's Birthday	Member’s whose birthday falls on a particular day. Options are: The current day The current week Next week The current month Next month Date Range. This allows you to specify a particular date range of interest. Example: Members birthday is in Date Range between 01 January and 15 February. This means that if a members birthday occurs between 1st January and 15th February, then this rule will be triggered.
Member Sign up	Members who signed up at a certain location, during a certain date range, and/or expire within a specific date range.
Demographic Matches	A number of demographics are available: Age. Members that are older than and/or younger than specified ages Gender. Members that are either male of female Geography. Members that live in a specified geographical region. The options for this can be defined by the user. Preferred Site. Members that have indicated a particular cinema that they prefer to attend. Pickup Site. Members that have collected items from a particular cinema. Preferred Genre. Members that have indicated a particular genre that they are interested in. Each member can currently only have one “preferred genre”. Preferences. Members that have indicated a particular preferences. For example, prefer front row or prefer a specific concession. Preferences can be setup in the Preference and Preference Type configuration pages. Level. Members that are set to a particular level. Member levels can be setup in the Level Configuration page. Example: The following demographics apply: Lowest Age 16, Highest Age 30, Gender Male, Preferred Genre Action. This means that when the member demographics match all those listed, then the rule is invoked.
Communication	Members who have a particular setup for their communications. Example: Members who have an incorrect email or postal address. To create a rule for members with bad emailing address you select 'Bad Email' and select 'Email' as the Method. To use 'Bad Mailing Address' select 'Mail' as the method.
Custom SQL Query	This is an advanced option that allows users with a technical knowledge of the system and database to write customised rule parameters that returns a list of Membership IDs.

See also: