Building campaign models to identify Loyalty members for communication or recognition

Models allow you to use multiple rules to define a particular set of members in your loyalty program, which you can then target with recognitions, communications, or campaigns. (A rule is a collection of criteria that the system uses to identify Loyalty members and include them in a group. A model is a collection of two or more rules that work together to define a group.)

For example, you might use a model to identify a group of members who meet one set of criteria or another, separate set of criteria, such as members with either a birthday or a loyalty program joining anniversary date in a particular month.

You can also use a model to identify a group of members who meet both of two or more sets of criteria, such as members with a birthday in a particular month who have also purchased tickets within the last two weeks. Using a model can help you avoid creating overly complex rules with multiple criteria.

To build a model:

1. In Loyalty Admin, go to Campaigns > Models.
2. Click Add New Record.
3. In the Name field, enter a name for your model.
4. In the Logical Operator field, select AND or OR.
   

   Note: When you select AND, a member must meet all of the criterial of all of the rules you select to be included in the group that uses this model. When you select OR, a member must meet all of the criteria of at least one of the rules you select to be included in the group that uses this model.

5. Select the check box for each rule that you want to include in the model.

See also:

Building campaign rules to identify Loyalty members for communication or recognition

Building campaign groups for tiered loyalty programmes