Creating an Ineligible Rule
An ineligible rule means that a certain customer is ineligible to avail an offer if the conditions of that rule are true. To create an ineligible rule, follow this procedure:
- Procedure
- Log in to the Offer and Price Designer.
The Offer List page is displayed.
- Click on
Rules.
The Rules tab is displayed.
- Click the
icon for creating a new rule.
The new rule creation dialog box is displayed. - Provide values for the mandatory fields. Select
Ineligible in the
Type field. Click
Editor.
The Editor tab opens.
- In the Apply rule for field, select All offers for applying the rule for all offers. Select Specific offers for applying rule to a specific offer.
- Click the
icon for adding a characteristic. By adding a characteristic, you can add the conditions for applying rules to offers. You can add characteristics, add group, or remove group by clicking
icon. For applying rules to orders with multiple conditions, click
icon. See the topic Designing Rule Criteria for more information.
- In the
If
block, you can add anAnd
orOr
condition for the rule to be applicable to an order. Select Inventory or Segment. Enter the values in the mandatory fields and click Finalize.The Rule Summary is displayed. - After verifying the summary, click
Submit. A confirmation window is displayed. Click
Submit again.
The rule is submitted to the administrator for approval. The rule status is changed from Draft, to Pending Approval.Creating an Ineligible Rule