Defining the Criteria

To define the criteria, perform the following steps:

Prerequisites

See Setting up the Offer

1. Set the Qualifying Action, which defines how a targeted customer qualifies for the offer. Qualifying actions can be:
   • Make a Purchase
   • Complete an Event
   • Don't need to do anything
2. If you choose the Make a Purchase qualifying action, specify if there should be Purchase Restrictions. By enabling Purchase Restrictions you can set up conditions (Purchase Rules) that must be met, for a customer's transaction to qualify for an offer. (Refer to the "Administration" section for more information about purchase rules).
3. In the schedule section, set the Evaluation Start & Evaluation End dates and Qualification Period.
4. You can enable Best Point Offer, which gives the award with the highest point if a customer qualifies for more than one offer.
5. In the Award Limit frame, you can enable either No Limit or Maximum number of awards. If Maximum number of awards is enabled, you can enter the number of times a member can earn an award based on selected option: per day, per week, per month and for offer duration. By default the redemption limit is 1. We can assign any integer as the redemption limit. If we do not specify any limit, it means that we can redeem the offer n number of times.
   Note: The option per month, in the time-frame drop-down box for the redemption limit, does not work for batch processing. It will work only if RadRacer is installed with TIBCO Reward.
6. Optionally, enter any Additional Conditions required to qualify for the offer.
7. Click Next: Select Target to proceed or click Back to return to the previous step.