Badge Details: Rules

Overview

The Rules tab is used to define the conditions, or business logic, that allow a Member to achieve a Badge level. For example, you could define a rule based on a number of points earned, or based on the frequency of some activity.

For Badges of type Collector, Membership, and Benefit, the Badge will have only a single level. Status type Badges can have one or more levels.

Features

The features available on the Rules tab are described below.

Define Badge Level Rules

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To define the rules for a Badge level:

Next to the desired level, click edit. The "Edit Badge Rule" pop-up window is displayed.
From the "Condition Type" drop-down menu, select the type of rule. See below for more details:

Activity / FrequencyActivity / Frequency

This rule type allows you to grant a Badge when a Member activity occurs.

From the "Activity" drop-down menu, select the Member activity type.
In the "Amount" field, enter the number of times the Member has to perform the selected activity.
The "Period" drop-down menus are used to define a date range during which the Member must perform the defined activity (such as "last six months" for example). From the first drop-down menu, select an interval (days, months, years). From the second drop-down menu, select a value (between 1 and 100).
Optionally, in the "Filter" field, enter custom filter logic.
Click save.

Tier ChangeTier Change

This rule types allows you to grant a Badge when a Member’s tier changes. For more information on tiers, see Tier Schemes.

The "Current Tier" section is used to define the Member's "new" tier. From the drop-down menu, select either "is" or "is one of." Position your cursor in the text field, and select the desired tier (or tiers).
The "Previous Tier" section is used to define the Member's "old" tier. From the drop-down menu, select either "is" or "is one of." Position your cursor in the text field, and select the desired tier (or tiers).
Click save.

Metric EarnedMetric Earned

This rule type allows you to grant a Badge when a Member earns a specified metric value.

From the "Metric" drop-down menu, select the loyalty metric.
In the "Amount" text field, enter the number of points that must be earned.
The "Period" drop-down menus are used to define a date range during which the Member must earn the points (such as "last six months" for example). From the first drop-down menu, select an interval (days, months, years). From the second drop-down menu, select a value (between 1 and 100).
Optionally, in the "Filter" field, enter custom filter logic.
Click save.

ExpressionExpression

This rule type allows you to use a custom, free-form expression to specify when to grant a Badge.

In the "Expression" field, enter custom logic.
Click save.

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