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How can I setup custom order rules?

Knowledge Base    Setup    How can I setup custom order rules?

You may find that awarding points based on the amount spent on an order doesn't fit the model exactly for how you'd like to run your loyalty program. For instance, if you only wanted to award points for orders over $50 or wanted to prevent customers with a specific email domain or using a specific discount code from earning points, you would want to setup customer order rules.

Order Rules can be accessed by navigating to "Settings > Order Rules".

 

Here you can setup specific conditions that, when met, will override the points a member would have normally received for their order. Here's an explanation on what each setting means:

 

Data Field - This is the field in "order information" that EVERYAwards will compare to your supplied value.

Operator - This tells EVERYAwards how to compare the two values

Value - This is a custom value which you supply

Points - This is the number of points awarded for the order if the conditions are met.

 

Example Configurations:

 

Award no points for orders under $50:

Data Field: Order Total
Operator: is less than
Value: 50
Points: 0

 

Award no points for orders with google.com in the email address:

Data Field: Customer Email
Operator: contains
Value: google.com
Points: 0

 

Award no points for discount codes with the prefix 'ABC-':

Data Field: Discount Code
Operator: contains
Value: ABC
Points: 0

 

Award 100 points for any order over $500:

Data Field: Order Total
Operator: is greater than
Value: 500
Points: 100

 

Caveats and Considerations

- Order rules are processed in the order which they are displayed on the Settings > Order Rules screen

- If a customer has a VIP multiplier set greater than one, it will be used when awarding points. So if the customer's muliplier is set to 2, and you have an order rules set to award 100 points for an order, then that customer would receive 200 points.