Setting up Free Reward Items That Consumes Points Based on Price

Modified on Thu, 16 Jun, 2022 at 11:28 AM

Overview

It is possible to set up a Loyalty Reward which will automatically apply points toward the purchase of an item sufficient to make that item "free".

Procedure

Set up a Custom Discount with a 100% discount and a products filter matching the items you want to make available as a free reward.
Set up a Loyalty Program Rule Parameter with a RuleType of "Redeem", and with a filter matching the same items as Step 1.
Set up a Loyalty Program Redeem Rule with a Rule Engine Type of "Price Reward Rule", with the Rule Parameter you created in Step 2, the desired Points multiplier, and a Reward Code that matches the name of the Custom Discount you created in Step 1.

Setting up the Custom Discount

Follow the directions here to set up the Custom Discount. The Discount Engine Type Should be "Percent Off" and Percent off should be "100%". The products filter should match the items you want to make available as a free reward.

Setting up the Loyalty Program Rule Parameter

From the sidebar Admin menu, click on Loyalty Programs, then select the program you want to set up the free items in and click Edit Selected Loyalty Program(s).
In the Loyalty Program Rule Parameters Form, you can inspect the current Rule Parameters of RuleType "Redeem" to see if their products filter matches the items you want to make available as a free reward. Click the blue button with the pencil icon to inspect.
If none of the Redeem rule parameters have an appropriate products filter, create a new one by clicking the Add rule parameter button. Set the RuleType to be "Redeem", give it a Name and Description. Click the Save button at the top of the page, then click the blue button with the pencil icon to configure the parameter. Add a products filter matching the items you want to make available as a free reward. Click the Save button at the top of the screen when you are done, then go back to the Edit Loyalty Program screen and click the Save button there.

Setting up the Loyalty Program Redeem Rule

(If you're not already at the Edit Loyalty Program screen from the above section)
From the sidebar Admin menu, click on Loyalty Programs, then select the program you want to set up the free items in and click Edit Selected Loyalty Program(s).
Scroll down to the Loyalty Program Redeem Rules Form and click the Add redeem rule button. Name the rule and select "Price Reward Rule" in the Rule Engine Type column.
Click the Save button at the top of the page, then click the blue button with the pencil icon to configure the rule. In the Rule engine parameters section:
- The Rule Parameter should match the one you found or created in the Setting up the Loyalty Program Rule Parameter section above.
- The Points multiplier should equal the number of points the rule should consume for each dollar of the price of the item. For example, if you want a $4.00 item to consume 40 points when redeemed, the Points multiplier should be 10.
- The Reward Code should match the name of the Custom Discount you created in the Setting up the Custom Discount section above.
- The Allow Manual Adjustment option can be enabled. See Note below.
Click the Save button at the top of the screen when you are done, then go back to the Edit Loyalty Program screen and click the Save button there.

Note: Manual Adjustment Option

If the Allow Manual Adjustment option is checked in the Rule engine parameters section of the Edit Loyalty Redeem Rule page (seen in step 3 of the Setting up the Loyalty Program Redeem Rule section above), then the cashier may edit the number of loyalty points the item will consume when it is redeemed as a free item. For example, if the item costs $4.00 and the Points multiplier is set to 10, it will normally consume 40 loyalty points as a free item, but if manual adjustments are allowed the cashier can change the points consumed to 25, yet the item will still be free for the customer.

Here is a video covering the above procedure: