Qualifying Conditions and Attributes

Qualifying conditions are the specific rules that a member's action must satisfy to be valid for a loyalty promotion. While a member action defines a general event, such as making a transaction, qualifying conditions provide the necessary precision by adding specific criteria. These criteria ensure that rewards are granted only when the action meets exact requirements, such as a minimum spend, a specific store location, or the purchase of a particular product.

Attributes allow you to define specific eligibility criteria based on various data sources, including the customer's profile, the details of their current transaction, and the location where the activity occurs. By combining these attributes, you can create dynamic rules that filter for the right audience and context, for example targeting high-value customers shopping at a specific store during a weekend sale.

The following attributes are available:

Loyalty Promotions Qualifying Conditions

Customer Attributes

Customer attributes enable you to create conditions based on the individual profile of the person interacting with your brand. This category includes demographic details like a name or email address, as well as dynamic loyalty data, for example, their current tier, available points balance, and lifetime purchase history.

The customer attributes are supported for the following member actions: gets enrolled in the program, redeems points, redeems a coupon, updates a customer profile, makes a transaction, gets delinked from a partner program, gets linked to a partner program, tier is updated in a partner program, behavioral event.

AttributeData TypeClassificationSupported OperatorsDescriptionExample
First NameStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe primary member’s first name.First Name Matches "Chris"
Last NameStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe last name of the group's primary member.Last Name Equals "Smith"
NameStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe full name of the primary member.Name Contains "John"
MobileStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe primary member's mobile number.Mobile Is Not Null
EmailStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe registered email of the primary member.Email Is Valid
External IdStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesUnique external ID of the primary member.External Id Exists
Slab NumberIntegerMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is NullThe tier number of the primary member.Slab Number Greater Than Or Equal 4
Slab NameStringMember AttributeNot Exists, Is One Of, Matches Regex, Starts With, Is None Of, Does Not Equal, Exists, Contains, EqualsThe tier name of the primary member.Slab Name Is One Of ["Gold", "Platinum"]
Slab Change DateDateMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Minutes Diff, Is Before, Is Not, Is, Is On or Before, Day Of Month, Is On or After, Is Not Null, Is Time Between, Is Null, Is After, Is Valid, Date Diff, Days Diff from String, Is Hour Between, Days Diff, Is Weekend, Is Weekday, Is BetweenDate the primary member last changed tiers.Slab Change Date Is Before "2024-01-01"
Slab Expiry DateDateMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Minutes Diff, Is Before, Is Not, Is, Is On or Before, Day Of Month, Is On or After, Is Not Null, Is Time Between, Is Null, Is After, Is Valid, Date Diff, Days Diff from String, Is Hour Between, Days Diff, Is Weekend, Is Weekday, Is BetweenTier expiration date for the primary member.Slab Expiry Date Is After Today
Join DateDateMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Minutes Diff, Is Before, Is Not, Is, Is On or Before, Day Of Month, Is On or After, Is Not Null, Is Time Between, Is Null, Is After, Is Valid, Date Diff, Days Diff from String, Is Hour Between, Days Diff, Is Weekend, Is Weekday, Is BetweenThe date the primary member joined the program.Month of Join Date Equals 12
Customer Enrolment DateDateMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Minutes Diff, Is Before, Is Not, Is, Is On or Before, Day Of Month, Is On or After, Is Not Null, Is Time Between, Is Null, Is After, Is Valid, Date Diff, Days Diff from String, Is Hour Between, Days Diff, Is Weekend, Is Weekday, Is BetweenThe system timestamp when the primary member's record was created.Customer Enrolment Date Is After "2024-01-01"
Loyalty TypeLStringMember AttributeNot Exists, Is One Of, Matches Regex, Starts With, Is None Of, Does Not Equal, Exists, Contains, EqualsThe loyalty category of the primary member.Loyalty Type Any Match "LOYAL"
Communication ProfileLStringMember Attributematches all of, matches any of, is not inChannels the primary member has opted into.Communication Profile Contains "WHATSAPP"
Member StatusLStringMember AttributeNot Exists, Is One Of, Matches Regex, Starts With, Is None Of, Does Not Equal, Exists, Contains, EqualsCurrent operational status of the primary member.Member Status Any Match "ACTIVE"
Registered AtStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe location where the primary member registered.Registered At Equals "Store 101"
Belong To SegmentLStringMember Attributematches all of, matches any of, is not inChecks if the primary member is in a specific cluster.Belong To Segment Any Match "VIP"
Points Redeemed TodayRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPoints the primary member redeemed today.Points Redeemed Today Greater Than 500
Number Of VisitsIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal unique visit count of the primary member.Number Of Visits Greater Than 10
Number Of TxnsIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal transaction count of the primary member.Number Of Txns Equals 100
Lifetime PurchaseRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal spend history of the primary member.Lifetime Purchase Greater Than 2000
Current All PointsRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPrimary member's current total points (Redeemable + Promised).Current All Points Greater Than 10000
Lifetime PointsRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal redeemable points earned by the primary member.Lifetime Points Greater Than 25000
Current Non Redeemable PointsRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPrimary's balance of promised/pending points.Current Non Redeemable Points Greater Than 500
Lifetime Non Redeemable PointsRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal promised points ever earned by the primary member.Lifetime Non Redeemable Points Is Not Null
Initial Lifetime PurchaseRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPrimary's lifetime spend before the current event.Initial Lifetime Purchase Less Than 500
Initial Current All PointsRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPrimary's total points balance before the current event.Initial Current All Points Equals 0
Initial Lifetime PointsRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPrimary's lifetime redeemable points before the current event.Initial Lifetime Points Less Than 10000
Points Redeemed In Calendar WeekRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPoints redeemed by primary member this week.Points Redeemed In Calendar Week Greater Than 20000
Number Of Redemptions In Calendar MonthIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalCount of primary member's redemptions this month.Number Of Redemptions In Calendar Month Greater Than Or Equal 5
Number Of Txns TodayIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalCount of primary member's transactions today.Number Of Txns Today Equals 1
Initial Current PointsRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPrimary's redeemable points before current event.Initial Current Points Less Than 100
Avg Basket SizeIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPrimary member's average items per transaction.Avg Basket Size Greater Than 4
Number Of Redemptions TodayIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalCount of primary member's redemptions today.Number Of Redemptions Today Greater Than 5
Avg Spend Per VisitRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPrimary member's average spend per visit.Avg Spend Per Visit Greater Than 200
Lifetime All PointsRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal points (all types) ever earned by primary member.Lifetime All Points Greater Than Or Equal 50000
Number Of Redemptions In Calendar WeekIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalCount of primary member's redemptions this week.Number Of Redemptions In Calendar Week Greater Than 0
Points Redeemed In Calendar MonthRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPoints redeemed by primary member this month.Points Redeemed In Calendar Month Greater Than 1000
Sum Of Item QuantityRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal quantity of specific items purchased by primary member.Sum Of Item Quantity Greater Than 10
Sum Of Item Gross AmountRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal spend on specific items by primary member.Sum Of Item Gross Amount Greater Than 100
Points Redeemed In PeriodRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPoints redeemed by primary member in a custom period.Points Redeemed In Period Greater Than 5000
Count Of Redemptions In PeriodIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalRedemption count in a custom period.Count Of Redemptions In Period Greater Than 2
Points Redeemed In Past DaysRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPoints redeemed in the last X days.Points Redeemed In Past Days Is Not Null
Count Of Unique Line ItemsIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalDistinct products purchased by primary member.Count Of Unique Line Items Less Than 5
Sum Of Item DiscountRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal discounts received by primary member.Sum Of Item Discount Greater Than 50
Streak Current ValueIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is NullPrimary member's progress in a streak.Streak Current Value Equals 4
Number Of Redemptions In Past DaysIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalRedemption count in the last X days.Number Of Redemptions In Past Days Greater Than 2
Tracker Value Tracked In EventRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTracker value including current event contribution.Tracker Value Tracked In Event Greater Than 10
Tracker Value Before EventRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTracker value excluding current event contribution.Tracker Value Before Event Less Than 100
Transaction Count In RangeIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTransaction count in a specific date range.Transaction Count In Range Greater Than 5
Transaction Sum In RangeRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal spend in a specific date range.Transaction Sum In Range Greater Than 500
Is Streak AchievedBooleanMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is NullIf primary member completed a streak.Is Streak Achieved Equals True
Custom FieldsList of StringsMember Attributematches all of, matches any of, is not inCustom metadata or properties defined specifically for the member profile.Custom Fields Matches Any Of ["Region:North"]
Is Subscribed To ChannelBooleanMember AttributeEquals, Not EqualsChecks if the member has opted in to receive communications on a specific channel.Is Subscribed To Channel (Email) Equals True
Cluster Value IncludesBooleanMember AttributeEquals, Not EqualsChecks if the member belongs to a specific analytical segment or cluster.Cluster Value Includes (High Value) Equals True
Cluster Value ExcludesBooleanMember AttributeEquals, Not EqualsChecks if the member does not belong to a specific analytical segment or cluster.Cluster Value Excludes (Churned) Equals True
Custom Field Value ExistsBooleanMember AttributeEquals, Not EqualsChecks if a specific custom field has been populated with data for the member.Custom Field Value Exists (Anniversary) Equals True
Tracker Value Current EventRealMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe absolute value of a tracker calculated at the exact moment of the current event.Tracker Value Current Event (Daily Limit) Less Than 100
Target Achieved In PeriodRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe amount of a target goal achieved within a specific custom timeframe.Target Achieved In Period Greater Than 500
Target Achieved In Current PeriodRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe amount of a target goal achieved during the currently active cycle.Target Achieved In Current Period Greater Than Or Equal 1000
Count Active Coupons In Coupon SeriesIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe number of valid, unredeemed coupons the member holds for a specific series.Count Active Coupons In Coupon Series (Summer Sale) Greater Than 0

Group primary member

Group primary member attributes enable you to add conditions for the primary member of a user group. You can use this data to determine eligibility for any member of the group based on the primary member, for example, checking if the primary member holds a Gold tier status or has a specific points balance.

The group primary member attributes are supported for the following member actions: updates a customer profile, makes a transaction.

AttributeData TypeClassificationSupported OperatorsDescriptionExample
First NameStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe primary member's first name.First Name Equals "Alice"
Last NameStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe primary member's last name.Last Name Equals "Johnson"
NameStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe full name of the primary member.Name Contains "Alice Johnson"
EmailStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe registered email of the primary member.Email Is Not Null
MobileStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe primary member's mobile number.Mobile Exists
External IdStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesUnique external ID of the primary member.External Id Equals "EXT-99"
Slab NumberIntegerMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is NullThe tier number of the primary member.Slab Number Greater Than 2
Slab NameStringMember AttributeNot Exists, Is One Of, Matches Regex, Starts With, Is None Of, Does Not Equal, Exists, Contains, EqualsThe tier name of the primary member.Slab Name Is One Of ["Platinum"]
Slab Change DateDateMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Minutes Diff, Is Before, Is Not, Is, Is On or Before, Day Of Month, Is On or After, Is Not Null, Is Time Between, Is Null, Is After, Is Valid, Date Diff, Days Diff from String, Is Hour Between, Days Diff, Is Weekend, Is Weekday, Is BetweenDate the primary member last changed tiers.Slab Change Date Is Before 2024-01-01
Slab Expiry DateDateMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Minutes Diff, Is Before, Is Not, Is, Is On or Before, Day Of Month, Is On or After, Is Not Null, Is Time Between, Is Null, Is After, Is Valid, Date Diff, Days Diff from String, Is Hour Between, Days Diff, Is Weekend, Is Weekday, Is BetweenTier expiration date for the primary member.Slab Expiry Date Is After Today
Join DateDateMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Minutes Diff, Is Before, Is Not, Is, Is On or Before, Day Of Month, Is On or After, Is Not Null, Is Time Between, Is Null, Is After, Is Valid, Date Diff, Days Diff from String, Is Hour Between, Days Diff, Is Weekend, Is Weekday, Is BetweenThe date the primary member joined the program.Join Date Month Equals 12
Loyalty TypeStringMember AttributeNot Exists, Is One Of, Matches Regex, Starts With, Is None Of, Does Not Equal, Exists, Contains, EqualsThe loyalty category of the primary member.Loyalty Type Any Match "LOYAL"
Is Test AccountBooleanMember AttributeEquals, Not Equals, Is Null, Is Not NullWhether the primary account is a test account.Is Test Account Equals False
Member StatusStringMember AttributeNot Exists, Is One Of, Matches Regex, Starts With, Is None Of, Does Not Equal, Exists, Contains, EqualsCurrent operational status of the primary member.Member Status Any Match "ACTIVE"
Current All PointsRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPrimary member's current total points.Current All Points Greater Than 5000
Lifetime PurchaseRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal spend history of the primary member.Lifetime Purchase Greater Than 10000
Number Of VisitsIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal unique visit count of the primary member.Number Of Visits Greater Than 20
Number Of TxnsIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal transaction count of the primary member.Number Of Txns Greater Than 50
Points Redeemed TodayRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPoints the primary member redeemed today.Points Redeemed Today Equals 0
Avg Spend Per VisitRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalAverage transaction value for the primary member.Avg Spend Per Visit Greater Than 200
Initial Lifetime PointsRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPrimary's lifetime points before this event.Initial Lifetime Points Less Than 1000
Initial Lifetime PurchaseReal#Member KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalPrimary's lifetime spend before this event.Initial Lifetime Purchase Greater Than 500
Streak Current ValueIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is NullProgress of the primary member's current streak.Streak Current Value Greater Than 3
Count Active CouponsIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalNumber of valid coupons held by the primary member.Count Active Coupons Greater Than 0

Current group primary

Current group primary attributes enable you to add conditions for the primary member of a user group at the exact moment an event occurs. This is commonly used to ensure the primary member meets specific criteria, for example, checking if they have an active subscription or valid membership status, before a transaction triggers a reward for the group.

The current group primary attributes are supported for the following member actions: gets enrolled in the program, redeems points, makes a transaction.

AttributeData TypeClassificationSupported OperatorsDescriptionExample
First NameStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe first name of the group's primary member.First Name Equals "Alice"
Last NameStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe last name of the group's primary member.Last Name Equals "Johnson"
NameStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe full name of the primary member.Name Contains "Alice Johnson"
EmailStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe registered email address of the primary member.Email Is Not Null
MobileStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe mobile number of the primary member.Mobile Exists
External IdStringMember AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe unique external identifier for the primary member.External Id Equals "EXT-99"
Slab NumberIntegerMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is NullThe serial number of the primary member's current loyalty tier.Slab Number Greater Than 2
Slab NameStringMember AttributeNot Exists, Is One Of, Matches Regex, Starts With, Is None Of, Does Not Equal, Exists, Contains, EqualsThe name of the primary member's current loyalty tier (e.g., "Silver", "Gold").Slab Name Is One Of ["Gold", "Platinum"]
Slab Change DateDateMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Minutes Diff, Is Before, Is Not, Is, Is On or Before, Day Of Month, Is On or After, Is Not Null, Is Time Between, Is Null, Is After, Is Valid, Date Diff, Days Diff from String, Is Hour Between, Days Diff, Is Weekend, Is Weekday, Is BetweenThe specific date when the primary member's loyalty tier was last changed.Slab Change Date Is Before "2024-01-01"
Slab Expiry DateDateMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Minutes Diff, Is Before, Is Not, Is, Is On or Before, Day Of Month, Is On or After, Is Not Null, Is Time Between, Is Null, Is After, Is Valid, Date Diff, Days Diff from String, Is Hour Between, Days Diff, Is Weekend, Is Weekday, Is BetweenThe date on which the primary member's current loyalty tier is set to expire.Slab Expiry Date Is After Today
Join DateDateMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Minutes Diff, Is Before, Is Not, Is, Is On or Before, Day Of Month, Is On or After, Is Not Null, Is Time Between, Is Null, Is After, Is Valid, Date Diff, Days Diff from String, Is Hour Between, Days Diff, Is Weekend, Is Weekday, Is BetweenThe date on which the primary member enrolled in the loyalty program.Day Of Month of Join Date Equals 1
Enrollment DateDateMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Minutes Diff, Is Before, Is Not, Is, Is On or Before, Day Of Month, Is On or After, Is Not Null, Is Time Between, Is Null, Is After, Is Valid, Date Diff, Days Diff from String, Is Hour Between, Days Diff, Is Weekend, Is Weekday, Is BetweenThe system timestamp of the primary member's record creation.Enrollment Date Is Before "2020-01-01"
Customer StatusStringMember AttributeNot Exists, Is One Of, Matches Regex, Starts With, Is None Of, Does Not Equal, Exists, Contains, EqualsThe current functional status of the primary member (e.g., Active, Lapsed).Customer Status Equals "Active"
Customer Status LabelStringMember AttributeNot Exists, Is One Of, Matches Regex, Starts With, Is None Of, Does Not Equal, Exists, Contains, EqualsA descriptive label assigned to the primary member based on activity.Customer Status Label Equals "At Risk"
Loyalty TypeLStringMember AttributeNot Exists, Is One Of, Matches Regex, Starts With, Is None Of, Does Not Equal, Exists, Contains, EqualsCategorization of the primary member's loyalty program type.Loyalty Type Equals "Premium"
Communication ProfileLStringMember Attributematches all of, matches any of, is not inList of channels the primary member is eligible to be contacted through.Communication Profile matches any of "WHATSAPP"
Current All PointsRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalSum of all points (Redeemable + Promised) currently held by the primary member.Current All Points Greater Than 10000
Promised points current balanceRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe primary member's current balance of non-redeemable/pending points.Promised points current balance Greater Than 500
Lifetime All PointsRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalSum of the primary member's lifetime redeemable and promised points.Lifetime All Points Greater Than Or Equal 50000
Lifetime PointsRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe total sum of redeemable points earned by the primary member since registration.Lifetime Points Greater Than 25000
Lifetime promised points earnedRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe cumulative history of all non-redeemable points the primary member has earned.Lifetime promised points earned Is Not Null
Lifetime PurchaseRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal monetary value of all purchases made by the primary member.Lifetime Purchase Greater Than 2000
Initial Lifetime PurchaseRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal lifetime spend of the primary member calculated before the current transaction.Initial Lifetime Purchase Less Than 500
Number Of VisitsIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal count of unique days the primary member has made a transaction.Number Of Visits Greater Than 10
Number Of TxnsIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe cumulative number of transactions made by the primary member.Number Of Txns Equals 100
Number Of Txns TodayIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe total number of transactions made by the primary member on the current day.Number Of Txns Today Equals 1
Points Redeemed TodayRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalTotal sum of loyalty points the primary member has redeemed today.Points Redeemed Today Greater Than 500
Avg Basket SizeIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalAverage number of items per transaction for the primary member.Avg Basket Size Greater Than 4
Avg Spend Per VisitRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe average monetary amount the primary member spends per visit.Avg Spend Per Visit Greater Than 200
Streak Current ValueIntegerMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is NullReturns the primary member's current progress in a streak challenge.Streak Current Value Equals 4
Is Streak AchievedBooleanMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is NullBoolean check if the primary member has completed a specific streak challenge.Is Streak Achieved Equals True
Member CountIntegerMember AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe total number of customers linked within the group.Member Count Greater Than Or Equal 4
Current PointsRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe primary member's current balance of redeemable points only (excluding promised points).Current Points Greater Than 2000
Initial Slab NameStringMember AttributeNot Exists, Is One Of, Matches Regex, Starts With, Is None Of, Does Not Equal, Exists, Contains, EqualsThe loyalty tier name the primary member held before the current transaction.Initial Slab Name Equals "Silver"
Initial Current PointsRealMember KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe redeemable points balance of the primary member before the current transaction.Initial Current Points Less Than 500

User group

User group attributes enable you to create rules based on the specific user group a member belongs to. This category allows you to evaluate the group's overall standing, for example ,checking the group's shared points balance, current tier status, or the total number of members linked to the account.

The user group attributes are supported for the following member actions: redeems points, makes a transaction.

AttributeData TypeClassificationSupported OperatorsDescriptionExample
NameStringMember AttributeEquals, Not Equals, Contains, Matches, Is One Of, Is None Of, Exists, Is Empty, Is Null, Is Not NullThe display name of the user group.User Group > Name > Contains > Corporate
External IdStringMember AttributeEquals, Not Equals, Contains, Matches, Is One Of, Is None Of, Exists, Is Empty, Is Null, Is Not NullThe unique external identifier assigned to the user group.User Group > External Id > Equals > GRP-9988
Created DateDateMember AttributeEquals, Not Equals, Is Before, Is After, Is On Or Before, Is On Or After, Is Between, Is Weekend, Is Weekday, Days DiffThe date when the user group was created in the system.User Group > Created Date > Is Before > 2024-01-01
Slab NameStringMember AttributeEquals, Not Equals, Contains, Is One Of, Is None Of, Is Null, Is Not NullThe name of the loyalty tier (slab) currently assigned to the group.User Group > Slab Name > Is One Of > Gold, Platinum
Slab NumberIntegerMember AttributeEquals, Not Equals, Greater Than, Less Than, Greater Than Or Equal, Less Than Or Equal, Is Null, Is Not NullThe numeric rank or level of the group's current loyalty tier.User Group > Slab Number > Greater Than > 2
Slab Expiry DateDateMember AttributeEquals, Not Equals, Is Before, Is After, Is On Or Before, Is On Or After, Is Between, Days DiffThe date when the group's current tier status is set to expire.User Group > Slab Expiry Date > Days Diff > Current Date
Member CountIntegerMember AttributeEquals, Not Equals, Greater Than, Less Than, Greater Than Or Equal, Less Than Or Equal, Is Null, Is Not NullThe total number of individual members linked to this group.User Group > Member Count > Greater Than > 5
Current PointsRealMember KPIEquals, Not Equals, Greater Than, Less Than, Greater Than Or Equal, Less Than Or Equal, Is Null, Is Not NullThe group's current balance of redeemable points.User Group > Current Points > Greater Than > 5000
Lifetime PurchaseRealMember KPIEquals, Not Equals, Greater Than, Less Than, Greater Than Or Equal, Less Than Or Equal, Is Null, Is Not NullThe total monetary value of purchases made by the entire group since inception.User Group > Lifetime Purchase > Greater Than > 10000
Number Of TxnsIntegerMember KPIEquals, Not Equals, Greater Than, Less Than, Greater Than Or Equal, Less Than Or Equal, Is Null, Is Not NullThe cumulative number of transactions completed by all members of the group.User Group > Number Of Txns > Greater Than > 50
Number Of VisitsIntegerMember KPIEquals, Not Equals, Greater Than, Less Than, Greater Than Or Equal, Less Than Or Equal, Is Null, Is Not NullThe total count of unique visits made by the group.User Group > Number Of Visits > Greater Than > 20

Purchase attributes

Purchase Attributes enable you to create conditions based on the granular details of the current transaction bill or receipt. These are financial and operational details of the purchase, including the total gross amount, the specific items present in the basket, the payment mode used, and the time of day the transaction occurred.

The purchase attributes are supported for the following member actions: makes a transaction.

AttributeData TypeClassificationSupported OperatorsDescriptionExample
Transaction NumberStringTransaction AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe unique identifier or receipt number for the transaction.Transaction Number Equals "TXN-10293"
DateDateTransaction AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Minutes Diff, Is Before, Is Not, Is, Is On or Before, Day Of Month, Is On or After, Is Not Null, Is Time Between, Is Null, Is After, Is Valid, Date Diff, Days Diff from String, Is Hour Between, Days Diff, Is Weekend, Is Weekday, Is BetweenThe date and time when the purchase was recorded.Transaction Date Is On Or After "2024-01-01"
Gross AmountRealTransaction AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe total value of the transaction before any discounts or taxes.Gross Amount Greater Than 500
Basket Amount SumRealTransaction KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe total net value of the basket after all discounts are applied.Basket Amount Sum Is Between 100 and 200
Basket SizeIntegerTransaction KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe total number of unique line items included in the purchase.Basket Size Greater Than 3
Total QuantityRealTransaction KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe cumulative quantity of all items purchased across all lines.Total Quantity Greater Than Or Equal 10
Tender CodeStringTransaction AttributeNot Exists, Is One Of, Matches Regex, Starts With, Is None Of, Does Not Equal, Exists, Contains, EqualsThe identifier for the payment method(s) used (e.g., CASH, WALLET).Tender Code Any Match "CREDIT_CARD"
Tender AmountRealTransaction AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe specific amount paid through a specific payment tender.Tender Amount Greater Than 50
Item CodeStringTransaction AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesA list of all product codes/SKUs present in the current transaction.Item Code Contains "PROD-X"
Item DescriptionStringTransaction AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesA list of all product names or descriptions in the basket.Item Description Any Match contains "Shoes"
NotesStringTransaction AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesAny additional comments or notes attached to the transaction.Notes Contains "Gift Wrap"
Basket Discount SumRealTransaction KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe total sum of all discounts applied to the entire basket.Basket Discount Sum Greater Than 0
Basket Sum (Gross)RealTransaction KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalCalculates the gross sum of specific items in the basket based on attributes.Basket Sum Gross for "Category: Electronics" > 1000
Basket CountIntegerTransaction KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe count of specific items in the basket meeting a criteria.Basket Count for "Brand: Nike" Equals 2
Basket IncludesBooleanTransaction AttributeEquals, Not EqualsA check to see if a specific item or category exists in the purchase.Basket Includes "Category: Dairy" Equals True
Transaction Custom FieldsList of StringsTransaction Attributematches all of, matches any of, is not inCustom metadata attached to the transaction header.Transaction Custom Fields Contains "Origin:App"
Basket ItemsList of StringsTransaction Attributematches all of, matches any of, is not inA list of specific item characteristics (Brand, Category, or SKU) present in the basket.Basket Items (Brand) Matches Any Of ["Nike", "Adidas"]
Tender NotesList of StringsTransaction Attributematches all of, matches any of, is not inSpecific remarks or codes attached to the payment methods used.Tender Notes Contains "GiftCard_1234"
Item QuantityList of NumbersTransaction AttributeEqual To, Less Than or Equal To, Greater Than or Equal To, Is Set, Is Not Set, Less Than, Greater Than, Not Equal To, Is BetweenA list containing the quantity for every individual line item in the basket.Item Quantity Greater Than Or Equal 2
Item RateList of NumbersTransaction AttributeEqual To, Less Than or Equal To, Greater Than or Equal To, Is Set, Is Not Set, Less Than, Greater Than, Not Equal To, Is BetweenA list containing the unit price for every individual line item.Item Rate Greater Than 50.00
Item DiscountList of NumbersTransaction AttributeEqual To, Less Than or Equal To, Greater Than or Equal To, Is Set, Is Not Set, Less Than, Greater Than, Not Equal To, Is BetweenA list containing the discount amount applied to every individual line item.Item Discount Greater Than 0
Item Discount PercentageList of NumbersTransaction AttributeEqual To, Less Than or Equal To, Greater Than or Equal To, Is Set, Is Not Set, Less Than, Greater Than, Not Equal To, Is BetweenA list containing the discount percentage applied to every individual line item.Item Discount Percentage Equals 10
Item Net AmountList of NumbersTransaction AttributeEqual To, Less Than or Equal To, Greater Than or Equal To, Is Set, Is Not Set, Less Than, Greater Than, Not Equal To, Is BetweenA list containing the final price (after discount) for every individual line item.Item Net Amount Greater Than 100
Item Gross AmountList of NumbersTransaction AttributeEqual To, Less Than or Equal To, Greater Than or Equal To, Is Set, Is Not Set, Less Than, Greater Than, Not Equal To, Is BetweenA list containing the original price (before discount) for every individual line item.Item Gross Amount Less Than 50
Basket Amount Sum Non DiscountedRealTransaction KPIEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Is Not Null, Is Null, IntervalThe total value of all items in the basket before any discounts are applied.Basket Amount Sum Non Discounted Greater Than 200.00

Purchase store

Purchase store attributes enable you to define location-specific conditions by targeting the specific outlet where a transaction takes place. You can filter eligibility based on the store's unique identifier or name, as well as custom fields.

The purchase store attributes are supported for the following member actions: gets enrolled in the program, redeems points, redeems a coupon, updates a customer profile, makes a transaction, gets delinked from a partner program, gets linked to a partner program, tier is updated in a partner program.

AttributeData TypeClassificationSupported OperatorsDescriptionExample
Store NameStringStore AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe name of the store where the transaction or event occurred.Store Name Equals "London Flagship"
Store CodeStringStore AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe unique internal identifier for the store.Store Code Equals "UK-001"
Store Custom FieldsStringStore AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesCustom metadata associated with the store (e.g., store size, region, or format).Store Custom Fields (Region) Equals "Midlands"

Referrer code

Referrer code attributes enable you to create rules based on a customer's referral history. This category allows you to reward members based on their success in bringing new customers to the program, for example counting how many members they have successfully registered or how many of those member have made a purchase.

The referrer code attributes are supported for the following member actions: gets enrolled in the program, updates a customer profile, makes a transaction.

AttributeData TypeClassificationSupported OperatorsDescriptionExample
Referee Reg CountIntegerMember KPIEquals, Not Equals, Greater Than, Less Than, Greater Than Or Equal, Less Than Or Equal, Is Null, Is Not NullThe total number of new members who have successfully registered using this customer's referral code.Referrer Code > Referee Reg Count > Greater Than > 5
Referee Txn CountIntegerMember KPIEquals, Not Equals, Greater Than, Less Than, Greater Than Or Equal, Less Than Or Equal, Is Null, Is Not NullThe total number of transactions completed by the new members referred by this customer.Referrer Code > Referee Txn Count > Greater Than Or Equal > 10

Activity attributes

Activity attributes enable you to create conditions based on the behavioural event triggered. This allows you to evaluate operational metadata surrounding the member's action, for example, the geographic country of origin, the specific channel source of the event, and the exact timestamp of when the activity occurred.

The activity attributes are supported for the following member actions:

AttributeData TypeClassificationSupported OperatorsDescriptionExample
CountryStringActivity AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe geographic country code where the activity originated.Country Equals "UK"
CodeStringActivity AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe unique identifier or event code associated with the specific activity.Code Equals "APP_LOGIN"
Event SourceStringActivity AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe specific platform, device, or channel from which the event was triggered.Event Source Is One Of ["APP", "WEB"]
Activity DateDateActivity AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Minutes Diff, Is Before, Is Not, Is, Is On or Before, Day Of Month, Is On or After, Is Not Null, Is Time Between, Is Null, Is After, Is Valid, Date Diff, Days Diff from String, Is Hour Between, Days Diff, Is Weekend, Is Weekday, Is BetweenThe system timestamp recording when the activity was processed.Activity Date Is On Or After "2024-01-01"
Event DateDateActivity AttributeEquals, Less Than, Greater Than, Less Than or Equal, Greater Than or Equal, Not Equals, Minutes Diff, Is Before, Is Not, Is, Is On or Before, Day Of Month, Is On or After, Is Not Null, Is Time Between, Is Null, Is After, Is Valid, Date Diff, Days Diff from String, Is Hour Between, Days Diff, Is Weekend, Is Weekday, Is BetweenThe actual date and time the event occurred on the client side.Event Date Is Weekday
UsernameStringActivity AttributeEquals, Not Equals, Contains, Not Exists, Is Empty, Is None Of, Exists, Is One Of, MatchesThe username or handle of the member performing the activity.Username Exists