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Navigation: General Configuration > General Configuration - Memberships > Configuring Memberships Membership Rules |
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You can configure memberships so that customers earn points when they purchase specific items and tickets.
Select one of the titles below for more information about:
To create a membership rule: 1.Open General Configuration from the Desktop. 2.Select the Memberships tab. 3.Search for and select the membership that you want to add a rule to. 4.If you want customers to earn points for purchasing: ▪Bundles, select the Bundles tab. ▪Events, select the Events tab. ▪Miscellaneous items, select the Miscellaneous Items tab. ▪Gifts, select the Gifts tab. 5.Click 'Add Rule'. ▪Description: Enter a brief description for the rule. ▪Event/Bundles/Micellaneous Items/Gifts: Click ▪Start Date: Click ▪End Date: Click ▪Points: Enter the number of points that you want customers to earn. ▪Points Type: Select the way that you want the points to be calculated: oPer Dollar: Customers will earn the value entered in the 'Points' field for every dollar that they spend. oFixed: Customer will earn the value entered in the 'Points' field every time that the item is purchased. ▪Rule Category: Select the way that you want to categorize the rule. ▪Fire when sold in bundle: Select this checkbox if you want the rule to be applied when the item is sold as part of a bundle. 6.Click 'Apply'. 7.Click 'OK'. |
To delete a membership rule: 1.Open General Configuration from the Desktop. 2.Select the Memberships tab. 3.Search for and select the membership that you want to add a rule to. 4.If you want customers to earn points for purchasing: ▪Bundles, select the Bundles tab. ▪Events, select the Events tab. ▪Miscellaneous items, select the Miscellaneous Items tab. ▪Gifts, select the Gifts tab. 5.Select the rule that you want to remove. The rule row appears. 6.If the membership contains a large number of rules, you can use the filter rules section to pare down the list: ▪Rule Date: Select the way that you want to filter the rules. •Date Range: The rules will be filtered so that only the rules that are active on the dates entered in the 'Start Date' and 'End Date' fields are displayed. •Active: The rules will be filtered so that only the active rules are displayed (not past the 'End Date'). •Expried: The rules will be filtered so that only the expired rules are displayed (past the 'End Date'). •Future: The rules will be filtered so that only the rules with future date are displayed (not past the 'Start Date'). 7.Select the 'del ?' check box next tot he rule that you want to delete. 8.Click 'Apply'. A window confirms that the membership was updated. 9.Click 'OK'. |
