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Using subledgers

A loyalty subledger is an individual loyalty points wallet within a loyalty program. You can create multiple subledgers for one loyalty program to control where your customers earn and redeem their loyalty points.

They are useful in a situation where you are governing multiple stores. For example, subledgers allow you to specify that points earned at one store can only be redeemed at that same one, allowing customers to have multiple separate balances concurrently without the need to create a separate loyalty program for each store.

You can only use subledgers in conditions or effects within the Rule Builder.

Before you start

Ensure that you have:

Using a subledger in conditions

You can set a condition to validate the loyalty points balance in a subledger.

Creating a subledger

Creating a subledger accessor allows you to create a subledger and to use it in a condition.

  1. Select the Application you want to use the loyalty feature in.

  2. Click the Campaign where you want to validate the loyalty points balance.

  3. Click Rule Builder in the left-side menu.

  4. Click Access subledgers at the top of the page.

    note

    If you have already created one or more subledger accessors in the same Campaign, click Add subledger accessor to create new ones.

  5. In Select loyalty program, use the drop-down menu to choose a loyalty program that supports subledgers.

  6. In Subledger, type the name of the subledger. You can type the name of a subledger created in a different Campaign or Application to reuse it. If you type a new name, a new subledger will be created.

  7. In Save as, choose the name of the subledger accessor. This name appears in the palette when you create a condition.

  8. Click Save subledger balance.

You see the subledger accessor in the Access subledgers section, above the rules. The corresponding subledger is available in the Rule Builder palette, ready to be used in a condition.

Validating the subledger balance

The subledger accessor created in the previous section automatically contains 3 balance attributes that we can evaluate in a condition. To check the subledger balance:

  1. Open the Rule Builder for your loyalty Campaign.
  2. Click Add rule.
  3. In Conditions, click Add Condition.
  4. Select Attribute > Validate attribute value.
  5. Select the attribute you want to evaluate. In the palette, your subledger accessor appears in the Subledgers category. Every subledger contains the following attributes:
    • Current Balance (<subledger name>)
    • Pending Balance (<subledger name>)
    • Tentative Current Balance (<subledger name>)
  6. Finish setting your validation check.
  7. Click Done.

The condition is saved. You can set the effects of this condition by using the Effects section.

Using a subledger in effects

You can add loyalty points to the balance of a subledger or redeem them from a subledger that you created earlier.

Redeeming points from a subledger

  1. Open the Rule Builder for your loyalty Campaign.

  2. Click Add rule.

  3. In Effects, click Add Effect.

  4. Select Reward > Redeem loyalty points.

  5. In Select loyalty program, choose the loyalty program where you have enabled subledgers.

  6. In Subledger, type the name of the subledger.

    note

    You can redeem points from any subledger, even if it was defined in a different Campaign or Application. Just type the same name you assigned to the subledger when creating it.

  7. In Reason, type a description for this effect.

  8. In Amount of points, set the number of points to redeem.

  9. Click Done.

The effect is saved.

Adding points to a subledger

  1. Open the Rule Builder for your loyalty Campaign.

  2. Click Add rule.

  3. In Effects, click Add Effect.

  4. Select Reward > Add loyalty points.

  5. In Select loyalty program, choose a loyalty program where you have enabled subledgers.

  6. In Subledger, type the name of the subledger.

    note

    To add points to a subledger defined in a different Campaign or Application, use its name. In case you use a different name that hasn't been used before, a new subledger is automatically created.

  7. In Recipient, choose who will receive those points:

    • Current customer (friend)
    • Advocate
  8. In Reason, type a description for this effect.

  9. In Amount of points, set the value of the reward.

  10. (Optional) Click Reward Settings to set start and expiration dates for the reward.

  11. Click Done.

The effect is saved.