SCENARIO: In this example, customers earn free shipping for the year after they spend a certain amount, distinguished by setting a demographic customer model field called 'Free Shipping Earned' with a value of 1. Use this rule to reset the demographic customer model field so they start the year with a clean slate and earn their way back up to a new tier.**

• Click here to learn more about the campaign manager.
• Click here to learn more about periodical campaign rules in general.

Step 1: Naming the rule

• Type a simple and descriptive name for this rule, such as Annual Free Shipping Earned.
• Select This rule is active to activate the rule so you can test and deploy it. If you are not yet ready to activate the rule, you can always do so later.

Step 2: Selecting the segment

Click All Customers or select Specific Segments to designate the appropriate customers for this rule. Your choice depends on how your brand wishes to implement this rule. We recommend creating a segment that only contains customers for which to reset this value.

Step 3: Determining conditions

• Select Brand Demographic as the condition to reset. You can choose other conditions to reset, if needed; however, we are just using Brand Demographic for this example.
• Select the field to reset, in this case Free Shipping Earned, from the drop-down list.
• You may also want to specify minimum and maximum values to consider for the reset, depending on your needs for this particular rule. In this scenario, you want the condition to be that this value is 1, so type .5 as the minimum and 1.5 as the maximum.

Step 4: Selecting frequency and timing

• Select Yes, limit per customer since this rule should have limits on how often it runs.
• Select By occurrences per calendar days.
• Type 'Maximum of 1 times in 365 calendar days' since we only want this rule to run once a year.
  
• Clear This rule runs at checkout, as this rule needs to run as a periodical event.
• Select As a periodical event.
• Set the periodical schedule, as needed.
  
• Select Monthly then select the specific day of the month to run the rule. For example, select January for the month and then 1 to run the rule on January 1st. To run it at a different time, adjust as needed.

Step 5: Determining results

• Select Update Demographic to define the desired result.
• Select the field created for this rule from 'Select a field and enter a new value,' in this case FreeShippingEarned, and type 0 as the value to which to reset the field.

Step 6: Confirming communication

• Leave No selected as you likely do not want to send the customer a message each time this rule triggers. If you do wish to send a notification, switch the toggle to Yes, select either Email or Mobile Message, and select a message to send.
• Click Save Rule to save and complete the definiton of this rule.