Grant/Revoke membership
Grant or revoke membership to a customer segment when the promotion conditions are met.
For example, you can create a tiered reward to do the following:
Grant the customer a 'Pet Food and Essentials Gold' membership when they accumulate 100 points in a 'Pet Food' loyalty program over a long-term purchase. In the next tier, revoke the customer's 'Pet Food and Essentials Gold' membership and grant them a 'Pet Food and Essentials Platinum' membership when they reach 1000 points in the same loyalty program.
To configure the Grant/Revoke Membership reward, navigate to the Actions & Rewards section, click on the Reward Type drop-down, and select 'Grant/Revoke Membership' from the Change Segment Membership reward.
Grant membership
Grant a membership to any customer segment who satisfies the promotion condition.
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In the drop-down list below Grant Segment Membership To, select the segment to which you want to add the customer to.
Note: You can create only one grant membership reward for each tier in a promotion.
Revoke membership
Revoke membership from any customer segment who satisfies the promotion condition.
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In the drop-down list below Revoke Segment Membership From, select the segment from which you want to withdraw the customer.
Note: You can create only one revoke membership reward for each tier in a promotion.
Grant/Revoke membership across tiers
You can either grant or revoke membership or configure both in a single tier.
An example of how grant/revoke membership configured across tiers is displayed below.
Click Save to configure the reward.
Points to note
- The customer is added to the new segment only after the transaction is complete.
- You cannot grant and revoke membership to the same segment in the same tier.
- If the customer meets the promotion condition, the applicable rewards for the new segment (membership) will apply from the next transaction.
- If the transaction is interrupted, or if the POS or Loyalty Engine fails, and if the customer meets the condition, the customer will not be added to the segment.
- If the store goes offline during the transaction, the reward is triggered through offer replays.