Assessment Criteria

Assessment criteria are rules against which an event is assessed.

If an event matches the assessment criteria of a rule then it is passed on to the fulfilment phase where each of the specified fulfilment actions are completed.

Assessment Criteria are as follows:

Shared (Action, Order, Transaction, Points)

Assessment Criteria

Description

Every Event

Matches every Event. This is a catch all that you want to apply a fulfilment action to event event of a specific type.

NameSpace

Matches an Event by a NameSpace. A namespace uniquely defines the scope of an event. Namespaces are used to organise events into logical group that can be specifically targed by matching the namespace completely (=) or partially (begins with).

Reference

Matches Event by Reference

Campaign

Matches Event by Campaign

Customer Is in Segment

The Customer is a Member of a Specified Segment

Customer Is NOT in Segment

The Customer is NOT a Member of a Specified Segment

Nth Event

Matches if this is the nth event of a event type for a customer, for example this is the customers 10th order.

Every Nth Event

Matches every nth event of a event type for a customer, for example it matches every 5th order made by a customer.

X over T

Matches if this is the nth (X) event (same event type, same namespace) over a specified time period (T) in days or months.

X since T

Matches if this is the nth (X) event (same event type, same namespace) sinze a specified date (T).

Attribute (Key/Value)

Matches if the event contains a specified Key/Value attribute

Life Time Event Value

Matches based on the Life Time Event Value for a Event Type. The cumulative value for each event is as follows:

  • Action.Amount

  • Order.Total

  • Transaction.Amount

  • Points.Quantity

Life Time Event Threshold

Matches if the the Life Time Event Value for a Event Type has passed a threshold with this event. The cumulative value for each event is as follows:

  • Action.Amount

  • Order.Total

  • Transaction.Amount

  • Points.Quantity

Life Time Spend Value

Matches based on the Life Time Spend Value for Orders and Transactions. The cumulative value for each event is as follows:

  • Order.Total

  • Transaction.Amount

Life Time Spend Threshold

Matches based on the Life Time Spend Value for Orders and Transactions has passed a threshold with this event. The cumulative value for each event is as follows:

  • Order.Total

  • Transaction.Amount

Anniversary Year Spend Value

Matches based on the Spend Value for Orders and Transactions for the Current Anniversary Year. The cumulative value for each event is as follows:

  • Order.Total

  • Transaction.Amount

Anniversary Year Spend Threshold

Matches based on the Spend Value for Orders and Transactions for the Current Anniversary Year has passed a threshold with this event. The cumulative value for each event is as follows:

  • Order.Total

  • Transaction.Amount

Spend Assessment Criteria (Order and Transaction Events)

Assessment Criteria

Description

Life Time Spend Value

Matches based on the Life Time Spend Value for Orders and Transactions. The cumulative value for each event is as follows:

  • Order.Total

  • Transaction.Amount

Life Time Spend Threshold

Matches based on the Life Time Spend Value for Orders and Transactions has passed a threshold with this event. The cumulative value for each event is as follows:

  • Order.Total

  • Transaction.Amount

Anniversary Year Spend Value

Matches based on the Spend Value for Orders and Transactions for the Current Anniversary Year. The cumulative value for each event is as follows:

  • Order.Total

  • Transaction.Amount

Anniversary Year Spend Threshold

Matches based on the Spend Value for Orders and Transactions for the Current Anniversary Year has passed a threshold with this event. The cumulative value for each event is as follows:

  • Order.Total

  • Transaction.Amount

Action Event Type Assessment Criteria

Assessment Criteria

Description

Count

Matches based on the Action.Count

Amount

Matches based on the Action.Amount

Anniversary Event Type Assessment Criteria

Assessment Criteria

Description

Anniversary Count (in Years)

Matches based on the Customers Anniversary Count - how many years they have been a member of the program.

Anniversary Year Spend Value

Matches based on the Spend Value for Orders and Transactions for the Current Anniversary Year. The cumulative value for each event is as follows:

  • Order.Total

  • Transaction.Amount

Anniversary Year Spend Threshold

Matches based on the Spend Value for Orders and Transactions for the Current Anniversary Year has passed a threshold with this event. The cumulative value for each event is as follows:

  • Order.Total

  • Transaction.Amount

Order Event Type Assessment Criteria

Assessment Criteria

Description

Order Total

Matches based on the Order.Total

Order

Rewards Eligible Total

Matches based on the Order.RewardsEligibleTotal

Order

Tax Total

Matches based on the Order.TaxTotal

Order

Shipping Total

Matches based on the Order.ShippingTotal

Order

Order Status

Matches based on the Order.OrderStatus

Order

SKU (in order)

Order Items includes a Product with a specified SKU

Order

Vendor

Order Items includes a Product with a specified Vendor

Order

Bin

Matches based on the Order.PaymentDetail.Bin

Order

Bank

Matches based on the Order.PaymentDetail.Bin

Order

Scheme

Matches based on the Order.PaymentDetail.Bin

Order

Segmentation

Matches based on the Order.PaymentDetail.Bin

Order

Transaction Event Type Assessment Criteria

Assessment Criteria

Description

Payment Amount

Matches based on the Order.PaymentDetail.Bin

Transaction Amount

Matches based on the Transaction.Amount

Points Event Type Assessment Criteria

Assessment Criteria

Description

Quantity

Matches based on the Points.Quantity

Points

Matches based on the customers Points Balance AFTER the points event

Error Event Type Assessment Criteria

Assessment Criteria

Description

Error Description

Matches based on the Error Description

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