Stamp Achievements Setup Guide
1.0 Sales Achievement Setup
Sales achievement refers to the stamp campaign that mainly based on Sales Amount.
For example:
- Purchase above RM10 and get 1 stamp
- Go to portal https://portal.xilnex.com/
- Go to Customer Engagement>Customer relation management>Under Loyalty Application>Stamp Achievement
- Click “New” to create new stamp achievement campaign
- Fill in Stamp Title, Description, Active Date
- Campaign Type: Stamps
- Priority: The higher the number, the higher the priority. Set to "99" will be applied first, before other campaigns with lower priority numbers. User will always join the higher priority campaign first
- Client Type: This achievement applied to specific client type? Can leave it blank if it's applied to all.
- Expiry Date: Main campaign end date
- Store: Only eligible to get stamp when user purchase in certain store/outlet that you set here. You may leave blank if it's applied to all stores.
- Continue fill in:
Rewards with:
- Points or
- Voucher (Do create voucher catalogue in voucher catalogue module first before creating stamp campaign)
- Credits
Order Source
Sales type
Exclude payment/cash voucher item
- Will user still get stamp if they use voucher in that transaction?
Auto Join: Yes, All loyalty member will autojoin the campaign once register // No, member need to manully click join button in order to join the campaign.
Completion Days/Date: User will need to complete the stamp camapaign before this set date/or day.
Refresh completion date/days after first stamp receive
- This is based on the Completion Days/Date you set
- For example:
- Completion Days set to 30 days
- When user join the stamp campaign in 1 Jan, he/she will need to complete the stamp progress by 30 Jan
- If you set Refresh expiry date after first stamp receive to YES, whenever user receive 1st stamp the expiry date will get updated
- If this user get 1st stamp on 4 Jan, then the expiry date will get updated to 3 Feb.
Maximum completed per client
- How many times a user can repeatedly join the stamp campaign
- Next, go to Stamp achievement rules
- Select “Sales” Type.
Rule title Eg: Spend RM20 and above get 1 stamp
Transaction Type: Payment Method
Amount Rule/sign (Greater and equal, Greater than, equal to the Total Sales Amount)
- Eg: If you set Greater or equal to means Purchase RMxx and above to entitle 1 stamp
Total Sales amount: Input the required payment amount to entitle stamp
Cumulative amount: Enable this option to allow sales amounts to accumulate. For example, if 1 stamp is awarded for every RM10 spent, a single transaction of RM20 will earn the user 2 stamps.
Total number of stamps to complete
- Click “Save” then your stamp campaign has successfully created!
2.0 Item Achievement Setup
Item achievement refers to the stamp campaign that mainly based on Item Purchased.
For example:
- Purchase any Drinks and get 1 stamp
- Purchase any Drinks (min.RM5) and get 1 stamp ( Collected total 2 stamps and get 1 Voucher)
- Go to portal https://portal.xilnex.com/
- Go to Customer Engagement>Customer relation management>Under Loyalty Application>Stamp Achievement
- Click “New” to create new stamp achievement campaign
- Fill in Stamp Title, Description, Active Date
- Campaign Type: Stamps
- Priority: The higher the number, the higher the priority. Set to "99" will be applied first, before other campaigns with lower priority numbers. User will always join the higher priority campaign first
- Client Type: This achievement applied to specific client type? Can leave it blank if it's applied to all.
- Expiry Date: Main campaign end date
- Store: Only eligible to get stamp when user purchase in certain store/outlet that you set here. You may leave blank if it's applied to all stores.
- Continue fill in:
Rewards with:
- Points or
- Voucher (Do create voucher catalogue in voucher catalogue module first before creating stamp campaign)
- Credits
Order Source
Sales type
Exclude payment/cash voucher item
- Will user still get stamp if they use voucher in that transaction?
Auto Join: Yes, All loyalty member will autojoin the campaign once register // No, member need to manully click join button in order to join the campaign.
Completion Days/Date: User will need to complete the stamp camapaign before this set date/or day.
Refresh completion date/days after first stamp receive
- This is based on the Completion Days/Date you set
- For example:
- Completion Days set to 30 days
- When user join the stamp campaign in 1 Jan, he/she will need to complete the stamp progress by 30 Jan
- If you set Refresh expiry date after first stamp receive to YES, whenever user receive 1st stamp the expiry date will get updated
- If this user get 1st stamp on 4 Jan, then the expiry date will get updated to 3 Feb.
Maximum completed per client
- How many times a user can repeatedly join the stamp campaign
- Next, go to Stamp achievement rules
- Select “Item” Type and fill in:
Rule title
Item match type: Can pick from Item Code, Category, Item type, Department Code and Custom Fields
Amount Rule/sign (Greater and equal, Greater than, equal to the Total Sales Amount)
- Eg: If you set Greater or equal to means Purchase RMxx and above to entitle 1 stamp
Item amount: Input the required payment amount to entitle stamp
Transaction type=Payment method
Total number of stamps to complete (Eg: Total complete 10 stamps get 1 voucher)
- Click “Save” then your stamp campaign has successfully created!
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