Skip to main content

Behaviour Section

The Behaviour section specifies the transaction type the offer applies to, the spending behaviour a member needs to qualify for the offer, the products the offer applies to, and the global products excluded from the offer. It contains the following subsections:

  1. Transaction Type: Specifies the type of transaction the offer can be applied to. There are two types of transactions that work with offers:

    • Single Purchase: With this transaction type, the offer applies only to one-time transactions by eligible members.
    • Multiple Purchases: With this transaction type, the offer applies only after an eligible member makes a specified minimum number of transactions.

  2. Behaviour Category: Specifies the purchase actions needed from the member to qualify for the offer. There are two types of behaviour that work with offers:

    • Purchase Dollar Amount: With this behaviour, the offer applies only when an eligible member spends at least a specified dollar amount, across one or more purchases.
    • Purchase Quantity: With this behaviour, the offer applies only when an eligible member purchases at least a specified amount of items, across one or more purchases.

  3. Product Selection: Specifies the products that the offer will apply to. There are two types of ways that offers can apply to products:

    • All Products: The offer applies to all products in your catalog.

    • Specific Products: The offer applies to specific products. To specify these products, upload a CSV file that lists them or create a query in the dashboard.

      note

      CSV file requirements may vary depending on your product catalog. To configure a CSV file that works for your catalog, contact your TSA representative.

  4. Global Product Exclusions: Specifies whether purchases of globally excluded products, such as cigarettes, count toward activating the offer.

    note

    If a globally excluded product appears in the selected product list, the exclusion takes precedence. Global exclusions also apply based on the province or state of the store where the transaction occurs.

Set up a single purchase offer type​

  1. In the Behaviour section, select Single Purchase.
  2. In the Behaviour Category section, select the action a member must perform in a single purchase to qualify for the offer. Choose from the following options:
    • Purchase Dollar Amount: Enter the minimum amount the member must spend in the How much needs to be spent field.
    • Purchase Quantity: Enter the minimum number of items the member must purchase in the How many items need to be purchased field.
  3. In the Product Selection section, choose whether to include all products in your catalogue or a list of specific products. To upload a list of specific products, use one of the following methods:
    • Query Builder: Use the dashboard's built-in feature to create logical conditions that target specific products in your catalogue.
    • Upload File: Upload a CSV file containing the product codes for products in your catalogue. The Console reads the CSV file, maps the product details, and uploads them.
  4. In the Global Product Exclusions section, select the Apply global exclusions checkbox to let purchases of globally excluded products count toward activating the offer.

Set up a multiple purchase offer type​

  1. In the Behaviour section, select Multiple Purchases.
  2. Optionally, select the Is there a minimum number of transactions checkbox to require a minimum number of transactions before the offer activates.
  3. In the Behaviour Category section, select the action a member must perform in a single purchase to qualify for the offer. Choose from the following options:
    • Purchase Dollar Amount: Enter the minimum amount the member must spend in the How much needs to be spent field.
    • Purchase Quantity: Enter the minimum number of items the member must purchase in the How many items need to be purchased field.
  4. In the Product Selection section, choose whether to include all products in your catalogue or a list of specific products. To upload a list of specific products, use one of the following methods:
    • Query Builder: Use the dashboard's built-in feature to create logical conditions that target specific products in your catalogue.
    • Upload File: Upload a CSV file containing the product codes for products in your catalogue. The Console reads the CSV file, maps the product details, and uploads them.
  5. In the Global Product Exclusions section, select the Apply global exclusions checkbox to let purchases of globally excluded products count toward activating the offer.
Last updated on