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System Generated Activities

Purpose of this document​

This document provides details at the business, technical, and implementation levels for specific features within the ES Loyalty feature set. This document addresses a subset of functionality centred on system-generated activities.

Standard activities​

Standard activities are out-of-the-box activities that can be used to trigger the scheduling of an offer or to complete or contribute to an offer's required behavior.

Registration​

Ability to generate a completion activity when a member registers their account (provides their email address).

Member registration acts as a trigger for an offer in the client system. The offer is provided only once per member.

A system activity has been set up for one client to offer a reward to members who register. This activity can be configured from the offer creation page of the Offers section in the Console.

Partner card linking​

Ability to generate a completion activity when a member links their loyalty card to a partner payment card, so they receive rewards when paying with that card.

A system activity has been set up for one client to offer a reward to members who link a partner payment card. This activity can be configured from the offer creation page of the Offers section in the Console.

Profile completion​

Ability to generate a completion activity when a member completes their member profile.

Note: Beginning with ES Loyalty v4.1.1, the required fields that must be completed to trigger a profile completion activity are configurable on a client-by-client basis.

A system activity has been set up for one client to offer a reward to members who complete their profile by entering information in all mandatory fields. As of July 2024, mandatory fields are set as follows:

  • BEINPLUS: ["FirstName", "LastName", "Gender", "DateOfBirth", "Street", "City", "Province", "PhoneNumber"]
  • Other clients: ["FirstName", "LastName", "Gender", "DateOfBirth", "PostalCode"]

X tier achieved​

Ability to generate a completion activity when a member achieves a new tier level.

The Member Tier Link object is updated when a higher membership tier level is achieved.

Ability to convey data about changes in the relationship between an account and the tier to which it belongs. If the assessment indicates a change of tier rank, the accompanying Link object is updated.

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