Overview

Let's say you wish to offer a loyalty reward to a very specific group of customers.  Whether it's those that have spent $1000 dollars shopping at your store, haven't shopped at your store in over a year, or are tagged for preferring a type of beer/spirit/THC.

This article will show you how to set up a loyalty reward using a customer query filter.  A query filter is essentially a report with filters defined to target specific results.

Procedure

1. Log into the back office
2. Navigate to Admin > Loyalty Programs
3. Select your loyalty program
4. Add a new Loyalty Program Redeem Rule
5. Configure the loyalty redeem rule
6. In the Redeem rule parameter options section
   • Create a new query filter
     • Click on the + icon to the right of the Customer Query Filter selector
     • Give the query filter a unique name
     • Select the Default Customer Search QueryId
     • Configure the Advanced filtering section to identify specific customer results
     • Save the query filter
   • Select an existing query filter from the Customer Query Filter selector
7. Save the loyalty redeem rule

Reach out to support@cloudretailer.com if you have an idea for a customer query filter that can't be achieved with the "Default Customer Search" QueryId.

Example of a reward that checks if the current month is the customer's birth month: