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Creating Tracker Based Strategies - Capillary Support Portal

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7/5/2019
Creating Tracker Based Strategies - Capillary Support Portal
Creating Tracker Based Strategies
Trackers are used to tracking various entities of a transaction such as transaction amount, gross bill amount, line-item
count, line-item quantity, line-item price and customer visits. You can create tracker strategies and define rule sets
based on these entities.
Note: Trackers will be executed based on the TILL time but not on basis of the time specified for a transaction.
In case of MLP, tracker strategies created in a program can be used only in that program and cannot be used in any
other program, not even in the org default program.
This topic covers how to:
Create tracker strategies - this includes creating tracker strategies with different tracker cases
Configure tracker - this includes creating a tracker, assigning a tracker strategy to the tracker, and configuring
rules for each tracker case
Creating Tracker Strategies
To create a tracker strategy, do the following
1. On the loyalty program configuration page, click the Trackers tab
2. Click Create Tracker Strategy.You will see the Tracker Strategy pop-up screen
3. Configure each field of the tracker strategy based on the descriptions provided in the following table. You can
create multiple tracker cases in a tracker strategy.
OPTION
DESCRIPTION
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Tracker
Name
Creating Tracker Based Strategies - Capillary Support Portal
Specify a meaningful name for the current tracker strategy
Choose the window mode (duration) based on which you wish to evaluate the tracker case.
Moving Window: In Moving Window mode, when a customer makes a transaction, the tracker
condition is checked for the previous X days (number of days set in Track for ___ days) until the
transaction date.
Cyclic Window: In Cyclic Window mode, when a customer makes a transaction (after the tracker
is configured), considering that transaction date, cycles of equal intervals are created for that
customer. The duration of each cycle depends on the value set in Track for ___ days.
Whenever customer makes a transaction, based on which cycle the transaction date falls in, the tracker cases
are evaluated from starting of that cycle to the current transaction date.
Consider the following example:
A tracker was created (on Apr 5, 2016) with a condition to reward a bonus of 200 points on a transaction
of $1000 in 20 days ( Track for ___ days is set to 20).
Assume that a customer makes subsequent transactions on Apr 7, May 4, May 10, and May 22.
In moving window mode, for the transaction made on Apr 7, the condition is checked for the
previous 20 days, i.e., 18th Mar- 7th Apr. Similarly, for the transaction made on May 4, the
condition is checked from Apr 15 - May 4; and for the transaction made on May 10, the condition
is checked for the previous 20 days, i.e., from Apr 21 - May 10 and so on.
Mode
In cyclic window mode, as the first transaction is made by the customer after the tracker is set is
on Apr 7. Considering from Apr 7, cycles are created with equal intervals of 20 days each as shown
in the following:
For the first transaction ( May 7) the condition is checked only for that day. As the second transaction falls
in Cycle 2 (4th May), the condition is checked from starting of the second cycle until the transaction day
(27th Apr - 4th May). Similarly, the fourth transaction falls in Cycle 3 and the condition is checked from
27th May - 22nd May.
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Creating Tracker Based Strategies - Capillary Support Portal
Choose the entity that you want to track for the current tracker strategy
Entity
Bill Amount: To define tracker cases based on the transaction amount
Bill Discount: To define tracker cases based on the discount amount of a transaction
Bill Gross Amount: To define tracker cases based on the gross transaction amount (transaction
amount after discount)
Lineitem Amount: To define tracker cases based on individual line-items purchased
Lineitem Count: To define tracker cases based on the number of line-items in a transaction
Lineitem Quantity: To define tracker cases based on the quantity of line-items
Customer Visits: To define tracker cases based on customer visits (number of unique day
transactions)
Number of
times to
Limit the number of executions of the current tracker for a customer. Maximum value allowed is 9999
signal (per
customer)
Case Name Specify a meaningful name for the current tracker case
Track for
___ days
Specify the duration of the window for which the tracker case needs to be evaluated. The mode of the
window could be cyclic or moving as explained in Mode
Define the condition of that tracker case in this field. For example, if the sum of transactions in 365 days
are greater than $1000
If ____
____
Sum: Sum of the tracked entity values in the specified duration. For example for Bill Amount, the
sum is the sum of all transactions (amount) tracked
Count: Number of times the entity has been tracked in the specified duration. For example, for Bill
Amount, the count is the number of transactions tracked
Limit
number of Limit number of times of execution of the current tracker case. Once the case is executed successfully for
forwards X times for a customer (where X is the value specified in this field), the tracker case will not be evaluated
per
for that customer again.
customer
Add
Forward
(Tracker
Case)
Click to create a new tracker case. You can create multiple tracker cases if required. When the tracker is
evaluated, all the subsequent tracker cases of that tracker strategy will be evaluated. You can define
actions to be performed upon successful execution of a tracker case in rule sets
Once you create tracker strategies, you need to configure rule sets to enable tracking the desired entity(bill amount,
line-item count, line-item cost etc) configured in the tracker strategy and trigger actions to be performed upon
successful execution of each tracker case.
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To know how to configure rule sets for trackers, see Configuring Rules for a Tracker Strategy section.
Configuring a Tracker (Tracker Rules)
Once you create a tracker strategy, it is important to configure rule sets to start tracking entities set in tracker
strategies, evaluate tracker cases and trigger actions upon successful execution of tracker cases.
To configure tracker based rules, go to the EventsView page and set event as TransactionAdd
You will see Set1 in which you can define rules on a new transaction event. Once you define rule in Set1 and save it,
you will see the second parent set which corresponds to tracker event. Similarly, once you save the rules of the
second parent set, you will see the third parent in which you can create rules on a transaction finished event. You can
see all the three parent sets in the screenshot below.
First Parent Set (Transaction Start Event ):The first parent set represents a new transaction event. This set is
invoked whenever a new transaction happens. In this set, you can create rules based on new transaction
events.This is always be represented by Set1.
Second Parent Set (Trackers Event): The middle parent set represents tracker events. In this set, you can
create rules based on tracker strategies and tracker cases. You can also configure multiple tracker conditions in
this set.
Third Parent Set (Transaction Finished Event): The last parent set represents transaction finished event. This
set completes a transaction once all the trackers configured in the trackers set are completely evaluated. You
can also define rules on a tracker finished event.
You can create multiple child sets for a parent set. Each child set consists of conditions and actions. In case of
trackers, a tracker strategy is considered as a child set and all the respective tracker cases are sub-sets of that child
set. Numbering of parent sets vary based on the number of child sets created under each parent set.
When a transaction is made, the first set is invoked and forwards it to the second set. The second set validates all the
trackers and executes actions based on the rules and actions configured. The event then gets forwarded to the third set
which completes the transaction event.
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To create tracker based rules, do the following:
1. On the EventsView page, choose TransactionAdd event and select the tracker related parent set (trackers set)
2. Click +Condition
3. Leave Expression and Expression equals to true
4. In When field, click + and and select the default Forward to Set action
5. Enable transaction item unroller to create rules based on transaction line-items and then click Save
A new tracker will be created under the trackers parent set as shown below. The tracker name is set by default. You
cannot modify the tracker name. You can tag a tracker strategy to the tracker.
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6. Tag a tracker strategy to the tracker as explained in the following
Click on the tracker
In the When condition click +
Select the Tracker Evaluation action
In Tracker (Action field), choose the tracker strategy that you want to tag for the tracker and click Save
You will see a list of tracker cases created in the tracker strategy, under the new tracker as shown below.
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Create rules for individual tracker cases as explained in the Configuring Events
(http://support.capillarytech.com/solution/articles/4000050768-configuring-events#edit) topic.You could also have
forward sets under a tracker case set.
Similarly, you can add multiple trackers to define separate rules for each tracker strategy
Configuring Multiple Trackers
To configure rules for multiple tracker strategies, add a separate condition and configure rule set for that condition as
explained in the previous section.
1. Click on the set corresponding to trackers and then click another condition by clicking +Condition in the All
Conditions pane and click When
2. Click + and select Forward to Set
3. To configure rules based on line-items, enable transaction item unroller and click Save
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You will a new tracker created under the trackers parent set as shown below
Once the tracker is created, assign a tracker strategy to the new tracker and configure rule set as explained in
Configuring Events (http://support.capillarytech.com/solution/articles/4000050768-configuring-events).
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