At a glance
Progress comes from the individual lines on the customer’s receipt, never from the receipt total. The exception is Payment method, which counts the payments instead. Lines priced at 0.01 or less each, such as free items, don’t count.
Every type also works in a Tiered challenge. A tiered challenge keeps one earn rule, and each tier sets its own target on it. See Tiered challenges.
One purchase
The customer completes the challenge in a single purchase. Each rule counts the products or the amount in that purchase, depending on its own Earn method. The rule is met when they reach its Count or Amount. It’s the only type that can have more than one earn rule. You add each one with Add Rule. A purchase only counts when it meets all of them. One purchase doesn’t mean the customer can only complete the challenge once. On a renewable challenge, a purchase can complete more than one card. See One-time or renewable. Example. Buy 3 cans of cola in one purchase and get a coupon for a free can. Set Earn method to Product quantity and Count to 3, and list the cola products in Product IDs. Example with two rules. Spend at least 20.00, not counting tobacco, and buy a can of cola, in the same purchase. Add a Purchase amount rule with an Amount of 20, ID’s action set to Exclude, and the tobacco products listed. Then add a Product quantity rule with a Count of 1 that lists the cola. A purchase that meets only one of the rules adds nothing. Example with a bonus. Buy 6 cans of Fanta in one purchase in the stores you pick, and get a 2.00 bonus. Pick the stores in Store(s) on Activity details. Set Earn method to Product quantity and Count to 6, and list the Fanta products. Give a Bonus reward of 2.00.Multiple purchase
The products or the amount in every purchase add up, depending on the Earn method. The customer can make as many purchases as they need to reach the rule’s Count or Amount. This type has one earn rule. Example. Buy 4 coffees and get the next one free. Set Earn method to Product quantity and Count to 4, and list the coffee products. Give a coupon for a free coffee as the reward. Choose Unlimited, so the customer starts again on a new card after each free coffee. Example by amount. Spend 100.00 this week, not counting tobacco. Set Earn method to Purchase amount and Amount to 100. Set ID’s action to Exclude and list the tobacco products. Then set the challenge’s dates to that week.Store visits
Each purchase that reaches Minimum amount per purchase counts as one visit, however much more the customer spends. If you leave the minimum empty, any purchase above zero counts. Two purchases on the same day are two visits. To space visits out, set Delay between purchases. The customer needs the number of visits in Store visits. You don’t pick an earn method for this type. Product IDs are optional for this type. If you list products with Include, only their prices count toward the minimum. If you use Exclude, the listed products don’t count toward it. Example. Shop 3 times in one week, spending at least 10.00 each time, and get a coupon for a free tote bag. Set Store visits to 3 and Minimum amount per purchase to 10. Then set the challenge’s dates to that week.Payment method
Each purchase paid with any Payment method you pick counts as one. You can pick one or more of Card, Cash, Loyalty App and Other, and the field is required. The customer needs the number in Purchases by payment method. You don’t pick an earn method or list products for this type. With Minimum amount per purchase, a purchase only counts when the customer pays at least that much with the selected methods. If you leave it empty, any purchase paid that way counts. Loyalty App matches payments recorded as paid through the Lobyco app. Other only matches payments that your POS sends as Other, with no name of their own. If the POS sends a payment with its own name, the challenge matches it by that name instead, so it never counts as Other. The form can’t match a payment by its name. Before you rely on Loyalty App or Other, ask whoever runs your POS integration what it sends. If you need a named payment method, ask your Customer Success Manager. Discounted items behaviour during challenge progress shows for this type, but it has no effect. Example. Make 5 purchases of at least 10.00 paid through the app, and get a bonus. Set Purchases by payment method to 5, Payment method to Loyalty App, and Minimum amount per purchase to 10.Fields shared across accumulation types
These fields work the same under every accumulation type. Not every type shows every field, though.Earn method
Shown only for One purchase and Multiple purchase.- Product quantity counts how many of the listed products the customer buys. The highest Count you can set is 9,999,999.
- Purchase amount adds up the prices of the lines that count, until they reach the Amount.
ID’s action, Product IDs and Category IDs
Include counts only the listed products. Exclude counts everything except them. If you list a category, it also covers every category below it.
To fill in Product IDs, select Add items and type the IDs one per line. You can also Upload a CSV file of IDs, or Download the list you have. Category IDs works the same way.
Use the IDs from your product catalogue. To look one up, open a segment rule in Segments and Audiences and its Product picker. It shows each product’s and category’s ID in bold under its name.
A challenge can hold up to 10,000 IDs in total. That counts product and category IDs together, across every earn rule. If you go over, Nexus shows an error and doesn’t save the challenge. The limit is set for each setup, so ask your Customer Success Manager if you need more.
Global product exclusions apply on top of a challenge’s own lists. They’re set under Global Settings → Product exclusions, and they cover challenges when Activities included lists Challenges. They only affect Purchase amount and Store visits. Product quantity and Payment method ignore them. A product that a challenge lists under Include still counts, even if it’s excluded globally. The global list applies to every challenge, including ones already running. A change affects purchases counted after it, and doesn’t change progress already counted.
Unit of measure
Shown only for Product quantity. Units, the default, counts whole items. Litres, Grams and Kilograms let you set a Count with up to two decimals. With Units, the quantities in a purchase are added up first, and then rounded down once at the end. For example, say a rule asks for 2 Kilograms, and the POS sends 600 for a product it weighs in grams. The challenge reads that as 600 kilograms, and the card completes. To fix it, either have the POS send 0.6, or set the rule to Grams with a Count of 2000. Before you build rules on weight or volume, check the units with whoever runs your POS integration. Litres example. Buy 40 litres of fuel in one purchase. Set Unit of measure to Litres and Count to 40. You can also mix units in one One purchase challenge, for example 9 Units of one product and 5 Kilograms of another, each on its own earn rule.Delay between purchases
The number of hours that have to pass after a purchase counts, before the next one can count. Each customer has their own delay, and it runs across the whole challenge. It starts from the receipt time of the last purchase or refund recorded for that customer. A purchase inside the delay adds nothing, and it doesn’t restart the clock. Use it to space progress out. For example, 24 hours means no more than one counted purchase a day. Leave it empty for no delay. The delay only decides whether the next purchase counts. It doesn’t limit what one purchase can complete, so on a renewable challenge a large purchase can still complete several cards.One-time or renewable
You set this in Specify if the challenge should be one-time or renewable.- One-time. The customer completes it once.
- Auto-renewable. The customer starts a new card each time they complete one, until they’ve completed the number in Total number of cards issued. That number is at least 2. After that, their purchases add nothing.
- Unlimited is the default. The customer starts a new card each time they complete one, until the challenge ends.
Discounted items
You set this in Discounted items behaviour during challenge progress. A line counts as discounted when the customer paid a different price for it than its original price.- Include Discounted Items, the default, counts discounted lines too. A Product quantity rule counts them at full quantity. A Purchase amount rule adds the price the customer paid for them.
- Exclude Discounted Items counts only full-price lines.
Changing the accumulation later
If you change Accumulation, Nexus resets the first earn rule to the new type and removes any others. It only asks you to confirm when there’s more than one rule. With a single rule, the change happens without asking. What the rule keeps depends on the new type.- One purchase and Multiple purchase: the rule becomes Product quantity and keeps its number. For example, an Amount of 100 turns into a Count of 100. It keeps its product lists, but ID’s action becomes Include. So products you excluded become the only ones that count. For example, a rule that excluded tobacco then counts only tobacco. Minimum amount per purchase is cleared.
- Store visits: the rule keeps its number, which now counts visits, and keeps its product lists.
- Payment method: the rule keeps its number, which now counts purchases. Its product lists and minimum amount are cleared.
Related
- Create a challenge — the whole form, tab by tab, including where these fields sit.
- Challenges — how cards, rewards and lottery entries relate.