Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Defining the Criteria Section

The criteria of a loyalty program determine whether a purchase qualifies for the loyalty. When a sales representative applies loyalty to a purchase, the system evaluates the criteria to check eligibility.
  1. Enter the required details for the loyalty program in the fields below:
    FieldDescription
    FieldSelect a field from standard options or formula fields for the line item.
    OperatorChoose an operator to define the condition: Equal to, Not equal to, Less than, Less than or equal to, Greater than, or Greater than or equal to.
    Value TypeSelect a value type: Constant or Field Value.
    ValueEnter a constant value or select single/multiple values using the search widget, based on the field type and operator.
  2. Select the following as per the requirement.
    • Click Save to store the details and stay on the same page.

    • Click Save & Continue to move to the next section.

    • Click Close to exit and view the record details.