Conga Product Documentation

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Defining Information for Point Accrual

Defining information for a point accrual ensures accurate tracking and calculation of reward points in a loyalty program. This step involves specifying key details such as the associated loyalty program, applicable dates, and required selections. Properly defining this information helps align point accrual with business objectives and ensures seamless integration with tier qualification rules.
  1. Enter the required details for the point accrual in the fields below:
    FieldDescription
    Loyalty NameEnter a unique name for the point accrual.
    Loyalty TypeSelect the type of loyalty program (if applicable).
    Effective DateSpecify the start date for the point accrual.
    Expiration DateDefine the end date for the point accrual.
    ActiveChoose Yes to activate or No to keep it inactive.
    Auto ApplySelect Yes if points should be applied automatically.
    Combine with Other Loyalty?Choose Yes if the point accrual should be combined with another loyalty program.
    DescriptionProvide additional details about the point accrual.
    LoyaltySearch and select the associated loyalty program.
  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.