Conga Product Documentation

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Defining Point Accural

The Point Accrual section calculates points based on defined rules. It supports three methods: Single Rate applies a fixed rate to all qualifying transactions, Rate Table with Tiers assigns points based on thresholds, and Rate Table with No Tier uses predefined conditions without tiered thresholds. These options provide flexibility in point allocation based on business requirements.
  1. Enter the required details for the point accrual in the fields below.
  2. Select Rate Type.
    1. For Single Rate
    2. For Rate Table with Tiers
      FieldDescription
      Rate Table - Tier TypeSpecifies whether the tiering is discrete or cumulative.
      Tier Rate StructureDisplays the defined tiers with their respective point allocations.
      Adjustment Applies ToSpecifies whether the accrual is based on Base Price or another metric.
      Metric Value SourceIdentifies the source of the metric for tier evaluation.
      Metric Calculation PeriodDefines how often the metric is calculated (e.g., no rollup).
      Tier Metric TypeDetermines the metric used for tier evaluation, such as volume.
      Rate Table Columns

      This field is used to define the conditions to be used with the rate table.

      If you need to define different point accrual for different products, make sure the product column is added. If you would like to add another condition, make sure to select the value from the picklist and click the Generate button.

      Rate Table

      Defines point accrual rates based on transaction ranges to incentive higher spending.

      You can edit these rate table by clicking Edit. Tier Rates popup appears to edit the rate table.
      • Actions – Manage tier entries by adding or removing them.

      • From – Sets the minimum value for the tier.

      • To – Defines the maximum value for the tier.

      • Points – Determines the points awarded for transactions within the tier range.

    3. For Rate Table - No Tiers
      FieldDescription
      Rate TypeDefines the accrual using a rate table without tiering.
      Adjustment Applies ToSpecifies whether the accrual is based on Base Price or another metric.
      Enable Benefit Effectivity DatesDetermines whether benefit effectivity dates are considered.
      Rate Table ColumnsAllows selection of columns for rate table configuration.
      PointsSpecifies the points earned based on the selected rate.
  3. 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.