Segment and Tier Filters in Order rules

Release 23.3.0 added the ability to configure Order Rules and apply them to a subset of a population by adding the ability to filter by segment and tiers. This gives marketers a powerful way to apply bonus rules to a subset of a population. These rules are evaluated on the Stellar POS API.

Configuration

The segments that appear in the drop down for Bonus Order Rules are going to follow the same rules as other objects. Only included segments can be linked. Excluded segments are not available in the UI.

Segment filtering applies to the following rules:

1. Apply Local Store Marketing filter if Enforce Content Scoping POS is enabled.

2. Select records where the execution_type is either spark, phoenix or use_as_golden_record_flag = true.

3. Select all records if the USE_EDP_AS_GOLDEN_RECORD env var is set to true (for the messages module we always include all EDP segments based on the code).

4. Remove segments that are already linked to the object.

5. Select only deployed segments.

For Tiers, only a single scheme is returned, the non-default tier scheme.

User Guide

To use tiers and segments in the bonus rules configuration it is as simple as selecting the segment and tier to filter by choice.

1. In Bonus Rules, click Included Segments and select the segments from the drop down.
2. Click Included Tiers and select the tiers from the drop down.
3. Click Save. 

FAQ

1. What will a marketer see for their existing order rules when tier and segments are introduced?

   Included Segments and Included Tiers will be displayed but with no values.

2. What Tier scheme shows up?

   Primary Tier Scheme tier (from/console/program page).

3. What segments show up?

   1. Deployed Published Golden Record Segments, EDP Segments with GR Flag = True

   2. Deployed Published EDP Segments with GR Flag = False only show up when ENV_VAR USE_EDP_AS_GOLDEN_RECORD=true

4. What if I disable a segment linked to order rules?

   Previously selected segments will not be shown in the UI, but they are still “saved” in the database (will be removed on next Save to the bonus rule).

5. What if I change tier rules linked to order rules?

   Previously selected tiers will not be shown in the UI, but they are still “saved” in the database (will be removed on next Save to the bonus rule)

6. What if i am in a segment but not in the tier or vice versa?

   Segment and Tier conditions are treated as AND, both must be satisfied to qualify for the Bonus Rule.

7. Will these apply to only Stellar POS and Order imports?

   This is only applicable to Stellar POS.

8. Do these apply to retroactive purchases which are made via order imports?

   This is not applicable to order imports.