Points Earning Rules
This page describes the earning rule configuration for points programs. For a full explanation of each parameter and its tradeoffs, see Earning Rules Overview.
Configuration fields
Converter (optional)
The converter transforms the transaction amount into an alternative unit before the earning formula is applied. By default, the formula uses the monetary value of the transaction.
When to use it: When the basis for awarding points should not be the monetary amount. A common example is fuel retail, where points are assigned per liter dispensed rather than per euro spent.
Configure the converter by defining the input unit (e.g., euros) and the output unit (e.g., liters), along with the conversion rate. The converted value is then passed to the formula below.
Formula
Determines how points are calculated from the transaction value (or the converted value, if a converter is active).
| Formula | Calculation | When to use |
|---|---|---|
| Linear | points_earned = transaction_amount × value | Standard points-per-euro rate |
| Stepwise | Same formula, applied per spending range | Reward higher spenders with a better rate |
| Flat | points_earned = value | Fixed points per transaction, regardless of amount |
For Stepwise, define one or more ranges. Each range has a minimum amount, a maximum amount, and a points multiplier applied within that range.
Cap
Limits the maximum points earned.
- Max per transaction -- caps the points from any single purchase
- Max per period -- caps total points within a time window (daily, weekly, monthly, quarterly, biannual, annual)
- No cap -- no limit applied
Floor
Sets a minimum points threshold per transaction.
- Min per transaction -- transactions that would generate fewer points than this threshold produce no points
- No floor -- all qualifying transactions generate points
Rounding rule
Applies when the calculated points value is not a whole number.
- Round down -- always truncates the fractional part
- Round up -- always rounds up to the next whole point
- Standard rounding -- rounds to the nearest whole point using standard math rules
Example configuration
| Field | Value |
|---|---|
| Converter | None |
| Formula | Linear |
| Value | 10 points per euro |
| Cap | Max per month: 5,000 points |
| Floor | No floor |
| Rounding | Round down |
With this configuration, a €12.50 purchase earns 125 points. A €0.80 purchase earns 8 points. A €1.25 purchase where the formula produces 12.5 points rounds down to 12.