The contents of this article apply to channels with Channel Member functionality enabled, which your implementation team can configure for you if desired.
When creating a program line, you have the choice of setting member conditions. These conditions determine when a member of your buying group should earn rebate. Depending on the deal mechanism, these conditions may differ.
For Fixed % Rate and Fixed deal mechanisms, you can choose a Member threshold type. This allows you to specify that only members of your buying group who meet a configurable threshold can earn rebate. The threshold types you can choose from are:
- None: There is no threshold, all members of your buying group are eligible to earn rebate on this program line.
- Current value: The eligibility is measured by the amount that a member has spent towards this program line.
- Current units: The eligibility is measured by the number of units that a member has purchased towards this program line.
- Program lines with growth-based deal mechanisms share these three member threshold types but also have two additional menu options: Baseline units, and Baseline value. When either of these options is selected, members will be eligible for rebate from this program line when the value of their configured growth baseline is at least the threshold amount.
Fixed amount and targeted mechanisms based on value or volume do not have member conditions. Note that the first target band in targeted mechanisms other than growth type serve as the member condition, providing an earning threshold for the program line.
Member rules determine how members entering and leaving the buying group during the course of the program line are eligible to earn on that program line. There are two sections: Eligible joiners earn and Eligible leavers earn. Each has a cut-off date; in particular, a member must join before the eligible joiner’s cut-off date in order to earn rebate on the program line - if they join after this date, they will not earn rebate. Similarly, a member must leave after the eligible leaver’s cut-off date to earn rebate. If they leave early (i.e., before the cut-off date), they will not earn rebate on this program line.
Eligible joiners earn
This controls the amount of earnings eligible members receive if they join the buying group. There are three options:
- From the start of the program line: This allows members to earn rebate on purchases that they made within the program line start and end dates, even if these dates were before this member joined the buying group.
- From when they join: Members can only begin earning rebate on purchases they have made since joining the buying group.
- From the cut-off date: Members can only begin earning rebate on and after the ‘Eligible joiners earn’ cut-off date.
Note that these rules only apply to members who join over the course of the program line. Existing members will not be affected by these rules.
Eligible leavers earn
This controls the amount of earnings eligible members receive if they leave the buying group. Again, there are three options:
- Until the end of the program line: Members who leave the group during the course of the program line can continue to earn rebate until the end of the program.
- Until they leave: Members can only earn rebate while they are in the buying group. As soon as they leave, they no longer earn rebate.
- Until the cut-off date: Members can only earn rebate until the ‘Eligible leavers earn’ cut-off date.
Note that these rules only apply to members who leave over the course of the program line. Remaining members will not be affected by these rules.
Per member targets
This option does not apply to program lines with target transactions type Group and Individual.
Per member targets allow you to customize program lines for the members of your buying group. For targeted deal mechanisms with the target transactions type Individual, there will be a check box for Member specific targets. Once this is selected, you must choose the number of target bands you would like to configure for each member, which can be done by entering specific targets in the downloadable .csv template. This template will list the reference and name of all the members included in the program line and will have two columns per transaction band: one for the target and the other for the earnings (similar to creating target bands directly in Enable). If the retrospective or fully retrospective (for growth-based mechanisms) option is chosen, this will apply to all members - you cannot configure some members to earn retrospectively while other members do not.
Per member growth baselines
For growth-based deal mechanisms, you can specify the baseline transactions for each member. Once a growth target type is chosen, a .csv file can be downloaded that lists all members included in the program line, and their corresponding baseline transactions can be input into this file. The file can then be uploaded into Enable from the same program line creation page, which allows for bulk importation of relevant member data.
Target transactions type
Suppose I'm a member of a buying group. If my spending has grown by 25% over the last year, but as a whole the buying group’s spending has only grown by 1%, then perhaps my rebate should reflect my growth, rather than the aggregated growth of the entire group. To account for situations like this, you can set individual and group targets separately, and buying group members can earn rebate by meeting either or both of these targets.
Target transactions type gives you control over whether your members earn rebates on an individual or group basis. If a program line has either a targeted % or targeted unit rate deal mechanism, there will be an option to configure the target transactions type. The three options are Group, Individual, and Group and individual.
With the Group option, the target bands are group targets. Once a band is met, all members included on the program line earn the same amount of rebate, regardless of what they spend individually.
If Individual is chosen, the target bands will be based on individual targets. Therefore, each member must hit their particular target to earn rebate; it does not matter what other members have purchased.
Once the desired target bands have been set up, there will be an option to configure Individual target overrides for deal mechanisms that are not growth-based. Allowing an override permits a specific band to be used in program line calculation that may differ from the actual attained band based on transaction data. When setting these up, you can choose one or more members that the override will apply to, as well as the target band that you want to override. Once an override is in place, it merely overrules the usual band calculation; once an override is removed, the band calculation reverts to normal.
Group and Individual
Group and individual target transactions type allows you to set two sets of target bands, one set for the group and one set for individuals. The total group spend toward the program line is compared to the group target bands and each individual's spending is compared to the individual target bands. Members then earn at the highest rate between the two, so that high-performing members do not have to earn at a lower group rate.
When creating a group target band, there is the option to choose Override applies, which works as described above.