Configure Event Definition

An Event in the Loyalty platform refers to an in-person experience or a special occasion that Members can attend, such as store openings, product launches, classes, community gatherings, or concerts. This article describes the configuration options available within the Event, such as when and where the Event occurs.

The Definition tab of the Event Details screen is used to configure the properties and details of this Event. The tab includes several sections, each of which is described below.

Definition for Event

The Definition for Event section contains several key configuration options for the Event.

To edit the options within this section:

  1. Select Communities from the top navigation bar, then select Communities > Events from the side navigation menu. The Events screen is displayed. By default, List View is selected.

  2. Search for and select the desired Event (see Search for an Event for more information on the available search options). The Event Details screen is displayed, with the Definition tab displayed by default.

  1. Within the Definition for Event section, click Edit. The Edit Event pop-up window is displayed.

  2. Optionally, within the Location Text field, enter a description of the Event's location.

  3. Optionally, from the Place drop-down menu, select the Place where the Event occurs.

  4. The Event Period defines when, and for how long, the Event runs. An Event can be a one-off occurrence, or it can be configured with a recurring Event Period. To configure the Event Period:

    • Optionally, to define the Event's start date / time, click into the From field. From the calendar pop-up window, select the start date. To define the time, click the Clock icon, then select the time.

    • Optionally, to define the Event's end date / time, click into the To field. From the calendar pop-up window, select the start date. To define the time, click the Clock icon, then select the time.

    • From the Time Zone drop-down menu, select the time zone to use for determining the Event's start / end time.

    • Optionally, check Recurring to use a recurring schedule. Select the desired schedule from the Recurring Schedule drop-down menu, or define a new recurring schedule (see below for details on defining a new recurring schedule).

  1. Click Save.

Recurring Schedule

To define a new recurring schedule:

  1. From the Recurring Schedule drop down menu, select Enter Schedule. The Repeat pop-up window is displayed.

  2. From the Count drop-down menu, select a recurrence frequency of either Weekly or Monthly.

  3. In the text field, enter the interval. Enter 1 if you want the schedule to run every week, or every month.

  4. For a Weekly frequency, select one or more days of the week. For example, Tuesdays and Thursdays.

  5. For a Monthly frequency, choose one of the following options:

    • Day of month: Select one or more days of the month. For example, the 15th and the 30th.

    • Day of week: Select one or more days of the week, for each of the four weeks within a month. For example, the second Wednesday of the month.

  1. Click Confirm. The system adds the new schedule to the Recurring Schedule drop-down menu.

Effectivity Periods

Events are governed by an overall Effectivity Period that controls when, and for long, the Event is visible to Members on your website or app.

In addition to the overall Effectivity Period for the Event, the platform allows you to set more granular schedules that control when a Member can respond to the Event (called the Response Period).

See Define Event Operational Ranges for more information.