Glossary of Terms

Terms	Definitions
Activity	Any event or action performed by a Member that can be captured and tracked by the Loyalty platform, such as a purchase or enrollment, for example. Some Activities are included in a standard system configuration. In addition, custom Activities can be defined by your Zeta team as part of a program-specific implementation. See Getting Started with Activity Types for more information.
Audience	A set of Members, usually determined by a Segment, that represent the intended recipients of a Message.
Award	An asset indicating when a Reward is automatically granted to a Member for free, without the Member having to spend their Metrics on it. The Award associates the Reward details with the Member. See Reward Awards for more information.
Badge	An asset representing an achievement with defined criteria that a Member must complete in order to earn. Clients can utilize different levels of Badges, allowing Members to accomplish further achievements in order to progress to higher levels. See Getting Started with Badges for more information.
Beacon	A Bluetooth device typically placed with a store location. Beacons are used in conjunction with Places for location-based marketing. Beacons can be sensed by a Member's mobile device, which will indicate a Member's precise physical location within the store. See Getting Started with Beacons for more information.
Business Unit	A logical division of an organization, such as a brand or franchise. Within Loyalty, Business Units can be used to partition, or compartmentalize, the client's data. See Business Units for more information.
Campaign	An asset that can include a specific marketing objective, targeting rules, Offers, Placements, and Messages. The typical usage of a Campaign is to rank Offers intended to achieve a particular business objective, such as signing up new members, increasing purchase frequency, or encouraging Reward redemptions. See Campaigns for more information.
Category	An organizational structure available for many asset types, including Offers, Rewards, and Challenges. Categories are typically used in conjunction with the platform's APIs, and allow a client to retrieve a set of assets based on their inclusion in a Category. For example, you could retrieve a set of Offers in a specified Offer Category that you intend to display within your website or app.
Certificate Code	A unique, single-use code distributed to a Member through an Offer or Reward. The Member can then redeem the Certificate Code in exchange for something of value, such as a discount, gift, or other promotion.
Challenge	An asset designed to engage Members by presenting them with a "call to action." Challenges are used to encourage Members to perform some activity (such as a social media post or a survey) on behalf of the brand. In exchange for completing the Challenge, the Member will typically receive a Reward. See Getting Started with Challenges for more information.
Communication Preference	A Member Attribute used to manage a Member's Opt-in / Opt-out status for a type of communication. When deploying a Message, Loyalty will check the designated Communication Preference to determine a Member's eligibility to be contacted.
Connection Profile	A reusable asset containing the settings and properties needed to integrate Loyalty with other Zeta applications, or with third-party platforms. See Connection Profile Details for more information.
Content Editor	Loyalty's built-in design tool used to enter or configure the content in a Content Object. See Getting Started with the Content Editor for more information.
Content Object	A type of Loyaltyasset that supports content configuration (for example, Challenges, Offers, Reward, and Messages). Content Objects support the use of Content Templates and Layouts, and can be used to display images, text, links, etc. to Members.
Content Page	A dynamically-generated HTML page used to display Loyalty resources, such as Offers, Challenges, and Rewards. Optionally, Content Pages can require Member authorization to access.
Content Token	A textual representation of an Attribute used in personalizing Messages or other Content Objects. When using a Content Token, the platform will populate the Token with a value pulled from an Attribute in the Member database. See Content Tokens for more information.
Coupon	A type of Offer that describes a discount that can be applied to a purchase. See Configure an Offer - Coupon for more information.
Earn Rule	A type of Rule that applies changes to a Metric based on Activities processed by the platform. The Earn Rule describes the Activity type to process, the (optional) conditions to evaluate, the calculation of the Metric, and the Metric to award. See Getting Started with Earn Rules for more information.
Effectivity Period	A date range that controls when a Loyalty asset is considered actively in use. Clients can define the Effectivity Period as "always" (meaning it never expires), through the use of a start and end date, as a time period relative to some starting point, or using a recurring schedule.
Eligibility	The conditions under which Members or Locations will have access to a particular Content Object. Many Loyalty assets allow marketers to explicitly include (or exclude) Members or Locations.
Export Definition	A reusable asset that describes the content, destination, and schedule of a file being exported from Loyalty through the platform's Advanced Exports feature. See Getting Started with Exports for more information.
Gift Card	An asset that represents a digital form of a physical gift card. The asset stores a monetary value that can be used as a form of payment in loyalty programs. See Gift Cards for more information.
Group	A public, Member-facing collection of Members. Groups are typically accessible on the client's website or app. Most loyalty programs that use Groups allow Members to join or leave Groups as desired. Members can also see information about the other Members in a Group. See Getting Started with Groups for more information.
Holdout Group	A sub-set of a Segment, comprising randomly-assigned Members who are "held back" from a marketing activity (such as receiving an email campaign), while the remainder of Members participate in the activity. The behavior of the two groups can then be compared to evaluate how their performance varies based on how the marketing activity did, or did not, impact them. See Configure a Holdout Group for more information.
Import Definition	A reusable asset that describes the content, origin, and schedule of a file being imported into Loyalty through the platform's Advanced Imports feature. See Getting Started with Imports for more information.
Layout	A form factor used to control the presentation of content within a Content Object. A Content Template typically contains one or more Layouts that are used to configure the arrangement of content in different contexts. See Working with Layouts for more information.
Limit	The maximum number of "instances" of a Content Object that are available for Members to earn or receive. A Content Object that still has instances available within its Limit is called "Respondable."
Location	An alternate term for a Place.
Lookup	A custom table in the Loyalty data model used when a client needs to store data not included in the default Loyalty data model, such as for reporting or segmentation use. See Lookups for more information.
Member	An individual who has enrolled in a loyalty program, and who has a profile stored within the Loyalty database. See Members for more information.
Member Attribute	A field within a Member Profile, used to capture and store details about a consumer, such as demographic details and address information. See Getting Started with Member Attributes for more information.
Member Function	A reusable calculation you can perform on Members, such as looking up a Member’s age or membership Tier. Functions allow you to abstract client-specific business logic that can then be invoked in analytic Queries or in Rules. See Getting Started with Member Functions for more information.
Member Preference	A field within a Member Profile that can store one or more values (unlike a Member Attribute, which can store only one value). See Getting Started with Member Preferences for more information.
Member Profile	A collection of demographic attributes, preferences, and other Member-related information stored within the Loyalty database. See View Member Profile for more information.
Message	A communication sent from Loyalty to Members via a marketing channel, such as Email, SMS, or Push Notification. See Messages for more information.
Metric	A counter to track values that can be incremented (or decremented) over time using Earn Rules. A simple example of a Metric is "Points" that can be accrued, spent, and expire. The Metric could also be something more abstract like "miles" for an airline, or "visits" for a store. See Getting Started with Member Metrics for more information.
News Feed	A program-specific, Facebook-style feed used by marketers to share content with Members. News Feeds support posts, comments, and likes. News Feeds can be configured as a one-way communication method, where Members are not allowed to post or comment, or as a public forum where Members can contribute. See News Feeds for more information.
Offer	A general-purpose Content Object, designed to let marketers present promotions, discounts, special deals, and advertisements to their Members. Typically, Offers are given to Members for free, as opposed to a Reward, which a Member must earn. See Getting Started with Offers for more information.
Offer Response	A record representing a single instance of an Offer. The Offer Response ties together the Offer details (discount amount, expiration date, etc.) with the Member who received it. See Getting Started with Offer Responses for more information.
Order	An asset that embeds a Purchase Activity, and is used to facilitate the management of orders. Orders comprise a system-generated identifier, and information about the purchase, such as the location, date, status, and items. See Getting Started with Orders for more information.
Order Rule	A type of Rule used to calculate the Metrics that a Member accrues upon making a purchase. The platform supports Basic Order Rules (a multiplier to be applied to the purchase amount) and Bonus Order Rules (additional Metrics that a Member can earn, but only if the order meets certain conditions). See Getting Started with Order Rules for more information.
Place	A geographical location, such as a retail store, restaurant, or kiosk. Places can be used to define the Eligibility of Loyalty entities. Sometimes referred to as a "Location." See Getting Started with Places for more information.
Placement	Logical destination for Offer content within a Campaign, such as web, mobile, etc. The Placement provides a reference for the location where the Offer content will be available.
Program	The definition of the client's loyalty system and business strategy, encompassing all the Rules, configurations, metadata, preferences, Metrics, and functions that are defined within the Loyalty platform.
Punch Card	An asset that represents a digital form of a physical punch card. The asset tracks progress against a goal, by describing a number of items (or "punches") that must be completed for the Member to earn an Offer or Reward. For example, "Buy 10, get 1 free." See Getting Started with Punch Cards for more information.
Query	An expression used by marketers and data scientists to retrieve data from the Loyalty platform, typically for the purpose of using it within a Dashboard, or to export the results for use in some other system or platform. See Getting Started with Queries for more information.
Prize	An asset representing something of value that is associated with a Contest-type Reward. The Member (or Members) who wins the Contest gains the associated Prize. See Working with Prizes for more information.
Rank (1)	Loyalty allows you to place multiple Offers or Rewards within the same Placement. A Rank is a value assigned to these Content Objects, so you can control their position within displays and API responses.
Rank (2)	A numerical value assigned to an asset, used for sorting those assets on the main asset screen. For example, you can assign Rank values to Challenges, then sort the Challenges screen by Rank.
Redemption	An asset created when a Member purchases or earns a Reward. The Redemption ties together the Reward details with the Member who purchased it. Sometimes referred to as a "Reward Response." See Redemptions for more information.
Respondable	A Content Object that still has instances available within its defined Limit, so that Members can still earn or receive it.
Reward	An asset representing something of value that a Member can purchase by redeeming their Metrics, or by completing some achievement, like a Challenge. See Getting Started with Rewards for more information.
Rule	A procedural / declarative description of how to apply some logic to an operation that's happening in the system. The platform supports a variety of Rules, including Earn Rules, Tier Rules, Order Rules, and Triggered Actions.
Scheduled Job	A process that runs based on a predefined schedule. The Scheduled Job can be used to execute a wide range of actions, such as updating a Member Profile, deploying a Message, or sending an API request. See Scheduled Jobs for more information.
Segment	A definition based on Member demographic or behavior criteria that describes a sub-set, or group of Members. Segments are used to target Messages, and to define the Eligibility of Loyalty entities. See Getting Started with Segments for more information.
Template Set	An HTML document that controls what message layouts, styles, and content elements are available to the marketer when they are creating content for an asset within the platform's Content Editor. See Getting Started with Template Sets for more information.
Tier	A hierarchical level within a loyalty program. A Tier is based on defined criteria, such as total purchases or points earned. Tiers are commonly used to encourage Member engagement by offering richer rewards, exclusive benefits, or higher discounts as Members progress up to higher Tiers.
Tier Scheme	An asset that describes the Tiers available within your loyalty program, and the criteria required to reach each Tier. See Getting Started with Tier Schemes for more information.
Tier Rule	A type of Rule that defines the Metric threshold a Member must achieve in order to advance to the next Tier. The platform supports Basic Tier Rules (represented as a Tier Table) and Advanced Tier Rules used to extend the Basic Tier Rules. See Working with Basic Tier Rules or Working with Advanced Tier Rules for more information.
Tier Table	A representation of a client's Basic Tier Rules. Each row in the Tier Table represents a Tier, and each column represents a condition that a Member must achieve to progress to that Tier. See Working with Tier Tables for more information.
Triggered Action	A type of Rule used to monitor changes to a Member's Profile, and to execute a specific action when a condition is satisfied. See Getting Started with Triggered Actions for more information.
Visitor	A Member Attribute that indicates whether an individual is fully enrolled in a client's loyalty program. When the value of Visitor is "true," the Member has not fully enrolled.
Wallet Pass	An asset that describes membership program details that the Member can download to their mobile device, then display at the point of sale. See Getting Started with Mobile Wallet Passes for more information.

Activity

Any event or action performed by a Member that can be captured and tracked by the Loyalty platform, such as a purchase or enrollment, for example. Some Activities are included in a standard system configuration. In addition, custom Activities can be defined by your Zeta team as part of a program-specific implementation.

See Getting Started with Activity Types for more information.

Audience

A set of Members, usually determined by a Segment, that represent the intended recipients of a Message.

Award

An asset indicating when a Reward is automatically granted to a Member for free, without the Member having to spend their Metrics on it. The Award associates the Reward details with the Member.

See Reward Awards for more information.

Badge

An asset representing an achievement with defined criteria that a Member must complete in order to earn. Clients can utilize different levels of Badges, allowing Members to accomplish further achievements in order to progress to higher levels.

See Getting Started with Badges for more information.

Beacon

A Bluetooth device typically placed with a store location. Beacons are used in conjunction with Places for location-based marketing. Beacons can be sensed by a Member's mobile device, which will indicate a Member's precise physical location within the store.

See Getting Started with Beacons for more information.

Business Unit

A logical division of an organization, such as a brand or franchise. Within Loyalty, Business Units can be used to partition, or compartmentalize, the client's data.

See Business Units for more information.

Campaign

An asset that can include a specific marketing objective, targeting rules, Offers, Placements, and Messages. The typical usage of a Campaign is to rank Offers intended to achieve a particular business objective, such as signing up new members, increasing purchase frequency, or encouraging Reward redemptions.

See Campaigns for more information.