1. Overview 

1. View all customer-to-product mapping rules. 
   
2. Create, edit, and delete rules. 
   
3. Enable or disable specific rules. 
   
4. Automatically generate and refresh customer lists based on defined filters. 
   

Note: The customer list generated through a rule is automatically refreshed on a daily basis.

2. Purpose 

3. Reaching the "Customer Product Map Rules" Module 

1. Step 1: Log into Control Center
   
2. Step 2: Choose Loyalty
   
3. Step 3: Choose Customer
   
4. Step 4: Choose Customer Product Map Rules
   

3.1 Page Layout 

Field	Description
Rule Name	Unique name for the mapping rule.
Status	Indicates if the rule is active or inactive.
Last Executed	Shows when the rule last ran.
Created Date	Displays when the rule was created.
Last Updated Date	Shows the last modification date.
Actions	Edit or delete the selected rule.

4. Creating a New Customer Product Map Rule

4.1 Rule Setup 

Figure 1.0    

1. Click on the "Add New" button to open the Create Customer Product Map Rule page. 
   

Figure 1.1

1. On the Create Customer Product Map Rule page, perform the following:
   
1. Enter the rule name.
   
2. Enter the rule description.
   
3. Toggle on/off the rule status.
   

1. Product
   
2. Category
   
3. Department
   
4. Manufacturer
   
5. Brand 
   

4.3 How to Add a Filter Type: 

1. Click on the "Add Item Type" button. 
   

Figure 1.2                                                               

1. From the pop-up, select a filter (e.g., Product).
   

Figure 1.3            

1. Click "Add Type" to include it.
   

Figure 1.4                                                                  

1. Click "Manage" to pick specific items (e.g., individual products or brands).
   

Figure 1.5

1. On the Manage Filters window, select one or more items from the Results and click on the right Arrow button.
   
2. Click "Apply" to confirm. 
   

Note: Once all five item types are configured, you cannot add duplicate item type.  

4.4 Additional Settings 

1. Toggle on Enable Frequent Shopping Rule button to target customers who shop frequently.
   
2. Once the toggle is set to "Yes," the options to set the timeframe will be displayed below.                                                            

Figure 1.6

1. Within Timeframe: Select the time window during which purchases must occur. The available options: Last 10, 20, or 30 days or from 4 weeks until 20 weeks. 

Last Execution Job Time

Figure 1.7

The Last Execution Job Time field displays the most recent date and time when the system executed the background job that refreshed or recalculated the eligible customer list based on the selected Customer–Product Mapping Rule criteria.  

Default Behavior: Initially blank when a rule is first created and not yet executed. Once the refresh job runs for the first time, the field is updated with the corresponding timestamp. 

Synchronize to Klaviyo

Figure 1.8

Indicates whether customer data associated with this rule should be synchronized with Klaviyo. When enabled, eligible customer data is sent to Klaviyo for use in customer segmentation and targeted marketing activities.

NOTE: You must enable this toggle to synchronize eligible customers with Klaviyo.

Figure 1.9

Managing Existing Rules 

The Customer Product Map Rules grid provides quick actions to maintain your existing rules: 

1. Edit: Open the rule for modification. 
   
2. Delete: Permanently remove the rule. 
   
3. Status Toggle: Instantly activate or deactivate a rule. 
   

Figure 2.0

5. How CPMR Works 

Step 1: Create CPMR Rule 

1. User opens the "Customer Product Mapping Rule" module. 
   
2. Fills out required fields: 
   
1. Rule Name 
   
2. Filter Criteria (Department, Category, Brand, Product, Manufacturer) 
   
3. Frequent Shopping Rule (optional) 
   
4. Timeframe (If Frequent Shopping Rule is enabled) 
   
3. Saves the rule. 
   

1. Engine begins filter evaluation based on: 
   
1. Customer purchases 
   
2. Filters applied 
   
3. Time-based filters (if Frequent Shopping Rule enabled) 
   

1. System compiles Eligible Customers List: 
   
1. Those who purchased matching products 
   

1. The finalized list is saved into the Customer–Product Mapping Repository. 
   
2. The list becomes available as a shared global resource to all marketing modules. 
   

1. The system updates the list automatically on a daily basis. 
   

1. Customer database provides: 
   
1. Purchase logs 
   
2. Profile attributes (only for discounts) 
   
2. Ensures CPMR Engine always uses the latest customer data. 
   

1. User selects a Rule from the dropdown list. 
   
2. System retrieves the latest computed list. 
   

1. For each campaign load/send: 
   
1. If Frequent Shopping Rule is enabled, the system validates: 
   
1. Are customers falling within the selected timeframe?  
   
2. Only customers who satisfy the rule at that moment qualify. 
   

1. Campaign gets sent / shown only to: 
   
1. Customers included in the selected CPMR list 
   
2. AND who pass Frequent Shopping Rule (if applicable) 
   

1. Only relevant customers receive coupons, emails, promotions, or discounts. 
   

1. Custom Coupon: Coupon visible under All Coupons > Coupons You Can Add section. 
   
2. Email Campaign: Email sent only to eligible customers. 
   
3. In-App Promotion: Promotion card shown to eligible customers. 
   
4. Discount Module: Discount automatically applies to eligible customers at POS. 
   

6. Additional Resource