Best Practice - Configure Per-Transaction Limits

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• Best Practice - Configure Payout Limits

  By configuring a maximum payout limit for your incentive plan, you can work with a budget. If the specified maximum is exceeded during calculations, we will re-allocate financial rewards based on each user's initial reward. For example, if your ...

• Best Practice - What Does Good Transaction Data Look Like?

  First of all, we want to make it clear that the system offers a high degree of flexibility, and any transaction input is very likely to work: Combining currency symbols and numeric value in transaction data (ex: "$123")? Not a problem - learn more ...

• Best Practice - Adjusting Commissions

  Here are some recommendations when manually adjusting commissions. Adjusting commissions is a complex topic because they are different ways to adjust. We hope the following recommendations will help you. Analyze Adjustment Frequency Assuming your ...

• Best Practice - Use Meaningful Transaction Dates

  When importing transactions, you must map a field to category "Transaction Date". This field will be used to determine whether a transaction is valid for a given time period (ex: Q3, November, etc.). It's important that the chosen field and ...

• Best Practice - Configure Formulas Only When Needed

  In many cases, you don't need to define formulas because default behaviors implemented by Sales Cookie are sufficient. For example: To control filtering, you can create a saved query and apply it to your plan - without using a dynamic transaction ...