In this article, you will learn: How bonus periods are assigned in the referral program for members with multiple contracts and the criteria that influence the allocation.
Content
- Contract Selection Logic
- Settings and Configurations
- Reasons for a Bonus Period
- Restrictions for Bonus Periods
Contract Selection Logic
In the referral program, a member who refers a new customer receives a bonus period applied to one of their active contracts. If a member has multiple active contracts, the system uses specific criteria to decide which contract will receive the bonus:
- Contract Type and Eligibility: The system checks which of the existing contracts are eligible for a bonus period. Certain contract types may be excluded from bonus periods, depending on their configuration.
- Contract Status: Among the eligible contracts, the system prioritizes those that are currently active and not paused or terminated.
- Contract Start Date: If there are multiple active and eligible contracts, the bonus is typically assigned to the contract with the earliest start date, ensuring that the oldest contract is prioritized.
Settings and Configurations
To ensure that bonus periods are assigned as intended, it is advisable to review the contract and referral program settings. For members with multiple active contracts, the contract with the longest term is usually selected, provided it is billed regularly (e.g., monthly). However, if the longest-running contract has an annual billing cycle and the bonus is only configured for monthly contracts, this contract would not receive the bonus.
Reasons for a Bonus Period
Bonus periods serve as incentives and are often provided as part of marketing campaigns or as rewards for specific occasions. Typical reasons include:
- Member Acquisition: A bonus period may be offered to new members, for example, in the form of free training months to facilitate the start.
- Existing Members: Bonus periods can be granted as loyalty rewards or as a small thank-you for long-standing members.
- Contract Renewal: At the end of the contract period, a bonus period may be granted to extend the cancellation notice period, providing an additional incentive for renewal.
Restrictions for Bonus Periods
Specific restrictions and rules apply when assigning bonus periods:
- Contract Renewal and Cancellation Deadlines: Bonus periods can be granted with or without contract extension. In case of an extension, the cancellation deadline may be adjusted according to the bonus period or remain unchanged.
- Limitations Based on Payment Method: Bonus periods are typically linked to the payment method of the contract. Contracts with annual payment may receive bonus periods in monthly increments, while other payment methods typically define bonus periods as multiples of regular payment intervals.
- Automatic Activation on Contract Renewal: In cases where a bonus period is intended for the end of the initial term, it is only activated upon automatic contract renewal and begins after the first contract term ends.
These restrictions ensure that bonus periods meet administrative and contractual requirements and are properly applied for membership contracts.