In addition to scheduled execution, you can also specify certain events as evaluation execution triggers. (This may be referred to as "event execution" in this manual.)

When executed at the following timings, only the individual customer involved (e.g., the customer who was created, placed an order, or received a refund) will be subject to evaluation:

• When a customer is created
• When the tag of a customer is updated
• When the order amount is updated
• When the customer's point value (by "Dokopoi", on metafield) is updated

設定方法

1. Open the Basic settings page and click Edit for Evaluation execution timing.

   

2. Select the checkbox for the evaluation execution timing to enable.

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   When a customer is created

   An evaluation is executed for that customer at the time they are created.

   </aside>

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   When the tag of a customer is updated

   An evaluation is executed for that customer when a customer tag is added or removed.

   </aside>

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   When the order amount is updated

   An evaluation is executed for that customer when the order amount is updated, such as when the payment status changes to paid, or when a refund or cancellation is processed.

   【注意】

   Note: The order amount is considered updated when the Subtotal in Orders changes. If a partial refund is issued by manually entering a refund amount without specifying a product, the subtotal does not change and evaluation will not be executed. To trigger an evaluation, click Refund in the order details and specify the product to be refunded.

   See: Are order cancellations and refund amounts reflected in membership ranks?

   </aside>

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   When the customer's point value (by "Dokopoi", on metafield) is updated

   An evaluation is executed for that customer when their Dokopoi points (stored in the customer's metafield) are updated.

   Note:

   • This setting requires the use of Dokopoi, a comprehensive points app provided by our company.
   • Dokopoi is available only for the following stores:
     • The shipping destination includes Japan
     • The store's currency is set to Japanese Yen (JPY) </aside>

1. Click Save. The settings will be displayed under Currently Active evaluation execution timing.