Target Points Rules

Target Points Rules define how the Target Points column is calculated on a Data Bucket Builder preview. Rules evaluate each participant’s Target, Actual, Difference, and Percentage for every Category Key, then assign points when conditions match.

When Points are redeemable is enabled, saving the bucket can award those points to member balances—so members can redeem them in the Rewards Catalog without a separate Points Import.

Overview

From the Target Points Rules tab you can:

• Review existing IF / ELSE IF rules and their outcomes
• Toggle Points are redeemable (member buckets only)
• See result types on each rule — Fixed, Dynamic, or Advanced formula
• Delete rules (with confirmation when redeemable points are affected)

Adding or editing point calculation formulas is typically done with your Incentable team—see Who can change formulas below.

Where to find it

• Open a bucket: Data → Data Buckets → select a bucket
• Tab: Target Points Rules
• Route: /databuckets/{programId}/databucket/{databucketId}

Prerequisites

• Admin role and a configured bucket with targets and preferably progress data to validate results
• Member Data Type if you want redeemable points—company buckets cannot credit member balances from rules
• Category Keys and preview columns configured on Builder so Target Points is visible

What rules calculate

For each Category Key row and each participant, the system compares performance data:

Rules run in order—IF the first rule’s conditions pass, its result applies; otherwise ELSE IF the next rule is tried, and so on.

Calculated Target Points appear on Builder when the Target Points column is enabled. Total Points sums Target Points with Claim Points and Quiz Points when those columns are shown.

Rule structure

Each rule has two parts:

IF / ELSE IF (conditions)

One or more sub-conditions combined with And / Or, for example:

• Percentage Is Greater Than Or Equal To 100
• Actual Is Greater Than Target

Operands can be compared to another metric (Target, Actual, etc.) or to a Number.

THEN (result)

When conditions match, the rule assigns points using one of these result types:

The rules table shows a readable summary of each rule’s Rule, Result, and Result Type chips (Fixed, Dynamic, Advanced).

Points are redeemable

The Points are redeemable checkbox (also on Settings) controls whether Target Points can flow to member wallets when you Save Data Bucket:

Redeemable processing runs after save completes—allow a short time for member point balances and transaction history to update.

Save Data Bucket and member points

When you click Save Data Bucket with redeemable points enabled:

1. Bucket results are recalculated from targets, actuals, and rules.
2. Linked Target Trackers and Leaderboards sync.
3. Point awards are queued for members based on current Target Points vs what was previously awarded for this bucket.

You do not need a separate import for rule-based points. Members see transactions tied to the bucket when redeemable awards apply.

If rules or data change, saving again reconciles balances—points already awarded may be adjusted to match the new calculation.

Who can change formulas

Program managers can review rules on this tab—conditions, results, and result types are visible in the table.

Creating new rules or editing point formulas (especially Advanced formula expressions) requires Incentable-side access in the admin. In your program admin, the advanced formula editor is not editable for standard client accounts.

Do not expect to self-service complex formula changes from the program admin.

Delete a rule

1. Open the rule row Actions menu → Delete.
2. Read Delete Points Rule Confirmation:
   • If Points are redeemable is on, deleting may revoke redeemable points previously awarded by that rule. This cannot be undone.
   • Check I understand that redeemable points will be revoked before confirming.
3. When deleting the last rule with redeemable points enabled, you can view redeemable points transactions first to audit past awards.
4. Click yes, please delete, then Save Data Bucket to apply revocation processing if prompted.

Tips and limitations

• Validate on Builder — Pick a sample member and confirm Target Points before saving with redeemable enabled.
• Target = 0 — Rules that match still yield 0 Target Points when Target is zero (avoids divide-by-zero payouts).
• Difference / Percentage columns — Only categories through your latest relevant data import show diff/percent; aligns with running total logic on Builder.
• Not Points Import — Use Points Import for one-off or file-based awards outside bucket rules.
• Rule changes need Incentable — Plan formula updates with your account team; you can still upload targets and data and save to refresh displays.
• Demo programs — Save and related processing are disabled on demo programs.

Related

• Data Buckets — Builder, save, and sync workflow
• Targets — Goal data for rules
• Data imports — Actual data for rules
• Members — Member balances and transaction history
• Rewards Catalog — Where redeemable points are spent
• Points Import — Bulk points outside bucket rules