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Rules evaluate each participant’s ",[238,255,256],{},"Target",", ",[238,259,260],{},"Actual",[238,262,263],{},"Difference",", and ",[238,266,267],{},"Percentage"," for every ",[238,270,271],{},"Category Key",", then assign points when conditions match.",[235,274,275,276,279,280,283,284,286,287,289],{},"When ",[238,277,278],{},"Points are redeemable"," is enabled, saving the bucket can ",[238,281,282],{},"award those points to member balances","—so members can redeem them in the ",[246,285,68],{"href":69}," without a separate ",[246,288,78],{"href":79},".",[291,292,294],"h2",{"id":293},"overview","Overview",[235,296,297,298,300],{},"From the ",[238,299,107],{}," tab you can:",[302,303,304,311,317,323],"ul",{},[305,306,307,310],"li",{},[238,308,309],{},"Review"," existing IF \u002F ELSE IF rules and their outcomes",[305,312,313,316],{},[238,314,315],{},"Toggle Points are redeemable"," (member buckets only)",[305,318,319,322],{},[238,320,321],{},"See result types"," on each rule — Fixed, Dynamic, or Advanced formula",[305,324,325,328],{},[238,326,327],{},"Delete"," rules (with confirmation when redeemable points are affected)",[235,330,331,332,335,336,339,340,344],{},"Adding or editing point ",[238,333,334],{},"calculation formulas"," is typically done with your ",[238,337,338],{},"Incentable"," team—see ",[246,341,343],{"href":342},"#who-can-change-formulas","Who can change formulas"," below.",[291,346,348],{"id":347},"where-to-find-it","Where to find it",[302,350,351,358,365],{},[305,352,353,354,357],{},"Open a bucket: ",[238,355,356],{},"Data → Data Buckets"," → select a bucket",[305,359,360,249,363],{},[238,361,362],{},"Tab:",[238,364,107],{},[305,366,367,249,370],{},[238,368,369],{},"Route:",[371,372,373],"code",{},"\u002Fdatabuckets\u002F{programId}\u002Fdatabucket\u002F{databucketId}",[291,375,377],{"id":376},"prerequisites","Prerequisites",[302,379,380,394,408],{},[305,381,382,385,386,389,390,393],{},[238,383,384],{},"Admin"," role and a configured bucket with ",[246,387,388],{"href":99},"targets"," and preferably ",[246,391,392],{"href":104},"progress data"," to validate results",[305,395,396,399,400,403,404,407],{},[238,397,398],{},"Member"," Data Type if you want ",[238,401,402],{},"redeemable"," points—",[246,405,406],{"href":94},"company buckets"," cannot credit member balances from rules",[305,409,410,411,413,414,416],{},"Category Keys and preview columns configured on ",[238,412,252],{}," so ",[238,415,243],{}," is visible",[291,418,420],{"id":419},"what-rules-calculate","What rules calculate",[235,422,423,424,426],{},"For each ",[238,425,271],{}," row and each participant, the system compares performance data:",[428,429,430,443],"table",{},[431,432,433],"thead",{},[434,435,436,440],"tr",{},[437,438,439],"th",{},"Operand",[437,441,442],{},"Meaning",[444,445,446,456,465,474],"tbody",{},[434,447,448,453],{},[449,450,451],"td",{},[238,452,256],{},[449,454,455],{},"Goal from targets upload",[434,457,458,462],{},[449,459,460],{},[238,461,260],{},[449,463,464],{},"Progress from data imports",[434,466,467,471],{},[449,468,469],{},[238,470,263],{},[449,472,473],{},"Actual − Target",[434,475,476,480],{},[449,477,478],{},[238,479,267],{},[449,481,482],{},"Actual ÷ Target (as %)",[235,484,485,486,489,490,493],{},"Rules run in order—",[238,487,488],{},"IF"," the first rule’s conditions pass, its result applies; otherwise ",[238,491,492],{},"ELSE IF"," the next rule is tried, and so on.",[235,495,496,497,499,500,502,503,505,506,509],{},"Calculated ",[238,498,243],{}," appear on ",[238,501,252],{}," when the ",[238,504,243],{}," column is enabled. 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Company-level KPIs can still drive tables and leaderboards without member point payouts.",[235,741,742],{},"Redeemable processing runs after save completes—allow a short time for member point balances and transaction history to update.",[291,744,746],{"id":745},"save-data-bucket-and-member-points","Save Data Bucket and member points",[235,748,749,750,752],{},"When you click ",[238,751,680],{}," with redeemable points enabled:",[754,755,756,763,772],"ol",{},[305,757,758,759,762],{},"Bucket ",[238,760,761],{},"results"," are recalculated from targets, actuals, and rules.",[305,764,765,766,768,769,771],{},"Linked ",[238,767,122],{}," and ",[238,770,117],{}," sync.",[305,773,774,777,778,780],{},[238,775,776],{},"Point awards"," are queued for members based on current ",[238,779,243],{}," vs what was previously awarded for this bucket.",[235,782,783],{},"You do not need a separate import for rule-based points. Members see transactions tied to the bucket when redeemable awards apply.",[235,785,786],{},"If rules or data change, saving again reconciles balances—points already awarded may be adjusted to match the new calculation.",[291,788,343],{"id":789},"who-can-change-formulas",[235,791,792,793,796],{},"Program managers can ",[238,794,795],{},"review"," rules on this tab—conditions, results, and result types are visible in the table.",[235,798,799,802,803,805,806,809],{},[238,800,801],{},"Creating new rules or editing point formulas"," (especially ",[238,804,621],{}," expressions) requires Incentable-side access in the admin. In your program admin, the advanced formula editor is ",[238,807,808],{},"not editable"," for standard client accounts.",[720,811,813],{"color":722,"icon":812},"i-lucide-lock",[235,814,815,818,819,821],{},[238,816,817],{},"Contact Incentable"," to add rules, change formulas, or rework point logic. Share your Category Keys, thresholds, and desired payout behavior; your team can validate results on ",[238,820,252],{}," after changes are applied.",[235,823,824],{},"Do not expect to self-service complex formula changes from the program admin.",[291,826,828],{"id":827},"delete-a-rule","Delete a rule",[754,830,831,840,866,877],{},[305,832,833,834,837,838,289],{},"Open the rule row ",[238,835,836],{},"Actions"," menu → ",[238,839,327],{},[305,841,842,843,846,847],{},"Read ",[238,844,845],{},"Delete Points Rule Confirmation",":\n",[302,848,849,859],{},[305,850,851,852,854,855,858],{},"If ",[238,853,278],{}," is on, deleting may ",[238,856,857],{},"revoke redeemable points"," previously awarded by that rule. This cannot be undone.",[305,860,861,862,865],{},"Check ",[238,863,864],{},"I understand that redeemable points will be revoked"," before confirming.",[305,867,868,869,872,873,876],{},"When deleting the ",[238,870,871],{},"last"," rule with redeemable points enabled, you can ",[238,874,875],{},"view redeemable points transactions"," first to audit past awards.",[305,878,879,880,883,884,886],{},"Click ",[238,881,882],{},"yes, please delete",", then ",[238,885,680],{}," to apply revocation processing if prompted.",[291,888,890],{"id":889},"tips-and-limitations","Tips and limitations",[302,892,893,902,912,924,933,945],{},[305,894,895,898,899,901],{},[238,896,897],{},"Validate on Builder"," — Pick a sample member and confirm ",[238,900,243],{}," before saving with redeemable enabled.",[305,903,904,907,908,911],{},[238,905,906],{},"Target = 0"," — Rules that match still yield ",[238,909,910],{},"0"," Target Points when Target is zero (avoids divide-by-zero payouts).",[305,913,914,917,918,921,922,289],{},[238,915,916],{},"Difference \u002F Percentage columns"," — Only categories through your latest relevant data import show diff\u002Fpercent; aligns with ",[238,919,920],{},"running total"," logic on ",[238,923,252],{},[305,925,926,929,930,932],{},[238,927,928],{},"Not Points Import"," — Use ",[246,931,78],{"href":79}," for one-off or file-based awards outside bucket rules.",[305,934,935,938,939,768,941,944],{},[238,936,937],{},"Rule changes need Incentable"," — Plan formula updates with your account team; you can still upload ",[246,940,388],{"href":99},[246,942,943],{"href":104},"data"," and save to refresh displays.",[305,946,947,950],{},[238,948,949],{},"Demo programs"," — Save and related processing are disabled on demo programs.",[291,952,954],{"id":953},"related","Related",[302,956,957,962,967,973,978,983],{},[305,958,959,961],{},[246,960,93],{"href":94}," — Builder, save, and sync workflow",[305,963,964,966],{},[246,965,98],{"href":99}," — Goal data for rules",[305,968,969,972],{},[246,970,971],{"href":104},"Data imports"," — Actual data for rules",[305,974,975,977],{},[246,976,44],{"href":49}," — Member balances and transaction history",[305,979,980,982],{},[246,981,68],{"href":69}," — Where redeemable points are spent",[305,984,985,987],{},[246,986,78],{"href":79}," — Bulk points outside bucket rules",{"title":989,"searchDepth":990,"depth":990,"links":991},"",2,[992,993,994,995,996,1001,1002,1003,1004,1005,1006],{"id":293,"depth":990,"text":294},{"id":347,"depth":990,"text":348},{"id":376,"depth":990,"text":377},{"id":419,"depth":990,"text":420},{"id":512,"depth":990,"text":513,"children":997},[998,1000],{"id":520,"depth":999,"text":521},3,{"id":563,"depth":999,"text":564},{"id":665,"depth":990,"text":278},{"id":745,"depth":990,"text":746},{"id":789,"depth":990,"text":343},{"id":827,"depth":990,"text":828},{"id":889,"depth":990,"text":890},{"id":953,"depth":990,"text":954},"Review how Target Points are calculated from performance data in a Data Bucket.","md",{},{"icon":110},{"title":107,"description":1007},"ME1WLkflr0l5sBIZnqX1hroJCrdbnfUnBS0bYl_NJJM",[1014,1016],{"title":103,"path":104,"stem":105,"description":1015,"icon":81,"children":-1},"Upload progress and actual performance data into a Data Bucket.",{"title":117,"path":118,"stem":119,"description":1017,"icon":120,"children":-1},"Create and manage competition leaderboards.",1779952614749]