Customer Rules

by Zack Cilia

Last updated: 27-Aug-2026

MyAffiliates supports two types of rules that can automatically change how customers are associated with affiliates based on the time since the Customer's Join Date.
The two types of Customer Rules are:

• Customer Unmap Rules - Automatically unmap a customer from their affiliate when the configured rule conditions are met.
• Deal Change Rules - Automatically move a customer to a different deal, either under the same affiliate or under a different affiliate.

Both types of rules are configured by the MyAffiliates Support team on the client's system.

Before Setting Up a Customer Rule
Before requesting a Customer Rule, it is important to define how the rule should work. Consider the following:

- Which type of rule do I want to set up?

Determine whether you need a Customer Unmap Rule or a Deal Change Rule.

- Which Channel should the rule apply to?

For multi-channel systems, specify which Channel / Brand the rule should apply to.

- When should the rule apply?

Specify how long after the customer's Join Date the rule should be triggered.

For example:

• 20 days after joining
• 6 months after joining
• 1 year after joining

- If setting up a Deal Change Rule, where should the customer be moved?
Determine whether the customer should:

• Move to a different deal under the same affiliate. If so, specify the new deal.
• Move to a different affiliate. If so, specify the affiliate and the deal the customer should be assigned to.

- Which affiliates should the rule apply to?
The rule can be configured to apply:

• To all affiliates.
• To specific affiliates only.
• To all affiliates with specific affiliates excluded.

- Do I need one rule or multiple rules?
Multiple rules can be configured on the same Channel. If more than one rule is required, a Rule Order must also be defined.

What Is Rule Order?
Rule Order determines the sequence in which Customer Rules are evaluated within a Channel.
Each rule is assigned a positive integer. Rules are processed in descending order, meaning the rule with the highest number is evaluated first.
This is important because once a rule claims a customer, subsequent rules on the same Channel cannot apply to that customer.
Think of Rule Order as a first-claim-wins process: the highest-priority rule gets the first opportunity to claim qualifying customers, while lower-priority rules only apply to customers that have not already been claimed.

Important: Make sure the Rule Order is carefully planned when multiple rules are configured, as the order can determine which rule is ultimately applied to a qualifying customer.

Once the required information has been defined, contact the MyAffiliates Support team. We will review the requirements and guide you through the next steps.