Standard Flex Incentive Types Reference

This reference guide provides a comprehensive catalog of all Standard Flex Incentive (SFI) types available in the Ordergroove platform. Each SFI type defines specific eligibility criteria that determine when an incentive should be applied.

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What are Standard Flex Incentives?
Standard Flex Incentives (SFIs) provide a uniform interface for creating conditional incentives. Each SFI combines eligibility criteria with incentive definitions (discounts or gifts) to create flexible, rule-based promotions.

Quick Reference Table

SFI Type	Standard Name	Coupon Types	Incentive Types	Exclusive
Product Specific	`PSI`	Initial, Recurring	All types	✅ Yes
Prepaid Orders Per Billing	`PREPAID_ORDERS_PER_BILLING`	Initial, Recurring	Discount %, Gift	✅ Yes
Nth Order for Subscriber	`NTH_ORDER_FOR_SUBSCRIBER`	Recurring only	All types	❌ No
Nth Order in Cycle	`NTH_ORDER_IN_CYCLE_FOR_SUBSCRIBER`	Recurring only	Discount %, Discount $	❌ No
N Successful Items for Subscription	`N_SUCCESSFUL_ITEMS_FOR_SUB`	Recurring only	All types	❌ No
Item Has Subscription	`ITEM_HAS_SUBSCRIPTION`	Recurring only	All types	❌ No
Customer Group	`CUSTOMER_HAS_PRICE_CODE`	Recurring only	Discount %, Discount $	❌ No
N Live Subscriptions for Subscriber	`N_LIVE_SUBSCRIPTIONS_FOR_SUBSCRIBER`	Recurring only	All types	❌ No
Item Products	`ITEM_PRODUCT_IN_LIST`	Recurring only	All types	❌ No
Subscription Products	`SUBSCRIPTION_PRODUCT_IN_LIST`	Recurring only	All types	❌ No
Buy More from Product Groups & Save More	`PRODUCT_GROUPS_BUY_MORE_SAVE_MORE`	Recurring only	All types	❌ No
Buy More from Product Groups & Save More (Subscriptions Only)	`PRODUCT_GROUPS_BUY_MORE_SAVE_MORE_SUBSCRIPTION_ONLY`	Recurring only	All types	❌ No

Product Specific Incentive (PSI)

Overview

Applies incentives when a product belongs to specified product groups. This is the primary way to offer different discounts for different product categories.

Configuration

Standard Name: PSI

Premise Type: PRODUCT_BELONGS_TO_GROUP

Premise Value: Array of product group names

["Fruit", "Cookies", "Electronics"]

Premise Operands: N/A

Coupon Types: Initial, Recurring

Incentive Types: Discount Amount, Discount Percent, Gift

Exclusive: ✅ Yes

How It Works

The system checks if the current item's product belongs to any of the specified product groups. If there's a match, the incentive applies to that item.

Example

{
  "incentives": [
    {
      "incentive_type": "discount_percent",
      "incentive_value": "10.00",
      "incentive_target": "item",
      "threshold_field": null,
      "threshold_value": null
    }
  ],
  "criteria": {
    "node_type": "PREMISE",
    "standard": "PSI",
    "premise_value": ["bath", "fruits"]
  }
}

Common Use Cases

Higher discount for premium product categories
Lower discount for sale items
Category-specific promotions
Differential pricing by product type

Important Notes

Because PSI is exclusive, when an item qualifies for a PSI discount, it prevents other non-exclusive item-level incentives from applying
Each product group can only appear in one PSI per coupon
If an item belongs to multiple groups with different PSIs, the system selects the best discount

Prepaid Orders Per Billing

Overview

Provides incentives based on the length of prepaid subscription billing cycles. Used to reward customers who commit to longer prepaid periods.

Configuration

Standard Name: PREPAID_ORDERS_PER_BILLING

Premise Type: ORDER_ITEM_PREPAID_SUBSCRIPTION_ORDERS_PER_BILLING

Premise Value: Integer representing the number of orders per billing cycle

2  // Every 2 orders

Premise Operands: N/A

Coupon Types: Initial, Recurring

Incentive Types: Discount Percent, Gift (Discount Amount not supported)

Exclusive: ✅ Yes

How It Works

Evaluates the number of orders per billing cycle for prepaid subscriptions. If the subscription's billing cycle matches the premise value, the incentive applies.

Example

{
  "incentives": [
    {
      "incentive_type": "discount_percent",
      "incentive_value": "15.00",
      "incentive_target": "item",
      "threshold_field": null,
      "threshold_value": null
    }
  ],
  "criteria": {
    "node_type": "PREMISE",
    "standard": "PREPAID_ORDERS_PER_BILLING",
    "premise_value": 2
  }
}

Common Use Cases

Volume discounts for longer prepaid commitments
Tiered pricing: 3-month vs 6-month vs 12-month subscriptions
Encouraging larger upfront purchases

Important Notes

Only applies to prepaid subscription models
Cannot use Discount Amount (only Discount Percent or Gift)
Exclusive like PSI—takes precedence over other item-level discounts

Nth Successful Order for Subscriber

Overview

Triggers incentives based on the total number of successful orders a customer has completed. Includes the current order in the count.

Configuration

Standard Name: NTH_ORDER_FOR_SUBSCRIBER

Premise Type: NTH_SUCCESS_ORDER_OF_SUB_SUBSCRIBER

Premise Value: Integer

5  // The 5th order

Premise Operands:

LESS_THAN (less than)
LESS_THAN_OR_EQUAL (less than or equal)
EQUAL (equal)
NOT_EQUAL (not equal)
GREATER_THAN_OR_EQUAL (greater than or equal)
GREATER_THAN (greater than)

Coupon Types: Recurring only

Incentive Types: Discount Percent, Discount Amount, Gift

Exclusive: ❌ No

How It Works

Counts the cumulative number of successful orders placed by the customer across all their subscriptions. The current order is included in this count.

Example: Exact Order Number

{
  "incentives": [
    {
      "incentive_type": "gift",
      "incentive_value": "43627678400685",
      "incentive_target": "order"
    }
  ],
  "criteria": {
    "node_type": "PREMISE",
    "standard": "NTH_ORDER_FOR_SUBSCRIBER",
    "premise_value": 5,
    "premise_operand": "EQUAL"
  }
}

Customer receives a free gift on their 5th order

Example: First N Orders

{
  "criteria": {
    "node_type": "PREMISE",
    "standard": "NTH_ORDER_FOR_SUBSCRIBER",
    "premise_value": 4,
    "premise_operand": "LESS_THAN"
  }
}

Applies to orders 1, 2, and 3

Example: After N Orders

{
  "criteria": {
    "node_type": "PREMISE",
    "standard": "NTH_ORDER_FOR_SUBSCRIBER",
    "premise_value": 3,
    "premise_operand": "GREATER_THAN"
  }
}

Applies to order 4 and all subsequent orders

Common Use Cases

Welcome discount for first 3 orders
Loyalty reward on 10th order
Graduated discounts based on lifetime orders

Important Notes

Counts ALL successful orders across all subscriptions for the customer
Non-exclusive, so can combine with other incentives
Current order is included in the count

Nth Successful Order in Cycle for Subscriber

Overview

Similar to Nth Order for Subscriber, but operates within defined billing cycles using modulo arithmetic. Useful for recurring milestone rewards.

Configuration

Standard Name: NTH_ORDER_IN_CYCLE_FOR_SUBSCRIBER

Premise Type: NTH_SUCCESSFUL_ORDER_IN_CYCLE_FOR_SUBSCRIBER

Premise Value: Tuple of (cycle_length, ordinal_position)

[4, 0]  // Every 4th order (orders 4, 8, 12, etc.)

Premise Operands: N/A

Coupon Types: Recurring only

Incentive Types: Discount Percent, Discount Amount, Gift

Exclusive: ❌ No

How It Works

Uses modulo arithmetic to determine position within a cycle:

[4, 0] = Every 4th order (4, 8, 12, 16...)
[4, 1] = 1st order in every 4-order cycle (1, 5, 9, 13...)
[4, 2] = 2nd order in every 4-order cycle (2, 6, 10, 14...)

The formula: order_number % cycle_length == ordinal_position

Example

{
  "incentives": [
    {
      "incentive_type": "discount_percent",
      "incentive_value": "100.00",
      "incentive_target": "item",
      "threshold_field": null,
      "threshold_value": null
    }
  ],
  "criteria": {
    "node_type": "PREMISE",
    "standard": "NTH_ORDER_IN_CYCLE_FOR_SUBSCRIBER",
    "premise_value": [10, 0]
  }
}

Customer gets 100% off (free) every 10th order

Common Use Cases

Free order every 10 orders
Bonus gift every 4 orders
Rotating rewards based on order cycles
Anniversary-style promotions

Important Notes

Non-exclusive, can stack with other discounts
More predictable than simple Nth order for recurring rewards
Current order is included in the cycle calculation

N Successful Items for Subscription

Overview

Counts the number of successful replenishment items for a specific subscription, excluding the current item. Useful for subscription-specific loyalty programs.

Configuration

Standard Name: N_SUCCESSFUL_ITEMS_FOR_SUB

Premise Type: N_SUCCESSFUL_REPLENISHMENT_ITEMS_FOR_SUB

Premise Value: Integer

4  // After 4 successful replenishments

Premise Operands:

LESS_THAN (less than)
LESS_THAN_OR_EQUAL (less than or equal)
EQUAL (equal)
NOT_EQUAL (not equal)
GREATER_THAN_OR_EQUAL (greater than or equal)
GREATER_THAN (greater than)

Coupon Types: Recurring only

Incentive Types: Discount Percent, Discount Amount, Gift

Exclusive: ❌ No

How It Works

Counts successful replenishment items tied to the same subscription as the current item. The current item is excluded from the count, so if a subscription has had 4 successful replenishments, the 5th order would be eligible for an EQUAL 4 condition.

Example

{
  "incentives": [
    {
      "incentive_type": "gift",
      "incentive_value": "43627678400685",
      "incentive_target": "order"
    }
  ],
  "criteria": {
    "node_type": "PREMISE",
    "standard": "N_SUCCESSFUL_ITEMS_FOR_SUB",
    "premise_value": 4,
    "premise_operand": "EQUAL"
  }
}

Customer receives a free gift on the 5th replenishment of this subscription (after 4 successful ones)

Common Use Cases

Free gift on 4th replenishment for a specific product
100% off first 3 orders for new subscriptions
Graduated discounts based on subscription tenure
Product-specific loyalty rewards

Important Notes

Counts per-subscription, not per-customer
Current item is excluded from count
Different from NTH_ORDER_FOR_SUBSCRIBER which counts across all subscriptions
Non-exclusive

Item Has Subscription

Overview

A simple boolean check to determine if an item has an associated subscription. Primarily used to differentiate between subscription and one-time purchases.

Configuration

Standard Name: ITEM_HAS_SUBSCRIPTION

Premise Type: ITEM_HAS_SUBSCRIPTION

Premise Value: Boolean

true  // Item must have a subscription
false // Item must NOT have a subscription

Premise Operands: N/A

Coupon Types: Recurring only

Incentive Types: Discount Amount, Discount Percent, Gift

Exclusive: ❌ No

How It Works

Simply checks whether the current item has an active subscription associated with it.

Example: Subscription-Only Discount with Threshold

{
  "incentives": [
    {
      "incentive_type": "discount_amount",
      "incentive_value": "5.00",
      "incentive_target": "order",
      "threshold_field": "order",
      "threshold_value": "50.00"
    }
  ],
  "criteria": {
    "node_type": "PREMISE",
    "standard": "ITEM_HAS_SUBSCRIPTION",
    "premise_value": true
  }
}

Order gets $5 off if it contains at least one subscription item AND order total ≥ $50

Common Use Cases

Subscription vs one-time purchase differentiation
Ensuring threshold discounts only apply to subscription orders
Gating certain promotions to subscribers only
Excluding one-time purchases from specific incentives

Important Notes

Most commonly used with premise_value: true
Often combined with thresholds in the UI configuration
Non-exclusive, can combine with other incentives
In the UI, this is used behind the scenes to ensure threshold promotions only apply to subscription items

Customer Group

Overview

Applies incentives when a customer has a price_code field (here's how the customer price_code can be set) that belongs to the specified customer groups. This is the primary way to offer different discount for different customer segments.

Configuration

Standard Name: CUSTOMER_HAS_PRICE_CODE

Premise Type: ORDER_CUSTOMER_IN_PRICE_CODE_LIST

Premise Value: Array of customer groups (price codes)

["VIP", "Employees"]

Premise Operands: N/A

Coupon Types: Recurring only

Incentive Types: Discount Percent, Discount Amount

Exclusive: ❌ No

How It Works

The system checks if current order's customer has a price_code field that matches any of the specified customer groups.

Example

{
  "incentives": [
    {
      "incentive_type": "discount_percent",
      "incentive_value": "50.00",
      "incentive_target": "order",
      "threshold_field": null,
      "threshold_value": null
    }
  ],
  "criteria": {
    "node_type": "PREMISE",
    "standard": "CUSTOMER_HAS_PRICE_CODE",
    "premise_value": ["VIP", "Employees"]
  }
}

Customer gets 50% off on their orders if their price_code is either VIP or Employees

Common Use Cases

Segment customers and give them a better discount:
- VIP customers get 100% off discount;
- Employees get 30% off while regular customers get the default 10% off;

Importat Notes

Non-exclusive, can stack with other discounts
It is not compatible with gift incentives

N Live Subscriptions for Subscriber

Overview

Applies incentives when the number of currently live subscriptions for a given order's customer respects its configured inequality. Useful for Subscribe More Save More retention strategies.

Configuration

Standard Name: N_LIVE_SUBSCRIPTIONS_FOR_SUBSCRIBER

Premise Type: ORDER_CUSTOMER_SUBSCRIPTIONS_COUNT

Premise Value: Non-negative Integer

2  // 2 currently live subscriptions

Premise Operands:

LESS_THAN (less than)
LESS_THAN_OR_EQUAL (less than or equal)
EQUAL (equal)
NOT_EQUAL (not equal)
GREATER_THAN_OR_EQUAL (greater than or equal)
GREATER_THAN (greater than)

Coupon Types: Recurring only

Incentive Types: Discount Percent, Discount Amount, Gift

Exclusive: ❌ No

How It Works

Counts the number of currently live subscriptions a given order's customer have and evaluates this number against its configured inequality.

Example

{
  "incentives": [
    {
      "incentive_type": "gift",
      "incentive_value": "43627678400685",
      "incentive_target": "order"
    }
  ],
  "criteria": {
    "node_type": "PREMISE",
    "standard": "N_LIVE_SUBSCRIPTIONS_FOR_SUBSCRIBER",
    "premise_value": 2,
    "premise_operand": "GREATER_THAN_OR_EQUAL"
  }
}

Customer receives a free gift if they have at least 2 live subscriptions

Common Use Cases

Subscribe More Save More

Important Notes

Non-exclusive

Item Products

Overview

Applies incentives when the item's product external_product_id field belongs to the specified list of products.

Configuration

Standard Name: ITEM_PRODUCT_IN_LIST

Premise Type: ITEM_PRODUCT_INTERNAL_ID_IN_PRODUCT_LIST

Premise Value: Array of external_product_id

["banana", "grape", "mango"]

Premise Operands: N/A

Coupon Types: Recurring only

Incentive Types: Discount Percent, Discount Amount, Gift

Exclusive: ❌ No

How It Works

The system checks if current item's product external_product_id field matches any of the specified external_product_id in the list;

Example

{
  "incentives": [
    {
      "incentive_type": "discount_percent",
      "incentive_value": "50.00",
      "incentive_target": "item",
      "threshold_field": null,
      "threshold_value": null
    }
  ],
  "criteria": {
    "node_type": "PREMISE",
    "standard": "CUSTOMER_HAS_PRICE_CODE",
    "premise_value": ["banana", "grape", "mango"]
  }
}

_Customer gets 50% off on their items if their item's product external_product_id is either banana, grape or mango;

Common Use Cases

Give better discounts for specific item's products;

Importat Notes

Non-exclusive, can stack with other discounts
The list can contain up to 25 products, configure multiple different Standard Flex Incentives or use a Product Specific incentive based on product groups;

Subscription Products

Overview

Applies incentives when the subscription's product external_product_id field belongs to the specified list of products.

Configuration

Standard Name: SUBSCRIPTION_PRODUCT_IN_LIST

Premise Type: SUB_PRODUCT_INTERNAL_ID_IN_PRODUCT_LIST

Premise Value: Array of external_product_id

["banana", "grape", "mango"]

Premise Operands: N/A

Coupon Types: Recurring only

Incentive Types: Discount Percent, Discount Amount, Gift

Exclusive: ❌ No

How It Works

The system checks if current subscription's product external_product_id field matches any of the specified external_product_id in the list;

Example

{
  "incentives": [
    {
      "incentive_type": "discount_percent",
      "incentive_value": "50.00",
      "incentive_target": "item",
      "threshold_field": null,
      "threshold_value": null
    }
  ],
  "criteria": {
    "node_type": "PREMISE",
    "standard": "CUSTOMER_HAS_PRICE_CODE",
    "premise_value": ["banana", "grape", "mango"]
  }
}

_Customer gets 50% off on their items if their subscription's product external_product_id is either banana, grape or mango;

Common Use Cases

Give better discounts for specific subscription's products;
Give discounts based on the subscription parent product (used for Bundles and Rotating Subscriptions);
- 20% off on specific box subscriptions (bundle subscriptions);
- Free gift for specific rotating subscriptions;

Importat Notes

Non-exclusive, can stack with other discounts;
It is based on the subscription product, which in some scenarios do not match the item product for the same subscription due to the usage of features such as Item SKU Swaps, Bundles or Rotating Products;
The list can contain up to 25 products, configure multiple different Standard Flex Incentives;

Buy More from Product Groups & Save More

Overview

Applies incentives when the sum of item quantities considering only items that have their products belonging to a specific set of product groups for a given order is at least the amount configured;

Configuration

Standard Name: PRODUCT_GROUPS_BUY_MORE_SAVE_MORE

Premise Type: QTY_OF_ITEMS_IN_PRODUCT_GROUP

Premise Value: Array of exactly two elements where the first one is the minimum amount for the sum of item quantities and the second is an array of qualifiable product group names;

[5, ["fruits", "vegetables"]]

Premise Operands: N/A

Coupon Types: Recurring only

Incentive Types: Discount Percent, Discount Amount, Gift

Exclusive: ❌ No

How It Works

The system checks if the sum of item quantities considering only items that have their products belonging to a specific set of product groups for a given order is at least the amount configured;

Example

{
  "incentives": [
    {
      "incentive_type": "discount_percent",
      "incentive_value": "20.00",
      "incentive_target": "order",
      "threshold_field": null,
      "threshold_value": null
    }
  ],
  "criteria": {
    "node_type": "PREMISE",
    "standard": "PRODUCT_GROUPS_BUY_MORE_SAVE_MORE",
    "premise_value": [10, ["food", "beverage"]]
  }
}

_Customer gets 20% off on their orders if the total sum of item quantities considering only the items that have their products belonging to either the food or beverage product groups is at least 10;

Common Use Cases

The more quantities customers buy from products belonging to specific product groups, the bigger is the discount that they get;

Importat Notes

Non-exclusive, can stack with other discounts;
It includes either Impulse Upsell and Subscription items;

Buy More from Product Groups & Save More (Subscription Only)

Overview

Applies incentives when the sum of item quantities considering only subscription items that have their products belonging to a specific set of product groups for a given order is at least the amount configured;

Configuration

Standard Name: PRODUCT_GROUPS_BUY_MORE_SAVE_MORE_SUBSCRIPTION_ONLY

Premise Type: QTY_OF_SUBSCRIPTION_ITEMS_IN_PRODUCT_GROUP

Premise Value: Array of exactly two elements where the first one is the minimum amount for the sum of item quantities and the second is an array of qualifiable product group names;

[5, ["fruits", "vegetables"]]

Premise Operands: N/A

Coupon Types: Recurring only

Incentive Types: Discount Percent, Discount Amount, Gift

Exclusive: ❌ No

How It Works

The system checks if the sum of item quantities considering only subscription items that have their products belonging to a specific set of product groups for a given order is at least the amount configured;

Example

{
  "incentives": [
    {
      "incentive_type": "discount_percent",
      "incentive_value": "20.00",
      "incentive_target": "order",
      "threshold_field": null,
      "threshold_value": null
    }
  ],
  "criteria": {
    "node_type": "PREMISE",
    "standard": "PRODUCT_GROUPS_BUY_MORE_SAVE_MORE_SUBSCRIPTION_ONLY",
    "premise_value": [10, ["food", "beverage"]]
  }
}

_Customer gets 20% off on their orders if the total sum of subscription item quantities considering only the items that have their products belonging to either the food or beverage product groups is at least 10;

Common Use Cases

The more quantities customers subscribe to from products belonging to specific product groups, the bigger is the discount that they get;

Importat Notes

Non-exclusive, can stack with other discounts;
It includes either Impulse Upsell and Subscription items;

Compound Incentives

Overview

Complex incentives that combine multiple premises using logical operators (AND, OR, NOT). Currently not configurable via UI but fully supported via API.

Configuration

Standard Name: COMPOUND

Coupon Types: Recurring only

Incentive Types: Varies based on component incentives

Exclusive: ❌ No

How It Works

Combines multiple simple premises using logical operators to create complex eligibility rules. The criteria is represented as a binary tree structure.

Example: AND Condition

{
  "incentives": [
    {
      "incentive_type": "gift",
      "incentive_value": "43627678400685",
      "incentive_target": "order"
    },
    {
      "incentive_type": "discount_amount",
      "incentive_value": "5.00",
      "incentive_target": "order",
      "threshold_field": null,
      "threshold_value": null
    }
  ],
  "criteria": {
    "node_type": "AND",
    "children": [
      {
        "node_type": "PREMISE",
        "standard": "NTH_ORDER_FOR_SUBSCRIBER",
        "premise_value": 5,
        "premise_operand": "LESS_THAN"
      },
      {
        "node_type": "PREMISE",
        "standard": "ITEM_HAS_SUBSCRIPTION",
        "premise_value": true
      }
    ]
  }
}

Customer gets a free gift AND $5 off on their 1st-4th orders, but ONLY if the order contains subscription items

Logical Operators

AND: All child premises must be true
OR: At least one child premise must be true
NOT: Inverts the child premise

Common Use Cases

Free gift for VIPs every 3 orders
50% off first three orders for products in specific groups
Complex eligibility rules combining customer attributes and order history
Targeted promotions with multiple qualifying criteria

Important Notes

Not currently configurable via Self-Serve UI
Can be configured via API for custom implementations
Supports multiple incentives per SFI
More complex validation and edge cases
Non-exclusive

Understanding Exclusivity

What Makes an SFI Exclusive?

Two SFI types are marked as exclusive:

Product Specific Incentive (PSI)
Prepaid Orders Per Billing

Exclusivity Rules

Exclusive SFIs enforce two key restrictions:

Unique Premise Values Per Coupon
- Each premise value can only appear in one SFI of that type per coupon
- Example: If "fruits" appears in one PSI, no other PSI on that coupon can include "fruits"
- A second PSI with different product groups (e.g., "electronics", "books") is allowed
Item-Level Discount Precedence
- If an item qualifies for an exclusive SFI discount, that SFI takes precedence over all non-exclusive item-level discounts
- Other exclusive SFIs will still compete (best discount wins)
- Order-level discounts can still apply
- Gift incentives are always applied regardless

Example Scenario

Given these incentives:

Program-wide: 10% off all items
PSI (exclusive): 15% off fruits
Nth Order (non-exclusive): 20% off on 5th order

For a fruit item on the 5th order:

The PSI (15% off) applies because it's exclusive
The Nth Order (20% off) is ignored even though it's higher
Only exclusive SFIs compete with each other

For a non-fruit item on the 5th order:

The Nth Order (20% off) applies
It competes with program-wide (10% off)
Best discount wins

Additional SFI Types

The following SFI types are referenced in the codebase but are not currently configurable via the Self-Serve UI:

Subscription Product Specific Incentive - PSI variant for subscription products only
Non-Subscription Product Specific Incentive - PSI variant for one-time purchase products
N Successful Items in Cycle for Subscription - Cycle-based variant of N_SUCCESSFUL_ITEMS_FOR_SUB

These may be added to the UI or made available via API in future releases.

Need Help?

For implementation guidance, see the Interpreting Offer Profile Data guide.

For API details, refer to: