Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions > Loyalty Promotion Examples >

Example of Creating an Action-Based Bonus

An action-based bonus rewards members for some action other than a purchase. Examples are:

• When you register with the loyalty program, you get 1,000 bonus points.
• When you refer a new member, you get 1,000 bonus points.
• When you update your member profile through the Web, you get 1,000 bonus points.

This example in this section shows how to create an action-based bonus that gives 1,000 bonus points when you register as a member in the loyalty program.

NOTE:  The bonus for referring a new member is invoked when the member who gets the referral bonus is specified in the Referred By field at the time when a new member enrolls. If a member is already enrolled and you later go back and enter the referring member in the Referred By field, the referral bonus is not given.

This example assumes that you have already created the loyalty program.

Because this is an example, it only describes how to create one action-based bonus, the bonus for registering in the program, which uses the product Registration Bonus. Products for three action-based bonuses are available in the Loyalty seed data:

• Registration Bonus. Use this product to create an action-based bonus to reward new members for registering.
• Referral Bonus. Use this product to create an action-based bonus to reward members for referring a new member.
• Web Update Bonus. Use this product to create action-based bonus to reward members for updating their profile on the Web.

The other two action-based bonuses are created similarly to the action-based registration bonus described in the example.

You do not have to create the products used in these three action-based bonuses, because they are already included in the seed data. You can create other action-based bonuses, if you create the products for them.

NOTE:  When members receive action-based bonuses, Siebel Loyalty creates transactions that have the status Queued to give the members the bonuses, so they cannot be processed manually but are automatically processed by the server. To configure the product so these transactions can be processed manually, see Allowing Transactions to Be Processed Both Manually and Automatically.

Creating the Promotion Record

As the first step, you must create a promotion record for the action-based bonus.

To create the promotion record

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new Promotion record and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	Enrollment Promotion
   Always Apply	No
   Apply To	Accrual-Product
   Product Inclusion	Include Products

Specifying the Product for the Promotion

Now, you must associate this promotion with the appropriate action-based bonus product. You selected Include Products when you created the promotion, and you must also go to the Products view to specify the product it applies to.

NOTE:  In this example, you select the product Registration Bonus to create an action-based bonus for registering. You can also select the product Referral Bonus to create an action-based bonus for referring a new member, and you can create an action-based bonus for updating your profile using the product Web Update Bonus.

To specify the product for this promotion

1. Click the Promotion # field.
2. Click the Products view tab.
3. Add a new Product record and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	Registration Bonus
   Part #	Registration Bonus

NOTE:  If this product does not exist in your database, you need to create it and make it available to Siebel Loyalty. For more information, see Defining Loyalty Features of Products, Price Lists, and Catalogs.

Creating a Rule for the Action-Based Bonus

Next, you must create a rule for this promotion that gives customers the bonus when they register for the loyalty program.

To create a rule that gives customers a bonus when they register

1. Click the Rules view tab.
2. In the Rules list, add a new record and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	When member enrolls give 1000 points
   Apply To	Transactions

3. Click the rule's Name field hyperlink.
4. In the Criteria list, add a new record and complete the necessary fields shown in the following table.

   Field	Value
   Sequence	1
   Name	Enrollment
   Type of Comparison	Compare to Values

5. In the Compare to Values Detail form, complete the necessary fields shown in the following table.

   Field	Value
   Object	Transaction
   Attribute	Product
   Condition	Equals

6. In the Values list below the Compare to Values Detail form, add a new record and select the product that you created for this promotion, as shown in the following table.

   Field	Value
   Value	Enrollment Bonus

7. Click the Actions view tab.
8. Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.

   Field	Value
   Sequence	1
   Name	Give 1K Points
   Type	Assign Points
   Point Type	Regular
   Value	1000

Activating the Promotion

Now that you have set up this promotion, you can activate it.

To activate the promotion

1. In the thread bar, click Promotion:Enrollment Promotion.
2. In the Promotion form, click Activate.

   The promotion will be active during the period between the start date and the end date.

   When a member should receive this bonus, the engine creates a transaction with a status of Queued, which means that it cannot be processed with the Process button but is processed by the Loyalty engine in batch mode. When the engine processes this transaction, the member receives the bonus.