Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Programs > Process of Setting Up Loyalty Programs >

Creating Base Loyalty Promotions

When you define a program, you must create base promotions to perform the basic processing for the program, such as:

• Adding points to members' balances when they perform accrual transactions.
• Subtracting points from members' balances when they perform redemption transactions.
• Updating vouchers when members perform transactions that use vouchers.

These base promotions apply to every transaction of every member of the program. You should not make them visible to members as promotions. They perform processing in the background.

You must create a transaction attribute, to be used by the base promotion that processes cancellations. Then you must create the following promotions for each program:

• Admin - Accruals
• Admin - Cancellation
• Admin - Gift
• Admin - Loan
• Admin - Point Transfer
• Admin - Redemptions
• Admin - Voucher

This task is a step in Process of Setting Up Loyalty Programs.

For more information about promotions, see Setting Up Siebel Loyalty Promotions.

To create the Transfer Member Id transaction attribute

1. Navigate to Administration - Data > List of Values view.
2. Add an LOV value record with field values as shown in the following table.

   Field	Value
   Type	LOY_ATTRIB_FIELDS_TXN
   Display Value	Transfer Member Id
   Parent LIC	Transfer Member Id
   Order	19
   Translate	False

   For information about adding an LOV value, see the chapter on working with lists of values in Siebel Applications Administration Guide.

3. Navigate to the Loyalty Program Administration screen.
4. Select the program for which you want to create the base promotions and clear the program's Active check box.
5. Click the hyperlink in the Program Id field.
6. Click the Program Level Attributes view tab and click Transaction Attributes on the link bar.
7. Create a new transaction attribute record with field values as shown in the table that follows.

   Field	Value
   Name	Transfer Member Id
   Field	Transfer Member Id
   Active	Selected

8. In the loyalty program form in the upper part of the screen, select the program's Active check box and click Update Cache.

To create the Admin - Accruals base promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new record to the Promotions list, and enter the values that are provided in the following table.

   Field	Value
   Name	Admin - Accruals
   Always Apply	Y
   Apply To	Accrual-Product
   Program	<Enter the name of the program.>
   Partner	<Enter the partners for the program.>
   Product Inclusion	All Products
   Point Limit Type	Unlimited
   Promotion Start	<Enter one day before today's date.>
   Promotion End	<Leave this field blank, because you do not want the base promotion to expire.>

3. Click the Promotion # field's hyperlink.
4. Click the Rules view tab.
5. Create the rule for this promotion:
   1. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Check Points
      Apply To	Transactions

   2. Click the Name field's hyperlink.
   3. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Check Points
      Type of Comparison	Compare to Values

   4. In the Compare to Values Detail form, enter the values in the following table.

      Field	Value
      Object	Transaction
      Attribute	Transaction Points
      Condition	Is Greater Than

   5. Add a new record to the Values list and enter 0 in the Value field.
   6. Click the Actions view tab.
   7. Add a new record to the Actions list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Give Points
      Type	Assign Points
      Use From Transaction	Y
      Object	Transaction
      Attribute	Transaction Points

To create the Admin - Cancellation base promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new record to the Promotions list, and enter the values that are provided in the following table.

   Field	Value
   Name	Admin - Cancellation
   Always Apply	Y
   Apply To	Cancellation
   Program	<Enter the name of the program.>
   Partner	<Enter the partners for the program.>
   Product Inclusion	All Products
   Point Limit Type	Unlimited
   Promotion Start	<Enter one day before today's date.>
   Promotion End	<Leave this field blank, because you do not want the base promotion to expire.>

3. Click the Promotion # field's hyperlink.
4. Click the Rules view tab.
5. Create a rule for this promotion:
   1. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Invoke Cancel Action
      Apply To	Transactions

   2. Click the Name field's hyperlink.
   3. Click the Actions view tab.
   4. Add a new record to the Actions list, and enter the values in the following table.

      Field	Comments
      Sequence	1
      Name	Invoke Cancel
      Type	Cancel Transaction
   5. Add another new record to the Actions list, and enter the values in the following table.

      Field	Comments
      Sequence	2
      Name	CancelTxnAttributes
      Type	Invoke Custom Action
      Method	CancelTxnAttributes

   6. Add another new record to the Actions list, and enter the values in the following table.

NOTE:  This step is required if your Loyalty program receives retroactive transactions.

To create the Admin - Gift base promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. Copy the Admin - Accruals promotion created in the earlier procedure.
3. In the new Loyalty Promotions record, change the following values from the values in the
   Admin - Accruals promotion.

   Field	Value
   Name	Admin - Gift
   Apply To	Accrual-Gift

   Leave all other field values the same as in the Admin - Accruals promotion record.

   When you copy the Admin - Accruals promotion, the system also copies its associated Rule. In the Rule copy, leave all values the same.

To create the Admin - Loan base promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new record to the Promotions list, and enter the values that are provided in the following table.

   Field	Value
   Name	Admin - Loan
   Always Apply	Y
   Apply To	Loan
   Program	<Enter the name of the program.>
   Partner	<Enter the partners for the program.>
   Promotion Start	<Enter one day before today's date.>
   Promotion End	<Leave this field blank, because you do not want the base promotion to expire.>

3. Click the Promotion # field's hyperlink.
4. Click the Rules view tab.
5. Create the first rule for this promotion, which assigns points when the loan is made:
   1. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Loan
      Apply To	Transactions

   2. Click the Name field's hyperlink.
   3. Add a new record to the Criteria list, and enter the values in the following table.

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

   4. In the Compare to Values Detail form, enter the values in the following table.

      Field	Value
      Object	Transaction
      Attribute	Transaction Sub Type
      Condition	Equals

   5. Add a new record to the Values list and enter Loan in the Value field.
   6. Click the Actions view tab.
   7. Add a new record to the Actions list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Loan
      Type	Assign Points
      Use From Transaction	Y
      Object	Transaction
      Attribute	Transaction Points

6. Create the second rule for this promotion, which redeems points when the loan is repaid:
   1. In the threadbar, click Promotion:Admin - Loan.
   2. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	2
      Name	Loan Repayment
      Rule Applies To	Transactions

   3. Click the new rule's Name hyperlink.
   4. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Loan Repayment
      Type of Comparison	Compare to Values

   5. In the Compare to Values Detail form, enter the values in the following table.

      Field	Value
      Object	Transaction
      Attribute	Transaction Sub Type
      Condition	Equals

   6. Add a new record to the Values list and enter Loan Repayment in the Value field.
   7. Click the Actions view tab.
   8. Add a new record to the Actions list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Loan Repayment
      Type	Redeem Points
      Use From Transaction	Y
      Object	Transaction
      Attribute	Transaction Points

   9. Add another new record to the Actions list, and enter the values in the following table.

      Field	Value
      Sequence	2
      Name	SetLoanBalance
      Type	Invoke Custom Action
      Method	SetLoanBalance

To create the Admin - Point Transfer base promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new record to the Promotions list, and enter the values that are provided in the following table.

   Field	Value
   Name	Admin - Point Transfer
   Always Apply	Y
   Apply To	Point Transfer
   Program	<Enter the name of the program.>
   Partner	<Enter the partners for the program.>
   Product Inclusion	All Product
   Promotion Start	<Enter one day before today's date.>
   Promotion End	<Leave this field blank, because you do not want the base promotion to expire.>

3. Click the Promotion # field's hyperlink.
4. Click the Rules view tab.
5. Create the first rule for this promotion:
   1. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Point Transfer
      Apply To	Transactions

   2. Click the Name field's hyperlink.
   3. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Check Points
      Type of Comparison	Compare to Values

   4. In the Compare to Values Detail form, enter the values in the following table.

      Field	Value
      Object	Transaction
      Attribute	Transaction Points
      Condition	Is Greater Than

   5. Add a new record to the Values list and enter 0 (zero) in the Value field.
   6. Add another new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	2
      Name	Check Type
      Type of Comparison	Compare to Values

   7. In the Compare to Values Detail form, enter the values in the following table.

      Field	Value
      Object	Transaction
      Attribute	Transaction Type
      Condition	Equals

   8. Add a new record to the Values list and enter Redemption in the Value field.
   9. Click the Actions view tab.
   10. Add a new record to the Actions list, and enter the values in the following table.

       Field	Value
       Sequence	1
       Name	Redeem Points
       Type	Redeem Points
       Use from Transaction	Y
       Object	Transaction Points
       Attribute	Transaction Points

   11. Add another new record to the Actions list, and enter the values in the following table.

       Field	Value
       Sequence	2
       Name	Create an Accrual Txn
       Type	Invoke Custom Action
       Method	Point Transfer

6. Create the second rule for this promotion:
   1. In the threadbar, click Promotion:Admin - Point Transfer.
   2. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	2
      Name	Assign Points
      Rule Applies To	Transactions

   3. Click the new rule's Name hyperlink.
   4. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Check Points
      Type of Comparison	Compare to Values

   5. In the Compare to Values Detail form, enter the values in the following table.

      Field	Value
      Object	Transaction
      Attribute	Transaction Points
      Condition	Is Greater Than

   6. Add a new record to the Values list and enter 0 (zero) in the Value field.
   7. Add another new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	2
      Name	Check Type
      Type of Comparison	Compare to Values

   8. In the Compare to Values Detail form, enter the values in the following table.

      Field	Value
      Object	Transaction
      Attribute	Transaction Type
      Condition	Equals

   9. Add a new record to the Values list and enter Accrual in the Value field.
   10. Click the Actions view tab.
   11. Add a new record to the Actions list, and enter the values in the following table.

       Field	Value
       Sequence	1
       Name	Assign Points
       Type	Assign Points
       Use From Transaction	Y
       Object	Transaction
       Attribute	Transaction Points

To create the Admin - Redemptions base promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new record to the Promotions list, and enter the values that are provided in the following table.

   Field	Value
   Name	Admin - Redemption
   Always Apply	Y
   Apply To	Redemption-Product
   Program	<Enter the name of the program.>
   Partner	<Enter the partners for the program.>
   Product Inclusion	All Product
   Product Limit Type	Unlimited
   Promotion Start	<Enter one day before today's date.>
   Promotion End	<Leave this field blank, because you do not want the base promotion to expire.>

3. Click the Promotion # field's hyperlink.
4. Click the Rules view tab.
5. Create the rule for this promotion:
   1. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Check Points
      Apply To	Transactions

   2. Click the Name field's hyperlink.
   3. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Check Points
      Type of Comparison	Compare to Values

   4. In the Compare to Values Detail form, enter the values in the following table.

      Field	Value
      Object	Transaction
      Attribute	Transaction Points
      Condition	Is Greater Than

   5. Add a new record to the Values list and enter 0 in the Value field.
   6. Click the Actions view tab.
   7. Add a new record to the Actions list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Redeem the Points
      Type	Redeem Points
      Use From Transaction	Y
      Object	Transaction
      Attribute	Transaction Points

To create the Admin - Voucher base promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new record to the Promotions list, and enter the values that are provided in the following table.

   Field	Value
   Name	Admin - Voucher
   Always Apply	Y
   Apply To	Voucher
   Program	<Enter the name of the program.>
   Partner	<Enter the partners for the program.>
   Product Inclusion	All Product
   Promotion Start	<Enter one day before today's date.>
   Promotion End	<Leave this field blank, because you do not want the base promotion to expire.>

3. Click the Promotion # field's hyperlink.
4. Click the Rules view tab.
5. Create the first rule for this promotion:
   1. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Debit Voucher
      Apply To	Transactions

   2. Click the Name field's hyperlink.
   3. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Debit Voucher Transaction
      Type of Comparison	Compare to Values

   4. In the Compare to Values Detail form, enter the values in the following table.

      Field	Value
      Object	Transaction
      Attribute	Transaction Sub Type
      Condition	Does Not Equal

   5. Add a new record to the Values list and enter Cancellation in the Value field.
   6. Click the Actions view tab.
   7. Add a new record to the Actions list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Update Voucher Status
      Type	Invoke Custom Transaction
      Method	DebitVoucher

6. Create the second rule for this promotion:
   1. In the threadbar, click Promotion:Admin - Voucher.
   2. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	2
      Name	Cancel Redeemed Voucher
      Rule Applies To	Transactions

   3. Click the new rule's Name hyperlink.
   4. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Cancel Voucher Transaction
      Type of Comparison	Compare to Values

   5. In the Compare to Values Detail form, enter the values in the following table.

      Field	Value
      Object	Transaction
      Attribute	Transaction Sub Type
      Condition	Equals

   6. Add a new record to the Values list and enter Cancellation in the Value field.
   7. Click the Actions view tab.
   8. Add a new record to the Actions list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Cancel Redeemed Voucher
      Type	Invoke Custom Transaction
      Method	CancelRedeemedVoucher

To activate the base promotions

1. Navigate to the Loyalty Promotions Administration screen.
2. Select the promotions with the following names:
   • Admin - Accruals
   • Admin - Cancellation
   • Admin - Gift
   • Admin - Loan
   • Admin - Point Transfer
   • Admin - Redemptions
   • Admin - Voucher
3. Click Activate.