Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Programs >
Example of Creating Tier Promotions
A tier promotion changes a member's tier. There can only be one tier promotion for each tier. A tier promotion record is automatically created when the tier record is created. This example shows you how to create the rules for tier promotions, which move members to the appropriate tier. It shows one possible use of tier promotions. Your use of these promotions may differ, depending on your business model. You must create tier promotions when you set up a loyalty program with tiers. Tier promotions place members in the appropriate tier, based on attributes or on the number of points they have. This example assumes that you have already set up a loyalty program with appropriate tiers. When you created these tiers, the application automatically created the tier promotion record for them. For more information about creating tiers, see Defining Tier Classes and Tiers. In this airline example, the customer can qualify for a tier change in two ways:
- By accumulating 250,000 regular points.
- By completing 60 flight segments.
To track this, you use two different point types, one representing the regular points that members earn based on their purchases and one representing the number of flight segments that members take. You can add more qualification criteria by using additional point types. To create a tier promotion, perform the following tasks:
Creating Two Types of Points
Start by creating two types of points, one to represent the standard points that customers get based on their purchases, the other to represent the number of flight segments that customers have completed. To create two types of points
- Navigate to the Loyalty Program Administration screen.
- Click the Program Id field of the desired program.
- Click the Point Types view tab.
- In the Point Types list, create the standard points by adding a new record entering the values in the following table.
|
|
Name |
Regular |
Active |
Y |
Field to Use |
Point 1 Value |
Qualifying Weight |
0.5 |
Non-Qualifying Weight |
0.4 |
- In the Point Types list, create the points used to track flight segments completed by adding a new record entering the values in the following table.
|
|
Name |
Tier Qualification |
Active |
Y |
Field to Use |
Point 2 Value |
Qualifying Weight |
1 |
Non-Qualifying Weight |
1 |
Creating a Rule for the Base Tier for One Type of Point
The first rule promotes members from the base tier to the platinum tier if they earn the required number of regular points. To create rules for the base tier for one type of point
- Navigate to the Loyalty Promotions Administration screen.
- Click the Promotion # field of the tier promotion that was created automatically when you created the tier.
- In the Rules List, add a new record and complete the necessary fields. Some fields are shown in the following table.
|
|
Sequence |
1 |
Name |
250 K Points & Not Expired - Upgrade to Platinum |
Apply To |
Tiers |
- Click the Rule Name.
- To create the first criteria, add a new record in the Criteria list and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.
NOTE: This first criteria means that the rule applies if the member has over 250,000 regular points.
|
|
Sequence |
1 |
Name |
>= 250 K Regular Points |
Type of Comparison |
Compare to Values |
Expression |
[Member Tier.Field.Point 1 Value]>=250000 (This information in this field is automatically generated by entries in the following fields in the Compare To Values Detail and Values forms) |
Object |
Member Tier |
Attribute |
Regular Points |
Condition |
Is Greater Than or Equal To |
Value |
250000 |
- To create the second criteria, add a new record in the Criteria list and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.
NOTE: This second criteria means that the rule applies only if the tier is changed automatically, not if it must be changed manually.
|
|
Sequence |
2 |
Name |
Is Automatic |
Type of Comparison |
Compare to Values |
Expression |
[Member Tier.Field.Tier Approval Status]<>Pending (Generated by the following selections in the Compare To Values Detail and Values forms) |
Object |
Member Tier |
Attribute |
Tier Approval Status |
Condition |
Does Not Equal |
Value |
Pending |
- To create the third criteria, add a new record in the Criteria list and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.
|
|
Sequence |
3 |
Name |
Not Expired |
Type of Comparison |
Compare to Values |
Expression |
[Member Tier.Field.Expired Flag]="N" (Generated by the following selections in the Compare To Values Detail and Values forms) |
Object |
Member Tier |
Attribute |
Is Expired |
Condition |
Equals |
Value |
N |
NOTE: This third criteria means that the rule applies only if the points have not expired.
- To enter the action for this rule, click the Actions view tab.
- Add a new record in the Actions list and complete the necessary fields in the Actions list and form, as shown in the following table.
|
|
Sequence |
1 |
Name |
Upgrade to Platinum |
Type |
Upgrade Tier |
New Tier |
Platinum |
Creating a Rule for the Base Tier for the Second Type of Point
The second rule promotes members from the base tier to the platinum tier if they have completed the required number of flight segments. Remember that we created the point type named Tier Qualification Points to track the flight segments that members complete. To create rules for the base tier for another type of point
- Navigate to the Loyalty Promotions Administration screen and click the Promotion # field of the tier promotion.
- In the Rules List, add a new record and complete the necessary fields. Some fields are shown in the following table.
|
|
Sequence |
2 |
Name |
60 Flight Segments - Upgrade to Platinum |
Apply To |
Tiers |
- Click the Rule Name.
- To create the first criteria, add a new record in the Criteria list and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.
|
|
Sequence |
1 |
Name |
>= 60 Tier Qualification Points |
Type of Comparison |
Compare to Values |
Expression |
[Member Tier.Field.Point 3 Value]>=60 (Generated by the following selections in the Compare To Values Detail and Values forms) |
Object |
Member Tier |
Attribute |
Tier Qualification Points |
Condition |
Is Greater Than or Equal To |
Value |
60 |
NOTE: This first criteria means that the rule applies if the member has over 250,000 regular points.
- To create the second criteria, add a new record in the Criteria list and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table. This is the same as the second criteria for the previous rule.
|
|
Sequence |
2 |
Name |
Is Automatic |
Type of Comparison |
Compare to Values |
Expression |
[Member Tier.Field.Tier Approval Status]<>Pending (Generated by the following selections in the Compare To Values Detail and Values forms) |
Object |
Member Tier |
Attribute |
Tier Approval Status |
Condition |
Does Not Equal |
Value |
Pending |
NOTE: This second criteria means that the rule applies only if the tier is changed automatically, not if it must be changed manually.
- To create the third criteria, add a new record in the Criteria list and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table. This is the same as the third criteria for the previous rule.
|
|
Sequence |
3 |
Name |
Not Expired |
Type of Comparison |
Compare to Values |
Expression |
[Member Tier.Field.Expired Flag]="N" (Generated by the following selections in the Compare To Values Detail and Values forms) |
Object |
Member Tier |
Attribute |
Is Expired |
Condition |
Equals |
Value |
N |
NOTE: This third criteria means that the rule applies only if the points have not expired.
- To enter the action for this rule, click the Actions view tab.
- Add a new record in the Actions list and complete the necessary fields in the Actions list and form, as shown in the following table. This is the same action as the previous rule.
|
|
Sequence |
3 |
Name |
Upgrade to Platinum |
Type |
Upgrade Tier |
New Tier |
Platinum |
Creating Additional Rules for the Base Tiers
Now that you have finished creating two rules to upgrade members to the platinum tier, you must also create additional rules to automatically Upgrade to other tiers, manually upgrade to other tiers and manually Qualify for Base. For example, if your Loyalty program's tier class has 4 tiers Base, Silver, Gold and Platinum, Base tier being the lowest tier, then you must additionally create the following rules for the base tier, in the following sequence:
- 120k Points & Not Expired - Upgrade to Gold, sequence 3
- 40 Flight Segments - Upgrade to Gold, sequence 4
- 60k Points & Not Expired - Upgrade to Silver, sequence 5
- 20 Flight Segments - Upgrade to Silver, sequence 6
- Base Expired > Qualify Base, sequence 7
- Manual Upgrade to Silver, sequence 8
- Manual Upgrade to Gold, sequence 9
- Manual Upgrade to Platinum, sequence 10
- Manual Qualify Base, sequence 11
Creating Additional Rules for the other Tiers
Additional rules are needed for other tiers that are not the lowest tier. For example, the Silver Tier requires the following types of rules:
- Automatic Upgrade
- Qualify for same tier
- Requalify
- Downgrade
- Manual Upgrade
- Manual downgrade
- Manual Qualify Tier
Following would be the sequence of setting up these rules (assuming points and flights as criteria for tier qualification):
- 250K Points & Not Expired - Upgrade to Platinum
- 60 flight segments - Upgrade to Platinum
- 120k Points & Not Expired - Upgrade to Gold
- 40 flight segments - Upgrade to Gold
- 60k Points and Not expired - Qualify for Silver
- In Qual Period and Expire - Requalify Silver
- Downgrade to Base
- Manual Upgrade to Gold
- Manual Upgrade to Platinum
- Manual Downgrade to Base
- Manual Qualify Tier
If you are not sure about the details for all of these rules, see the Loyalty demonstration application.
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