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Example of Creating a Simple Frequency Promotion


A simple frequency promotion requires a member to complete some action a specific number of times to receive a bonus. In this example, the member must fly from SFO to LAX three times to receive 3,000 bonus points, and the member gets the bonus as soon as the required number of flights has been reached.

This example assumes that you have already created the loyalty program and the product needed for this promotion.

This example shows one possible use of simple frequency promotions. Your use of these promotions may differ, depending on your business model.

To create a simple frequency promotion, perform the following tasks.

Creating the Promotion Record for the Simple Frequency Promotion

The promotion record is a container for all the other information about the promotion.

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

    Simple Frequency SFO-LAX Promotion

    Always Apply

    Yes

    Apply To

    Accrual-Product

    Product Inclusion

    Include Products

Specifying the Product for the Promotion

Because this promotion applies only to airline flights, you selected Include Products in the Product Inclusion when you created the promotion. Now you must specify the product it applies to.

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

    SFO-LAX

NOTE:  If this product does not exist in your database, you will 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 the Attribute to Track Number of Flights

You must create an attribute that tracks the number of times the member has flown from SFO to LAX, so it can be used in the promotion's rule.

This is the first rule in the promotion because, if a member completes a flight that qualifies the member for the bonus, the actions must be taken in the following order:

  • Update the # of flights attribute.
  • Evaluate the attribute to see if the member has complete the required # of flights.
  • If so, give the member the bonus.

To create the attribute to track number of flights

  1. Click the Promotion-Specific Attributes view tab.
  2. Add a new Promotion-Specific Attribute record and complete the necessary fields. Some fields are shown in the following table.
    Field
    Value

    Name

    SFO-LAX Simple Freq Promo Att

    Field

    Number 1

    Default

    0

    Data Type

    Number

  3. When you have finished creating the attribute, select the Active check box.

Creating an Attribute to Track Whether a Member Received This Bonus

If you want a member to be able to receive the bonus only once during the promotion period, create a promotion-specific attribute that tracks whether the member was given the bonus.

NOTE:  If the member can receive the bonus multiple times during the promotion's applicability period, only the one promotion-specific attribute described previously is required. Instead of this second attribute, you must add an action that resets the previously attribute SFO-LAX Simple Freq Promo Att to zero each time the member receives the bonus. This action will be described later.

To create the attribute to track whether a member received this bonus

  1. Add a new Promotion-Specific Attribute record and complete the necessary fields. Some fields are shown in the following table.
    Field
    Value

    Name

    Member Given Simple Freq Bonus

    Field

    Text 1

    Default

    No

    Data Type

    String

  2. When you have finished creating the attribute, select the Active check box.

Creating a Rule That Updates the Number of Flights Attribute

You must create a rule that increments the value of this attribute every time the member flies from SFO to LAX.

To create a rule that updates the number of flights attribute

  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

    Sequence

    1

    Name

    Update SFO-LAX Simple Freq Promo Attribute

    Apply To

    Transactions

  3. Click the rule's Name field hyperlink.
  4. Add a new Criteria record and complete the necessary fields shown in the following table.
    Field
    Value

    Sequence

    1

    Name

    Partner=Indigo Airways

    Type of Comparison

    Compare to Values

    Object

    Transaction

    Attribute

    Partner

    Condition

    Equals

    Value

    Indigo Airways

    NOTE:  If desired, you could add additional criteria, such as ticket class.

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

    This action increments by one the promotion-specific attribute that tracks the member's number of flights every time an applicable flight is completed.

    Field
    Value

    Name

    Update SFO-LAX Simple Freq Promo Attribute by 1

    Type

    Update Attribute

    Update this attribute: Object

    Promotion

    Update this attribute: Attribute

    SFO-LAX Simple Freq Promo Att

    Update this attribute: Action

    Add

    Value

    1

Creating a Rule That Gives the Member a Bonus

You must also create a rule that gives the member a bonus when the attribute reaches 3, the number of flights required to receive the bonus.

If the member can only receive the bonus once, then you also need a second criteria that checks whether the member has not yet received a bonus as result of this promotion.

To create a rule that gives the member a bonus

  1. In the thread bar, click Promotion:Simple Frequency SFO-LAX Promotion.
  2. Add a new Rule record and complete the necessary fields. Some fields are shown in the following table.
    Field
    Value

    Sequence

    2

    Name

    Give 3,000 Bonus When Fly SFO-LAX 3 Times

    Apply To

    Attributes

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

    Sequence

    1

    Name

    If SFO-LAX Promo Attribute = 3

    Type of Comparison

    Compare to Values

    Object

    Promotion

    Attribute

    SFO-LAX Simple Freq Promotion Attribute

    Condition

    Equals

    Value

    3

  5. In the Criteria list, add a new Criteria record and complete the necessary fields in the record, its Detail form, and its Value list, shown in the following table.
    Field
    Value

    Sequence

    2

    Name

    Member has not yet received bonus

    Type of Comparison

    Compare to Values

    Object

    Promotion

    Attribute

    Member Given Simple Freq Bonus

    Condition

    Equals

    Value

    No

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

    This action gives the member the 3,000 point bonus.

    Field
    Value

    Sequence

    1

    Name

    Give 3000 Regular Point Bonus

    Type

    Assign Points

    Point Type

    Regular

    Value

    3000

Creating an Action That Resets an Attribute Value

If you want the member to receive this bonus only once, add an action to change the promotion-specific attribute tracking whether the member has received the bonus to Yes.

If you want the member to be able to receive this bonus multiple times, add an action to reduce the number of flights attribute to zero. Then, after additional flights, increase this attribute and it reaches three again, the member will receive the bonus again.

NOTE:  Create only one of these two actions, depending on whether you want to give members the bonus multiple times or just one time.

To set the attribute tracking whether the member has received the bonus to yes

  1. Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
    Section
    Field
    Value

     

    Sequence

    3

     

    Name

    Set Bonus Given Prom-Spec Att to Yes

     

    Type

    Update Attribute

    Update this attribute

    Object

    Promotion

    Update this attribute

    Attribute

    Member Given Simple Freq Bonus

    Update this attribute

    Action

    Set

    And/Or this value

    Value

    Yes

To reset the number of flights attribute to zero

  1. Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
    Section
    Field
    Value

     

    Sequence

    2

     

    Name

    Set SFO-LAX PS Att to Zero

     

    Type

    Update Attribute

    Update this attribute

    Object

    Promotion

    Update this attribute

    Attribute

    SFO-LAX Simple Freq Promotion Attribute

    Update this attribute

    Action

    Set

    And/Or this value

    Value

    0

Activating the Promotion

Now, you are ready to activate the promotion.

To activate the promotion

  1. In the thread bar, click Promotion:Simple Frequency SFO-LAX Promotion.
  2. In the Promotion form, click Activate.

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

Siebel Loyalty Administration Guide Copyright © 2006, Oracle. All rights reserved.