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

Example of Creating a Roundtrip Promotion


A roundtrip promotion gives the member a bonus after the member completes a round-trip.

Its criteria include:

  • Airline = Airline Name
  • Departure Airport = XXX
  • Arrival Airport = YYY
  • Enrollment = may or may not be required
  • Flight Date = Between Date 1 and 2
  • Roundtrip = Completed

Its action may be either one of the following:

  • Give a flat bonus
  • Give a percentage bonus (a percentage based on the 2nd flight)

This promotion uses two user properties, which Siebel Loyalty uses to evaluate each flight and decides whether it is part of a roundtrip or two separate one-way flights:

  • Round Trip Connection Gap (in Hours)
  • Round Trip Stay Gap (in Days)

This example assumes that you have already created the loyalty program, including the flight products used by that program. It gives a bonus for a roundtrip between San Francisco and Denver.

Creating the Promotion Record

As the first step, you must create a promotion record for the roundtrip 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

    Roundtrip SFO-DEN

    Apply To

    Accrual-Product

    Product Inclusion

    Include Products

Specifying the Products for the Promotion

Now, you must associate this promotion with the products representing both parts of the roundtrip, the flight from Denver to San Francisco and the flight from San Francisco to Denver.

To specify the product for this promotion

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

    Name

    DEN-SFO

    Part #

    Loyalty Flights

  4. Add another new record and complete the necessary fields. Some fields are shown in the following table.
    Field
    Value

    Name

    SFO-DEN

    Part #

    Loyalty Flights

NOTE:  If these products do not exist in your database, you need to create them and make them available to Siebel Loyalty. For more information, see Defining Loyalty Features of Products, Price Lists, and Catalogs.

Creating the Promotion-Specific Attribute

Create a promotion-specific attribute to track when the round-trip is completed.

To create the promotion-specific attribute

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

    Name

    Roundtrip SFO-DEN Attribute

    Active

    Y

    Field

    Text 1

    Data Type

    String

Creating a Rule to Give the Member a Bonus

Create the first rule, which gives the member a bonus when a round-trip is completed.

The key criteria for this rule evaluates the Roundtrip SFO-DEN Attribute to see whether a round-trip has been completed. This evaluates to true if the flight is the second half of a round-trip.

The action for this rule gives the member a bonus if a round-trip has been completed.

NOTE:  In addition to this key criteria, you should also create other criteria that apply in addition to this being the correct flight product, such as using the required airline or the required booking class.

To create a rule that gives members a bonus when they complete the roundtrip

  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

    Give 3000 Reg NQ bonus when complete roundtrip

    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

    Evaluate Roundtrip

    Type of Comparison

    Evaluate Roundtrip

  5. In the Evaluate Roundtrip Detail form, complete the necessary fields shown in the following table.
    Field
    Value

    Compare Transaction Roundtrip Info:

    Object

    Transaction

    Compare Transaction Roundtrip Info:

    Attribute

    Roundtrip Attribute

    To Recorded Roundtrip Info:

    Object

    Transaction

    To Recorded Roundtrip Info:

    Attribute

    Roundtrip SFO-DEN Attribute

  6. In the Values list below the Compare to Values Detail form, add a new record and select the product used in this promotion, as shown in the following table.
    Field
    Value

    Value

    SFO-DEN

  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 3000 Regular NQ Points

    Type

    Assign Points

    Point Type

    Regular

    Value

    3000

Creating a Rule to Update the Roundtrip Attribute

Create the first rule, which updates the promotion-specific roundtrip attribute. This rule applies if this is the first half of a possible round-trip.

The criteria is any requirement that applies in addition to using the correct flight product, such as using the required airline or the required booking class. In this example, the criteria checks for the required airline.

The action is to update the promotion-specific attribute to show that half of a round-trip has been completed.

This attribute stores the information that is evaluated by the two user properties to see whether the next potentially applicable flight completes the round-trip.

To create a rule that updates the roundtrip 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

    2

    Name

    Update SFO-DEN Roundtrip Attribute

    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

    Partner-Indigo Airways

    Type of Comparison

    Compare to Values

  5. In the Evaluate Roundtrip Detail form, complete the necessary fields shown in the following table.
    Field
    Value

    Object

    Transaction

    Attribute

    Partner

    Condition

    Equals

  6. In the Values list below the Compare to Values Detail form, add a new record and select the product used in this promotion, as shown in the following table.
    Field
    Value

    Value

    Indigo Airways

  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

    Update Roundtrip attribute

    Type

    Update Roundtrip information

    Update this roundtrip attribute:

    Object

    Promotion

    Update this roundtrip attribute:

    Attribute

    Roundtrip SFO-DEN Attribute

    With this transaction attribute:

    Object

    Transaction

    With this transaction attribute:

    Attribute

    Roundtrip Attribute

Activating the Promotion

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

To activate the promotion

  1. In the Promotions list, select the record for this promotion.
  2. Click Activate.

    The promotion will be active during the period between the start date and the end date, and the member will receive 3000 bonus points for completing the SFO-DEN round-trip.

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