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Creating Attributes for Loyalty

Attributes represent properties of objects which are used by criteria. Criteria can compare an attribute to a value or compare an attribute to another attribute.

Attributes generally represent fields in records, such as the Transaction record or the Member record. For example, to create a promotion that only applies to Platinum members, you must create an attribute representing the Tier field of the Member record. Then, as one of the criteria for this promotion, you create a criteria saying that this attribute equals Platinum.

All the types of attributes are summarized in Table 12.

This task is a step in Process of Creating Loyalty Promotions.

Creating Member Attributes

Member attributes are dynamic values that you create to track actions over the life time of a member. Their value can be based on any field in a transaction, and they are updated every time a transaction takes place.

This task is a step in Process of Creating Loyalty Promotions.

To create member attributes

1. Navigate to the Loyalty Program Administration screen.
2. Locate the program that the attribute will apply to and click its Program Id hyperlink.
3. Clear the program form's Active check box.
4. Click the Program Level Attributes view tab.
5. In the link bar of the Program Level Attributes view, click Member Attributes.
6. Add a record to the Program Level Attributes list and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Data Type	Based on what type of data is being tracked, select Date, Integer, Number, or String. If the values will be free form text (such as Yes and No) select String.
   Default Value	Displays the original value before the transaction was updated.
   Merge Action	Specify how the program handles this attribute when you do a member merge. For more information, see Merging Loyalty Program Members.
   Pick List	Select this check box if the attribute is a field whose values are entered using a picklist. Then, when you are defining criteria and actions, the application will display the picklist with the values for this field.
   Pick Applet	Select this check box if the attribute is a field whose values are entered using a dialog box. Then, when you are defining criteria and actions, the application will display the dialog box with the values for this field.
   Pick Field	The pick field is that field whose value the user sees in the UI after selecting from the pick applet.

7. When you are finished creating all attributes for the program, select the program form's Active check box.

   NOTE:  You also must create a promotion to update this attribute.

Creating Member Field, Member Tier, or Transaction Attributes

Member field attributes represent fields in the member record.

Member tier attributes represent fields in the Tier record for the member's tier.

Transaction attributes represent fields in the Transaction record.

To create member field, member tier, or transaction attributes

1. Navigate to the Loyalty Program Administration screen.
2. Locate the program that the attribute will apply to and click its Program Id hyperlink.
3. Clear the program form's Active check box.
4. Click the Program Level Attributes view tab.
5. In the link bar of the Program Level Attributes view, click Member Field Attributes, Member Tier Attributes, or Transaction Attributes.
6. Add a record to the Program Level Attributes list and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Pick Field	Select the field that the attribute represents. NOTE:  To make additional fields available in this field, see Changing the Fields Used in Loyalty Attributes.
   Merge Action	Specify how the program handles this attribute when you do a member merge. For more information, see Merging Loyalty Program Members.

7. When you are finished creating all attributes for the program, select the program form's Active check box.

Creating Point Totals Attributes

Point totals attributes represent the number of points that a member has accrued over a period of time.

For example, you would use this attribute to create a promotion saying that any member who earns one thousand points in two months will get one hundred bonus points.

To create point totals attributes

1. Navigate to the Loyalty Program Administration screen.
2. Locate the program that the attribute will apply to and click its Program Id hyperlink.
3. Clear the program form's Active check box.
4. Click the Program Level Attributes view tab.
5. In the link bar, click Point Totals Attributes.
6. Add a record to the Program Level Attributes list and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Point Type	Select the point type.
   Total Over # of Months	Enter the number of months that the points are totaled over.

7. When you are finished creating all attributes for the program, select the program form's Active check box.

Creating Promotion Specific Attributes

Promotion specific attributes are used in only one promotion. They represent fields of the promotion bucket. The Promotion Bucket is an intersection of the Member and Promotion records, and it has additional fields that are used for attributes to store values specific to the promotion.

To create promotion specific attributes

1. Navigate to the Loyalty Promotions Administration screen.
2. In the Promotions list, find the promotion that the promotion specific attribute will apply to and click the hyperlink in its Promotion # field.
3. If the promotion form's Active check box is selected, click Modify.
4. Click the Promotion Specific Attributes view tab.
5. Add a new record to the Promotion Specific Attributes list, and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Active	Select this check box to make the attribute available for use in criteria and actions.
   Field	Select the field that the attribute represents. For information about specifying which fields are available, see Changing the Fields Used in Loyalty Attributes.
   Default	Enter a default value that will be used when the attribute is created for a member for the first time.
   Data Type	Select the data type of the attribute. If you selected a field, its data type is displayed automatically.
   Pick List	Select this check box if the attribute is a field whose values are entered using a picklist. Then, when you are defining criteria and actions, the application will display the picklist with the values for this field.
   Pick Applet	Select this check box if the attribute is a field whose values are entered using a dialog box. Then, when you are defining criteria and actions, the application will display the dialog box with the values for this field.
   Pick Field	The pick field is that field whose value the user sees in the UI after selecting from the pick applet.

Displaying Promotion-Specific Attributes to Members

If you want to display a promotion's promotion-specific attributes to members on the member portal, after creating the attribute, you must select it in the Displayed Attributes view.

The attributes appear for applicable enrolled promotions in the following view: Member Portal > My Profile (LHS top link) > My Promotions > Drilldown on any enrolled promotion > list applet at bottom for promotion attributes.

If a Member has enrolled in the promotion and has at least one qualifying transaction for the promotion, the attribute automatically appears in this view.

To display attributes to members on the member portal

1. Navigate to the Loyalty Promotions Administration screen.
2. In the Promotions list, find the promotion that the attribute applies to and click the hyperlink in its Promotion # field.
3. Click the Displayed Attributes view tab.
4. Add a new record to the Displayed Attributes list.

   The Pick Attribute dialog box appears.

5. In the dialog box, select one or more attributes that you want to display and click OK.