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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 of 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

  1. Navigate to the Loyalty Program Administration screen.
  2. Click the Program Id field of the desired program.
  3. Click the Point Types view tab.
  4. In the Point Types list, create the standard points by adding a new record entering the values in the following table.
    Field
    Value

    Name

    Regular

    Active

    Y

    Field to Use

    Point 1 Value

    Qualifying Weight

    0.5

    Non-Qualifying Weight

    0.4

  5. 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.
    Field
    Value

    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

  1. Navigate to the Loyalty Promotions Administration screen.
  2. Click the Promotion # field of the tier promotion that was created automatically when you created the tier.
  3. 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

    250 K Points & Not Expired - Upgrade to Platinum

    Apply To

    Tiers

  4. Click the Rule Name.
  5. 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.

    Field
    Value

    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

  6. 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.

    Field
    Value

    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

  7. 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.
    Field
    Value

    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.

  8. To enter the action for this rule, click the Actions view tab.
  9. 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.
    Field
    Value

    Sequence

    3

    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 one type of point

  1. Navigate to the Loyalty Promotions Administration screen and click the Promotion # field of the tier promotion.
  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

    60 Flight Segments - Upgrade to Platinum

    Apply To

    Tiers

  3. Click the Rule Name.
  4. 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.
    Field
    Value

    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.

  5. 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.
    Field
    Value

    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.

  6. 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.
    Field
    Value

    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.

  7. To enter the action for this rule, click the Actions view tab.
  8. 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.
    Field
    Value

    Sequence

    3

    Name

    Upgrade to Platinum

    Type

    Upgrade Tier

    New Tier

    Platinum

Creating Rules for the Other Tiers

Now that you have finished creating two rules to upgrade members to the platinum tier, you must also create the similar rules for each of the other tiers.

For example, for the base tier, you must create the following rules:

For example, also needed for the Base tier are:

  • Base Expired > Qualify Base
  • Manual Upgrade to Platinum
  • Manual Upgrade to Gold
  • Manual Upgrade to Silver
  • Manual Qualify Base

Additional rules are needed for other tiers that are not the lowest tier. For example, Silver has the same rules for upgrades to Platinum and Gold, but it is different because it has the following rules after the initial Platinum and Gold ones:

  • 60k Points & Not Expired > Qualify Tier
  • 15 Tier Qual Points & Not Expired > Qualify Tier
  • In Qual & Expired > Requal Silver
  • Downgrade to Base
  • Manual Upgrade to Platinum
  • Manual Upgrade to Gold
  • 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.

Siebel Loyalty Administration Guide