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Example of Creating a Joint Promotion


A joint promotion gives a member a bonus when the member purchase products from two companies. The purchases could be from the host company and a partner company or from two partner companies.

In the example, the member receives 5000 bonus points for making the following purchases from the host company (Indigo Airways) and a partner:

  • Fly Indigo Airways from DEN to SFO two times
  • Rent a car for three days from Speedy Car Rentals

This example assumes that you have already created the loyalty program, including the products used by the program.

Creating the Promotion Record

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

    Joint Indigo and Speedy Promotion

    Apply To

    Accrual-Product

    Product Inclusion

    Include Products

Specifying the Products for the Promotion

Now, you must associate this promotion with applicable the products from both companies.

To specify the products 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

    DEN-SFO

    Part #

    Loyalty - Flights

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

    Name

    One Day Car Rental - Compact

    Part #

    Loyalty - Car Rental

  5. Add more product records for every applicable car rental product, for example, for One Day Car Rental - Standard and One Day Car Rental - Luxury.

NOTE:  If these products do not exist in your database, you 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 Promotion-Specific Attributes

Create two promotion-specific attributes, one to track the purchases from each company.

To create the promotion-specific attributes

  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

    # of DEN-SFO Flights

    Active

    Y

    Field

    Number 1

    Data Type

    Number

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

    Name

    # of Speedy Car Rentals

    Active

    Y

    Field

    Number 2

    Data Type

    Number

Creating Rules to Update the Promotion-Specific Attributes

You must create rules to update both of these promotion-specific attribute when a member makes the applicable purchases.

To create rules that updates the promotion-specific attributes

  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 # of DEN-SFO promo-spec 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 Compare to Values detail form, enter the 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 enter the value 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 # of DEN-SFO flights promo-spec attribute

    Type

    Update Attribute

    Update this attribute:

    Object

    Promotion

    Update this attribute:

    Attribute

    # of DEN-SFO Flights

    Action

    Add

    Value

    1

  9. In the Rules list, add another new record and complete the necessary fields. Some fields are shown in the following table.
    Field
    Value

    Sequence

    2

    Name

    Update # of Speedy Rentals promo-spec attribute

    Apply To

    Transactions

  10. Click the rule's Name field hyperlink.
  11. In the Criteria list, add a new record and complete the necessary fields shown in the following table.
    Field
    Value

    Sequence

    1

    Name

    Partner = Speedy Car Rental

    Type of Comparison

    Compare to Values

  12. In the Compare to Values detail form, enter the fields shown in the following table.
    Field
    Value

    Object

    Transaction

    Attribute

    Partner

    Condition

    Equals

  13. 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

    Speedy Car Rentals

  14. Click the Actions view tab.
  15. 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 # of Speedy Car Rentals promo-spec attribute

    Type

    Update Attribute

    Update this attribute:

    Object

    Promotion

    Update this attribute:

    Attribute

    # of Speedy Car Rentals

    Action

    Add

    Value

    1

Creating a Rule to Give the Member a Bonus

Next, you must create a rule that gives the member the bonus when the member has completed the required number of purchases from both companies.

The requirement for this rule is that both the member's promotion-specific attributes are equal to or greater than the required amounts. Use Greater Than rather than Equal To, because may have more than the required value for one attribute before reaching the required value for the other.

To create a rule that gives members the bonus

  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

    Name

    Fly 2 Times, rent 3 days, get 5,000 Reg NQ points

    Apply To

    Attributes

  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

    2

    Name

    # of Speedy car rental days >= 3

    Type of Comparison

    Compare to Values

  5. In the Compare to Values Detail form, complete the necessary fields shown in the following table.
    Field
    Value

    Object

    Promotion

    Attribute

    # of Speedy Car Rentals

    Condition

    Is Greater Than

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

    Value

    2

  7. In the Criteria list, add another new record and complete the necessary fields shown in the following table.
    Field
    Value

    Sequence

    1

    Name

    # of DEN-SFO flights >= 2

    Type of Comparison

    Compare to Values

  8. In the Compare to Values Detail form, complete the necessary fields shown in the following table.
    Field
    Value

    Object

    Promotion

    Attribute

    # of DEN-SFO Flights

    Condition

    Is Greater Than

  9. In the Values list below the Compare to Values Detail form, add a new record and select the product that you created for this promotion, as shown in the following table.
    Field
    Value

    Value

    1

  10. Click the Actions view tab.
  11. 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 5,000 Reg NQ points

    Type

    Assign Points

    Point Type

    Regular

    Value

    5000

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 this promotion.
  2. Click Activate.

    The promotion will be active during the period between the start date and the end date. Member's will receive the bonus points for making the required purchases.

Debiting Points From a Partner for a Joint Promotion

When points are given as a result of a promotion, they are deducted from the point block of the company associated with that promotion. Only one company, partner or host, can be associated with a promotion in this way.

For joint promotions sponsored by both the host company and a partner, you may want points to be deducted from both companies. For example, if a member receives 100 points, you may want 50 points deducted from the host company and 50 points deducted from the partner.

It is not possible to do this automatically. To debit points from both companies, you should:

  • Create a point block used only for this joint promotion that is associated with the host company.
  • Associate this point block with the joint promotion.
  • Bill the partner the appropriate amount when the promotion is over.

Using the point block only for this promotion allows the host company to see exactly how many points were given through this promotion, so it can bill the partner the appropriate amount. For example, it can bill the partner 50% of the total number of points.

Siebel Loyalty Administration Guide