Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Programs > Process of Setting Up Loyalty Programs >
Creating Base Loyalty Promotions
When you define a program, you must create base promotions to perform the basic processing for the program, such as:
- Adding points to members' balances when they perform accrual transactions.
- Subtracting points from members' balances when they perform redemption transactions.
- Updating vouchers when members perform transactions that use vouchers.
These base promotions apply to every transaction of every member of the program. You should not make them visible to members as promotions. They perform processing in the background. You must create a transaction attribute, to be used by the base promotion that processes cancellations. Then you must create the following promotions for each program:
- Admin - Accruals
- Admin - Cancellation
- Admin - Gift
- Admin - Loan
- Admin - Point Transfer
- Admin - Redemptions
- Admin - Voucher
This task is a step in Process of Setting Up Loyalty Programs. For more information about promotions, see Setting Up Siebel Loyalty Promotions. To create the Transfer Member Id transaction attribute
- Navigate to Administration - Data > List of Values view.
- Add an LOV value record with field values as shown in the following table.
|
|
Type |
LOY_ATTRIB_FIELDS_TXN |
Display Value |
Transfer Member Id |
Parent LIC |
Transfer Member Id |
Order |
19 |
Translate |
False |
For information about adding an LOV value, see the chapter on working with lists of values in Siebel Applications Administration Guide.
- Navigate to the Loyalty Program Administration screen.
- Select the program for which you want to create the base promotions and clear the program's Active check box.
- Click the hyperlink in the Program Id field.
- Click the Program Level Attributes view tab and click Transaction Attributes on the link bar.
- Create a new transaction attribute record with field values as shown in the table that follows.
|
|
Name |
Transfer Member Id |
Field |
Transfer Member Id |
Active |
Selected |
- In the loyalty program form in the upper part of the screen, select the program's Active check box and click Update Cache.
To create the Admin - Accruals base promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Accruals |
Always Apply |
Y |
Apply To |
Accrual-Product |
Program |
<Enter the name of the program.> |
Partner |
<Enter the partners for the program.> |
Product Inclusion |
All Products |
Point Limit Type |
Unlimited |
Promotion Start |
<Enter one day before today's date.> |
Promotion End |
<Leave this field blank, because you do not want the base promotion to expire.> |
- Click the Promotion # field's hyperlink.
- Click the Rules view tab.
- Create the rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Points |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Points |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Points |
Condition |
Is Greater Than |
- Add a new record to the Values list and enter 0 in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Give Points |
Type |
Assign Points |
Use From Transaction |
Y |
Object |
Transaction |
Attribute |
Transaction Points |
To create the Admin - Cancellation base promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Cancellation |
Always Apply |
Y |
Apply To |
Cancellation |
Program |
<Enter the name of the program.> |
Partner |
<Enter the partners for the program.> |
Product Inclusion |
All Products |
Point Limit Type |
Unlimited |
Promotion Start |
<Enter one day before today's date.> |
Promotion End |
<Leave this field blank, because you do not want the base promotion to expire.> |
- Click the Promotion # field's hyperlink.
- Click the Rules view tab.
- Create a rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Invoke Cancel Action |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Invoke Cancel |
Type |
Cancel Transaction |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
CancelTxnAttributes |
Type |
Invoke Custom Action |
Method |
CancelTxnAttributes |
- Add another new record to the Actions list, and enter the values in the following table.
NOTE: This step is required if your Loyalty program receives retroactive transactions.
|
|
Sequence |
3 |
Name |
RTC Manual |
Type |
RTC Manual |
To create the Admin - Gift base promotion
- Navigate to the Loyalty Promotions Administration screen.
- Copy the Admin - Accruals promotion created in the earlier procedure.
- In the new Loyalty Promotions record, change the following values from the values in the
Admin - Accruals promotion.
|
|
Name |
Admin - Gift |
Apply To |
Accrual-Gift |
Leave all other field values the same as in the Admin - Accruals promotion record.
When you copy the Admin - Accruals promotion, the system also copies its associated Rule. In the Rule copy, leave all values the same.
To create the Admin - Loan base promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Loan |
Always Apply |
Y |
Apply To |
Loan |
Program |
<Enter the name of the program.> |
Partner |
<Enter the partners for the program.> |
Promotion Start |
<Enter one day before today's date.> |
Promotion End |
<Leave this field blank, because you do not want the base promotion to expire.> |
- Click the Promotion # field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion, which assigns points when the loan is made:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Loan |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Loan |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Sub Type |
Condition |
Equals |
- Add a new record to the Values list and enter Loan in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Loan |
Type |
Assign Points |
Use From Transaction |
Y |
Object |
Transaction |
Attribute |
Transaction Points |
- Create the second rule for this promotion, which redeems points when the loan is repaid:
- In the threadbar, click Promotion:Admin - Loan.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Loan Repayment |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Loan Repayment |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Sub Type |
Condition |
Equals |
- Add a new record to the Values list and enter Loan Repayment in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Loan Repayment |
Type |
Redeem Points |
Use From Transaction |
Y |
Object |
Transaction |
Attribute |
Transaction Points |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
SetLoanBalance |
Type |
Invoke Custom Action |
Method |
SetLoanBalance |
To create the Admin - Point Transfer base promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Point Transfer |
Always Apply |
Y |
Apply To |
Point Transfer |
Program |
<Enter the name of the program.> |
Partner |
<Enter the partners for the program.> |
Product Inclusion |
All Product |
Promotion Start |
<Enter one day before today's date.> |
Promotion End |
<Leave this field blank, because you do not want the base promotion to expire.> |
- Click the Promotion # field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Point Transfer |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Points |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Points |
Condition |
Is Greater Than |
- Add a new record to the Values list and enter 0 (zero) in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Check Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Type |
Condition |
Equals |
- Add a new record to the Values list and enter Redemption in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Redeem Points |
Type |
Redeem Points |
Use from Transaction |
Y |
Object |
Transaction Points |
Attribute |
Transaction Points |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Create an Accrual Txn |
Type |
Invoke Custom Action |
Method |
Point Transfer |
- Create the second rule for this promotion:
- In the threadbar, click Promotion:Admin - Point Transfer.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Assign Points |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Points |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Points |
Condition |
Is Greater Than |
- Add a new record to the Values list and enter 0 (zero) in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Check Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Type |
Condition |
Equals |
- Add a new record to the Values list and enter Accrual in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Assign Points |
Type |
Assign Points |
Use From Transaction |
Y |
Object |
Transaction |
Attribute |
Transaction Points |
To create the Admin - Redemptions base promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Redemption |
Always Apply |
Y |
Apply To |
Redemption-Product |
Program |
<Enter the name of the program.> |
Partner |
<Enter the partners for the program.> |
Product Inclusion |
All Product |
Product Limit Type |
Unlimited |
Promotion Start |
<Enter one day before today's date.> |
Promotion End |
<Leave this field blank, because you do not want the base promotion to expire.> |
- Click the Promotion # field's hyperlink.
- Click the Rules view tab.
- Create the rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Points |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Points |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Points |
Condition |
Is Greater Than |
- Add a new record to the Values list and enter 0 in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Redeem the Points |
Type |
Redeem Points |
Use From Transaction |
Y |
Object |
Transaction |
Attribute |
Transaction Points |
To create the Admin - Voucher base promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Voucher |
Always Apply |
Y |
Apply To |
Voucher |
Program |
<Enter the name of the program.> |
Partner |
<Enter the partners for the program.> |
Product Inclusion |
All Product |
Promotion Start |
<Enter one day before today's date.> |
Promotion End |
<Leave this field blank, because you do not want the base promotion to expire.> |
- Click the Promotion # field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Debit Voucher |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Debit Voucher Transaction |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Sub Type |
Condition |
Does Not Equal |
- Add a new record to the Values list and enter Cancellation in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Voucher Status |
Type |
Invoke Custom Transaction |
Method |
DebitVoucher |
- Create the second rule for this promotion:
- In the threadbar, click Promotion:Admin - Voucher.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Cancel Redeemed Voucher |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Cancel Voucher Transaction |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Sub Type |
Condition |
Equals |
- Add a new record to the Values list and enter Cancellation in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Cancel Redeemed Voucher |
Type |
Invoke Custom Transaction |
Method |
CancelRedeemedVoucher |
To activate the base promotions
- Navigate to the Loyalty Promotions Administration screen.
- Select the promotions with the following names:
- Admin - Accruals
- Admin - Cancellation
- Admin - Gift
- Admin - Loan
- Admin - Point Transfer
- Admin - Redemptions
- Admin - Voucher
- Click Activate.
|