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Creating Criteria for Loyalty Promotion Rules


The criteria of a rule are conditional statements that the application evaluates as true or false.

If you add multiple criteria, all criteria must be true for the rule to qualify.

There are the following types of criteria:

  • Compare to Values. Compares an attribute to one or more values.
  • Compare to Object. Compares the value of one attribute with another attribute.
  • Evaluate Roundtrip. Checks whether a flight transaction is a part of a roundtrip.

When you select one of these in the Type field of the Criteria record, the appropriate Criteria Detail for that type appears.

NOTE:  A rule does not have to have criteria. If it does not have any criteria, it will apply to all transactions that meet its other conditions, such as occurring between the start date and the end date. You can use a rule without criteria for a promotion such as: "All purchases made during January earn 1,000 bonus points." If you also select Include Products, you can use a rule without criteria for a promotion such as: "All flights from SFO to BOS during January earn 1,000 bonus points."

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

Creating Criteria That Compare Attributes to Values

This type of criterion lets you compare an attribute to a value. For example, you can see if the value in a specific field is greater than 1000. If it is, the criterion evaluates to true, and the member receives the bonus that is defined in the Action list for this rule.

To create criteria that compare attributes to values

  1. Navigate to the Loyalty Promotions Administration screen.
  2. In the Promotions list, find the promotion for which you want to create criteria and click the hyperlink in its Promotion # field.
  3. If the promotion form's Active check box is selected, click Modify.
  4. Click the Rules view tab.
  5. Select a rule and click its Name field hyperlink.
  6. Add one or more new records to the Criteria list, and complete the necessary fields in the Criteria list record and its Detail form. Some fields are described in the following table.
    Field
    Comments

    Sequence #

    Displays the sequence in which criteria are evaluated. To optimize performance, you can change the sequence so the criteria that eliminate most records are evaluated first, leaving fewer records for the remaining criteria to read through. (The sequence does not affect whether the rule qualifies, because all criteria must be true for the rule to qualify.)

    Type of Comparison

    Select Compare to Values

    Object

    Select the Object whose attribute will be compared. The picklist displays only those objects that are appropriate to the value in the Rule Applies To field (Transactions, Attributes, Tiers). The complete list of objects includes Member, Promotion, Transaction, and Member Tier. Member Tier is available only if Tier is selected in the rule's Apply To field.

    Attribute

    Select the attribute to be compared. You can only choose attributes based on the object chosen in the Object field.

    Condition

    Select the operator for the comparison. Depending on the data type of the attribute (Integer, Date, String, Number), the drop-down list will show comparison operators such as Equals, Does Not Equals, Is Greater Than, Is Empty, Starts With.

  7. If you selected a condition that requires a value, add one or more records to the Values list, and enter the values that the attribute will be compared with.

    For example, you must add values if you choose Equals as the condition. You may not add values if you choose Is Empty as the condition.

Creating Criteria That Compare Attributes to Attributes

This type of criteria lets you compare an attribute to another attribute. For example, you can see if the value in a specific field is greater than the value in another field. If it is, the criteria evaluates to true, and the member receives the bonus that is defined in the Action list for this rule.

To create criteria that compare an attribute to another attribute

  1. Navigate to the Loyalty Promotions Administration screen.
  2. In the Promotions list, find the promotion for which you want to create criteria and click the hyperlink in its Promotion # field.
  3. If the promotion form's Active check box is selected, click Modify.
  4. Click the Rules view tab.
  5. Select a rule and click its Name field hyperlink.
  6. Add one or more new records to the Criteria list, and complete the necessary fields in the Criteria list record and its Detail form. Some fields are described in the following table.
    Section
    Field
    Comments

     

    Sequence #

    Displays the sequence in which criteria are evaluated. To optimize performance, you can change the sequence so the criteria that eliminate most records are evaluated first, leaving fewer records for the remaining criteria to read through. (The sequence does not affect whether the rule qualifies, because all criteria must be true for the rule to qualify.)

     

    Type of Comparison

    Select Compare to Object

    Compare this object

    Object

    Select the Object whose attribute will be compared.

    Compare this object

    Attribute

    Select the attribute to be compared.

    To this object

    Other Object

    Select the Object whose attribute the first attribute will be compared with.

    To this object

    Other Attribute

    Select the attribute that the first attribute will be compared with.

    And/Or this value

    Operator and Value

    You can compare the first attribute with a calculation based on the Other Attribute. For example, you can compare the first attribute with Other Attribute * 2. If you want to do this, select an operator (such as *) and a value (such as 2) for the calculation.

Creating Criteria that Evaluate Roundtrips

This type of criteria checks whether a flight transaction is a part of a roundtrip. If the roundtrip has been completed, the criteria evaluates to TRUE, and the member receives the bonus that is defined in the Action list for this rule.

To create this sort of promotion based on a roundtrip, you must also create a second rule that has no criteria and only invokes the Update Roundtrip Info action. This second rule updates the roundtrip information whenever there is a transaction that completes a segment of this roundtrip. This second rule must be written so it updates the object and attribute that you specify in the To Recorded Roundtrip Info Object and the To Recorded Roundtrip Info Attribute fields of the criteria for the first rule.

To create criteria that evaluate roundtrips

  1. Navigate to the Loyalty Promotions Administration screen.
  2. In the Promotions list, find the promotion for which you want to create criteria and click the hyperlink in its Promotion # field.
  3. If the promotion form's Active check box is selected, click Modify.
  4. Click the Rules view tab.
  5. Select a rule and click its Name field hyperlink.
  6. Add one or more new records to the Criteria list, and complete the necessary fields in the Criteria list record and its Detail form. Some fields are described in the following table.
    Section
    Field
    Comments

     

    Sequence #

    Displays the sequence in which criteria are evaluated. To optimize performance, you can change the sequence so the criteria that eliminate most records are evaluated first, leaving fewer records for the remaining criteria to read through. (The sequence does not affect whether the rule qualifies, because all criteria must be true for the rule to qualify.)

     

    Type of Comparison

    Select Evaluate Roundtrip.

    Compare Transaction Roundtrip Info

    Object

    Displays Transaction. This field is read-only, because the Evaluate Roundtrip comparison must be based on transactions.

    Compare Transaction Roundtrip Info

    Attribute

    Enter the transaction attribute that has the roundtrip information.

    To Recorded Roundtrip Info

    Object

    Enter the object in which the engine should store the information about the segments of the roundtrip that have already been completed.

    To Recorded Roundtrip Info

    Attribute

    Enter the attribute on the object that stores information about completed segments information which has this information in an engine readable format.

  7. Add a record to the Values list, and enter the airports that are the origin and destination of the roundtrip in the form XXX YYY, where XXX and YYY are airport codes.

    For example, for a roundtrip between the San Francisco and Los Angeles airports, enter SFO LAX.

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