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 the following promotions for each program:

• Admin - Loan
• Admin - Accruals
• Admin - Gift
• Admin - Redemptions
• Admin - Cancellation
• 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 Admin - Loan base promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new record to the Loyalty Promotions list, and enter the values that are provided in the following table.

   Field	Value
   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.>

3. Click the Promotion # field.
4. Click the Rules view tab.
5. Create the first rule for this promotion, which assigns points when the loan is made:
   1. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Loan
      Rule Applies To	Transactions

   2. Click the Rule name.
   3. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Loan
      Type of Comparison	Compare to Values
      Object	Transaction
      Attribute	Transaction Sub Type
      Condition	Equals
      Value	Loan

   4. Click the Actions view tab.
   5. Add a new record to the Actions list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Loan
      Type	Assign Points
      Use From Transaction	Y
      Object	Transaction
      Attribute	Transaction Points

6. Create the second rule for this promotion, which redeems points when the loan is repaid:
   1. In the threadbar, click Promotion:Admin - Loan.
   2. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	2
      Name	Loan Repayment
      Rule Applies To	Transactions

   3. Click the Rule name.
   4. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Loan Repayment
      Type of Comparison	Compare to Values
      Object	Transaction
      Attribute	Transaction Sub Type
      Condition	Equals
      Value	Loan Repayment

   5. Click the Actions view tab.
   6. Add a new record to the Actions list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Loan Repayment
      Type	Redeem Points
      Use From Transaction	Y
      Object	Transaction
      Attribute	Transaction Points

To create the Admin - Accruals base promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new record to the Loyalty Promotions list, and enter the values in the following table.

   Field	Value
   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 Limited 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.>

3. Click the Promotion # field.
4. Click the Rules view tab.
5. Create the rule for this promotion:
   1. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Check Points
      Rule Applies To	Transactions

   2. Click the Rule name.
   3. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Check Points
      Type of Comparison	Compare to Values
      Object	Transaction
      Attribute	Transaction Points
      Condition	Is Greater Than
      Value	0

   4. Click the Actions view tab.
   5. Add a new record to the Actions list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Give Points
      Type	Assign Points
      Use From Transaction	Y
      Object	Transaction
      Attribute	Transaction Points

To create the Admin - Gift base promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. Copy the Admin - Accruals promotion created in the previous procedure.
3. In the new Loyalty Promotions record, the following values should be different from the values in the Admin - Accruals promotion.

   Field	Value
   Name	Admin - Gift
   Apply To	Accrual-Gift

To create the Admin - Redemptions base promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new record to the Loyalty Promotions list, and enter the values in the following table.

   Field	Value
   Name	Admin - Redemptions
   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
   Point Limited 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.>

3. Click the Promotion # field.
4. Click the Rules view tab.
5. Create the rule for this promotion:
   1. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Check Points
      Rule Applies To	Transactions

   2. Click the Rule name.
   3. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Check Points
      Type of Comparison	Compare to Values
      Object	Transaction
      Attribute	Transaction Points
      Condition	Is Greater Than
      Value	0

   4. Click the Actions view tab.
   5. Add a new record to the Actions list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Redeem the Points
      Type	Redeem Points
      Use From Transaction	Y
      Object	Transaction
      Attribute	Transaction Points

To create the Admin - Cancellation base promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new record to the Loyalty Promotions list, and enter the values in the following table.

   Field	Value
   Name	Name: Admin - Cancellation
   Always Apply	Always Apply: Y
   Apply To	Apply To: Cancellation
   Program	<Enter the name of the program.>
   Partner	<Enter the partners for the program.>
   Product Inclusion	Product Inclusion: All Product
   Point Limited Type	Point Limited 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.>

3. Click the Promotion # field.
4. Click the Rules view tab.
5. Create the rule for this promotion:
   1. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Invoke Cancel Action
      Rule Applies To	Transactions

   2. Click the Rule name.
   3. Click the Actions view tab.
   4. Add a new record to the Actions list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Invoke Cancel
      Type	Cancel Transaction

To create the Admin - Voucher base promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new record to the Loyalty Promotions list, and enter the values in the following table.

   Field	Value
   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.>

3. Click the Promotion # field.
4. Click the Rules view tab.
5. Create the first rule for this promotion:
   1. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Debit Voucher
      Rule Applies To	Transactions

   2. Click the Rule name.
   3. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Debit Voucher Transaction
      Type of Comparison	Compare to Values
      Object	Transaction
      Attribute	Transaction Sub Type
      Condition	Does Not Equal
      Value	Cancellation

   4. Click the Actions view tab.
   5. Add a new record to the Actions list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Update Voucher Status
      Type	Invoke Custom Transaction
      Value	DebitVoucher

6. Create the second rule for this promotion:
   1. In the threadbar, click Promotion:Admin - Voucher
   2. Add a new record to the Rules list, and enter the values in the following table.

      Field	Value
      Sequence	2
      Name	Cancel Redeemed Voucher
      Rule Applies To	Transactions

   3. Click the Rule name.
   4. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Cancel Voucher Transaction
      Type of Comparison	Compare to Values
      Object	Transaction
      Attribute	Transaction Sub Type
      Condition	Equals
      Value	Cancellation

   5. Click the Actions view tab.
   6. Add a new record to the Actions list, and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Cancel Redeemed Voucher
      Type	Invoke Custom Transaction
      Value	CancelRedeemedVoucher

To activate the base promotions

1. Navigate to the Loyalty Promotions Administration screen.
2. Select the promotions with the following names:
   • Admin - Loan
   • Admin - Accruals
   • Admin - Gift
   • Admin - Redemptions
   • Admin - Cancellation
   • Admin - Voucher
3. Click Activate.