|
Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Programs >
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. For more information about creating tiers, see Defining Tier Classes and Tiers. 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 the following tiers:
- Base tier
- Silver tier
- Gold Tier
- Platinum Tier
When you created these tiers, the application automatically created the tier promotion record for them. This example will show you how to create the rules for these 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. About Qualifying for Tiers
Members can qualify for a tier based upon points or attributes. This airline example uses two qualification criteria:
- Points. The example uses one point type.
- Attribute. The example uses one attribute, which is the number of flights.
You can add more qualification criteria by using additional point types and attributes. To qualify for a tier, the member must take a specified number of flights during the current qualifying period. The example uses a member attribute named # of Tier Flights to track this value, and it uses an action to reset this attribute to zero at the appropriate time. The appropriate time depends on which of two possible values you select in the Restart Qual Period field:
- Tier Status Change. Every time a member reaches a new tier, the member's qualifying points and tier attributes are reset to 0. For example, if the loyalty program's requirements are 25,000 points for Tier 1 and 50,000 points for Tier 2, then after the member earns 25,000 points to reach Tier 1, the member has to earn additional 50,000 points to reach Tier 2 (for a total of 75,000 points). When the member's qualifying period expires, the member either remains in his current tier or is demoted, based upon the number of qualifying points earned by the qualifying period's expiration date, but in either case his points are also reset.
- Qual Period Expiration. A member's qualifying points and tier attributes are reset only when the member's qualifying period expires. Thus, if the loyalty program's requirements are 25,000 points for Tier 1 and 50,000 points for Tier 2, then after the member has earned 25,000 points to reach Tier 1, the member's points are not reset. The member only needs to earn an additional 25,000 points to have the total of 50,000 points needed to reach Tier 2. When the member's qualifying period expires, the member either remains in his current tier or is demoted, based upon the number of qualifying points earned by the qualifying period's expiration date, but in either case, this is the one time when the member's points and tier attribute are reset.
In the example given here, the value in the Restart Qual Period field is Tier Status change, so the example includes an action to reset tier attributes to zero when the tier changes. Points are automatically reset to zero, because you selected this option, but you must create the rule to reset the tier attributes to zero. To create a tier promotion, perform the following tasks:
- Creating a Counter for Tier Flights
- Creating the Base Tier Promotion Rules
- Creating the Silver Tier Promotion Rules
- Creating the Gold Tier Promotion Rules
- Creating the Platinum Tier Promotion Rules
Creating a Counter for Tier Flights
Because members can qualify for tiers based on the number of flights they take, you must create a counter that keeps track of these flights. You do this by:
- Creating an Attribute That Counts the Number of Tier Flights
- Creating a Promotion to Update the Number of Tier Flights
- Activating the Promotion
Creating an Attribute That Counts the Number of Tier Flights
First, you create an attribute that will be used to count the number of tier flights. To create an attribute that counts the number of tier flights
- Navigate to the Program Level Attributes view of the Loyalty Program Administration screen.
- In the link bar of the Program Level Attributes form, click Member Attributes.
- Add a new Program Level Attributes record and complete the necessary fields. Some fields are shown in the following table.
|
|
Name |
# of Tier Flights |
Data Type |
Integer |
Active |
Yes |
Default Value |
0 |
Display to User |
Yes |
Creating a Promotion to Update the Number of Tier Flights
Next, you must promotion that includes a rule that increments the # of Tier Flights attribute whenever the user takes a flight. To create a promotion that updates the # of Tier Flights attribute
- Navigate to the Promotions screen.
- Add a new Promotion record and complete the necessary fields. Some fields are shown in the following table.
|
|
Name |
Admin - Update # of Tier Flights Attribute |
Active |
Yes |
Always Apply |
Yes |
Apply To |
Accrual-Product |
Product Inclusion |
Include Products |
NOTE: You selected Include Products in the Product Inclusion field, because this will only apply to airline flights. Now you must select that product in the Products view.
- Click the Products view tab.
- Add a new Product record and complete the necessary fields. Some fields are shown in the following table.
NOTE: Next you create the rule that updates the attribute if the criteria are met.
- Click the Rules view tab.
- In the Rules list, add a new record and complete the necessary fields. Some fields are shown in the following table.
|
|
Name |
Update # of Tier Flights Attribute |
Apply To |
Transactions |
- Click the rule name.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
NOTE: You have already specified that the product must be an airline flight. Now you only have to specify which carriers the member must use.
|
|
Sequence |
1 |
Name |
If Indigo or CA Air flight |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Transaction |
Attribute |
Partner |
Condition |
Equals |
- In the Values applet below the Compare to Values Detail applet, add two new records and enter the names of the carriers, as shown in the following table.
|
|
Value |
CA Airline |
Value |
Indigo Airways |
- In the link bar, click Actions.
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
1 |
Name |
Update # of Tier Flights Attribute |
Action |
Add |
Value |
1 |
Activating the Promotion
Now that you have set up this promotion, you can activate it. To activate the promotion
Creating the Base Tier Promotion Rules
This procedure assumes that you have already created the tiers, including one named Base Tier, in which members are automatically placed when they join the program. When you created this tier, the application automatically created a tier promotion for it. Now, you must create the following rules for this promotion:
- Upgrade to Platinum
- Upgrade to Gold
- Upgrade to Silver
- Qualify for Base
A member can be promoted to any tier) based on earning enough qualifying points or taking enough flights (as measured by the # of Tier Flights attribute). A separate rule is required to evaluate each of these. Within the same set of Apply To values (such as Apply To = Tiers), only one rule can apply, and the rule with the lowest sequence number is evaluated first. If the member meets the criteria for this rule, then that rule's action is invoked and no more rules are evaluated. Thus, for each tier, the rules to upgrade to Platinum must come first, then the rules to upgrade to Gold, and so on. Creating the Upgrade to Platinum Rules for the Base Tier
The first rule for the Base tier evaluates whether a member has earned enough points to reach the Platinum tier. The second rule evaluates whether the member has taken enough flights to reach the Platinum tier. The member must take 60 or more flights. It is unlikely that a member would go directly from Base to Platinum by earning points, but the rules must cover every possible situation. Because this Restart Qual Period Rule for this program is Tier Status change, you must also create a rule to reset tier attributes to zero when the tier changes. To create a rule upgrading from the Base tier to Platinum based on points and resetting the tier attribute to zero
- In the Rules list, add a new record and complete the necessary fields. Some fields are shown in the following table.
|
|
Sequence |
1 |
Name |
250K Points > Upgrade to Platinum |
Apply To |
Tiers |
- Click the rule name.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
1 |
Name |
250K points or more |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
Regular Points |
Condition |
Is Greater Than |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the value for comparison.
- In the link bar, click Actions.
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
1 |
Name |
Upgrade to Platinum |
Type |
Upgrade Tier |
New Tier |
Platinum |
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
2 |
Name |
Reset # of Tier Flights Attribute |
Type |
Update Attribute |
Object |
Member |
Attribute |
# of Tier Flights |
Action |
Set |
Value |
0 |
To create a rule upgrading from the Base tier to Platinum based on flights and resetting the tier attribute to zero
- In the Rules list, add a new record and complete the necessary fields. Some fields are shown in the following table.
|
|
Sequence |
2 |
Name |
60 Flights > Upgrade to Platinum |
Apply To |
Tiers |
- Click the rule name.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
1 |
Name |
60 or more flights |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member |
Attribute |
# of Tier Flights |
Condition |
Is Greater Than |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the comparison value, as shown in the following table.
- In the link bar, click Actions.
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
1 |
Name |
Upgrade to Platinum |
Type |
Upgrade Tier |
New Tier |
Platinum |
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
2 |
Name |
Reset # of Tier Flights Attribute |
Type |
Update Attribute |
Object |
Member |
Attribute |
# of Tier Flights |
Action |
Set |
Value |
0 |
Creating the Upgrade to Gold Rule and Upgrade to Silver Rule for the Base Tier
The rules to upgrade from the Base tier to the Gold and Silver tiers are identical to the rules for upgrading to the Platinum tier, except that lower numbers of points and flights are required to qualify for these lower tiers. Creating the Qualify for Base Rule for the Base Tier
If a member's tier qualification period expires and the member has not qualified for any other higher tiers, the member needs to be requalifying for the Base tier. This resets the number of qualifying points and the # of Tier Flights attribute to zero and restarts the member's tier qualification period. To create a rule upgrading from the Base tier to Platinum based on flights and resetting the tier attribute to zero
- In the Rules list, add a new record and complete the necessary fields. Some fields are shown in the following table.
|
|
Sequence |
7 |
Name |
Base Expired > Qualify Base |
Apply To |
Tiers |
- Click the rule name.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
1 |
Name |
Base Expired |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
Is Expired |
Condition |
Equals |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the comparison value, as shown in the following table.
- In the link bar, click Actions.
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
1 |
Name |
Qualify Base |
Type |
Qualify Tier |
New Tier |
<Not required> |
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
2 |
Name |
Reset # of Tier Flights Attribute |
Type |
Update Attribute |
Object |
Member |
Attribute |
# of Tier Flights |
Action |
Set |
Value |
0 |
Creating the Silver Tier Promotion Rules
Because there are requirements to be part of the Silver tier, while every member automatically qualifies for the Base tier, the Silver tier's promotion rules are more complex than the Base tier's. The Silver tier requires the following types of rules:
- Upgrade to Platinum
- Upgrade to Gold
- Qualify for Silver
- Restart the Silver Tier
- Downgrade to Base tier
Creating the Upgrade to Platinum Rules for the Silver Tier
The first rule for the Silver tier evaluates whether a member has earned enough points to reach the Platinum tier, like the rule for upgrading to Platinum from Base tier. However, this rule must also include a second criteria to make sure that the member's current tier qualification period has not expired. This is because if the tier qualification period for a Silver tier member has already expired without the member having been promoted to a higher tier such as Platinum or Gold, then a different set of rules would be invoked that would either make the member part of the Silver tier again or downgrade the member, depending upon the number of points and flights that the member had earned. The second rule evaluates whether the member has taken enough flights to reach the Platinum tier. The member must take 60 or more flights. Because this Restart Qual Period Rule for this program is Tier Status change, you must also create a rule to reset tier attributes to zero when the tier changes. To create a rule upgrading from the Silver tier to Platinum based on points and resetting the tier attribute to zero
- In the Rules list, add a new record and complete the necessary fields. Some fields are shown in the following table.
|
|
Sequence |
1 |
Name |
250K Points and Not Expired > Upgrade to Platinum |
Apply To |
Tiers |
- Click the rule name.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
1 |
Name |
250K or More |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
Regular Points |
Condition |
Is Greater Than |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the value for comparison.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
2 |
Name |
Is Not Expired |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
Is Expired |
Condition |
Equals |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the value for comparison.
- In the link bar, click Actions.
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
1 |
Name |
Upgrade to Platinum |
Type |
Upgrade Tier |
New Tier |
Platinum |
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
2 |
Name |
Reset # of Tier Flights Attribute |
Type |
Update Attribute |
Object |
Member |
Attribute |
# of Tier Flights |
Action |
Set |
Value |
0 |
NOTE: To create a rule upgrading from the Silver tier to Platinum based on flights and resetting the tier attribute to zero, use the same method that you used to create the rule to upgrade to Platinum based on points, but create a criteria that checks the value in the # of Flights attribute instead of a criteria that checks the number of points.
Creating the Upgrade to Gold Rule for the Silver Tier
The rules to upgrade from the Silver tier to the Gold tier are identical to the rules for upgrading to the Platinum tier, except that lower numbers of points and flights are required to qualify for the Gold tier. Note that when you create a criteria for the number of points required, you only have to use the comparison Is Greater Than. Because rules are applied in sequence and only one rule will be applied, the member did not have enough points to satisfy the rule for qualifying for Platinum if the engine reached this rule. Therefore the rule only has to check whether the member has enough points to qualify for Gold, not whether the member has less points than what is needed for Platinum. Creating the Qualify for Silver Rule for the Silver Tier
The member may already be in the Silver tier and may only have enough points or flights to qualify for Silver. Then the member is still Silver, rather than being downgraded. A new Silver tier record will be created for the member. This is tracked by changing the member's tier qualification period from Requal Period (meaning that the member is trying to requalify for the current tier) to Qual Period (meaning that the member has already requalified for the current tier and now is trying to qualify for the next highest tier). This is what the Qualify Tier action will do in this situation. Note that the member's # of Tier Flights attribute is not reset to zero. This is because the member has now requalified for Silver and is still in the midst of trying to qualify for Gold, so the attribute must keep incrementing. If the member does not reach Gold and his tier qualification period expires, that is when the # of Tier Flights attribute will be reset to zero. Again, separate rules are used to evaluate the member for number of qualifying points and number of tier flights. The rule to requalify for Silver has three criteria:
- Whether the member has earned enough points.
- Whether the member is in a Requalify Period (rather than a Qualify Period). Being in a Requalify Period means the member is still trying to requalify for Silver.
- That the member's tier qualification period has not expired.
If these criteria are met, then the actions are to Qualify the member for the Silver tier, which automatically changes the member from being in a Requalify Period to being in a Qualify Period. To create a rule requalifying for Silver from the Silver tier based on flights
- In the Rules list, add a new record and complete the necessary fields. Some fields are shown in the following table.
|
|
Sequence |
5 |
Name |
60K Points and Not Expired > Qualify Tier |
Apply To |
Tiers |
- Click the rule name.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
1 |
Name |
Greater than 60K |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
Regular Points |
Condition |
Is Greater Than |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the comparison value, as shown in the following table.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
2 |
Name |
In Requalify Period (Not in Qual Period) |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
In Qualifying Period |
Condition |
Equals |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the comparison value, as shown in the following table.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
3 |
Name |
Is Not Expired |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
Is Expired |
Condition |
Equals |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the comparison value, as shown in the following table.
- In the link bar, click Actions.
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
1 |
Name |
Qualify Tier |
Type |
Qualify Tier |
NOTE: To create a rule requalifying for the Silver tier based on flights, use the same method that you used to create the rule to requalify for Silver based on points. However, you need to create a criteria that checks the value in the # of Flights attribute instead of a criteria that checks the number of points.
Creating the Restart Silver Rule
This rule applies if:
- The member is part of the Silver tier.
- The member has earned enough points to remain part of the Silver tier but not enough to reach the Gold tier.
- The member's tier qualification period expires.
In this case, the member is made part of the Silver tier again, the tier qualification period restarts, and the qualifying points and tier attribute are reset to zero. This rule has two criteria:
- The member is in the Qualifying Period (not Requalifying Period). Being in the Qualifying Period means that the member has already earned enough to requalify for the current tier, Silver.
- The member's tier qualification period has expired.
If both these criteria are satisfied, the rule performs two actions:
- Restart the member in the same tier (Requalify Tier action). Restarting the member adds a new tier record, recalculates the new tier's qualification period start and end dates, and sets the qualifying point balance to zero.
- Set the value of the # of Tier Flights attribute to zero.
To create a rule restarting the Silver tier
- In the Rules list, add a new record and complete the necessary fields. Some fields are shown in the following table.
|
|
Sequence |
7 |
Name |
Restart Tier |
Apply To |
Tiers |
- Click the rule name.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
1 |
Name |
In Qualifying Period |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
In Qualifying Period |
Condition |
Equals |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the comparison value, as shown in the following table.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
2 |
Name |
Tier Expired |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
Is Expired |
Condition |
Equals |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the comparison value, as shown in the following table.
- In the link bar, click Actions.
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
1 |
Name |
Requalify Silver Tier |
Type |
Requalify Tier |
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
2 |
Name |
Reset # of Tier Flights Attribute |
Type |
Update Attribute |
Object |
Member |
Attribute |
# of Tier Flights |
Action |
Set |
Value |
0 |
Creating the Downgrade to Base from Silver Rule
If a Silver member's tier qualification period ends and the member has not earned enough points to remain Silver, then the member is downgraded to the one tier that is lower, Base. This rule has two criteria:
- The member is in the Requalifying Period (not Qualifying Period), which means the member has not earned enough points to remain Silver.
- The member's tier qualification period has ended.
If both these criteria are satisfied, the rule performs two actions:
- Downgrades the member to the Base tier.
- Sets the value of the # of Tier Flights attribute to zero.
To create a rule downgrading the member from the Silver to the Base tier
- In the Rules list, add a new record and complete the necessary fields. Some fields are shown in the following table.
|
|
Sequence |
8 |
Name |
Downgrade to Base |
Apply To |
Tiers |
- Click the rule name.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
1 |
Name |
In Requalify Period |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
In Qualifying Period |
Condition |
Equals |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the comparison value, as shown in the following table.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
2 |
Name |
Is Expired |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
Is Expired |
Condition |
Equals |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the comparison value, as shown in the following table.
- In the link bar, click Actions.
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
1 |
Name |
Downgrade to Base |
Type |
Downgrade Tier |
New Tier |
Base |
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
2 |
Name |
Reset # of Tier Flights Attribute |
Type |
Update Attribute |
Object |
Member |
Attribute |
# of Tier Flights |
Action |
Set |
Value |
0 |
Creating the Gold Tier Promotion Rules
Most of the Gold tier's promotion rules would function the same way as the rules for the Silver tier. The criteria and actions would all be the same, except different point and # of Tier Flights totals would be used. The major difference between the Gold and Silver tiers is that whenever a member is downgraded from the Silver tier, there is only one tier to which he can go - Base. So, in the Downgrade rule, the tier to which the member was demoted was specified as Base. For the Gold tier, the member could be demoted to either the Silver or the Base tier, depending on the number of point earned. Thus, the downgrade rules are more complex and will be explained in this example. The rules that are essentially the same as for the Silver tier will not be detailed in this example. For each tier lower than the current tier (except for the Base tier), you must enter a set of two rules (one looking at qualifying points and the other looking at the member tier attribute # of Tier Flights). Thus, for Gold, you must enter a set of two rules for the Silver tier. You must enter only one rule to downgrade to the Base tier. Creating the Downgrade to Silver from Gold Rules
If the member has enough points or flights to qualify for Silver, the following rules apply. To create a rule downgrading the member from Gold to Silver based on points
- In the Rules list, add a new record and complete the necessary fields. Some fields are shown in the following table.
|
|
Sequence |
6 |
Name |
60K & in Requal & Expired > Down to Silver |
Apply To |
Tiers |
- Click the rule name.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
1 |
Name |
60K or More Points |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
Regular Points |
Condition |
Is Greater Than |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the comparison value, as shown in the following table.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
2 |
Name |
In Requalify Period (Not in Qualify Period) |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
In Qualifying Period |
Condition |
Equals |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the comparison value, as shown in the following table.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
3 |
Name |
Is Expired |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
Is Expired |
Condition |
Equals |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the comparison value, as shown in the following table.
- In the link bar, click Actions.
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
1 |
Name |
Downgrade to Silver |
Type |
Downgrade Tier |
New Tier |
Silver |
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
2 |
Name |
Reset # of Tier Flights Attribute |
Type |
Update Attribute |
Object |
Member |
Attribute |
# of Tier Flights |
Action |
Set |
Value |
0 |
NOTE: To create a rule downgrading from the Gold tier to Silver based on flights and resetting the tier attribute to zero, use the same method that you used to create the rule to downgrade to Silver based on points, but create a criteria that checks the value in the # of Flights attribute instead of a criteria that checks the number of points.
Creating the Downgrade to Base from Gold Rule
If the member does not have enough points or flights to qualify for Silver, this rules downgrades the member to the Base tier. This rule has two criteria:
- The member is in the Requalifying Period.
- The member's tier qualification period has expired.
There are no qualifying point or member tier attribute requirements. If the member had met any of the higher tier's qualifying point or tier attribute requirements, this rule would not have been reached. Because everyone can be a member of the Base tier, there are no qualifying point or member tier attribute requirements. To create a rule downgrading the member from the Gold to the Base tier based on number of flights
- In the Rules list, add a new record and complete the necessary fields. Some fields are shown in the following table.
|
|
Sequence |
7 |
Name |
In Requal or Expired > Downgrade to Base |
Apply To |
Tiers |
- Click the rule name.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
1 |
Name |
In Requalifying Period (Not in Qual Period) |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
In Qualifying Period |
Condition |
Equals |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the comparison value, as shown in the following table.
- In the Criteria list of the Promotion Rule Details view, add a new record and complete the necessary fields shown in the following table.
|
|
Sequence |
2 |
Name |
Is Expired |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.
|
|
Object |
Member Tier |
Attribute |
Is Expired |
Condition |
Equals |
- In the Values applet below the Compare to Values Detail applet, add a new record and enter the comparison value, as shown in the following table.
- In the link bar, click Actions.
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
1 |
Name |
Downgrade to Base |
Type |
Downgrade Tier |
New Tier |
Base |
- Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.
|
|
Sequence |
2 |
Name |
Reset # of Tier Flights Attribute |
Type |
Update Attribute |
Object |
Member |
Attribute |
# of Tier Flights |
Action |
Set |
Value |
0 |
Creating the Platinum Tier Promotion Rules
The highest tier, Platinum, functions the same way as the Gold tier, except that:
- Higher numbers of qualifying point and numbers of tier flight totals are needed to qualify for Platinum than for Gold.
- There are no upgrade rules, because Platinum is the highest tier.
- There are two extra downgrade rules, for a total of five (two for downgrading to Gold, two for downgrading to Silver, and one for downgrading to Base).
|
