Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions > Process of Creating Loyalty Promotions >

Creating Rules for Loyalty Promotions


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

Rules for loyalty promotions have criteria and actions attached to them. The criteria determine whether the rule qualifies, and the actions specify what the rule does if it qualifies.

Siebel Loyalty uses these records as follows:

  • Rules. Loyalty reads the rules in the order specified by the Sequence field. Until it finds a rule that qualifies, it executes that rule's actions, and it moves to the next promotion. This means that only one rule in a promotion can be executed.
  • Criteria. Loyalty evaluates criteria as true or false. All criteria must be true for the rule to qualify. In other words, all criteria for one rule are in a logical AND relationship.
  • Actions. If a rule qualifies, Loyalty executes all the actions for that rule.

To enter rules for a loyalty promotion

  1. Navigate to the Loyalty Promotions Administration screen.
  2. In the Loyalty Promotions list, click the Promotion # of the promotion that the rule is used by.
  3. Click the Rules view tab.
  4. Add one or more new records to the Rules list, and complete the necessary fields, described in the following table.
    Field
    Comments

    Sequence #

    Enter the sequence in which the application will evaluate the rules of the promotion.

    Name

    The name given to the rule.

    Apply To

    If this is a loyalty promotion, select either Transactions or Attributes to specify which of these the rule applies to.

    If this is a tier promotion, this field is read only and displays Tiers.

Siebel Loyalty Administration Guide