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

Creating Actions for Loyalty Promotion Rules

If a rule qualifies, the application executes all the actions for that rule.

The following actions are used in promotions:

• Tier Change. Changes the member's tier.
• Assign Points. Gives points to the member.
• Update Attribute. Changes the value of an attribute.
• Invoke Custom Action. Invokes a method that you create to perform custom actions.
• Update Roundtrip Info. Updates information about the segments of a roundtrip that have been completed. This is only used when you create a criteria of the type Evaluate Roundtrip.

  NOTE:  The types of actions that you are able to select depend on the context. For examples, Tier Change actions are not available when you create Reward Promotions.

In addition, the following actions are available for use in base promotions, but they are not used in promotions that are made visible to customers. For more information about base promotions, see Creating Base Loyalty Promotions.

• Redeem Points. Redeems the member's points.
• Cancel Transaction. Cancels a transaction.

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

To create a tier change action

1. Navigate to the Loyalty Promotions Administration screen.
2. In the Loyalty Promotions list, select the promotion that uses the rule.
3. Click the Rules view tab.
4. Click the Name field of the Rule to display view details, and in the link bar, click Actions.
5. Add a new record to the Actions list, and in the Type field, select Tier Change.
6. In the Detail form, select Upgrade Tier, Downgrade Tier, Qualify Tier, or Re-qualify Tier.
7. If you selected Upgrade Tier or Downgrade Tier, specify the tier to upgrade or downgrade to.
8. If you selected Qualify Tier or Re-qualify Tier, you do not have to specify any other values. These selections keep the user in the current tier, based on points required.

To create an assign points action

1. Navigate to the Loyalty Promotions Administration screen.
2. In the Loyalty Promotions list, select the promotion that the rule is used by.
3. Click the Rules view tab.
4. Click the Name field of the Rule to display view details, and in the link bar, click Actions.
5. Add a new record to the Actions list, and in the Type field, select Assign Points.
6. In the Detail form, complete the necessary fields, described in the following table.

   Field	Comments
   Use from Transaction	If you select this check box, the promotion uses the same point type and qualifying/nonqualifying value as the transaction. The Point Type and Qualifying fields become read-only. You can only select this check box for rules that apply to transactions.
   Point Type	Select the point type to assign.
   Qualifying	Select or deselect this check box to make the points qualifying or non-qualifying.
   Object, Attribute, Operator, Value	Use these fields to build the expression that specifies how many points the member receives: Use Object and Attribute to specify the attribute that the number of points is based on. For example, you can specify Transaction.Points to give a bonus equally to the number of base points. Use Operator and Value with Object and Attribute to base the points on a calculation. For example, you can specify Transaction.Points * 0.2 to give a bonus equal to 20% of the base points. Use Value alone to give a constant bonus. For example, you can enter 500 as the Value and leave the other three fields blank to give a bonus of 500 points.
   Expiration Length, Expiration UoM	Use these fields to specify when the points expire. For example, enter an Expiration Length of 2 and an Expiration UoM of Years for the points to expire in two years.
   Expiration Snap To	Optionally, specify that the expiration will be the nearest month, year, and so on to the expiration date determined by Expiration Length and UoM.

To create an update attributes action

1. Navigate to the Loyalty Promotions Administration screen.
2. In the Loyalty Promotions list, select the promotion that uses the rule.
3. Click the Name field of the Rule to display view details, and in the link bar, click Actions.
4. Add a new record to the Actions list, and in the Type field, select Update Attributes.
5. In the Detail form, complete the necessary fields, described in the following table.

   Field	Comments
   Object and Attribute	Use these fields to specify the attribute to be updated.
   Action	Select the action to be performed on the attribute.
   Object, Attribute, Operator, Value	Use these fields to build the expression that calculates the value with which to act on the attribute. These fields are used the same way here as they are for assign points actions, described earlier.

Using Invoke Custom Action

To create an action of the type Invoke Custom Action, you must create a method that performs the custom action.

The method must be implemented on the LOY Customer Action Business Service.

The following arguments are passed in to the method. Some of these arguments may not be present, depending on the processing context:

Using Redeem Points

This type of action is similar to Apply Points, described earlier, except for the following differences:

• The Expression section is used to calculate the number of points redeemed, not the number assigned.
• You do not specify whether the points are qualifying or non-qualifying.
• You do not specify when the points expire.

This type is used only in base promotions, not in promotions that are made visible to customers. For more information about base promotions, see Creating Base Loyalty Promotions.

Using Cancel Transactions

This type of action is used only for promotions where Apply To=Cancellation.

This type is used only in base promotions, not in promotions that are made visible to customers. For more information about base promotions, see Creating Base Loyalty Promotions.