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Example of Creating a Simple Frequency Promotion

A simple frequency promotion requires a member to complete some action a specific number of times to receive a bonus. In this example, the member must fly from SFO to LAX three times to receive 3,000 bonus points.

This example assumes that you have already created the loyalty program and the product needed for this promotion.

This example shows one possible use of simple frequency promotions. Your use of these promotions may differ, depending on your business model.

To create a simple frequency promotion, perform the following tasks:

1. Creating the Promotion Record for the Simple Frequency Promotion
2. Specifying the Product for the Promotion
3. Creating the Attribute to Track Number of Flights
4. Creating an Attribute to Track Whether a Member Received This Bonus
5. Creating a Rule That Updates the Number of Flights Attribute
6. Creating a Rule That Gives the Member a Bonus
7. Creating an Action That Resets Attribute Value
8. Activating the Promotion

Creating the Promotion Record for the Simple Frequency Promotion

The promotion record is a container for all the other information about the promotion.

To create the promotion record

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new Promotion record and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	Simple Frequency SFO-LAX Promotion
   Always Apply	Yes
   Apply To	Accrual-Product
   Product Inclusion	Include Products

Specifying the Product for the Promotion

Because this promotion applies only to airline flights, you selected Include Products in the Product Inclusion when you created the promotion. Now you must specify the product it applies to.

To specify the product for this promotion

1. Click the Promotion # field.
2. Click the Products view tab.
3. Add a new Product record and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	Airline Flight

Creating the Attribute to Track Number of Flights

You must create an attribute that tracks the number of times the member has flown from SFO to LAX, so it can be used in the promotion's rule.

To create the attribute to track number of flights

1. Click the Promotion-Specific Attributes view tab.
2. Add a new Promotion-Specific Attribute record and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	SFO-LAX Simple Freq Promo Att
   Active	Yes
   Field	Number 1
   Default	0
   Data Type	Number

Creating an Attribute to Track Whether a Member Received This Bonus

If you want a member to be able to receive the bonus only once during the promotion period, create a promotion-specific attribute that tracks whether the member was given the bonus.

NOTE:  If the member can receive the bonus multiple times during the promotion's applicability period, only the one promotion-specific attribute described previously is required. Instead of this second attribute, you must add an action that resets the previously attribute SFO-LAX Simple Freq Promo Att to zero each time the member receives the bonus. This action will be described later.

To create the attribute to track whether a member received this bonus

1. Add a new Promotion-Specific Attribute record and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	Member Given Simple Freq Bonus
   Active	Yes
   Field	Text 1
   Default	No
   Data Type	Text

Creating a Rule That Updates the Number of Flights Attribute

You must create a rule that increments the value of this attribute every time the member flies from SFO to LAX.

To create a rule that updates the number of flights attribute

1. Click the Rules view tab.
2. In the Rules list, add a new record and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Sequence	1
   Name	Update SFO-LAX Simple Freq Promo Attribute
   Apply To	Transactions

3. Click the rule name.
4. In the Criteria list of the Promotion Rule Details view, add two criteria:
   1. Add a new Criteria record and complete the necessary fields shown in the following table.

      Field	Value
      Sequence	1
      Name	Departure Airport = SFO
      Type of Comparison	Compare to Values
      Expression	[Transaction.Field.Origination Airport] = SFO

   2. Add a second Criteria record and complete the necessary fields shown in the following table.

      Field	Value
      Sequence	2
      Name	Arrival Airport = LAX
      Type of Comparison	Compare to Values
      Expression	[Transaction.Field.Destination Airport] = LAX

5. In the link bar of the Promotion Rule Details applet, click Actions.
6. Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.

   This action updates the promotion specific criteria each time the member takes this flight

   Field	Value
   Name	Update SFO-LAX Simple Freq Promo Attribute by 1
   Type	Update Attribute
   Update this attribute: Object	Promotion
   Update this attribute: Attribute	SFO-LAX Simple Freq Promo Att
   Update this attribute: Action	Add
   Value	1

Creating a Rule That Gives the Member a Bonus

You must also create a rule that gives the member a bonus when the attribute reaches 3, the number of flights required to receive the bonus.

If the member can only receive the bonus once, then you also need a second criteria that checks whether the member has not yet received a bonus as result of this promotion

To create a rule that gives the member a bonus

1. Add a new Rule record and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Sequence	2
   Name	Give 3,000 Bonus When Fly SFO-LAX 3 Times
   Apply To	Attributes

2. Click the rule name.
3. In the Criteria list of the Promotion Rule Details view, add a new Criteria record and complete the necessary fields in the record and the Compare to Values Detail form and Value list, shown in the following table.

   Field	Value
   Sequence	1
   Name	If SFO-LAX Promo Attribute = 3
   Type of Comparison	Compare to Values
   Object	Promotion
   Attribute	SFO-LAX Simple Freq Promotion Attribute
   Condition	Equals
   Value	3

4. In the Criteria list of the Promotion Rule Details view, add a new Criteria record and complete the necessary fields in the record and the Compare to Values Detail form and Value list, shown in the following table.

   Field	Value
   Sequence	2
   Name	Member has not yet received bonus
   Type of Comparison	Compare to Values
   Object	Promotion
   Attribute	Member Given Simple Freq Bonus
   Condition	Equals
   Value	No

5. In the link bar of the Promotion Rule Details applet, click Actions.
6. Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.

   This action gives the member the 3,000 point bonus.

   Field	Value
   Sequence	1
   Name	Give 3000 Regular Point Bonus
   Type	Assign Points
   Point Type	Regular
   Value	3000

   NOTE:  Add does not necessarily have to be specified in the Update this attribute: Action field, because Add is the default action unless some other action is specified.

Creating an Action That Resets Attribute Value

If you want the member to be able to receive this bonus multiple times, add an action to reduce the number of flights attribute to zero. Then, after additional flights, increase this attribute and it reaches three again, the member will receive the bonus again.

If you want the member to receive this bonus only once, add an action to change the promotion-specific attribute tracking whether the member has received the bonus to Yes.

NOTE:  Create only one of these two actions, depending on whether you want to give members the bonus multiple times or just one time.

To reset the number of flights attribute to zero

1. Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.

   Field	Value
   Sequence	2
   Name	Set SFO-LAX PS Att to Zero
   Type	Update Attribute
   Object	Promotion
   Attribute	SFO-LAX Simple Freq Promotion Attribute
   Action	Set
   Value	0

To set the attribute tracking whether the member has received the bonus to yes

1. Add a new Action record and complete the necessary fields in the Action list and Detail form, shown in the following table.

   Field	Value
   Sequence	2
   Name	Set Bonus Given Prom-Spec Att to Yes
   Type	Update Attribute
   Object	Promotion
   Attribute	Member Given Simple Freq Bonus
   Action	Set
   Value	Yes

Activating the Promotion

Now, you are ready to activate the promotion.

To activate the promotion

• In the Promotion form, click the Activate button.

  The promotion will be active during the period between the start date and the end date.