Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions > Loyalty Promotion Examples >

Example of Creating a Complex Frequency Promotion

A complex frequency promotion gives members a varying bonus that depends on the number of times they buy a product during a given period.

For example, during a specific period:

• Fly DEN - CHI 3 times, receive 1,000 bonus
• Fly DEN - CHI 4 or 5 times, receive 3,000 bonus
• Fly DEN - CHI 6 or more times, receive 5,000 bonus

This sort of promotion does not give members bonus points when they make each purchase. Instead, it waits until the end of the promotion period, then it gives members a bonus based on the total number of purchase they made during the promotion period.

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 complex frequency promotions. Your use of these promotions may differ, depending on your business model.

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

• Creating the Promotion Record for the Complex Frequency Promotion
• Specifying the Product for the Promotion
• Creating the Attribute for the Promotion
• Creating a Rule That Updates the Attribute
• Creating Rules That Give the Members Bonuses
• Activating the Promotion

Creating the Promotion Record for the Complex Frequency Promotion

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

When you create the promotion record, you do not have to select Always Apply, because this promotion will be processed at a pre-set date and the decision to give bonus points will not be triggered by a transaction.

The Final Action Date field determines when this promotion is processed. You should set it for several days after the end of the promotion, to give time for all applicable transactions to be processed. To view this field, you must click the More button on the Promotion form. The engine will process the promotion on the day after the date specified in this field.

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	Complex Frequency DEN - CHI Promotion
   Always Apply	No
   Apply To	Accrual Product
   Promotion Start	1/21/2004
   Promotion End	4/1/2004
   Include Product	Yes

3. Click the Promotion #.

   The Promotion form appears.

4. In the Promotion form, click the More button.
5. In the Final Action Date field, enter 4/6/2004.

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 Products view tab.
2. 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 for the Promotion

You must create an attribute that will be used by this promotion's rule. This attribute will be used to count the number of times that the member takes the DEN - CHI flight.

To create the attribute for this promotion

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	DEN - CHI Complex Freq Promo Attribute
   Active	Yes
   Field	Number 1
   Default	0
   Data Type	Number

Creating a Rule That Updates the Attribute

You must create a rule that increments the value of the attribute every time the member takes a DEN - CHI flight.

To create a rule that updates the 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 the DEN - CHI Complex 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 to check that the transaction is a DEN - CHI flight:
   1. Add a new Criteria record and complete the necessary fields in the record and in the Compare to Values detail form, as shown in the following table.

      Field	Value
      Sequence	1
      Name	Departure Airport = DEN
      Type of Comparison	Compare to Values
      Object	Transaction
      Attribute	Departure Airport
      Condition	Equals
      Value	DEN

   2. Add a second Criteria record and complete the necessary fields in the record and in the Compare to Values detail form, as shown in the following table.

      Field	Value
      Sequence	2
      Name	Arrival Airport = CHI
      Type of Comparison	Compare to Values
      Object	Transaction
      Attribute	Arrival Airport
      Condition	Equals
      Value	CHI

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
   Sequence	1
   Name	Update Promo-Specific DEN-CHI Attribute
   Type	Update Attribute
   Update this attribute: Object	Promotion
   Update this attribute: Attribute	DEN - CHI Complex Freq Promo Attribute
   Update this attribute: Action	Add
   Value	1

Creating Rules That Give the Members Bonuses

You must also create rules that give the members bonuses. You must create three of these rules:

• A rule to give 1,000 points to members who fly from DEN to CHI 3 times during the promotion period.
• A rule to give 3,000 points to members who fly from DEN to CHI 4 or 5 times during the promotion period.
• A rule to give 5,000 points to members who fly from DEN to CHI 6 or more times during the promotion period.

To create a rule that give the members a 1000 point bonus for 3 flights

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

   Field	Value
   Sequence	2
   Name	If DEN-CHI Flights = 3, Give 1,000 Points.
   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 in the Compare to Values detail form, as shown in the following table.

   Field	Value
   Sequence	1
   Name	# of DEN-CHI Flights = 3
   Type of Comparison	Compare to Values
   Object	Promotion
   Attribute	DEN - CHI Complex Freq Promo Attribute
   Condition	Equals
   Value	3

4. In the link bar of the Promotion Rule Details applet, click Actions.
5. 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	1
   Name	Give 1,000 Regular NQ Points
   Type	Assign Points
   Point Type	Regular
   Value	1000

To create a rule that gives the members a 3000 point bonus for 4 or 5 flights

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

   Field	Value
   Sequence	3
   Name	If DEN-CHI Flights = 4 or 5, Give 3,000 Points.
   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 in the Compare to Values detail form, as shown in the following table.

   Field	Value
   Sequence	1
   Name	# of DEN-CHI Flights = 4 or 5
   Type of Comparison	Compare to Values
   Object	Promotion
   Attribute	DEN - CHI Complex Freq Promo Attribute
   Condition	Equals
   Value	4
   Value	5

   NOTE:  Add two rows to the Value list. Enter 4 in one and 5 in the other.

4. In the link bar of the Promotion Rule Details applet, click Actions.
5. 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	1
   Name	Give 3,000 Regular NQ Points
   Type	Assign Points
   Point Type	Regular
   Value	3000

To create a rule that gives the members a 5000 point bonus for 6 or more flights

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

   Field	Value
   Sequence	4
   Name	If DEN-CHI Flights >= 6, Give 5,000 Points.
   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 in the Compare to Values detail form, as shown in the following table.

   Field	Value
   Sequence	1
   Name	# of DEN-CHI Flights >= 6
   Type of Comparison	Compare to Values
   Object	Promotion
   Attribute	DEN - CHI Complex Freq Promo Attribute
   Condition	Is Greater Than
   Value	5

4. In the link bar of the Promotion Rule Details applet, click Actions.
5. 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	1
   Name	Give 5,000 Regular NQ Points
   Type	Assign Points
   Point Type	Regular
   Value	5000

Activating the Promotion

Now that all the rules have been set up, you are ready to activate the promotion.

After the promotion is activated, it will keep track of the number of times that members fly between the start date and the end date. Then, on the day after the date in the Final Action Date field, it will give points to members based on the total number of DEN-CHI flights they took during this period.

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.