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

Example of Creating an Action-Based Promotion

An action-based promotion rewards members for some action other than a purchase. Examples are:

• When you update your member profile, you get 500 bonus points.
• When you register with our loyalty program, you get 1,000 bonus points.
• When you refer a new member, you get 1,000 bonus points.

This example in this section shows how to create an action-based promotion that gives 1000 bonus points when you register in an airline's loyalty program.

This example assumes that you have already created the loyalty program.

This example shows one possible use of action-based promotions. Your use of these promotions may differ, depending on your business model.

To create an action-based promotion, perform the following tasks:

• Creating the Action-Based Bonus Product
• Creating the Promotion Record
• Specifying the Product for the Promotion
• Creating a Rule for the Action-Based Promotion
• Activating the Promotion

Creating the Action-Based Bonus Product

The first step in creating an action-based bonus is to create a product that the system uses when members perform the action.

To create the action-based bonus product

1. Navigate to the Administration - Product screen.
2. In the Products list, add a new record and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	Enrollment Bonus
   Part #	Enrollment Bonus
   Description	Bonus for enrolling in the loyalty program.
   Type	Airline
   Orderable	Yes
   Track As Asset	Yes

Creating the Promotion Record

You must create a promotion record for the action-based promotion, which 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	Enrollment Promotion
   Always Apply	No
   Apply To	Accrual-Product
   Product Inclusion	Include Products

Specifying the Product for the Promotion

Now, you must associate this promotion with the action-based bonus product that you created earlier.

You selected Include Products when you created the promotion, and you must also go to the Products view to 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	Enrollment Bonus
   Part #	Enrollment Bonus

Creating a Rule for the Action-Based Promotion

Next, you must create a rule for this promotion that gives customers the bonus when they register for the loyalty program.

To create a rule that gives customers a bonus when they register

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
   Name	When member enrolls give 1000 points
   Apply To	Transactions

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

   Field	Value
   Sequence	1
   Name	Enrollment
   Type of Comparison	Compare to Values

5. In the Compare to Values Detail applet, click New and complete the necessary fields shown in the following table.

   Field	Value
   Object	Transaction
   Attribute	Product
   Condition	Equals

6. In the Values applet below the Compare to Values Detail applet, add a new record and select the product that you created for this promotion, as shown in the following table.

   Field	Value
   Value	Enrollment Bonus

7. In the link bar, click Actions.
8. 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 1K Points
   Type	Assign Points
   Point Type	Regular
   Value	1000

Activating the Promotion

Now that you have set up this promotion, you can activate it.

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.