Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Programs > Process of Setting Up Loyalty Programs >

Creating Vouchers for Loyalty Members


You must create vouchers in the following situations:

  • Create vouchers if you are setting up a loyalty program that gives members vouchers as rewards when they enter a new tier. For more information, see Defining Vouchers as Tier Rewards.
  • Create vouchers if you create reward promotions that assign vouchers as the reward. For more information, see Creating an Assign Voucher Action.
  • Create vouchers if member service representatives give vouchers to members, for example to compensate them for missed flights. For more information, see Giving Vouchers to Members.

If you create vouchers, then you must also set up the redemption of the vouchers. For more information, see Setting Up Siebel Loyalty Redemptions. You create vouchers as products. For more information about creating products, see Siebel Product Administration Guide.

This task is a step in Process of Setting Up Loyalty Programs.

To create a voucher

  1. Navigate to the Administration - Product screen.
  2. Create a new Product record, and complete the necessary fields.

    In the Type field, select Electronic Voucher.

  3. Navigate to the Loyalty Product Attributes view.
  4. In the Voucher Attributes area, complete the necessary fields, described in the following table.
    Field
    Description

    Sequence Type

    Define the numbering scheme. The possible values are Standard and Custom.

    If you choose the Custom option, then you must create a method to configure the numbering logic you want to use. The method must be implemented on the LOY Customer Action Business Service using Siebel eScript code. To implement the logic, create a method named GenCustomVchrNum, specifying Voucher Type as the input parameter to the method and Voucher Number as the output parameter. The Voucher Number value that is output is then stamped on to the voucher record being generated.

    For information on creating Siebel eScript code, see Siebel eScript Language Reference.

    Expiry Basis

    Select the expiry basis. Options are:

    • Period. The voucher expires after some specific time period. For example, the voucher might expire after one year.
    • Date. The voucher expires on a specific date. For example, the voucher might expire on December 31, 2011.

    Start Day and Start Month

    Optionally, you can use these fields to specify the month and day when the voucher becomes valid. If you do not use this field, then the voucher becomes valid on the date of the transaction.

    If you use these fields, then they determine the dates when the voucher is valid:

    • Period. If the expiry basis is period, then the voucher becomes valid on the start day and start month you specify and it ends after the period you specify. For example, if the start month is February, the start day is 1, and the period is one month, then the voucher expires on March 1 (one month after February 1). If you do not specify the start date and end date, then the voucher starts on the transaction date and expires one month after the transaction date.
    • Date. If the expiry basis is date, then the voucher becomes valid on the on the start day and start month you specify and it ends on the expiry date you specify. If you do not enter a start day and month, then the voucher becomes valid on the date of the transaction and it ends on the expiry date you specify.

    Period and Period Type

     

    If you selected Period as the Expiry Basis, then use these fields to specify the period

    • Period Type. Select Days, Months, or Years.
    • Period. Enter the number of days or months or years after which the voucher expires.

    For example, if you select Period of 6 and a Period Type of Months, then the voucher expires after six months.

    Expiry Day, Expiry Month, and Years After

    If you selected Date as the Expiry Basis, then use these fields to specify the date

    • Expiry Month. Select the month when the voucher expires.
    • Expiry Day. Select the day of the month when the voucher expires.
    • Years After. Select the number of years after which the voucher expires.

    For example, if you select February as the Expiry Month, 28 as the Expiry Day, and 1 as Years After, then the voucher expires on February 28 of the next year.

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