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Defining Point Types and Subtypes for Loyalty Programs

When you set up a loyalty program, you must define the point types available for the program, whether there are multiple types or just one.

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

Each point type can have both:

• Qualifying Points. Count toward a member's tier status.
• Nonqualifying Points. Do not count toward tier status.

It is recommended that you have separate point types in the program to represent both qualifying and nonqualifying points. However, only nonqualifying points can be used for redemptions.

If a loyalty program allows members to qualify for a tier through some action, such as the number of flight segments completed or the number of hotel stays, then that action must be represented by another point type. For example, if an airline allows members to qualify for the Silver tier either by earning a given number of points or completing a given number of flight segments, then its loyalty program must have two point types: one to track the number of points, the other to track the number of flight segments.

Other programs can use loyalty point types to link specific actions more tightly with specific rewards. If a loyalty program tracks some member action, then you must create a specific point type for that action. For example, if an airline gives rewards to both individual and corporate members, then you must create two point types, one to track miles for individual members, and one to track corresponding corporate points.

You can define point expiration at the point type level only if the point expiry basis set at the program level is defined at Point Type level. Options include:

• Expire points of members based on account activity.
• Expire points after a period of time.
• Expire points on a fixed day.

For more information about point expiration, see About Loyalty Program Points, Tiers, and Rewards.

In addition to point types, you can also define point subtypes, which are used purely for administrative purposes. For example, you might use different point subtypes to keep track of the different reasons that the points are given out. Points can be given out as an incentive with purchases or as a bonus, and you can create point subtypes named Incentive and Bonus to track these two different uses of points.

The Point Sub Types you create apply to all the different Point Types. For example, if you create point subtypes named Incentive and Bonus, then they can be used to track whether all your different Point Types are given out as an incentive or as a bonus.

You define which point types and subtypes are given to members as a reward for purchases when you create the Admin - Accruals promotion, as described in To create the Admin - Accruals promotion.

When you define the Point Sub Types, select one as the default that is given out if no subtype is specified in the Admin - Accruals promotion.

Defining Point Types

The following procedure describes how to define point types.

To define point types

1. Navigate to the Loyalty Program Administration screen.
2. In the Programs list view, select the program that uses the point types you want to define, and click its Program Id hyperlink.
3. Click the Point Types view tab.
4. Add a new record to the Point Types list for each point type, then complete the necessary fields described in the following table.

   Field	Description
   Name	Enter a name for the point type.
   Active	Select this check box to make this point type available to the program.
   Field to Use	Select the field in the Members screen used to display the number of points a member has of this point type. You can select options ranging from Point 1 through Point 8. There can be other options if you configure the product as described in Creating Point Types for Loyalty Programs.
   Qualifying Weight	Enter a weight used to calculate which promotion applies if multiple promotions are available. For more information, see About Promotion Calculation Rules for Loyalty Programs.
   Non-Qualifying Weight	Enter a weight used to calculate which promotion applies if multiple promotions are available. For more information, see About Promotion Calculation Rules for Loyalty Programs.
   Accrual Effectivity	Select this check box if the accrued points are not available for redemption until a future date. For more information on the setup for effectivity date calculation, see Setting Up Loyalty Terms for Precalculated Accruals. NOTE:  Accrual Effectivity and Qualifying Flag are mutually exclusive.
   Qualifying Flag	Select this check box if this point type is a qualifying type, to be used for tier assessment rather than only for redemption. NOTE:  If you select Qualifying Flag, then the remaining fields - Expiry Basis, Period, Period UOM, Activity, Expiry Month, Expiry Day and Expiration Snap To - become read-only, because they apply only to nonqualifying points.
   Expiry Basis	Select an expiration basis. Options are: Account Activity. If this option is selected, then points expire if there is no activity of the type and in the period specified for the point type. Period. If this option is selected, then points expire on the day specified in the Expiration Snap To field, after the minimum period of time specified in the Period and Period UOM fields, counting from the Transaction Date. Fixed Day and Fixed Month. Use these two fields to specify the day and month when points expire.
   Period	Enter a period of time. This field and the Period UOM field determine the life of points.
   Period UOM	Select the Period UOM. Options are: Days Months Quarters Years
   Activity	Select an Activity. Options include: Accrual Redemption (Both of) Accrual/Redemption The start date for calculating the expiration date of points, earned by the member for accrual transactions that update promotion attributes, can be either one of the following: The processing date of the last transaction for the member that updated the promotion attribute (default value) The creation date of the last transaction for the member that updated the promotion attribute To change the default value so that the creation date of the last transaction is used to assess member activity, set the value of the user property Enable Bucket Expiry - Txn Date for the LOY Promotion Bucket Transaction business component to Y. NOTE:  This field is activated only if Expiry Basis is Account Activity.
   Expiry Month	Enter the month that the points expire. NOTE:  If Fixed Day is selected as the Expiry Basis, then this field is enabled.
   Expiry Day	Enter the day the points expire. NOTE:  If Fixed Day is selected as the Expiry Basis, then this field is enabled.
   Expiration Snap To	Select the Expiration Snap To. Options include: Transaction Date Member Anniversary Date 1st Day of Month 1st Day of Quarter 1st Day of Year NOTE:  If Period is selected as the Expiry Basis, then this field is enabled. However, if Fixed Day is selected as the Expiry Basis, then this field is disabled.
   Reactivation Enabled	Select this checkbox to make it possible to reactivate members' points after they have expired. NOTE:  If the Qualifying checkbox is selected, then this field is disabled, because qualifying points cannot be reactivated.
   Point Reactivation Duration Point Reactivation UOM	Use these two fields to define the amount of time after their expiration that points can be reactivated. Enter a number in the Point Reactivation Duration field, and select a unit of measure in the Point Reactivation UOM field. For example, if you enter 6 as the Point Reactivation Duration and months as the Point Reactivation UOM, then points can be reactivated for six months after they expired.
   Minimum Reactivation	Enter the minimum number of points that can be reactivated.

Defining Point Subtypes

The following procedure describes how to define point subtypes.

To define point subtypes

1. Navigate to the Loyalty Program Administration screen.
2. In the Programs list, select the program that uses the point subtypes you want to define, and click its Program Id hyperlink.
3. Click the Point Sub Types view tab.
4. Add a new record to the Point Sub Types list for each point subtype, and complete the necessary fields, described in the following table.

   Field	Description
   Name	Enter a name for the point subtype.
   Default	Select the checkbox for one subtype in the list, to indicate that it is the default subtype that is given if no subtype is specified.