Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions > Process of Creating Loyalty Promotions >

Creating Rules for Loyalty Promotions

This task is a step in Process of Creating Loyalty Promotions.

Rules for loyalty promotions have criteria and actions attached to them. The criteria determine whether the rule qualifies, and the actions specify what the rule does if it qualifies.

Siebel Loyalty uses these records as follows:

• Rules. Loyalty reads the rules in the order specified by the Sequence field. Rules can have three possible values in the Apply To field: Attributes, Transactions, Tiers. Loyalty executes the actions of only one rule for each Apply To value. When it finds a rule that qualifies (meaning all of its criteria validate to true), it executes that rule's actions. Loyalty then continues to read the rules in sequence order and, if there are rules with different Apply To values that qualify, then it also executes those rules' actions.
• Criteria. Loyalty evaluates criteria as true or false. All criteria must be true for the rule to qualify. In other words, all criteria for one rule are in a logical AND relationship.
• Actions. If a rule qualifies, then Loyalty executes the actions for that rule.

NOTE:  This procedure describes how to create individual rules. If you have complex promotions that use many different rules, then it might be useful to create hierarchical rules. For more information, see About Hierarchical Rules for Loyalty Promotions.

To enter rules for a loyalty promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. In the Promotions list, find the promotion for which you want to enter rules and click the hyperlink in its Promotion Number (#) field.
3. If the promotion form's Active check box is selected, then click Modify.
4. Click the Rules view tab.
5. Add one or more new records to the Rules list, and complete the necessary fields, described in the following table.

   Field	Description
   Sequence Number (#)	Enter the sequence in which Siebel Loyalty evaluates the rules of the promotion.
   Name	The name given to the rule.
   Apply To	If this rule is used in a loyalty promotion, then select either Transactions or Attributes to specify which of these the rule applies to. If this rule is used in a tier promotion, then this field is read only and displays Tiers.