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

Using Promotion Designer

Optionally, you can use Promotion Designer to group and sequence a set of promotions in a loyalty program. Promotion Designer lets you fire promotions in a particular sequence, allowing you to validate the sequence of the promotions and calculate the points awarded for a particular flow.

A single program can include both promotions that are enabled for Promotion Designer and promotions that are not Promotion-Designer enabled. However, during transaction processing, Siebel Loyalty executes a series of checks that verify the combination of the Partner Category of the Partner and the Product Category of the Product within the transaction. If the check validates, then Siebel Loyalty will apply the promotions that are part of the promotion design that is active for the validate Partner and Product category.

When you use Promotion Designer, you can also use:

• Transient variables. For more information, see Transient Variables.
• Eligibility promotions. For more information, see Creating Eligibility Promotions.

NOTE:  The functionality described in this topic requires that you install Siebel CRM Release 8.1.1.10 or later. For information, see the applicable Siebel Maintenance Release Guide on My Oracle Support.

The Promotion Designer Screen

The Promotion Designer screen is the main screen used for creating promotion designs. It has two major sections:

• Promotion Designer Form. The form is at the top of the screen and contains details about the promotion design.
• Promotion Designer. The graphical area where the promotion is designed. It is located below the Promotion Designer form applet and is further subdivided into two sections:
  • Objects Explorer. Contains objects representing steps in a promotion design, which can be dragged to the Designer Palette.
  • Designer Palette. The objects dragged into this palette correspond to steps within the promotion design. Each object represents a step in the logical flow of the promotion design.

Table 17 lists the objects in the Objects Explorer and describes how they function as steps in the promotion design.

Creating a Promotion Design

Use the following procedure to create a promotion design.

To create a promotion design

1. Navigate to the Loyalty Promotions Administration screen, then the Promotion Designer view.
2. Add a new record and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Name	Enter the name of the Promotion Design.
   Program Name	Select the program name with which to associate the promotion design.
   Partner Category	Select the partner category.
   Product Category	Select the product category.
   Apply To	Specify Accrual-Product or Redemptions-Product.

   NOTE:  If the promotion design is to be applied to Accrual-Product promotions, then a promotion design for each partner is required, if the partner category is different.

3. Click on the promotion design created in Step 2.
4. Drag and drop objects from the Objects Explorer to the Designer Palette, following the rules defined in Table 17.

   After inserting a Promotion, Eligibility Promotion, or a Phase, follow the instructions in the following steps.

5. To insert an eligibility promotion step in a promotion design:
   1. Drag the Eligibility Promotion object from the Objects Explorer and drop it in the Designer Palette.
   2. Select an Eligibility Promotion from the Pick Promotion list.

      NOTE:  Only eligibility promotions are listed.

   3. Click OK.
6. To insert a promotion step in a promotion design:
   1. Drag the Promotion object from the Objects Explorer and drop it in the Designer Palette.
   2. The Pick Promotion list appears.

      NOTE:  Only promotion types matching the Apply To of the promotion field are listed.

   3. Select a promotion.
   4. Click OK.
7. To insert a phase step in a promotion design:
   1. Drag the Phase object from the Objects Explorer and drop it in the Designer Palette.

      NOTE:  Adding a phase step to a redemption promotion design is not recommended.

   2. The Phase Details window appears.
   3. Enter a Name and Description for the phase.
   4. To add promotions to the Phase step:
      • Click the MVG button in the Promotions text box.
      • Click the Show Available button to display all promotions that can be selected.
      • Select a promotion, then click the Add button or, to add multiple promotions at once, control-click multiple promotions, then click the Add button.

        The promotions are listed in the Selected window.

   5. Click OK to return to the Phase Details window.
   6. Click OK to close the Phase Details window and save the phase details.

      NOTE:  Adding promotions that update the same attribute within a phase is not recommended. If subsequent promotions require values from previous promotions within a phase, then these need to be updated using separate transient variables which can then be referenced in separate promotions. For more information about transient variables, refer to Transient Variables.

Validating and Activating the Promotion Design

The Promotion Designer comes with the ability to analyze the entire promotion design and check its consistency. Unless a promotion design is validated successfully it cannot be activated.

The validation status of a promotion design is always displayed in the Validation Status bar: a color bar at the top right corner of the promotion design. A green bar signifies that the promotion design has been successfully validated while a red bar signifies that it is invalid.

To validate and activate the promotion design

1. Click the Validate button on the top left corner of the promotion design.

   Clicking the button triggers a validation check of the promotion design. If it is invalid, then the reasons are displayed.

2. If there are errors, then correct them.
3. Click the Activate button.

The Activate button is enabled only after the promotion design has been successfully validated.