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Creating Eligibility Promotions

An eligibility promotion is a promotion that has rules and criteria but does not have any actions. These types of promotions are used to check the eligibility of a particular member who might be entitled to get a specific set of promotional benefits. For example, it can be used if a set of promotions are only applicable to residents of US who are over the age of 18.

Eligibility promotions must be used exclusively in Promotion Designer: the eligibility promotion is executed before the reward promotions in the promotion design, to restrict the reward promotions to a category of members. The subsequent promotions in the promotion design are executed only if the member meets the criteria in the eligibility promotion. For information about Promotion Designer, and how it relates to eligibility promotions, refer to Using Promotion Designer.

Eligibility promotions help to improve performance and ease the setup of promotions because you will no longer need to include these criteria in each individual reward promotion you create.

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.

Return Values of Eligibility Promotions

Since eligibility promotions do not have user defined actions associated with them, they return only two possible values:

• Success. When one or more rules are satisfied.
• Failure. When no rules are satisfied.

Based on these status codes, Siebel Loyalty can decide whether to further process the promotion design for the related transaction.

NOTE:  An eligibility promotion is evaluated only if it is a part of a promotion design. It is not evaluated during normal processing of transactions, even if it has been marked as Active.

Procedure for Creating Eligibility Promotions

An eligibility promotion is created like a reward promotion, with the following key differences:

• Eligibility Promotions are accessed in the Eligibility Promotions view of the Loyalty Promotions Administration screen, rather than the Promotions view. The Eligibility Promotions view is similar to the Promotions view. When you create an eligibility promotion in this view, the Type field is automatically set to Eligibility to distinguish it from other promotions.
• Eligibility promotions have rules and criteria but do not have actions.

NOTE:  Siebel Loyalty does not support using eligibility rules based on the values assigned to the Account Address or the Household Address attributes.

To create an Eligibility Promotion

1. Navigate to the Loyalty Promotions Administration screen, then the Eligibility Promotions view.
2. Perform the tasks outlined in Step 1 through Step 6 in Process of Creating Loyalty Promotions. Wherever the instructions refer to the Promotions screen, use the Eligibility Promotions screen instead.

   You can define rules and criteria for Eligibility Promotions by selecting the Eligibility Promotion name. You are redirected to a new view where you can define rules and criteria in the same way as for non-eligibility promotions.

   NOTE:  Eligibility promotions do not have user defined actions associated with them and therefore do not require defined actions.

3. After creating the eligibility promotion, you must create a promotion design that includes the eligibility promotion and other promotions. Subsequent promotions in the promotion design are executed only for members who meet the criteria of the eligibility promotion.

   For information about creating a promotion design and inserting an eligibility promotion in it, refer to Using Promotion Designer.