Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions > Loyalty Promotion Examples >

Example of Creating a Joint Promotion

A joint promotion gives a member a bonus when the member purchase products from two companies. The purchases could be from the host company and a partner company or from two partner companies.

In the example, the member receives 5000 bonus points for making the following purchases from the host company (Indigo Airways) and a partner:

• Fly Indigo Airways from DEN to SFO two times
• Rent a car for three days from Speedy Car Rentals

This example assumes that you have already created the loyalty program, including the products used by the program.

Creating the Promotion Record

As the first step, you must create a promotion record for the joint promotion.

To create the promotion record

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

   Field	Value
   Name	Joint Indigo and Speedy Promotion
   Apply To	Accrual-Product
   Product Inclusion	Include Products

Specifying the Products for the Promotion

Now, you must associate this promotion with applicable the products from both companies.

To specify the products for this promotion

1. Click the Promotion Number (#) field.
2. Click the Products view tab.
3. Add a new Product record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	DEN-SFO
   Part Number (#)	Loyalty - Flights

4. Add another new Product record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	One Day Car Rental - Compact
   Part Number (#)	Loyalty - Car Rental

5. Add more product records for every applicable car rental product, for example, for One Day Car Rental - Standard and One Day Car Rental - Luxury.

NOTE:  If these products do not exist in your database, then you need to create them and make them available to Siebel Loyalty. For more information, see Defining Loyalty Products, Price Lists, and Catalogs.

Creating Promotion-Specific Attributes

Create two promotion-specific attributes, where one attribute tracks the purchases from each company.

To create the promotion-specific attributes

1. Click the Promotion Specific Attributes view tab.
2. Add a new record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	Number of DEN-SFO Flights
   Active	Y
   Field	Number 1
   Data Type	Number

3. Add another new record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	Number of Speedy Car Rentals
   Active	Y
   Field	Number 2
   Data Type	Number

Creating Rules to Update the Promotion-Specific Attributes

You must create rules to update both of these promotion-specific attribute when a member makes the applicable purchases.

To create rules that update the promotion-specific attributes

1. Click the Rules view tab.
2. In the Rules list, add a new record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Sequence	2
   Name	Update Number of DEN-SFO promo-spec attribute
   Apply To	Transactions

3. Click the rule's Name field hyperlink.
4. In the Criteria list, add a new record, and complete the necessary fields shown in the following table.

   Field	Value
   Sequence	1
   Name	Partner is Indigo Airways
   Type of Comparison	Compare to Values

5. In the Compare to Values detail form, enter the values shown in the following table.

   Field	Value
   Object	Transaction
   Attribute	Partner
   Condition	Equals

6. In the Values list below the Compare to Values Detail form, add a new record and enter the value shown in the following table.

   Field	Value
   Value	Indigo Airways

7. Click the Actions view tab.
8. Add a new Action record, and complete the necessary fields in the Action list and Detail form, shown in the following table.

   Field	Value
   Sequence	1
   Name	Update Number of DEN-SFO flights promo-spec attribute
   Type	Update Attribute
   Update this attribute: Object	Promotion
   Update this attribute: Attribute	Number of DEN-SFO Flights
   Action	Add
   Value	1

9. In the Rules list, add another new record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Sequence	2
   Name	Update Number of Speedy Rentals promo-spec attribute
   Apply To	Transactions

10. Click the rule's Name field hyperlink.
11. In the Criteria list, add a new record, and complete the necessary fields shown in the following table.

    Field	Value
    Sequence	1
    Name	Partner is Speedy Car Rental
    Type of Comparison	Compare to Values

12. In the Compare to Values detail form, enter the values shown in the following table.

    Field	Value
    Object	Transaction
    Attribute	Partner
    Condition	Equals

13. In the Values list below the Compare to Values Detail form, add a new record and select the product used in this promotion, as shown in the following table.

    Field	Value
    Value	Speedy Car Rentals

14. Click the Actions view tab.
15. Add a new Action record, and complete the necessary fields in the Action list and Detail form, shown in the following table.

    Field	Value
    Sequence	1
    Name	Update Number of Speedy Car Rentals promo-spec attribute
    Type	Update Attribute
    Update this attribute: Object	Promotion
    Update this attribute: Attribute	Number of Speedy Car Rentals
    Action	Add
    Value	1

Creating a Rule to Give the Member a Bonus

Next, you must create a rule that gives the member the bonus when the member has completed the required number of purchases from both companies.

The requirement for this rule is that both the member's promotion-specific attributes are equal to or greater than the required amounts. Use Greater Than rather than Equal To, because it might have more than the required value for one attribute before reaching the required value for the other.

To create a rule that gives members a bonus

1. Click the Rules view tab.
2. In the Rules list, add a new record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	Fly 2 Times, rent 3 days, get 5,000 Reg NQ points
   Apply To	Attributes

3. Click the rule's Name field hyperlink.
4. In the Criteria list, add a new record, and complete the necessary fields shown in the following table.

   Field	Value
   Sequence	2
   Name	Number of Speedy car rental days greater than or equal to 3
   Type of Comparison	Compare to Values

5. In the Compare to Values Detail form, complete the necessary fields shown in the following table.

   Field	Value
   Object	Promotion
   Attribute	Number of Speedy Car Rentals
   Condition	Is Greater Than

6. In the Values list below the Compare to Values Detail form, add a new record and select the product that you created for this promotion, as shown in the following table.

   Field	Value
   Value	2

7. In the Criteria list, add another new record, and complete the necessary fields shown in the following table.

   Field	Value
   Sequence	1
   Name	Number of DEN-SFO flights greater than or equal to 2
   Type of Comparison	Compare to Values

8. In the Compare to Values Detail form, complete the necessary fields shown in the following table.

   Field	Value
   Object	Promotion
   Attribute	Number of DEN-SFO Flights
   Condition	Is Greater Than

9. In the Values list below the Compare to Values Detail form, add a new record and select the product that you created for this promotion, as shown in the following table.

   Field	Value
   Value	1

10. Click the Actions view tab.
11. Add a new Action record, and complete the necessary fields in the Action list and Detail form, shown in the following table.

    Field	Value
    Sequence	1
    Name	Give 5,000 Reg NQ points
    Type	Assign Points
    Point Type	Regular
    Value	5000

Activating the Promotion

Now that you have set up this promotion, you can activate it.

To activate the promotion

1. In the Promotions list, select this promotion.
2. Click Activate.

   The promotion is active during the period between the start date and the end date. Members receive the bonus points for making the required purchases.