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

Example of Creating a Joint Accrual Promotion

A joint accrual promotion gives a member and corporate partners points for joint accruals. In a joint accrual promotion, the points are calculated using the distance table and base promotion or from product points. The points to be given to the individual member or corporate member are calculated using the Admin - Accrual promotion. The rules given below must also be part of the Admin - Accrual promotion.

For example, you might have two companies where one company needs to be given 50% of the distance flow to the corporate account and 50% to the individual member and the other company needs to accrue 40% to the corporate account and 60% to the individual. It is recommended that you take into account the corporate reference number while defining the rules for this promotion.

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 - Accrual
   Apply To	Accrual-Product
   Product Inclusion	Include Products

Creating Rules to Reward Individual and Corporate Members

If the accrual type for an account is both, then by default the corporate member gets the same number of points as the individual member.

However, if the corporate member needs to be rewarded in a different point type, or with a different number of points, then a separate promotion is required. The transaction for the individual member contains the corporate member number in the Corporate Member Reference field, and the individual member must have the same corporate member number mentioned in that individual member setup.

To create rules to reward individual and corporate members

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	Reward Corporate Member
   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	Enter the Name
   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	Member
   Attribute	Member Type
   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	Account

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. The action can be configured to give a different point percentage.

   Field	Value
   Sequence	1
   Name	Assign Points
   Type	Assign Points
   Point Type	Use from Transaction
   Object	Transaction
   Attribute	Transaction Points

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.