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

Example of Creating an Order-Level Accrual Promotion

An order-level accrual promotion gives a member points depending on the number of successfully processed transactions from an order. In this example, the member receives 500 points with the purchase of two pairs of jeans and three shirts in one order. It 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	Order Level - Accrual
   Order Flag	Yes
   Apply To	Accrual-Product
   Product Inclusion	Include Products

Creating Promotion-Specific Attributes

Create two promotion-specific attributes, where one attribute tracks the number of jeans and shirts purchased.

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 Jeans
   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 Shirts
   Active	Y
   Field	Number 2
   Data Type	Number

Creating Rules to Check the Number of Jeans and Shirts Purchased

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

To create rules to check the number of jeans and shirts purchased

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	1
   Name	Check Jeans Purchased
   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	Transaction
   Attribute	Product Name
   Condition	Equals

6. In the Values list below the Compare to Values Detail form, add a new record and select the Jeans product.
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 Jeans Purchased
   Type	Update Attribute
   Update this attribute: Object	Promotion
   Update this attribute: Attribute	Number of Jeans
   Update this attribute: Action	Add
   With this attribute: Object	Transaction
   With this attribute: Attribute	Order Quantity

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	Check Shirts Purchased
   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	Enter the Name
    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	Product Name
    Condition	Equals

13. In the Values list below the Compare to Values Detail form, add a new record and select the Shirts product.
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 Shirts Purchased
    Type	Update Attribute
    Update this attribute: Object	Promotion
    Update this attribute: Attribute	Number of Shirts
    Update this attribute: Action	Add
    With this attribute: Object	Transaction
    With this attribute: Attribute	Order Quantity

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

    Field	Value
    Sequence	3
    Name	Apply Bonus for the Purchase
    Apply To	Attribute

17. Click the rule's Name field hyperlink.
18. 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

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

    Field	Value
    Object	Promotion
    Attribute	Number of jeans
    Condition	Is Greater Than

20. 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	2

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

    Field	Value
    Sequence	2
    Name	Enter the Name
    Type of Comparison	Compare to Values

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

    Field	Value
    Object	Promotion
    Attribute	Number of shirts
    Condition	Is Greater Than

23. 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	3

24. Click the Actions view tab.
25. 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	Assign Points
    Type	Assign Points
    Point Type	Use from Transaction
    Object	Transaction
    Value	500

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.