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

Example of Creating a Reward-Referrals Promotion

A reward-referrals promotion rewards members for referring other individuals to a loyalty promotion on a social network. The member who receives the referral reward must be specified in the Referred By Member Id field at the time when the new member enrolls.

The reward referrals promotion implements the Reward Referrer action. When implemented in a promotion, the Reward Referrer action causes the Loyalty Engine to create a new transaction by copying the original enroll-member transaction. In the newly-created accrual transaction, the primary member ID of the transaction is replaced with the referral member ID. The transaction is then processed by the Loyalty Engine to reward the referrer.

The example promotion in this topic shows how to create a promotion that uses the Enroll to Promotion action and the Reward Referrer action to perform the following tasks:

• Enroll a member into a promotion, and assign a bonus to the member for enrolling
• Assign a referral bonus to the referrer if a referral member ID is included in the initial enroll transaction

This example assumes that you have already created the loyalty program.

NOTE:  The functionality described in this topic requires that you install Siebel CRM Release 8.1.1.10 or later, or 8.2.2.4 or later. For information, see the applicable Siebel Maintenance Release Guide on My Oracle Support.

Creating the Promotion Record

As the first step, you must create a promotion record for the reward referrals 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	Reward Referrals
   Always Apply	Yes
   Apply To	Promotion Enrollment
   Product Inclusion	All Products

Specifying the Product for the Promotion

Now, you must associate this promotion with the promotion enrollment product.

To specify the product 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	Promotion Enrollment
   Part Number (#)	Loyalty - Member Services

Creating the Attribute to Record if a Referral Member ID Exists

Create a transaction attribute to record whether or not a referral member ID exists in the record of the person being enrolled.

To create the attribute that records whether or not a referral member ID exists

1. On the Loyalty Program Administration screen, click the Program Level Attributes tab, then the Transaction Attributes view tab.
2. Add a new record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	Referred By Member ID
   Active	Yes
   Field	Referred By Member Id
   Read Only	Yes
   Data Type	String

Creating Rules to Reward Members for Referrals

Create a rule for this promotion to enroll the new member into the promotion and to reward the referring member if a referral member ID is provided.

To create rules that enroll new members and reward referring 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	1
   Name	Referral member ID does not exist
   Apply To	Transactions

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

   Field	Value
   Sequence	1
   Name	If Referred By Member ID is empty
   Type of Comparison	Compare to Object

5. In the Compare to Value Details form, enter the values shown in the following table.

   Field	Value
   Object	Transaction
   Attribute	Select the name of the transaction attribute that you have mapped to the Referred By Member Id field, in this example, Referred By Member ID.
   Condition	Is Empty

6. Click the Actions view tab.
7. 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	Enroll to Promotion
   Type	Promotion Enrollment

8. Add a new record to the Actions list, and enter the values in the following table.

   Field	Value
   Sequence	2
   Name	Update IC
   Type	Update Attribute

9. In the Update Attribute Action form, enter the values in the following table.

   Field	Value
   Update this attribute: Object	Member
   Update this attribute: Attribute	Incentive Choice - promotion_number where promotion_number is the row ID of the promotion for which the Incentive Choice is defined.
   Action	Set
   With this attribute: Object	Transaction
   With this attribute: Attribute	Promotion Incentive Choice

10. Click the Rules view tab.
11. Create the second rule for this promotion by adding a new record to the Rules list and entering the values shown in the following table.

    Field	Value
    Sequence	2
    Name	Referral member ID exists
    Apply To	Transactions

12. Click the rule's Name field hyperlink.
13. To create the first criterion, add a new record in the Criteria list, and complete the necessary fields as shown in the following table.

    Field	Value
    Sequence	2
    Name	If Referred By Member Id is not empty
    Type of Comparison	Compare to Object

14. In the Compare to Value Details form, enter the values shown in the following table.

    Field	Value
    Object	Transaction
    Attribute	Referred By Member ID
    Condition	Is Not Empty

15. Click the Actions view tab.
16. 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	Enroll to Promotion
    Type	Promotion Enrollment

17. Add a new record to the Actions list, and enter the values in the following table.

    Field	Value
    Sequence	2
    Name	Update IC
    Type	Update Attribute

18. In the Update Attribute Action form, enter the values in the following table.

    Field	Value
    Update this attribute: Object	Member
    Update this attribute: Attribute	Incentive Choice - promotion_number where promotion_number is the row ID of the promotion for which the Incentive Choice is defined.
    Action	Set
    With this attribute: Object	Transaction
    With this attribute: Attribute	Promotion Incentive Choice

19. Add a new record to the Actions list, and enter the values in the following table.

    Field	Value
    Sequence	3
    Name	Reward Referrer
    Type	Reward Referrer

Activating the Promotion

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

To activate the promotion

1. In the thread bar, click Promotion: Reward Referrals.
2. In the Promotion form, click Activate.

   The promotion is active during the period between the start date and the end date that you chose.