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

Example of Creating a Social Rewards Promotion

A social rewards promotion is one type of action-based bonus promotion. A social rewards promotion rewards members for actions they perform on social networks, for example, when a member performs Like, Share, or Tweet actions about a product, promotion or brand, they are rewarded 100 social reward points.

When creating promotions that reward customers for social actions, two options are available:

• You can create the actions that are to be rewarded as products, for example you can create a product named Like or Tweet. You can then associate the product to the promotion. In this case, the member is rewarded for all their social actions of a particular type (Likes, or Tweets), regardless of the item the action refers to.
• Alternatively, you can create a promotion that rewards members who Like or Tweet about a specific product. In this case, the promotion can be associated with a specific product, and the action specified for the promotion is Like or Tweet. This is the option implemented in this example.

This example shows how to create a promotion for an airline Loyalty program that rewards members who perform Tweet, Like, or Share actions on social networks for an Early Bird flight product.

The example in this topic assumes that you have already set up a loyalty program, and that the Early Bird flight product exists in your database, and has been made available to Siebel Loyalty. The Early Bird flight product must have a part number that is equal to Social Reward. For more information about defining Loyalty products, see Defining Loyalty Products, Price Lists, and Catalogs.

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 social rewards 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	Social Rewards
   Always Apply	Yes
   Apply To	Accrual - Product

Specifying the Product for the Promotion

Now, you must associate this promotion with the Early Bird 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	Early Bird
   Part Number (#)	Social Reward

Creating the Promotion-Specific Attribute

Create a transaction attribute to track social actions performed by members.

On the Loyalty Program Administration screen, click the Program Level Attributes tab, then the Transaction Attributes view tab.

To create the promotion-specific attribute

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	Social Action Type
   Active	Y
   Field	Social Action Type
   Read Only	Yes
   Data Type	String
   Pick List	LOY Social Action Type Picklist

Creating a Rule for the Social Rewards Promotion

Next, you must create a rule for the social rewards promotion that gives members bonus points when they perform a Like or Tweet action or check-in their location.

To create a rule that gives customers a bonus for social actions

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	Check whether action is Like
   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	Check Reward Type is Like
   Type of Comparison	Compare to Values

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

   Field	Value
   Object	Transaction
   Attribute	Social Action Type
   Condition	Equals

6. In the Values list below the Compare to Values Detail form, enter the value shown in the following table.

   Field	Value
   Value	Like

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	Assign Bonus Points
   Type	Assign Points
   Point Type	Regular
   Value	100

9. Click the Actions view tab.
10. 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	2
    Name	Issue Voucher
    Type	Assign Voucher
    Voucher	500 Miles Domestic Upgrade
    Quantity	1

11. Click the Rules view tab.
12. Create a second rule for the promotion in the Rules list, and complete the necessary fields. Some fields are shown in the following table.

    Field	Value
    Sequence	2
    Name	Check whether action is Tweet
    Apply to	Transaction

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

    Field	Value
    Sequence	1
    Name	Check Reward Type is Tweet
    Type of Comparison	Compare to Values

15. In the Compare to Values Detail form, click New then complete the necessary fields shown in the following table.

    Field	Value
    Object	Transaction
    Attribute	Social Action Type
    Condition	Equals

16. In the Values list below the Compare to Values Detail form, add the value shown in the following table.

    Field	Value
    Value	Tweet

17. Click the Actions view tab.
18. 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 Bonus Points
    Type	Assign Points
    Point Type	Regular
    Value	100

19. Click the Actions view tab.
20. 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	2
    Name	Issue Voucher
    Type	Assign Voucher
    Voucher	500 Miles Domestic Upgrade
    Quantity	1

21. Create a third rule for the promotion in the Rules list, and complete the necessary fields. Some fields are shown in the following table.

    Field	Value
    Sequence	3
    Name	Check whether action is Share
    Apply to	Transactions

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

    Field	Value
    Sequence	1
    Name	Check Reward Type is Share
    Type of Comparison	Compare to Values

24. In the Compare to Values Detail form, click New then complete the necessary fields shown in the following table.

    Field	Value
    Object	Transaction
    Attribute	Social Action Type
    Condition	Equals

25. In the Values list below the Compare to Values Detail form, add the value shown in the following table.

    Field	Value
    Value	Share

26. Click the Actions view tab.
27. 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 Bonus Points
    Type	Assign Points
    Point Type	Regular
    Value	100

28. Click the Actions view tab.
29. 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	2
    Name	Issue Voucher
    Type	Assign Voucher
    Voucher	500 Miles Domestic Upgrade
    Quantity	1

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: Social Rewards.
2. In the Promotion form, click Activate.

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