Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Programs > Process of Setting Up Loyalty Programs >
Creating Admin Promotions
When you create a new program, you must create admin promotions to assign the points that are calculated by the base promotion to perform the basic processing for the program, such as:
- Adding points to members' balances when they perform accrual transactions.
- Subtracting points from members' balances when they perform redemption transactions.
- Updating vouchers when members perform transactions that use vouchers.
These admin promotions apply to every transaction of every member of the program. You must not make them visible to members as promotions. The admin promotions perform processing in the background. You must create a transaction attribute, which is used by the admin promotion that processes the cancellations. Then you must create and activate the admin promotions. This task is a step in Process of Setting Up Loyalty Programs. Perform the following tasks:
Creating the Transfer Member Id Transaction Attribute
Use this procedure to create the attribute. To create the Transfer Member Id transaction attribute
- Navigate to Administration - Data screen, List of Values view.
- Add an LOV value record with field values as shown in the following table.
|
|
Type |
LOY_ATTRIB_FIELDS_TXN |
Display Value |
Transfer Member Id |
Parent LIC |
Transfer Member Id |
Order |
19 |
Translate |
False |
For information about adding an LOV value, see the chapter on working with lists of values in Siebel Applications Administration Guide.
- Navigate to the Loyalty Program Administration screen.
- Select the program for which you want to create the admin promotions and clear the program's Active check box.
- Click the hyperlink in the Program Id field.
- Click the Program Level Attributes view tab and click Transaction Attributes on the link bar.
- Create a new transaction attribute record with field values as shown in the following table.
|
|
Name |
Transfer Member Id |
Field |
Transfer Member Id |
Active |
Selected |
- In the loyalty program form in the upper part of the screen, select the program's Active check box and click Update Cache.
Creating the Admin - Accruals Promotion
Use this procedure to create the promotion. To create the Admin - Accruals promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Accruals. |
Always Apply |
Y. |
Apply To |
Accrual-Product. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Point Limit Type |
Unlimited. |
Promotion Start |
Enter one day before today's date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Points |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Points |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Points |
Condition |
Is Greater Than |
- Add a new record to the Values list and enter 0 in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1. |
Name |
Give Points. |
Type |
Assign Points. |
Use From Transaction |
Y. |
Point Type |
Enter the point type given. |
Qualifying |
If the points are qualifying, then select the check box. |
Point Sub Type |
Enter The point subtype given. |
Object |
Transaction. |
Attribute |
Transaction Points. |
Creating the Admin - Cancellation Promotion
Use this procedure to create the promotion. To create the Admin - Cancellation promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Cancellation. |
Always Apply |
Y. |
Apply To |
Cancellation. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Point Limit Type |
Unlimited. |
Promotion Start |
Enter one day before today's date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create a rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Invoke Cancel Action |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Invoke Cancel |
Type |
Cancel Transaction |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
CancelTxnAttributes |
Type |
Invoke Custom Action |
Method |
CancelTxnAttributes |
- Add another new record to the Actions list, and enter the values in the following table.
NOTE: This step is required if your loyalty program receives retroactive transactions.
|
|
Sequence |
3 |
Name |
RTC Manual |
Type |
RTC Manual |
Creating the Admin - Gift Promotion
Use this procedure to create the promotion. To create the Admin - Gift promotion
- Navigate to the Loyalty Promotions Administration screen.
- Copy the Admin - Accruals promotion created in the earlier procedure.
- In the new Loyalty Promotions record, change the following values from the values in the
Admin - Accruals promotion.
|
|
Name |
Admin - Gift |
Apply To |
Accrual-Gift |
Leave all other field values the same as in the Admin - Accruals promotion record.
When you copy the Admin - Accruals promotion, Siebel Loyalty also copies its associated Rule. In the Rule copy, leave all values the same.
Creating the Admin - Loan Promotion
Use this procedure to create the promotion. To create the Admin - Loan promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Loan. |
Always Apply |
Y. |
Apply To |
Loan. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Promotion Start |
Enter one day before today's date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion, which assigns points when the loan is made:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Loan |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Loan |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Sub Type |
Condition |
Equals |
- Add a new record to the Values list and enter Loan in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Loan |
Type |
Assign Points |
Use From Transaction |
Y |
Object |
Transaction |
Attribute |
Transaction Points |
- Create the second rule for this promotion, which redeems points when the loan is repaid:
- In the thread bar, click Promotion:Admin - Loan.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Loan Repayment |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Loan Repayment |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Sub Type |
Condition |
Equals |
- Add a new record to the Values list and enter Loan Repayment in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Loan Repayment |
Type |
Redeem Points |
Use From Transaction |
Y |
Object |
Transaction |
Attribute |
Transaction Points |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
SetLoanBalance |
Type |
Invoke Custom Action |
Method |
SetLoanBalance |
Creating the Admin - Point Transfer Promotion
Use this procedure to create the promotion. To create the Admin - Point Transfer promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Point Transfer. |
Always Apply |
Y. |
Apply To |
Point Transfer. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Promotion Start |
Enter one day before today's date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Points Transfer |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Points |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Points |
Condition |
Is Greater Than |
- Add a new record to the Values list and enter 0 (zero) in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Check Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Type |
Condition |
Equals |
- Add a new record to the Values list and enter Redemption in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Redeem Points |
Type |
Redeem Points |
Use from Transaction |
Y |
Object |
Transaction Points |
Attribute |
Transaction Points |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Create an Accrual Txn |
Type |
Invoke Custom Action |
Method |
PointTransfer |
- Create the second rule for this promotion:
- In the thread bar, click Promotion:Admin - Point Transfer.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Assign Points |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Points |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Points |
Condition |
Is Greater Than |
- Add a new record to the Values list and enter 0 (zero) in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Check Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Type |
Condition |
Equals |
- Add a new record to the Values list and enter Accrual in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Assign Points |
Type |
Assign Points |
Use From Transaction |
Y |
Object |
Transaction |
Attribute |
Transaction Points |
Creating the Admin - Redemptions Promotion
Use this procedure to create the promotion. To create the Admin - Redemptions promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Redemption. |
Always Apply |
Y. |
Apply To |
Redemption-Product. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Product Limit Type |
Unlimited. |
Promotion Start |
Enter one day before today's date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Points |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Points |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Points |
Condition |
Is Greater Than |
- Add a new record to the Values list and enter 0 in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Redeem the Points |
Type |
Redeem Points |
Use From Transaction |
Y |
Object |
Transaction |
Attribute |
Transaction Points |
Creating the Admin - Voucher Promotion
Use this procedure to create the promotion. To create the Admin - Voucher promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Voucher. |
Always Apply |
Y. |
Apply To |
Voucher. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Promotion Start |
Enter one day before today's date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Debit Voucher |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Debit Voucher Transaction |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Sub Type |
Condition |
Does Not Equal |
- Add a new record to the Values list and enter Cancellation in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Voucher Status |
Type |
Invoke Custom Transaction |
Method |
DebitVoucher |
- Create the second rule for this promotion:
- In the thread bar, click Promotion:Admin - Voucher.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Cancel Redeemed Voucher |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Cancel Voucher Transaction |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Sub Type |
Condition |
Equals |
- Add a new record to the Values list and enter Cancellation in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Cancel Redeemed Voucher |
Type |
Invoke Custom Transaction |
Method |
CancelRedeemedVoucher |
Creating the Admin - Points Purchase Promotion
Use this procedure to create the promotion. To create the Admin - Points Purchase promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Points Purchase. |
Always Apply |
Y. |
Apply To |
Point Purchase. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Promotion Start |
Enter one day before today's date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Override Payment & Payment Mode are PAY |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Override Flag |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter "Y" in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Pay |
Type |
Update Attribute |
Object |
Transaction |
Attribute |
Transaction Amount |
- Add another record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Purchase Points |
Type |
Invoke Custom Action |
Method |
PurchasePoints |
- Create the second rule for this promotion:
- In the thread bar, click Promotion:Admin - Points Purchase.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Payment Mode is PAY |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Pay in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Pay |
Type |
Update Attribute |
Object |
Transaction |
Attribute |
Transaction Amount |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Purchase Points |
Type |
Invoke Custom Transaction |
Method |
PurchasePoints |
Creating the Admin - Transfer Points Promotion
Use this procedure to create the promotion. To create the Admin - Transfer Points promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Transfer Points. |
Always Apply |
Y. |
Apply To |
Transfer Points. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Promotion Start |
Enter the promotion start date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Override Payment & Payment Mode are PAY |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Overide Flag |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Overide Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter "Y" in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Pay |
Type |
Update Attribute |
Object |
Transaction |
Attribute |
Transaction Amount |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Transfer Points |
Type |
Invoke Custom Action |
Method |
TransferPoints |
- Create the second rule for this promotion:
- In the thread bar, click Promotion:Admin - Transfer Points.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Payment Mode is PAY |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Pay in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Pay |
Type |
Update Attribute |
Object |
Transaction |
Attribute |
Transaction Amount |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Transfer Points |
Type |
Invoke Custom Action |
Method |
TransferPoints |
Creating the Admin - Gift Points Promotion
Use this procedure to create the promotion. To create the Admin - Gift Points promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Gift Points. |
Always Apply |
Y. |
Apply To |
Gift Points. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Promotion Start |
Enter the promotion start date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Pay without OV-Points 1-500 |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
OV N |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Overide Price Flag |
Condition |
Equals |
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Payment Mode is Pay |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Pay in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Compare points Range -Min |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Points |
Condition |
Is Greater Than or Equal To |
- Add a new record to the Values list and enter 1 in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
4 |
Name |
Compare points Range-Max |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Points |
Condition |
Is Less Than or Equal To |
- Add a new record to the Values list and enter 500 in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Amount |
Type |
Update Attribute |
Update this attribute: Object |
Transaction |
Update this attribute: Attribute |
Amount |
Update this attribute: Action |
Set |
With this attribute: Object |
Transaction |
With this attribute: Attribute |
Amount |
And/or this value: Operator |
Multiply |
And/or this value: Value |
.5 |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Gift Points Action Type |
Type |
Invoke Custom Action |
Method |
GiftPoints |
- Create the second rule for this promotion:
- In the thread bar, click Promotion:Admin - Gift Points.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Pay With OV |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
OV N |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter Y in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Payment Mode is Pay |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Pay in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Amount |
Type |
Update Attribute |
Update this attribute: Object |
Transaction |
Update this attribute: Attribute |
Amount |
Update this attribute: Action |
Set |
With this attribute: Object |
Transaction |
With this attribute: Attribute |
Amount |
And/or this value: Operator |
Multiply |
And/or this value: Value |
1 |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Gift Points Action Type |
Type |
Invoke Custom Action |
Method |
GiftPoints |
- Create the third rule for this promotion:
- In the thread bar, click Promotion:Admin - Gift Points.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Pay without OV-Base Member |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
OV N |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter N in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Payment Mode is Pay |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Pay in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Member Tier |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Member |
Attribute |
HM Tier Class 1 |
Condition |
Equals |
- Add a new record to the Values list and enter Base in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Amount |
Type |
Update Attribute |
Update this attribute: Object |
Transaction |
Update this attribute: Attribute |
Amount |
Update this attribute: Action |
Set |
With this attribute: Object |
Transaction |
With this attribute: Attribute |
Amount |
And/or this value: Operator |
Multiply |
And/or this value: Value |
1 |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Gift Points Action Type |
Type |
Invoke Custom Action |
Method |
GiftPoints |
Creating the Admin - Availment Promotion
Use this procedure to create the promotion. To create the Admin - Availment promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Availment. |
Always Apply |
Y. |
Apply To |
Redemption-Availment. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Promotion Start |
Promotion start date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Avail Voucher |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Avail Voucher |
Type |
Invoke Custom Action |
Method |
AvailVoucher |
Creating the Admin - Voucher Reissue Promotion
Use this procedure to create the promotion. To create the Admin - Voucher Reissue promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Voucher Reissue. |
Always Apply |
Y. |
Apply To |
Voucher Reissue. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Promotion Start |
Enter the promotion start date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Override Price Case |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Override Flag |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter "Y" in the Value field.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Check Transaction Points |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Points |
Condition |
Is Greater Than |
- Add a new record to the Values list and enter 0 (zero) in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Redeem Points |
Type |
Redeem Points |
Object |
Transaction |
Attribute |
Transaction Points |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Reissue Voucher |
Type |
Invoke Custom Action |
Method |
ReissueVoucher |
- Create the second rule for this promotion:
- In the thread bar, click Promotion:Admin - Voucher Reissue.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Check Points and Reissue Voucher |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Transaction Points |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Points |
Condition |
Is Greater Than |
- Add a new record to the Values list and enter 0 (zero) in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Redeem Points |
Type |
Redeem Points |
Point Type |
Use From Transaction |
Object |
Transaction |
Attribute |
Transaction Points |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Reissue Voucher |
Type |
Invoke Custom Action |
Method |
ReissueVoucher |
- Create the third rule for this promotion:
- In the thread bar, click Promotion:Admin - Voucher Reissue.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Reissue Voucher |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Reissue Voucher |
Type |
Invoke Custom Action |
Method |
ReissueVoucher |
Creating the Admin - Bonus Promotion
Use this procedure to create the promotion. To create the Admin - Bonus promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Bonus. |
Always Apply |
Y. |
Apply To |
Accrual Bonus. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Promotion Start |
Enter the promotion start date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Assign Points |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Product |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Product Name |
Condition |
Equals |
- Add a new record to the Values list and enter Product ID in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Assign Point |
Type |
Assign Points |
Point Type |
Use from Transaction |
Object |
Transaction |
Attribute |
Transaction Points |
Creating the Admin - Lounge Purchase Promotion
Use this procedure to create the promotion. To create the Admin - Lounge Purchase promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Lounge Purchase. |
Always Apply |
Y. |
Apply To |
Lounge Purchase. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Promotion Start |
Enter the promotion start date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Override Payment and Payment Mode are PAY |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Overide Flag |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter Y in the Value field.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Check Payment Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Pay in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Pay |
Type |
Update Attribute |
Object |
Transaction |
Attribute |
Transaction Amount |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Lounge Purchase |
Type |
Invoke Custom Action |
Method |
LoungePurchase |
- Create the second rule for this promotion:
- In the thread bar, click Promotion:Admin - Lounge Purchase.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Override Payment and Payment Mode are Points |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Overide Flag |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter Y in the Value field.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Check Payment Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Points in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Points |
Type |
Redeem Points |
Object |
Transaction |
Attribute |
Transaction Points |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Lounge Purchase |
Type |
Invoke Custom Action |
Method |
LoungePurchase |
- Create the third rule for this promotion:
- In the thread bar, click Promotion:Admin - Lounge Purchase.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Override Payment and Payment Mode are POINTS plus PAY |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Override Flag |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter Y in the Value field.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Check Payment Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Points_Pay in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Update Pay |
Type |
Update Attribute |
Object |
Transaction |
Attribute |
Transaction Amount |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Lounge Purchase |
Type |
Invoke Custom Action |
Method |
LoungePurchase |
- Create the fourth rule for this promotion:
- In the thread bar, click Promotion:Admin - Lounge Purchase.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
4 |
Name |
Payment Mode is PAY |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter PAY in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Pay |
Type |
Update Attribute |
Object |
Transaction |
Attribute |
Transaction Amount |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Lounge Purchase |
Type |
Invoke Custom Action |
Method |
LoungePurchase |
- Create the fifth rule for this promotion:
- In the thread bar, click Promotion:Admin - Lounge Purchase.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
5 |
Name |
Payment Mode is POINTS |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Points in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Points |
Type |
Redeem Points |
Object |
Transaction |
Attribute |
Transaction Points |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Lounge Purchase |
Type |
Invoke Custom Action |
Method |
LoungePurchase |
- Create the sixth rule for this promotion:
- In the thread bar, click Promotion:Admin - Lounge Purchase.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
6 |
Name |
Payment Mode are POINTS plus PAY |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Points_Pay in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Points |
Type |
Redeem Points |
Object |
Transaction |
Attribute |
Transaction Points |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Update Pay |
Type |
Update Attribute |
Object |
Transaction |
Attribute |
Transaction Amount |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Lounge Purchase |
Type |
Invoke Custom Action |
Method |
LoungePurchase |
Creating the Admin - Membership Renewal Promotion
Use this procedure to create the promotion. To create the Admin - Membership Renewal promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Membership Renewal. |
Always Apply |
Y. |
Apply To |
Membership Renewal. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Promotion Start |
Enter the promotion start date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Overide Payment and Payment Mode are PAY |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Override Flag |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Overide Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter Y in the Value field.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Pay in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Pay |
Type |
Update Attribute |
Object |
Transaction |
Attribute |
Transaction Amount |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Membership Renewal |
Type |
Invoke Custom Action |
Method |
RenewMember |
- Create the second rule for this promotion:
- In the thread bar, click Promotion:Admin - Membership Renewal.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Override Payment and Payment Mode are POINTS |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Override Flag |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter Y in the Value field.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Check Payment Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Points in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Points |
Object |
Transaction |
Attribute |
Transaction Points |
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Membership Renewal |
Type |
Invoke Custom Action |
Method |
RenewMember |
- Create the third rule for this promotion:
- In the thread bar, click Promotion:Admin - Membership Renewal.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Override Payment and Payment Mode are POINTS plus PAY |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Override Flag |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter Y in the Value field.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Check Payment Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Points_Pay in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Points |
Type |
Redeem Points |
Object |
Transaction |
Attribute |
Transaction Points |
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Update Pay |
Type |
Update Attribute |
Object |
Transaction |
Attribute |
Transaction Amount |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Membership Renewal |
Type |
Invoke Custom Action |
Method |
RenewMember |
- Create the fourth rule for this promotion:
- In the thread bar, click Promotion:Admin - Membership Renewal.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
4 |
Name |
Payment Mode is PAY |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Pay in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Pay |
Type |
Update Attribute |
Object |
Transaction |
Attribute |
Transaction Amount |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Membership Renewal |
Type |
Invoke Custom Action |
Method |
RenewMember |
- Create the fifth rule for this promotion:
- In the thread bar, click Promotion:Admin - Membership Renewal.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
5 |
Name |
Payment Mode is POINTS |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Points in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Points |
Type |
Redeem Points |
Object |
Transaction |
Attribute |
Transaction Points |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Membership Renewal |
Type |
Invoke Custom Action |
Method |
RenewMember |
- Create the sixth rule for this promotion:
- In the thread bar, click Promotion:Admin - Membership Renewal.
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
6 |
Name |
Payment Mode is POINTS plus PAY |
Rule Applies To |
Transactions |
- Click the new rule's Name hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Points_Pay in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Points |
Type |
Redeem Points |
Object |
Transaction |
Attribute |
Transaction Points |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Update Pay |
Type |
Update Attribute |
Object |
Transaction |
Attribute |
Transaction Amount |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Membership Renewal |
Type |
Invoke Custom Action |
Method |
RenewMember |
Creating the Admin - Member Enrollment Promotion
This promotion allows members to enroll in programs. Use this procedure to create the promotion. To create the Admin - Enrollment promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Enrollment. |
Always Apply |
Y. |
Apply To |
Enrollment. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Promotion Start |
Enter the promotion start date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Payment Mode is PAY |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment Type |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Pay in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Pay |
Type |
Update Attribute |
Object |
Transaction Amount |
Creating the Admin - Manual Credit Promotion
Use this procedure to create the promotion. To create the Admin - Manual Credit promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Manual Credit. |
Always Apply |
Y. |
Apply To |
Manual Credit. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Promotion Start |
Enter the promotion start date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Enter the name of the rule. |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Give Points |
Type |
Assign Points |
Point Type |
Use from Transaction |
Object |
Transaction |
Attribute |
Transaction Points |
Creating the Admin - Manual Debit Promotion
Use this procedure to create the promotion. To create the Admin - Manual Debit promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Admin - Manual Debit. |
Always Apply |
Y. |
Apply To |
Manual Debit. |
Admin |
Select the Admin check box. |
Program |
Enter the name of the program. |
Partner |
Enter the partners for the program. |
Product Inclusion |
All Products. |
Promotion Start |
Enter the promotion start date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Enter the name of the rule. |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Redeem Points |
Type |
Redeem Points |
Point Type |
Use from Transaction |
Object |
Transaction |
Attribute |
Transaction Points |
Creating the Admin - Promotion Enrollment Promotion
Use this procedure to create the promotion. To create the Admin - Promotion Enrollment promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Promotion Enrollment. |
Always Apply |
N. |
Apply To |
Promotion Enrollment. |
Admin |
Select this checkbox. |
Program |
Enter the name of the program. |
Partner |
Enter the name of the partner. |
Product Inclusion |
All Products. |
Point Limit Type |
Unlimited. |
Promotion Start |
Enter one day before today's date. |
Promotion End |
Leave this field blank, because you do not want the admin promotion to expire. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Override Payment & Payment Mode are Pay for (include Promotion name here) |
Apply To |
Transactions |
- Click the Criteria view tab.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment Mode |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Pay in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Check Override Price Flag |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter Y in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Enroll Promotion |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Enrolled Promotion Id |
Condition |
Equals |
- Add a new record to the Values list and enter the enrolled promotion Id in the Value field.
NOTE: You can display the enrolled promotion Id by pressing Ctrl-Alt-K while highlighting the promotion in Promotions view.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Amount. |
Type |
Update Attribute. |
Update this attribute: Object |
Transaction. |
Update this attribute: Attribute |
Amount. |
Update this attribute: Action |
Set. |
With this attribute: Object |
Transaction. |
With this attribute: Attribute |
Amount. |
And/Or this value |
Leave this section blank. |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Enroll to Promotion |
Type |
Promotion Enrollment |
NOTE: No additional detail is needed for this action.
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Update Incentive choice. |
Type |
Update Attribute. |
Update this attribute: Object |
Member. |
Update this attribute: Attribute |
Select the Member attribute for the incentive choice. There are as many member attributes for incentive choices as the number of promotions that require enrollment. You must select the Member attribute for the incentive choice that contains the promotion number for the current promotion. |
Update this attribute: Action |
Set. |
With this attribute: Object |
Transaction. |
With this attribute: Attribute |
Select the Transaction attribute for the Promotion Incentive Choice. |
And/Or this value |
Leave this section blank. |
- Click the Rules view tab.
- Create the second rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Override payment & Payment mode are Points |
Apply To |
Transactions |
- Click the Criteria view tab.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment mode |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Points in the Value field.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Check Override Flag |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter Y in the Value field.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Enroll Promotion |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Enrolled Promotion Id |
Condition |
Equals |
- Add a new record to the Values list and enter the enrolled promotion Id in the Value field.
- Click the Actions view tab.
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Enroll to Promotion |
Type |
Promotion Enrollment |
NOTE: No additional detail is needed for this action.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Redeem Points. |
Type |
Redeem Points. |
Point Type: Use From Transaction |
Select this checkbox. |
Point Type: Point Type |
Leave this field blank. |
From this attribute: Object |
Transaction. |
From this attribute: Attribute |
Transaction Points. |
And/Or this value |
Leave this section blank. |
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Update Incentive Choice. |
Type |
Update Attribute. |
Update this Attribute: Object |
Member. |
Update this attribute: Attribute |
Select the Member attribute for the incentive choice. There are as many member attributes for incentive choices as the number of promotions that require enrollment. You must select the Member attribute for the incentive choice that contains the promotion number for the current promotion. |
Update this attribute: Action |
Set. |
With this attribute: Object |
Transaction. |
With this attribute: Attribute |
Select the Transaction attribute for the Promotion Incentive Choice. |
And/Or this value |
Leave this section blank. |
- Click the Rules view tab.
- Create the third rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Override payment & Payment mode are Points plus Pay |
Apply To |
Transactions |
- Click the Criteria view tab.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment Mode |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Points plus (+) Pay in the Value field.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Check Override Flag |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter Y in the Value field.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Enroll Promotion |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Enrolled Promotion Id |
Condition |
Equals |
- Add a new record to the Values list and enter the enrolled promotion Id in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Amount. |
Type |
Update Attribute. |
Update this attribute: Object |
Transaction. |
Update this attribute: Attribute |
Amount. |
Update this attribute: Action |
Set. |
With this attribute: Object |
Transaction. |
With this attribute: Attribute |
Amount. |
And/Or this value |
Leave this section blank. |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Enroll to Promotion |
Type |
Promotion Enrollment |
NOTE: No additional detail is needed for this action.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Redeem Points. |
Type |
Redeem Points. |
Point Type: Use From Transaction |
Select this checkbox. |
Point Type: Point Type |
Leave this field blank. |
From this attribute: Object |
Transaction. |
From this attribute: Attribute |
Transaction Points. |
And/Or this value |
Leave this section blank. |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
4. |
Name |
Update Incentive choice. |
Type |
Update Attribute. |
Update this attribute: Object |
Member. |
Update this attribute: Attribute |
Select the Member attribute for the incentive choice. There are as many member attributes for incentive choices as the number of promotions that require enrollment. You must select the Member attribute for the incentive choice that contains the promotion number for the current promotion. |
Update this attribute: Action |
Set. |
With this attribute: Object |
Transaction. |
With this attribute: Attribute |
Select the Transaction attribute for the Promotion Incentive Choice. |
And/Or this value |
Leave this section blank. |
- Click the Rules view tab.
- Create the fourth rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
4 |
Name |
Payment Mode is Pay |
Apply To |
Transactions |
- Click the Criteria view tab.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment Mode |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Pay in the Value field.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
No override |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter N in the Value field.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Enroll Promotion |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Enrolled Promotion Id |
Condition |
Equals |
- Add a new record to the Values list and enter the enrolled promotion Id in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1. |
Name |
Update Amount. |
Type |
Update Attribute. |
Update this attribute: Object |
Transaction. |
Update this attribute: Attribute |
Amount. |
Update this attribute: Action |
Set. |
With this attribute: Object |
Transaction. |
With this attribute: Attribute |
Amount. |
And/Or this value |
Leave this section blank. |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Enroll to Promotion |
Type |
Promotion Enrollment |
NOTE: No additional detail is needed for this action.
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
3. |
Name |
Update Incentive Choice. |
Type |
Update Attribute. |
Update this attribute: Object |
Member. |
Update this attribute: Attribute |
Select the Member attribute for the incentive choice. There are as many member attributes for incentive choices as the number of promotions that require enrollment. You must select the Member attribute for the incentive choice that contains the promotion number for the current promotion. |
Update this attribute: Action |
Set. |
With this attribute: Object |
Transaction. |
With this attribute: Attribute |
Select the Transaction attribute for the Promotion Incentive Choice. |
And/Or this value |
Leave this section blank. |
- Click the Rules view tab.
- Create the fifth rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
5 |
Name |
Payment mode is Points |
Apply To |
Transactions |
- Click the Criteria view tab.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment mode |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Points in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
No Override |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter N in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Enroll Promotion |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Enrolled Promotion Id |
Condition |
Equals |
- Add a new record to the Values list and enter the enrolled promotion Id in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Enroll to Promotion |
Type |
Promotion Enrollment |
NOTE: No additional detail is needed for this action.
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2. |
Name |
Redeem Points. |
Type |
Redeem Points. |
Point Type: Use From Transaction |
Select this checkbox. |
Point Type: Point Type |
Leave this field blank. |
From this attribute: Object |
Transaction. |
From this attribute: Attribute |
Transaction Points. |
And/Or this value: Value |
Leave this section blank. |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
3. |
Name |
Update Incentive Choice. |
Type |
Update Attribute. |
Update this attribute: Object |
Member. |
Update this attribute: Attribute |
Select the Member attribute for the incentive choice. There are as many member attributes for incentive choices as the number of promotions that require enrollment. You must select the Member attribute for the incentive choice that contains the promotion number for the current promotion. |
Update this attribute: Action |
Set. |
With this attribute: Object |
Transaction. |
With this attribute: Attribute |
Select the Transaction attribute for the Promotion Incentive Choice. |
And/Or this value |
Leave this section blank. |
- Click the Rules view tab.
- Create the sixth rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
6 |
Name |
Payment mode is Points plus Pay |
Apply To |
Transactions |
- Click the Criteria view tab.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Check Payment Mode |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Payment Type Code |
Condition |
Equals |
- Add a new record to the Values list and enter Points plus (+) Pay in the Value field.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
No override |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter N in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
3 |
Name |
Enroll Promotion |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Enrolled Promotion Id |
Condition |
Equals |
- Add a new record to the Values list and enter the enrolled promotion Id in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1. |
Name |
Update Amount. |
Type |
Update Attribute. |
Update this attribute: Object |
Transaction. |
Update this attribute: Attribute |
Amount. |
Update this attribute: Action |
Set. |
With this attribute: Object |
Transaction. |
With this attribute: Attribute |
Amount. |
And/Or this value |
Leave this section blank. |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Enroll to Promotion |
Type |
Promotion Enrollment |
NOTE: No additional detail is needed for this action.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
3. |
Name |
Redeem Points. |
Type |
Redeem Points. |
Point Type: Use From Transaction |
Select this checkbox. |
Point Type: Point Type |
Leave this field blank. |
From this attribute: Object |
Transaction. |
From this attribute: Attribute |
Transaction Points. |
And/Or this value |
Leave this section blank. |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
3. |
Name |
Update Incentive Choice. |
Type |
Update Attribute. |
Update this attribute: Object |
Member. |
Update this attribute: Attribute |
Select the Member attribute for the incentive choice. There are as many member attributes for incentive choices as the number of promotions that require enrollment. You must select the Member attribute for the incentive choice that contains the promotion number for the current promotion. |
Update this attribute: Action |
Set. |
With this attribute: Object |
Transaction. |
With this attribute: Attribute |
Select the Transaction attribute for the Promotion Incentive Choice. |
And/Or this value |
Leave this section blank. |
Creating the Admin - Points Reactivation Promotion
Use this procedure to create the promotion. To create the Admin - Points Reactivation promotion
- Navigate to the Loyalty Promotions Administration screen.
- Add a new record to the Promotions list, and enter the values that are provided in the following table.
|
|
Name |
Points Reactivation. |
Always Apply |
N. |
Apply To |
Reactivation. |
Admin |
Select the Admin checkbox. |
Program |
Enter the name of the program. |
Partner |
Enter the name of the partner. |
Product Inclusion |
All Products. |
Point Limit Type |
Unlimited. |
Promotion Start |
Enter one day before today's date. |
Promotion End |
Leave this field blank. |
- Click the Promotion Number (#) field's hyperlink.
- Click the Rules view tab.
- Create the first rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Pay without override |
Apply To |
Transactions |
- Click the Criteria view tab.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Override flag is N |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter N in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Update Amount |
Type |
Update Attribute. |
Update this attribute: Object |
Transaction. |
Update this attribute: Attribute |
Amount. |
Update this attribute: Action |
Set. |
With this attribute: Object |
Transaction. |
With this attribute: Attribute |
Amount. |
And/Or this value |
Leave this section blank. |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Reactivate Points |
Type |
Points Reactivation |
NOTE: No additional detail is needed for this action.
- Create the second rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Pay with override |
Apply To |
Transactions |
- Click the Name field's hyperlink.
- Click the Criteria view tab.
- Add a new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Override flag is y |
Type |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Override Price Flag |
Condition |
Equals |
- Add a new record to the Values list and enter Y in the Value field.
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1. |
Name |
Update Amount. |
Type |
Update Attribute. |
Update this attribute: Object |
Transaction. |
Update this attribute: Attribute |
Amount. |
Update this attribute: Action |
Set. |
With this attribute: Object |
Transaction. |
With this attribute: Attribute |
Amount. |
And/Or this value |
Leave this section blank. |
- Add another new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Reactivate Points |
Type |
Points Reactivation |
NOTE: No additional detail is needed for this action.
Activating the Admin Promotions
Use this procedure to activate the promotions. To activate the admin promotions
- Navigate to the Loyalty Promotions Administration screen.
- Select the promotions with the following names:
- Admin - Accruals
- Admin - Cancellation
- Admin - Gift
- Admin - Loan
- Admin - Point Transfer
- Admin - Redemptions
- Admin - Voucher
- Admin - Points Purchase
- Admin - Transfer Points
- Admin - Gift Points
- Admin - Availment
- Admin - Voucher Reissue
- Admin - Bonus
- Admin - Lounge Purchase
- Admin - Membership Renewal
- Admin - Enrollment
- Admin - Manual Credit
- Admin - Debit
- Admin - Promotion Enrollment
- Admin - Reactivating Points
- Click Activate.
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