Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Programs >
Example of Setting Up Retroactive Tier Changes
Setting up a retroactive tier program requires adding additional program level attributes, defining additional tier rules, and adding an additional Admin - Retro Accrual promotion. These configurations determine whether or not retroactive changes are applied to transactions. Creating Retroactive Tier Member Attributes
The tier class qualifying period member attributes are used to specify the current and previous qualifying period of a member for a particular tier class. These attributes determine whether or not retroactive tier logic must apply to a transaction. Every tier class that is eligible for retroactive tier changes needs the following three member attributes defined:
- TC1 Previous QP Start. For tier class 1, this attribute is the start date of the previous qualifying period.
- TC1 Current QP Start. For tier class 1, this attribute is the start date of the current qualifying period.
- TC1 Current QP End. For tier class 1, this attribute is the end date of the current qualifying period.
To create retroactive tier member attributes
- Navigate to the Loyalty Program Administration screen.
- Locate the program that the attribute applies to and click its Program Id hyperlink.
- Clear the program form's Active check box.
- Click the Program Level Attributes view tab.
- In the link bar of the Program Level Attributes view, click Member Attributes.
- Add the first record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.
|
|
Name |
TC1 Previous QP Start |
Data Type |
Date |
Display to User |
No |
- Add the second record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.
|
|
Name |
TC1 Current QP Start |
Data Type |
Date |
Display to User |
No |
- Add the third record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.
|
|
Name |
TC1 Current QP End |
Data Type |
Date |
Display to User |
No |
- Repeat the steps in this procedure to add these attributes to each tier class and select the Active check box to activate the attributes.
- When you are finished creating all attributes for the program, select the program form's Active check box to activate the program.
Creating Retroactive Tier Member Tier Attributes
These attributes are used to distinguish a retroactive tier change from a regular tier change. To create retroactive tier member tier attributes
- Navigate to the Loyalty Program Administration screen.
- Locate the program that the attribute applies to and click its Program Id hyperlink.
- Clear the program form's Active check box.
- Click the Program Level Attributes view tab.
- In the link bar of the Program Level Attributes view, click Member Tier Attributes.
- Add a record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.
|
|
Name |
Tier Approval Status |
Field |
Tier Approval Status |
Read Only |
Y |
Data Type |
String |
Pick List |
LOY Member Tier Approval Status Picklist |
- Add another record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.
|
|
Name |
Transaction Sub Type LIC |
Field |
Transaction Sub Type LIC |
Read Only |
Y |
Data Type |
String |
- When you are finished creating all attributes for the program, select the Active check box to activate the attributes and then select the program form's Active check box to activate the program.
Creating Retroactive Tier Transaction Attributes
These attributes are used to identify the date of the transaction, the current date in Siebel Loyalty, the age of the transaction and determines whether or not any retroactive tier action must be taken. To create retroactive tier transaction attributes
- Navigate to the Loyalty Program Administration screen.
- Locate the program that the attribute applies to and click its Program Id hyperlink.
- Clear the program form's Active check box.
- Click the Program Level Attributes view tab.
- In the link bar of the Program Level Attributes view, click Transaction Attributes.
- Add a record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.
|
|
Name |
Transaction Age |
Field |
Transaction Age |
Read Only |
Select the Read Only check box |
Data Type |
Number |
- Add another record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.
|
|
Name |
Is Qualifying |
Field |
Qualifying Flag |
Read Only |
Select the Read Only check box |
Data Type |
String |
- Add another record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.
|
|
Name |
Current Date |
Field |
Current Date |
Read Only |
Select the Read Only check box |
Data Type |
Date |
- Add another record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.
|
|
Name |
Transaction Date |
Field |
Transaction Date |
Read Only |
Y |
Data Type |
Date |
- When you are finished creating all attributes for the program, select the Active check box to activate the attributes and then select the program form's Active check box to activate the program.
Setting Up Retroactive Tier Rules
The retroactive tier logic requires additional rules to evaluate member records and determine if a tier change is necessary. For the given example for the Base Tier, the following would be the new sequence of rules (assuming only points as the criterion for Tier qualification):
- Manual Tier Approval
- Retro Tier Automatic Activation
- 250,000 Points, Upgrade Platinum Retro
- 250,000 Points & Not Expired - Upgrade to Platinum
- 120,000 Points, Upgrade Gold Retro
- 120,000 Points & Not Expired - Upgrade to Gold
- 60,000 Points, Upgrade Silver Retro
- 60,000 Points & Not Expired - Upgrade to Silver
- Expired Cancellation Retro
- Base Expired, Qualify Base
- Manual Upgrade to Silver
- Manual Upgrade to Gold
- Manual Upgrade to Platinum
- Manual Qualify Base
The additional rules having sequence numbers 1, 2, 3, 9 and the modified rule with sequence number 10 are explained in the following procedure. To set up retroactive tier rules
- Navigate to the Loyalty Program Administration screen.
- In the Loyalty Programs list, select the program that the tiers are used by and click its Program Id hyperlink.
- Click the Tier Classes view tab.
- Select the tier class to be modified.
- In the Tiers view, click the Tier Id hyperlink.
- Click Modify.
- Create a new rule for this Tier:
- In the Rules list, add a new record and enter the values in the following table.
|
|
Sequence |
1 |
Name |
Manual Tier Approval |
Apply To |
Tiers |
- Click the Rule Name.
- To create the first criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.
|
|
Sequence |
1 |
Name |
Check Tier Approval |
Type of Comparison |
Compare to Values |
Object |
Member Tier |
Attribute |
Tier Approval Status |
Condition |
Equals |
Value |
Pending |
Value |
Pending RT Decision |
- Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.
|
|
Sequence |
1 |
Name |
Qualify Tier |
Type |
Qualify Tier |
- Add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.
|
|
Sequence |
2 |
Name |
CreateQualPeriodAttributes |
Type |
Invoke Custom Action |
Method |
CreateQualPeriodAttrib |
- Create the second rule for this Tier.
- In the Rules list, add a new record and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Retro Tier Automatic Activation |
Apply to |
Tiers |
- Click the Rule Name.
- To create the first criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.
|
|
Sequence |
1 |
Name |
Check Tier Approval |
Type of Comparison |
Compare to Value |
Object |
Member Tier |
Attribute |
Tier Approval Status |
Condition |
Equals |
Value |
RTCINT - To Be Activated |
- Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.
|
|
Sequence |
1 |
Name |
Qualify Tier |
Type |
Qualify Tier |
- Create the third rule for this Tier.
- In the Rules list, add a new record and enter the values in the following table.
NOTE: The values used in this procedure are for illustration purposes only. Your values might vary depending on your configuration.
|
|
Sequence |
3 |
Name |
250,000 points - Upgrade Platinum Retro |
Apply to |
Tiers |
- Click the Rule Name.
- To create the first criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.
|
|
Sequence |
1 |
Name |
Greater Than or Equal To 250,000 Regular Points |
Type of Comparison |
Compare to Values |
Object |
Member Tier |
Attribute |
Regular Points |
Condition |
Is Greater Than or Equal To |
Value |
250000 |
- To create the second criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.
|
|
Sequence |
2 |
Name |
Check Tier Approval Status |
Type of Comparison |
Compare to Values |
Object |
Member Tier |
Attribute |
Tier Approval Status |
Condition |
Equals |
Value |
Pending - RTC |
Value |
RTCINT - Automatic |
- Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.
|
|
Sequence |
1 |
Name |
Upgrade to Platinum |
Type |
Upgrade Tier |
New Tier |
Platinum |
- Create the fourth rule for this tier.
- In the Rules list, add a new record and enter the values in the following table.
|
|
Sequence |
9 |
Name |
Expired - Cancellation Retro |
Apply to |
Tiers |
- Click the Rule Name.
- To create the first criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.
|
|
Sequence |
1 |
Name |
Is Expired |
Type of Comparison |
Compare to Values |
Object |
Member Tier |
Attribute |
Is Expired |
Condition |
Equals |
Value |
Y |
- To create the second criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.
|
|
Sequence |
2 |
Name |
Check Transaction Sub Type LIC |
Type of Comparison |
Compare to Values |
Object |
Member Tier |
Attribute |
Transaction Sub Type LIC |
Condition |
Equals |
Value |
Cancellation |
- To create the third criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.
|
|
Sequence |
3 |
Name |
Check Tier Approval |
Type of Comparison |
Compare to Values |
Object |
Member Tier |
Attribute |
Tier Approval Status |
Condition |
Equals |
Value |
Pending - RTC |
Value |
RTCINT - Automatic |
- Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.
|
|
Sequence |
1 |
Name |
Qualify (Tier Name) |
Type |
Qualify Tier |
- Create the fifth rule for this tier.
- In the Rules list, add a new record and enter the values in the following table.
|
|
Sequence |
10 |
Name |
Tier Expired, Qualify (Tier Name) |
Apply to |
Tiers |
- Click the Rule Name.
- To create the first criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.
|
|
Sequence |
1 |
Name |
Is Expired |
Type of Comparison |
Compare to Values |
Object |
Member Tier |
Attribute |
Is Expired |
Condition |
Equals |
Value |
Y |
- To create the second criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.
|
|
Sequence |
2 |
Name |
Check Tier Approval Status |
Type of Comparison |
Compare to Values |
Object |
Member Tier |
Attribute |
Tier Approval Status |
Condition |
Equals |
Value |
Automatic |
Value |
Manual - Approved |
Value |
RTC - Manual - Approved |
- Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.
|
|
Sequence |
1 |
Name |
Qualify (Tier Name) |
Type |
Qualify Tier |
- If your loyalty program has different sets of tiers for different customers, then repeat the steps in this procedure until you have modified all of the sets of tiers in the program.
Creating the Admin - Retro Accruals Base Promotion
When you define a Retroactive Tier program, you must create the Admin - Retro Accruals base promotion to determine the type of retroactive tier logic that is used. NOTE: The rules for the Admin- Retro Accruals promotion are for illustration purposes only. Actual implementation requirements can vary. If you decide you do no want to use retroactive tier logic, then you can deactivate this base promotion.
To create the Admin - Retro Accruals base 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 - Retro Accruals |
Always Apply |
Y |
Apply To |
Accrual-Product |
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 base 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 |
Retro Txns 1 month ago A |
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 Txn 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.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Is Qualifying? |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Is Qualifying |
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 |
Transaction Age < 1 Month |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Age |
Condition |
Is Less Than |
- Add a new record to the Values list and enter 30 in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
4 |
Name |
TC1 Previous QP Start < Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this Object |
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC1 Previous QP Start |
Compare this object |
Condition |
Is Less Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
5 |
Name |
TC2 Previous QP Start < Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC2 Previous QP Start |
Compare this object |
Condition |
Is Less Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
6 |
Name |
TC1 Current QP End, Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC1 Current QP End |
Compare this object |
Condition |
Is Greater Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
7 |
Name |
TC1 Current QP End < Today |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC1 Current QP End |
Compare this object |
Condition |
Is Less Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Current Date |
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
RTC Automatic |
Type |
RTC Automatic |
- 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 |
Retro Txns 1 Month Ago B |
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 Txn 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.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Is Qualifying? |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Is Qualifying |
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 |
Transaction Age < 1 Month |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Age |
Condition |
Is Less Than |
- Add a new record to the Values list and enter 30 in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
4 |
Name |
TC1 Previous QP Start < Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC1 Previous QP Start |
Compare this object |
Condition |
Is Less Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
5 |
Name |
TC2 Previous QP Start < Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC2 Previous QP Start |
Compare this object |
Condition |
Is Less Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
6 |
Name |
TC2 Current QP End, Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC2 Current QP End |
Compare this object |
Condition |
Is Greater Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
7 |
Name |
TC2 Current QP End < Today |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC2 Current QP End |
Compare this object |
Condition |
Is Less Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Current Date |
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
RTC Automatic |
Type |
RTC Automatic |
- 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 |
Retro Txns 1 month ago C |
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 Txn 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.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Is Qualifying? |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Is Qualifying |
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 |
Transaction Age < 1 Month |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Age |
Condition |
Is Less Than |
- Add a new record to the Values list and enter 30 in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
4 |
Name |
TC1 Previous QP Start < Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC1 Previous QP Start |
Compare this object |
Condition |
Is Less Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
5 |
Name |
TC2 Previous QP Start < Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC2 Previous QP Start |
Compare this object |
Condition |
Is Less Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
6 |
Name |
TC1 Current QP Start, Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC1 Current QP Start |
Compare this object |
Condition |
Is Greater Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
RTC Automatic |
Type |
RTC Automatic |
- 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 |
Retro Txns 1 month ago D |
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 Txn 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.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Is Qualifying? |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Is Qualifying |
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 |
Transaction Age < 1 Month |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Age |
Condition |
Is Less Than |
- Add a new record to the Values list and enter 30 in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
4 |
Name |
TC1 Previous QP Start < Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC1 Previous QP Start |
Compare this object |
Condition |
Is Less Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
5 |
Name |
TC2 Previous QP Start < Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC2 Previous QP Start |
Compare this object |
Condition |
Is Less Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
6 |
Name |
TC2 Current QP Start, Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC2 Current QP Start |
Compare this object |
Condition |
Is Greater Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
RTC Automatic |
Type |
RTC Automatic |
- 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 |
Retro Txns 1 -3 months ago |
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 Txn 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.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Is Qualifying? |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Is Qualifying |
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 |
Transaction Age, 1 Month |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Age |
Condition |
Is Greater Than |
- Add a new record to the Values list and enter 29 in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
4 |
Name |
Transaction Age < 3 Months |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Age |
Condition |
Is Less Than |
- Add a new record to the Values list and enter 90 in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
5 |
Name |
TC1 Previous QP Start < Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC1 Previous QP Start |
Compare this object |
Condition |
Is Less Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
6 |
Name |
TC2 Previous QP Start < Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC2 Previous QP Start |
Compare this object |
Condition |
Is Less Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
RTC Automatic |
Type |
RTC Automatic |
- 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 |
Retro Txns 3 - 8 months ago |
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 Txn 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.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Is Qualifying? |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Is Qualifying |
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 |
Transaction Age, 3 Months |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Age |
Condition |
Is Greater Than |
- Add a new record to the Values list and enter 89 in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
4 |
Name |
Transaction Age < 8 Months |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Age |
Condition |
Is Less Than |
- Add a new record to the Values list and enter 240 in the Value field.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
5 |
Name |
TC1 Previous QP Start < Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC1 Previous QP Start |
Compare this object |
Condition |
Is Less Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
6 |
Name |
TC2 Previous QP Start < Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC2 Previous QP Start |
Compare this object |
Condition |
Is Less Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
RTC Manual |
Type |
RTC Manual |
- Create the seventh rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
7 |
Name |
Retro Txns, 8 months |
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 Txn 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.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Is Qualifying? |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Is Qualifying |
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 |
Transaction Age, 8 months |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Transaction Age |
Condition |
Is Greater Than |
- Add a new record to the Values list and enter 239 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 |
RTC Adjust Qualifying Points |
Type |
RTC Adjust Qualifying Points |
- Create the eighth rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
8 |
Name |
Retro Txns Prior to Previous QP TC2 |
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 Txn 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.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Is Qualifying? |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Is Qualifying |
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 |
TC2 Previous QP Start, Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC2 Previous QP Start |
Compare this object |
Condition |
Is Greater Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
RTC Adjust Qualifying Points |
Type |
RTC Adjust Qualifying Points |
- Create the ninth rule for this promotion:
- Add a new record to the Rules list, and enter the values in the following table.
|
|
Sequence |
9 |
Name |
Retro Txns Prior to Previous QP TC1 |
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 Txn 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.
- Add another new record to the Criteria list, and enter the values in the following table.
|
|
Sequence |
2 |
Name |
Is Qualifying? |
Type of Comparison |
Compare to Values |
- In the Compare to Values Detail form, enter the values in the following table.
|
|
Object |
Transaction |
Attribute |
Is Qualifying |
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 |
TC1 Previous QP Start, Txn Date |
Type of Comparison |
Compare to Object |
- In the Compare to Object Detail form, enter the values in the following table.
|
|
|
Compare this object |
Object |
Member |
Compare this object |
Attribute |
TC1 Previous QP Start |
Compare this object |
Condition |
Is Greater Than |
To this object |
Object |
Transaction |
To this object |
Attribute |
Transaction Date |
- Click the Actions view tab.
- Add a new record to the Actions list, and enter the values in the following table.
|
|
Sequence |
1 |
Name |
RTC Adjust Qualifying Points |
Type |
RTC Adjust Qualifying Points |
- Click Activate to activate the Admin - Retro Accrual promotion.
|