Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions > Loyalty Promotion Examples >
Example of Creating a Roundtrip Promotion
A roundtrip promotion gives the member a bonus after the member completes a round-trip. Its criteria include:
- Airline equals Airline Name
- Departure Airport equals XXX
- Arrival Airport equals YYY
- Enrollment equals might or might not be required
- Flight Date equals Between Date 1 and 2
- Roundtrip equals Completed
Its action could be either one of the following:
- Give a flat bonus
- Give a percentage bonus (a percentage based on the 2nd flight)
This promotion uses two user properties, which Siebel Loyalty uses to evaluate each flight and decides whether it is part of a roundtrip or two separate one-way flights:
- Roundtrip Connection Gap (in Hours)
- Roundtrip Stay Gap (in Days)
This example assumes that you have already created the loyalty program, including the flight products used by that program. It gives a bonus for a roundtrip between San Francisco and Denver. Creating the Promotion Record
As the first step, you must create a promotion record for the roundtrip bonus. To create the promotion record
- Navigate to the Loyalty Promotions Administration screen.
- Add a new Promotion record, and complete the necessary fields. Some fields are shown in the following table.
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|
Name |
Roundtrip SFO-DEN |
Apply To |
Accrual-Product |
Product Inclusion |
Include Products |
Specifying the Products for the Promotion
Now, you must associate this promotion with the products representing both parts of the roundtrip, the flight from Denver to San Francisco and the flight from San Francisco to Denver. To specify the product for this promotion
- Click the Promotion Number (#) field.
- Click the Products view tab.
- Add a new record, and complete the necessary fields. Some fields are shown in the following table.
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|
Name |
DEN-SFO |
Part Number (#) |
Loyalty Flights |
- Add another new record, and complete the necessary fields. Some fields are shown in the following table.
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|
Name |
SFO-DEN |
Part Number (#) |
Loyalty Flights |
NOTE: If these products do not exist in your database, then you need to create them and make them available to Siebel Loyalty. For more information, see Defining Loyalty Products, Price Lists, and Catalogs.
Creating the Promotion-Specific Attribute
Create a promotion-specific attribute to track when the round-trip is completed. To create the promotion-specific attribute
- Click the Promotion Specific Attributes view tab.
- Add a new record, and complete the necessary fields. Some fields are shown in the following table.
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|
Name |
Roundtrip SFO-DEN Attribute |
Active |
Y |
Field |
Text 1 |
Data Type |
String |
Creating a Rule to Give the Member a Bonus
Create the first rule, which gives the member a bonus when a round-trip is completed. The key criterion for this rule evaluates the Roundtrip SFO-DEN Attribute to see whether a round-trip has been completed. This evaluates to true if the flight is the second half of a round-trip. The action for this rule gives the member a bonus if a round-trip has been completed. NOTE: In addition to this key criterion, you must also create other criteria that apply in addition to this being the correct flight product, such as using the required airline or the required booking class.
To create a rule that gives members a bonus when they complete the roundtrip
- Click the Rules view tab.
- In the Rules list, add a new record, and complete the necessary fields. Some fields are shown in the following table.
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|
Sequence |
1 |
Name |
Give 3000 Reg NQ bonus when complete roundtrip |
Apply To |
Transactions |
- Click the rule's Name field hyperlink.
- In the Criteria list, add a new record, and complete the necessary fields shown in the following table.
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|
Sequence |
1 |
Name |
Evaluate Roundtrip |
Type of Comparison |
Evaluate Roundtrip |
- In the Evaluate Roundtrip Detail form, complete the necessary fields shown in the following table.
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|
Compare Transaction Roundtrip Info: Object |
Transaction |
Compare Transaction Roundtrip Info: Attribute |
Roundtrip Attribute |
To Recorded Roundtrip Info: Object |
Transaction |
To Recorded Roundtrip Info: Attribute |
Roundtrip SFO-DEN Attribute |
- In the Values list on the Compare to Values Detail form, add a new record and select the product used in this promotion, as shown in the following table.
- Click the Actions view tab.
- Add a new Action record, and complete the necessary fields in the Action list and Detail form, shown in the following table.
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|
Sequence |
1 |
Name |
Give 3000 Regular NQ Points |
Type |
Assign Points |
Point Type |
Regular |
Value |
3000 |
Creating a Rule to Update the Roundtrip Attribute
Create the first rule, which updates the promotion-specific roundtrip attribute. This rule applies if this trip is the first half of a possible round-trip. The criterion is any requirement that applies in addition to using the correct flight product, such as using the required airline or the required booking class. In this example, the criterion checks for the required airline. The action is to update the promotion-specific attribute to show that half of a round-trip has been completed. This attribute stores the information that is evaluated by the two user properties to see whether the next potentially applicable flight completes the round-trip. To create a rule that updates the roundtrip attribute
- Click the Rules view tab.
- In the Rules list, add a new record, and complete the necessary fields. Some fields are shown in the following table.
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|
Sequence |
2 |
Name |
Update SFO-DEN Roundtrip Attribute |
Apply To |
Transactions |
- Click the rule's Name field hyperlink.
- In the Criteria list, add a new record, and complete the necessary fields shown in the following table.
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|
Sequence |
1 |
Name |
Partner-Indigo Airways |
Type of Comparison |
Compare to Values |
- In the Evaluate Roundtrip Detail form, complete the necessary fields shown in the following table.
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|
Object |
Transaction |
Attribute |
Partner |
Condition |
Equals |
- In the Values list on the Compare to Values Detail form, add a new record and select the product used in this promotion, as shown in the following table.
- Click the Actions view tab.
- Add a new Action record, and complete the necessary fields in the Action list and Detail form, shown in the following table.
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|
Sequence |
1 |
Name |
Update Roundtrip attribute |
Type |
Update Roundtrip information |
Update this roundtrip attribute: Object |
Promotion |
Update this roundtrip attribute: Attribute |
Roundtrip SFO-DEN Attribute |
With this transaction attribute: Object |
Transaction |
With this transaction attribute: Attribute |
Roundtrip Attribute |
Activating the Promotion
Now that you have set up this promotion, you can activate it. To activate the promotion
- In the Promotions list, select the record for this promotion.
- Click Activate.
The promotion is active during the period between the start date and the end date, and members receive 3000 bonus points for completing the SFO-DEN round-trip.
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