Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions > Loyalty Promotion Examples >
Example of Creating an Order-Level Accrual Promotion
An order-level accrual promotion gives a member points depending on the number of successfully processed transactions from an order. In this example, the member receives 500 points with the purchase of two pairs of jeans and three shirts in one order. It assumes that you have already created the loyalty program, including the products used by the program. Creating the Promotion Record
As the first step, you must create a promotion record for the joint promotion. 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 |
Order Level - Accrual |
Order Flag |
Yes |
Apply To |
Accrual-Product |
Product Inclusion |
Include Products |
Creating Promotion-Specific Attributes
Create two promotion-specific attributes, where one attribute tracks the number of jeans and shirts purchased. To create the promotion-specific attributes
- 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 |
Number of Jeans |
Active |
Y |
Field |
Number 1 |
Data Type |
Number |
- Add another new record, and complete the necessary fields. Some fields are shown in the following table.
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|
Name |
Number of Shirts |
Active |
Y |
Field |
Number 2 |
Data Type |
Number |
Creating Rules to Check the Number of Jeans and Shirts Purchased
You must create rules to update both of these promotion-specific attributes when a member makes the applicable purchases. To create rules to check the number of jeans and shirts purchased
- 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 |
Check Jeans Purchased |
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 |
Enter the Name |
Type of Comparison |
Compare to Values |
- In the Compare to Values detail form, enter the values shown in the following table.
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|
Object |
Transaction |
Attribute |
Product Name |
Condition |
Equals |
- In the Values list on the Compare to Values Detail form, add a new record and select the Jeans product.
- 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 Number of Jeans Purchased |
Type |
Update Attribute |
Update this attribute: Object |
Promotion |
Update this attribute: Attribute |
Number of Jeans |
Update this attribute: Action |
Add |
With this attribute: Object |
Transaction |
With this attribute: Attribute |
Order Quantity |
- In the Rules list, add another new record, and complete the necessary fields. Some fields are shown in the following table.
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|
Sequence |
2 |
Name |
Check Shirts Purchased |
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 |
Enter the Name |
Type of Comparison |
Compare to Values |
- In the Compare to Values detail form, enter the values shown in the following table.
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|
Object |
Transaction |
Attribute |
Product Name |
Condition |
Equals |
- In the Values list on the Compare to Values Detail form, add a new record and select the Shirts product.
- 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 Number of Shirts Purchased |
Type |
Update Attribute |
Update this attribute: Object |
Promotion |
Update this attribute: Attribute |
Number of Shirts |
Update this attribute: Action |
Add |
With this attribute: Object |
Transaction |
With this attribute: Attribute |
Order Quantity |
- In the Rules list, add another new record, and complete the necessary fields. Some fields are shown in the following table.
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|
Sequence |
3 |
Name |
Apply Bonus for the Purchase |
Apply To |
Attribute |
- 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 |
Enter the Name |
Type of Comparison |
Compare to Values |
- In the Compare to Values detail form, enter the values shown in the following table.
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|
Object |
Promotion |
Attribute |
Number of jeans |
Condition |
Is Greater Than |
- In the Values list on the Compare to Values Detail form, add a new record and enter the value shown in the following table.
- In the Criteria list, add a new record, and complete the necessary fields shown in the following table.
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|
Sequence |
2 |
Name |
Enter the Name |
Type of Comparison |
Compare to Values |
- In the Compare to Values detail form, enter the values shown in the following table.
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|
Object |
Promotion |
Attribute |
Number of shirts |
Condition |
Is Greater Than |
- In the Values list on the Compare to Values Detail form, add a new record and enter the value 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 |
Assign Points |
Type |
Assign Points |
Point Type |
Use from Transaction |
Object |
Transaction |
Value |
500 |
Activating the Promotion
Now that you have set up this promotion, you can activate it. To activate the promotion
- In the Promotions list, select this promotion.
- Click Activate.
The promotion is active during the period between the start date and the end date. Members receive the bonus points for making the required purchases.
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