Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions > Loyalty Promotion Examples >
Example of Creating a Reward-Referrals Promotion
A reward-referrals promotion rewards members for referring other individuals to a loyalty promotion on a social network. The member who receives the referral reward must be specified in the Referred By Member Number field at the time when the new member enrolls. The reward referrals promotion implements the Reward Referrer action. When implemented in a promotion, the Reward Referrer action causes the Loyalty Engine to create a new transaction by copying the original enroll-member transaction. In the newly-created accrual transaction, the primary member number of the transaction is replaced with the referral member number. The transaction is then processed by the Loyalty Engine to reward the referrer. The example promotion in this topic shows how to create a promotion that uses the Enroll to Promotion action and the Reward Referrer action to perform the following tasks:
- Enroll a member into a promotion, and assign a bonus to the member for enrolling
- Assign a referral bonus to the referrer if a referral member ID is included in the initial enroll transaction
This example assumes that you have already created the loyalty program. Creating the Promotion Record
As the first step, you must create a promotion record for the reward referrals 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 |
Reward Referrals |
Always Apply |
Yes |
Apply To |
Promotion Enrollment |
Product Inclusion |
All Products |
Specifying the Product for the Promotion
Now, you must associate this promotion with the promotion enrollment product. To specify the product for this promotion
- Click the Promotion Number (#) field.
- Click the Products view tab.
- Add a new Product record, and complete the necessary fields. Some fields are shown in the following table.
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|
Name |
Promotion Enrollment |
Part Number (#) |
Loyalty - Member Services |
Creating the Attribute to Record if a Referral Member Number Exists
Create a transaction attribute to record whether or not a referral member number exists in the record of the person being enrolled. To create the attribute that records whether or not a referral member number exists
- On the Loyalty Program Administration screen, click the Program Level Attributes tab, then the Transaction 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 |
Referred By Member Number |
Active |
Yes |
Field |
Referred By Member Number |
Read Only |
Yes |
Data Type |
String |
Creating Rules to Reward Members for Referrals
Create a rule for this promotion to enroll the new member into the promotion and to reward the referring member if a referral member number is provided. To create rules that enroll new members and reward referring members
- 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 |
Referral member number does not exist |
Apply To |
Transactions |
- Click the rule's Name field hyperlink.
- To create the first criterion, add a new record in the Criteria list, and complete the necessary fields as shown in the following table.
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|
Sequence |
1 |
Name |
If Referred By Member Number is empty |
Type of Comparison |
Compare to Object |
- In the Compare to Value Details form, enter the values shown in the following table.
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|
Object |
Transaction |
Attribute |
Select the name of the transaction attribute that you have mapped to the Referred By Member Number field, in this example, Referred By Member Number. |
Condition |
Is Empty |
- 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 |
Enroll to Promotion |
Type |
Promotion Enrollment |
- Add a new record to the Actions list, and enter the values in the following table.
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|
Sequence |
2 |
Name |
Update IC |
Type |
Update Attribute |
- In the Update Attribute Action form, enter the values in the following table.
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|
Update this attribute: Object |
Member |
Update this attribute: Attribute |
Incentive Choice - promotion_number where promotion_number is the row ID of the promotion for which the Incentive Choice is defined. |
Action |
Set |
With this attribute: Object |
Transaction |
With this attribute: Attribute |
Promotion Incentive Choice |
- Click the Rules view tab.
- Create the second rule for this promotion by adding a new record to the Rules list and entering the values shown in the following table.
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|
Sequence |
2 |
Name |
Referral member number exists |
Apply To |
Transactions |
- Click the rule's Name field hyperlink.
- To create the first criterion, add a new record in the Criteria list, and complete the necessary fields as shown in the following table.
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|
Sequence |
2 |
Name |
If Referred By Member Number is not empty |
Type of Comparison |
Compare to Object |
- In the Compare to Value Details form, enter the values shown in the following table.
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|
Object |
Transaction |
Attribute |
Referred By Member Number |
Condition |
Is Not Empty |
- 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 |
Enroll to Promotion |
Type |
Promotion Enrollment |
- Add a new record to the Actions list, and enter the values in the following table.
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|
Sequence |
2 |
Name |
Update IC |
Type |
Update Attribute |
- In the Update Attribute Action form, enter the values in the following table.
|
|
Update this attribute: Object |
Member |
Update this attribute: Attribute |
Incentive Choice - promotion_number where promotion_number is the row ID of the promotion for which the Incentive Choice is defined. |
Action |
Set |
With this attribute: Object |
Transaction |
With this attribute: Attribute |
Promotion Incentive Choice |
- Add a new record to the Actions list, and enter the values in the following table.
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|
Sequence |
3 |
Name |
Reward Referrer |
Type |
Reward Referrer |
Activating the Promotion
Now that you have set up this promotion, you can activate it. To activate the promotion
- In the thread bar, click Promotion: Reward Referrals.
- In the Promotion form, click Activate.
The promotion is active during the period between the start date and the end date that you chose.
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