Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions > Loyalty Promotion Examples >

Example of Creating an Accrual Package Promotion

An accrual package promotion is similar to a joint promotion, in that a member earns a bonus for making purchases from multiple partners, but has the additional ability to split debit points for the bonus among all the partners involved in the promotion, in a specified ratio. For example, within a specific period, a member must do the following to receive 5000 bonus points:

• Fly Indigo Airways three times AND
• Stay in Top hotels twice AND
• Rent a Speedy car three times

The points are debited to the partners Indigo, Top and Speedy in the ratio 2:1:1. To achieve the points split, you associate multiple partners at the accrual package promotion level, rather than associating a single partner at the promotion level.

This example assumes that you have already created the loyalty program and products necessary for the promotion.

Creating a Promotion Record for an Accrual Package Promotion

The first step is to create the promotion record and specify the partners.

To create a promotion record for an accrual package promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new Promotion record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	Accrual Package Split Promotion
   Always Apply	No
   Apply To	Accrual-Product
   Promotion Start	1/15/2008
   Promotion End	7/15/2008
   Product Inclusion	Include Products
   Accrual Package Flag	Select this check box
   Partner	Leave this field blank. You enter the partner names in Step 5.

3. Click the Promotion number.

   The Promotion form appears.

4. In the Promotion form, click the Package Accrual Split view tab.
5. To split the debit among the three partners in the ratio 2:1:1, add three new records, as shown in the following table.

   Record	Partner Name	Percentage Split
   1	Indigo	50
   2	Top	25
   3	Speedy	25

Creating Attributes for the Promotion

The next step is to create one attribute each for the three partners associated with the promotion.

To create the attributes for an accrual package promotion

1. In the Promotion form, click the Promotion Specific Attributes view tab.
2. Add a new record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	Indigo flight
   Active	Y
   Field	Number 1
   Default	0
   Data Type	Number

3. Add a new record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	Top hotel
   Active	Y
   Field	Number 2
   Default	0
   Data Type	Number

4. Add a new record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	Speedy car rental
   Active	Y
   Field	Number 3
   Default	0
   Data Type	Number

Creating Rules to Update Accrual Package Promotion Attributes

The next step is to create rules to update the accrual package promotion attributes when a member makes a purchase from the partners.

To create rules to update accrual package promotion attributes

1. Click the Rules view tab.
2. Add a new record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Sequence Number (#)	2
   Name	Update number of Indigo flights
   Apply To	Transactions

3. Click the rule's Name field hyperlink.
4. In the Criteria list, add a new record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Sequence Number (#)	1
   Name	Update number of Indigo flights
   Type of Comparison	Compare to Values

5. In the Compare to Values Detail form, enter the values shown in the following table.

   Field	Value
   Object Number (#)	Transaction
   Attribute	Partner
   Condition	Equals

6. In the Values list on the Compare to Values Detail form, add a new record and select the partner to use for this promotion, as shown in the following table.

   Field	Value
   Value	Indigo

7. Click the Actions view tab.
8. In the Actions list, add a new record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Sequence Number (#)	1
   Name	Update number of Indigo flights
   Type	Update Attribute
   Update this attribute section
   Object	Promotion
   Attribute	Select the Indigo flight promotion
   Action	Add
   Value	1

9. Repeat Step 1 through Step 8 to add rules for Speedy rental and again for Top hotels.

Creating a Rule to Give a Bonus

The next step is to create a rule to give the member a bonus when the member has completed the required flights, hotel stays and car rentals.

The requirement for this rule is that all of the member's promotion-specific attributes are equal to or greater than the required amounts. Use Greater Than rather than Equal To, because the member might have more than the required value for one attribute before reaching the required value for the other.

To create a rule that gives members a bonus

1. Click the Rules view tab.
2. In the Rules list, add a new record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Name	Indigo 3 flights, Top 2 stays, Speedy 3 rentals, get 5,000 Reg NQ points
   Apply To	Attributes

3. Click the rule's Name field hyperlink.
4. In the Criteria list, add a new record, and complete the necessary fields shown in the following table.

   Field	Value
   Sequence	1
   Name	Count of Indigo flights greater than or 3
   Type of Comparison	Compare to Values

5. In the Compare to Values Detail form, complete the necessary fields shown in the following table.

   Field	Value
   Object	Promotion
   Attribute	Select the Indigo promotion
   Condition	Is Greater Than

6. In the Values list on the Compare to Values Detail form, add a new record and select the product that you created for this promotion, as shown in the following table.

   Field	Value
   Value	2

7. In the Criteria list, add another new record, and complete the necessary fields shown in the following table.

   Field	Value
   Sequence	2
   Name	Count of Top hotel stays greater than or equal to 2
   Type of Comparison	Compare to Values

8. In the Compare to Values Detail form, complete the necessary fields shown in the following table.

   Field	Value
   Object	Promotion
   Attribute	Select the Top promotion
   Condition	Is Greater Than

9. In the Values list on the Compare to Values Detail form, add a new record and select the product that you created for this promotion, as shown in the following table.

   Field	Value
   Value	1

10. In the Criteria list, add another new record, and complete the necessary fields shown in the following table.

    Field	Value
    Sequence	3
    Name	Count of Speedy rentals greater than or equal to 3
    Type of Comparison	Compare to Values

11. In the Compare to Values Detail form, complete the necessary fields shown in the following table.

    Field	Value
    Object	Promotion
    Attribute	Select the Speedy promotion
    Condition	Is Greater Than

12. In the Values list on the Compare to Values Detail form, add a new record and select the product that you created for this promotion, as shown in the following table.

    Field	Value
    Value	2

13. Click the Actions view tab.
14. Add a new Action record, and complete the necessary fields in the Action list and Detail form, shown in the following table.

    Field	Value
    Sequence	4
    Name	Give 5,000 Reg NQ points
    Type	Assign Points
    Point Type	Regular
    Value	5000

Activating the Promotion

Now that you have set up this promotion, you can activate it.

To activate the promotion

1. In the Promotions list, select this promotion.
2. 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.