Setting Up Siebel Loyalty Promotions

This chapter discusses how to set up loyalty promotions. It includes the following topics:

Types of Loyalty Promotions

There are the following basic types of loyalty promotions:

Admin Promotions. Admin promotions must be defined when you create a loyalty program, in order to perform basic processing, such as accruing and redeeming points. These promotions are identified by the Admin flag. All Admin promotions must have the Admin flag enabled. Because you must create admin promotions whenever you create a loyalty program, they are covered in the chapter about setting up programs, in Creating Admin Promotions.
Tier Promotions. Tier promotions must be defined when you create a loyalty program to change members’ tiers based on the number of points they earn. Because you must create tier promotions whenever you create a loyalty program, they are covered in the chapter about setting up programs, in Creating Tier Promotions.
Reward Promotions. A reward promotion gives members opportunities to earn points that they can exchange for products or services or to earn other rewards. For example, the promotion might allow them to earn extra frequent flyer miles. Reward promotions can also be applied on redemption products. For more information about this type of promotion, see Common Types of Reward Promotions.
Base Promotions. Base promotions are used to simplify setting up reward promotions or redemption promotions by calculating base points that can be used as the basis of further calculations. A base promotion can be defined when you create a loyalty program to calculate base points based on transaction attributes, member attributes, promotion attributes, distances, and so on. A program can have only one non-Promotion-Designer-enabled base promotion. A program can have more than one Promotion-Designer-enabled base promotion. For more information about this type of promotion, see About Base Promotions.
Eligibility Promotions. These promotions contain rules and criteria but do not have any actions. They are used to check the eligibility of a particular member to get a specific set of promotional benefits. Eligibility promotions are used in Promotion Designer: the eligibility promotion is executed first, and reward promotions are only executed for those who meet the criteria of the eligibility promotion. For more information about this type of promotion, see Creating Eligibility Promotions.

Common Types of Reward Promotions

There are a number of different types of reward promotions. Some common types are:

Simple Promotions. These promotions reward members for a single purchase. For example, if they fly from SFO to BOS in August 2003, then they earn 1000 bonus points if they are a Platinum member or 500 bonus points if they are not a Platinum member.
Frequency Promotions. These promotions reward members for multiple purchases of the same type. For example, if they fly from SFO to BOS in August 2003 three times, then they earn 3000 bonus points, if they fly four or five times, then they earn 4000 bonus points, or if they fly more than five times, then they earn 5000 bonus points.
Complex Promotions. These promotions reward members for multiple purchases of different types. These are often run with partners to encourage members to buy both the company’s and the partner’s products. For example, if members stay at a specific hotel and rent a car from a specific car rental company, then they get 5000 bonus points.
Action-Based Bonuses. These promotions reward members for some action other than a purchase. For example, if they update their member profile, then they get 500 bonus points, or if they register with your reward program, then they get 2000 bonus points. Either of these examples would only be given to a member once.
Partner Promotions. These promotions reward members’ activity with partner companies, and the partner’s point block is debited to give the customers points. For example, an airline has hotel companies as its partners, and it runs a promotion giving bonuses for renting hotel rooms.
Roundtrip Promotions. These promotions reward members for completing a round-trip flight.
Joint Accrual Promotions. These promotions reward corporations for the activities of their employees, such as business travel with the host or its partners. The beneficiary can be only the employee, only the corporation, or both, depending on the accrual type of the corporate account. The prerequisite for this feature is to define the employee’s relationship with the corporation. Promotions can be set up to calculate the points for the employee and the corporation. The employee and corporation can be rewarded in same point type or in different point types.
Accrual Package Promotions. These promotions are similar to joint accrual promotions, in that a member earns a bonus for making purchases from multiple partners, but they have the additional ability to split debit points for the bonus among all the partners involved in the promotion, in a specified ratio. For example, if a member flies with a specific airline and stays in specific hotels and rents a car from a specific company, all within a specific time period, then they get 5000 additional points, and these points are debited to each partner in accordance with the ratio specified.
For prepaid partners, separate accrual items are created for each partner’s share of the points and points are debited from the partner’s point block. For post-paid partners, Siebel Loyalty does not split debit points among partners for accrual package promotions. You can, however, create a custom report to show each post-paid partner’s share of the debit points, then manually debit each partner’s point balance appropriately.
Order Level Promotions. These promotions reward members for multiple purchases made in a single order. For example, if members buy a camera and a lens in the same order, then they receive a 5% discount.

All of these types of promotions can be created using the same framework of rules, criteria, and actions. For examples of how to create several types of promotions, see Loyalty Promotion Examples.

About Base Promotions

Base Promotions can be used to simplify the setup of other promotions. You set up the base promotion to calculate the base points, and then set up other accrual promotions or redemption promotions which are applied on top of the base promotion.

A program can have only one active base accrual promotion among promotions that are not promotion designer enabled. For promotions that are promotion designer enabled, there is no restriction on number of possible active base promotions of type Accrual or Redemption.

Base promotions can calculate points based on transaction attributes, member attributes, promotion attributes and so on. Examples are shown in the following table.

Business Type	Attribute
Retail	Amount spent
Airline	Distance between airports. See Defining the Distance Between Two Airports.
Hotel	Nights stayed
Other	You can use any partner and product level attributes in promotion criteria. You can create custom program attributes and methods. For example, you could define a promotion to give a bonus to senior citizens, and use a custom attribute to calculate the member’s age.

You can set up other promotions to:

Apply bonuses and incentives on top of base points earned by members
Assign the points to members.
Calculate total pricing for redemptions.

About Creating Loyalty Promotions

To create a promotion, you use at least five types of records:

Promotion. The Promotion record includes general information about the promotion, such as its name, the dates when it is active, and whether it requires member enrollment.

Note: If the promotion requires member enrollment, then the tiers to which the promotion applies must be associated with the promotion.
Rule. A promotion is made up of one or more rules. The rule record includes general information about each rule, such as its name and the sequence in which it fires. A rule can be thought of as a combined if-then statement; if all of its criteria are met, then one or more actions take place.
Criteria. Each rule includes one or more criteria. A transaction must meet all of these criteria for the rule to fire. If you think of a rule as an if-then statement, then the criteria are the if portion.
Attribute. An attribute is usually a field of a record. Criteria compare an attribute to a value or to another attribute. You must define the attribute before you can define the criteria.
Action. Each rule includes one or more actions. These actions are executed when the rule fires. If you think of a rule as an if-then statement, then the actions are the then portion.

In addition to the records already described, promotions can optionally include the following records:

Products. When you create the Promotion record, you can specify that the promotion only applies to purchases of specific products or applies to all except specific products. If you use this feature, then you must use the Products view of the Promotion screen to specify which products are included in or excluded from the promotion.
Point Blocks. When you create the Promotion Record, you can limit the number of points that can be distributed through the promotion, by specifying that the promotion can only use point blocks that you create specifically for it. Then you must use the Point Blocks view of the Promotion screen to create the point blocks that the promotion uses. If you do not do use this feature, then the promotion uses any appropriate point blocks of its program.
Tier. You can specify that the promotion applies only to certain tiers by adding these tiers in the Tiers view. For example, if you only add the Platinum tier in this view, then the promotion only gives rewards to Platinum members, and only Platinum members can see this promotion in eLoyalty.

For step-by-step examples of how to create rules for different types of loyalty promotions, see Loyalty Promotion Examples.

Process of Creating Loyalty Promotions

This process describes the basics of creating promotions and adding them to Promotion Designer. Other topics in this chapter describe more specialized functionality that can be used when creating promotions.

For a general overview of how to create reward promotions, see About Creating Loyalty Promotions. Before you create a promotion, you must create a program that the promotion is part of. For more information, see Setting Up Siebel Loyalty Programs

To create loyalty promotions, perform the following tasks:

Creating Attributes for Loyalty Programs

Attributes represent properties of objects which are used by criteria. Criteria can compare an attribute to a value or compare an attribute to another attribute.

Attributes generally represent fields in records, such as the Transaction record or the Member record. For example, to create a promotion that only applies to Platinum members, you must create an attribute representing the Tier field of the Member record. Then, as one of the criteria for this promotion, you create a criterion saying that this attribute equals Platinum.

Before you create a promotion based on the attributes listed in the following table, the attributes must be defined at the program level.

All the types of attributes are described in the following table.

Attribute Type	Description	Read-Only?	Promotion Type Used By
Member Attributes	Name - Value pairs maintained for each member. These instances are created when the attribute is updated for a first time member.	No	All
Member Field Attributes	Fields of the Member record.	No, if the field is editable.	All
Member Tier Attributes	Fields of the Tier record for the member’s tier.	No, if the field is editable.	Tier
Point Totals Attributes	Calculated value equal to the points of the specified type accrued over the specified number of months. This attribute is defined for the Rolling tier model.	Yes	All
Transaction Attributes	Fields of the Transaction record.	Yes	Rewards/Transaction Rules
Promotion Specific Attributes	These attributes are defined at the promotion level and mainly used in bucket processing promotions. These attributes are only available to the specific promotion.	No, if the field is editable.	Rewards/Attributes
Partner Attribute	Fields of the Partner record.	Yes	All
Product Attribute	Fields of the Product record.	Yes	All
Custom Attribute	These attributes use custom methods.	No, if the field is editable.	All
Calendar Attributes	These attributes are used to create promotions to reward purchases made on specific days and times. For more information, see About Calendar Attributes.	No	Rewards

This task is a step in Process of Creating Loyalty Promotions.

Creating Member Attributes

Member attributes are dynamic values that you create to track actions over the life time of a member. The value of a member attribute can be based on any field in a transaction, and they are updated every time a transaction takes place.

This task is a step in Process of Creating Loyalty Promotions.

To create 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 a record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.

Field	Description
Data Type	Based on what type of data is being tracked, select Date, Integer, Number, or String. If the values are free form text (such as Yes and No), then select String.
Default Value	Displays the original value before the transaction was updated.
Merge Action	Specify how the program handles this attribute when you do a member merge. For more information, see Merging Loyalty Program Members.
Pick List	Select this check box if the attribute is a field whose values are entered using a picklist. Then, when you are defining criteria and actions, Siebel Loyalty displays the picklist with the values for this field.
Pick Applet	Select this check box if the attribute is a field whose values are entered using a dialog box. Then, when you are defining criteria and actions, Siebel Loyalty displays the dialog box with the values for this field.
Pick Field	The pick field is that field whose value the user sees in the UI after selecting from the pick applet.

When you are finished creating all attributes for the program, select the program form’s Active check box.

Note: You also must create a promotion to update this attribute.

Creating Member Field, Member Tier, or Transaction Attributes

Member field attributes represent fields in the member record. Member tier attributes represent fields in the Tier record for the member’s tier. Transaction attributes represent fields in the Transaction record.

To create member field, member tier, or 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 Member Field Attributes, Member Tier Attributes, or Transaction Attributes.

Add a record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.

Field	Description
Pick Field	Select the field that the attribute represents. To make additional fields available in this field, see About Changing the Fields Used in Loyalty Attributes.
Merge Action	Specify how the program handles valid attributes when you do a member merge. For more information, see Merging Loyalty Program Members. Note: This field is optional and is not applicable to all fields.

Field

Description

Pick Field

Select the field that the attribute represents.

To make additional fields available in this field, see About Changing the Fields Used in Loyalty Attributes.

Merge Action

Specify how the program handles valid attributes when you do a member merge. For more information, see Merging Loyalty Program Members.

Note: This field is optional and is not applicable to all fields.

You can use the Transaction Attributes such as Day and Hour to set up promotions based on day of the week and the time of day. For example, you can set up a promotion to reward a member with bonus points for shopping on Wednesday between 2:00 P.M. and 5:00 P.M. in a given time zone. If you require additional attributes, then you can add them by extending the Transaction business component using Siebel Tools. For more information, see Using Siebel Tools.

When you are finished creating all attributes for the program, select the program form’s Active check box.

Creating Point Totals Attributes

Point totals attributes represent the number of points that a member has accrued over a period of time.

For example, you would use this attribute to create a promotion saying that any member who earns one thousand points in two months gets one hundred bonus points.

To create point totals 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, click Point Totals Attributes.

Add a record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.

Field	Description
Point Type	Select the point type.
Period UoM	Enter the number of months that the points are totaled over.

When you are finished creating all attributes for the program, select the program form’s Active check box.

Creating Promotion Specific Attributes

Promotion specific attributes are used in only one promotion. They represent fields of the promotion bucket. The Promotion Bucket is an intersection of the Member and Promotion records, and it has additional fields that are used for attributes to store values specific to the promotion.

To create promotion specific attributes

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion that the promotion specific attribute applies to and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Promotion Specific Attributes view tab.

Add a new record to the Promotion Specific Attributes list, and complete the necessary fields. Some fields are described in the following table.

Field	Description
Field	Select the field that the attribute represents. For information about specifying which fields are available, see About Changing the Fields Used in Loyalty Attributes.
Default	Enter a default value to be used when the attribute is created for a member for the first time.
Data Type	Select the data type of the attribute. If you selected a field, then its data type is displayed automatically.
Pick List	Select this check box if the attribute is a field whose values are entered using a picklist. Then, when you are defining criteria and actions, Siebel Loyalty displays the picklist with the values for this field.
Pick Applet	Select this check box if the attribute is a field whose values are entered using a dialog box. Then, when you are defining criteria and actions, Siebel Loyalty displays the dialog box with the values for this field.
Pick Field	The pick field is that field whose value the user sees in the UI after selecting from the pick applet.
Active	Select this check box to make the attribute available for use in criteria and actions.

Displaying Promotion-Specific Attributes to Members

If you want to display a promotion’s promotion-specific attributes to members on the member portal, then after creating the attribute, you must select it in the Displayed Attributes view.

The attributes appear for applicable enrolled promotions in the following view: Member Portal, My Profile (LHS top link), My Promotions, Drilldown on any enrolled promotion, list applet for promotion attributes.

If a Member has enrolled in the promotion and has at least one qualifying transaction for the promotion, then the attribute automatically appears in this view.

To display attributes to members on the member portal

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion that the attribute applies to and click the hyperlink in its Promotion Number (#) field.
Click the Displayed Attributes view tab.
Add a new record to the Displayed Attributes list.
The Pick Attribute dialog box appears.
In the dialog box, select one or more attributes that you want to display and click OK.

Creating Custom Attributes

You can create a custom attribute to be used in promotion criteria or actions.

You create the custom attribute in the Administration - Business Service screen, defining the method in Methods view and entering a script in Scripts view.

To create a custom attribute

Navigate to the Administration - Business Service screen, then the Methods view, and define the method.
Navigate to the scripts view and enter the script.
For more information about the fields used to define the method and enter the script, see the topic about creating business services in a Siebel application in Integration Platform Technologies: Siebel Enterprise Application Integration.

Example of Custom Method for Custom Attributes

To create a custom attribute, you must create a custom method that the attribute calls. Here is an example of how you could use eScript to write a custom method named GetValuesCustomAttribute to be used by a custom attribute.

function GetValuesCustomAttribute(inputs, outputs)
{

   try{

   // All the field values would be in the format Object.Field.Field Name. All the
   // values would be passed to custom attributes.
   // Avoid Using transaction Id and querying transaction BC, as in simulation
   // mode the attributes passed in transaction are passed to simulation. Always use
   // the values from the Transaction.Field.Field Name.

   var strOrgAirPort   =  inputs.GetProperty ("Transaction.Field.Origination Airport");

   var strDestAirPort  =  inputs.GetProperty ("Transaction.Field.Destination Airport");

   var customCoeff    =  inputs.GetProperty ("Transaction.Field.Custom Coeff Factor");

   var points = 0;

   if(strOrgAirPort == "SFO" &&strDestAirPort ="BOS")

   points = 200 * customCoeff;

   outputs.SetProperty("Field Value",points);

   }

   catch(e)

   {

   TheApplication().RaiseErrorText(e.toString());

   }

   finally

   {

   }

}

Creating a Loyalty Promotion Record

The Promotion record includes general information about the promotion, such as its name, when it is in effect, and whether it requires enrollment.

This task is a step in Process of Creating Loyalty Promotions.

To create a loyalty promotion record

Navigate to the Loyalty Promotions Administration screen.

Add a new record to the Promotions list, and complete the necessary fields in the record and in the More Info form. Some fields are described in the following table. You must expand the More Info form to view some of these fields.

Field	Description
Apply To	Select which type of transaction the promotion applies to. The options are: Accrual-Product, Loan, Redemption-Product, Cancellation, Accrual-Gift, Bonus, Voucher, Enrollment, Lounge Purchase, Point Purchase, Points Transfer, Redemption-Availment, Transfer Points, Manual Credit, Manual Debit, Membership Renewal, Voucher Reissue, and Custom. If you leave this field blank, then the promotion can apply to all types of transactions.
Admin	Select this check box to identify this as an Admin promotion.
Always Apply	Select this check box to make this promotion always apply, regardless of the choice you made in the Promotion Calculation Rule for the loyalty program that this promotion is part of. For more information, see About Promotion Calculation Rules for Loyalty Programs.
Base	Select this check box to identify this as a Base promotion.
Enrollment Required	Select this check box to require members to enroll for the promotion in order to get the reward. If it is not selected, then all members of the program receive the reward for this promotion without enrolling in it.
Accrual Package Flag	Select this check box if the points for this promotion are shared by multiple partners.
Order Flag	Select this check box if this promotion is used to reward members who make multiple purchases in a single order.
Promotion Start and Promotion End	Enter the date when the promotion starts and ends. Products purchased between these dates qualify for the promotion reward.
Enrollment Start and Enrollment End	If this promotion requires enrollment, then enter the dates when members can enroll. In general, these dates must fall within the promotion’s start and end dates.
Product Inclusion	Select which products the promotion applies to. The options are: All Products. Applies to all products. Include Products. Applies only to products listed in the Products view of the Loyalty Promotion Administration screen. Exclude Products. Applies only to products not listed in the Products view of the Loyalty Promotion Administration screen.
Point Limit Type	Select Limited if the points awarded are taken from a point block created specifically for this promotion. Select Unlimited if the points are taken directly from the company’s or partner’s point blocks, without limit. For more information, see Providing Point Blocks for Loyalty Promotions.
Partner	Select the company that the promotion is hosted by. This company’s point block is debited when members earn points as a result of this promotion. It can be a partner company or the host company.
Partner Action On	Displays the date and time when the partner approved or rejected the promotion. You must expand the Promotion form to see this field.
Partner Action By	Displays the login name of the partner who approved or rejected the promotion. You must expand the Promotion form to see this field. Active This check box is selected if the promotion is active. You cannot select or clear it manually. It changes when you click the Activate, Deactivate, or Modify button.
Active	This check box is selected if the promotion is active. You cannot select or clear it manually. It changes when you click the Activate, Deactivate, or Modify button.
Effective Period, Period Type, and Enrollment Expiry Date	These fields are used in theme-based promotions. For more information, see Theme-Based Promotions.

Specifying Products Included in a Loyalty Promotion

You can create loyalty promotions that apply to all products or that apply only to the products you specify.

When you create the Loyalty Promotion record, you must choose one of these values in the Product Inclusion field:

All Products. The promotion applies to all accrual products.
Include Products. The promotion applies only to products listed in the Products view of the Promotion Administration screen.
Exclude Products. The promotion applies only to products not listed in the Products view of the Promotion Administration screen.

If you select All Products, then skip this procedure. If you select one of the other two options, then use this procedure to list the products that are included or excluded.

This task is a step in Process of Creating Loyalty Promotions.

To specify products included in or excluded from a promotion

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion for which you want to include or exclude products and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
In the Apply To field of the Promotion record, make sure that Include Products or Exclude Products is selected.
Click the Products view tab.
In the Products list, add a record for each product that is included or excluded.

Providing Point Blocks for Loyalty Promotions

To provide points to members who use a promotion, you can:

Draw points from existing point blocks of the host company or partner. If you do not want to limit the number of point blocks that a promotion can distribute, then you select Unlimited in the Point Limit Type field of the Promotion record, so points are taken from the point blocks of the host company or the partner who owns the promotion. Then you must check to make sure that there are enough points to support the promotion.
Create point blocks specifically for a promotion. If you want to limit the number of point blocks that a promotion can distribute, then you select Limited in the Point Limit Type field of the Promotion record, so points are only taken from point blocks created specifically for the promotion. Then you must create the point blocks for the promotion.

This task is a step in Process of Creating Loyalty Promotions. This task applies only to reward promotions.

Checking Point Blocks Available for a Loyalty Promotion

If you selected Unlimited in the Point Limit Type field of the Promotion record, then points for the promotion are taken from the company or the partner who owns the promotion. You must check to make sure that enough points exist to support the promotion.

The promotion uses points from point blocks based on the conversion value defined in the Partner Account Debit view. Fields included are:

Program. Must be the same as the promotion's program.
Status. Must be Approved.
Start Date. Must be less than or equal to today (or NULL).
End Date. Must be greater than or equal to today (or NULL).
Partner. Must be the same as the transaction's partner. If the transaction's partner is NULL, then must be the same as the promotion's partner.
Points Remaining. Must be greater than the amount of points being assigned.

To check point blocks available for a promotion

Navigate to the Loyalty Program Administration screen.
In the Loyalty Programs list, select the program that the promotion is part of and click the hyperlink in its Program Id field.
Click the Point Blocks view tab.
Check how many points are available in point blocks that have the appropriate values in the fields listed earlier.
If not enough points are available, then create more points as described in Creating Point Blocks for Loyalty Programs.

Creating Point Blocks for a Loyalty Promotion

If you selected Limited in the Point Limit Type field of the Promotion record, then you must associate a point block with the promotion, and this point block is used to give points for this promotion.

A subpoint block is created and associated with the promotion. The subpoint block takes a specified number of points from a point block that has been created and activated in the Program Administration screen, Point Blocks field.

For more information about fields in the Point Block record, see Creating Point Blocks for Loyalty Programs.

Note: Before doing this procedure, you must select Limited in the Point Limit Type field of the Promotion record. Otherwise, this view is read only.

To create a point block for a loyalty promotion

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, select the promotion that you want to create a point block for and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Point Blocks view tab.

Add a new record to the Point Blocks list, and complete the necessary fields. Some fields are described in the following table.

Field	Description
Name	Enter the name for the subpoint-block.
Parent Point Block	Choose the parent point block. The pick applet shows active point blocks associated with the same partner as the promotion is hosted by.
Total Points	Enter how many points from the parent point block are available for use with this promotion.
Status	Select Approved to approve this point block.

Creating Rules for Loyalty Promotions

This task is a step in Process of Creating Loyalty Promotions.

Rules for loyalty promotions have criteria and actions attached to them. The criteria determine whether the rule qualifies, and the actions specify what the rule does if it qualifies.

Siebel Loyalty uses these records as follows:

Rules. Loyalty reads the rules in the order specified by the Sequence field. Rules can have three possible values in the Apply To field: Attributes, Transactions, Tiers. Loyalty executes the actions of only one rule for each Apply To value. When it finds a rule that qualifies (meaning all of its criteria validate to true), it executes that rule's actions. Loyalty then continues to read the rules in sequence order and, if there are rules with different Apply To values that qualify, then it also executes those rules' actions.
Criteria. Loyalty evaluates criteria as true or false. All criteria must be true for the rule to qualify. In other words, all criteria for one rule are in a logical AND relationship.
Actions. If a rule qualifies, then Loyalty executes the actions for that rule.
Note: This procedure describes how to create individual rules. If you have complex promotions that use many different rules, then it might be useful to create hierarchical rules. For more information, see About Hierarchical Rules for Loyalty Promotions.

To enter rules for a loyalty promotion

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion for which you want to enter rules and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Rules view tab.

Add one or more new records to the Rules list, and complete the necessary fields, described in the following table.

Field	Description
Sequence Number (#)	Enter the sequence in which Siebel Loyalty evaluates the rules of the promotion.
Name	The name given to the rule.
Apply To	If this rule is used in a loyalty promotion, then select either Transactions or Attributes to specify which of these the rule applies to. If this rule is used in a tier promotion, then this field is read only and displays Tiers.

Field

Description

Sequence Number (#)

Enter the sequence in which Siebel Loyalty evaluates the rules of the promotion.

Name

The name given to the rule.

Apply To

If this rule is used in a loyalty promotion, then select either Transactions or Attributes to specify which of these the rule applies to.

If this rule is used in a tier promotion, then this field is read only and displays Tiers.

Creating Criteria for Loyalty Promotion Rules

The criteria of a rule are conditional statements that Siebel Loyalty evaluates as true or false.

If you add multiple criteria, then all criteria must be true for the rule to qualify.

There are the following types of criteria:

Compare to Values. Compares an attribute to one or more values.
Compare to Object. Compares the value of one attribute with another attribute.
Evaluate Roundtrip. Checks whether a flight transaction is a part of a roundtrip.

When you select one of these in the Type field of the Criteria record, the appropriate Criteria Detail for that type appears.

Note: A rule does not have to have criteria. If it does not have any criteria, then it applies to all transactions that meet its other conditions, such as occurring between the start date and the end date. You can use a rule without criteria for a promotion such as: “All purchases made during January earn 1,000 bonus points." If you also select Include Products, then you can use a rule without criteria for a promotion such as: “All flights from SFO to BOS during January earn 1,000 bonus points."

This task is a step in Process of Creating Loyalty Promotions.

Creating Criteria That Compare Attributes to Values

This type of criterion lets you compare an attribute to a value. For example, you can see whether the value in a specific field is greater than 1000. If it is, then the criterion evaluates to true, and the member receives the bonus that is defined in the Action list for this rule.

To create criteria that compare attributes to values

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion for which you want to create criteria and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Rules view tab.
Select a rule and click its Name field hyperlink.

Add one or more new records to the Criteria list, and complete the necessary fields in the Criteria list record and its Detail form. Some fields are described in the following table.

Field	Description
Sequence Number (#)	Displays the sequence in which criteria are evaluated. To optimize performance, you can change the sequence so the criteria that eliminate most records are evaluated first, leaving fewer records for the remaining criteria to read through. (The sequence does not affect whether the rule qualifies, because all criteria must be true for the rule to qualify.)
Type of Comparison	Select Compare to Values.
Object	Select the Object whose attribute is compared. The picklist displays only those objects that are appropriate to the value in the Rule Applies To field (Transactions, Attributes, Tiers). The complete list of objects includes Member, Promotion, Transaction, and Member Tier. Member Tier is available only if Tier is selected in the rule's Apply To field.
Attribute	Select the attribute to be compared. You can only choose attributes based on the object chosen in the Object field.
Condition	Select the operator for the comparison. Depending on the data type of the attribute (Integer, Date, String, Number), the drop-down list shows comparison operators such as Equals, Does Not Equals, Is Greater Than, Is Empty, Starts With.

If you selected a condition that requires a value, then add one or more records to the Values list, and enter the values that the attribute is compared with.
For example, you must add values if you choose Equals as the condition. You cannot add values if you choose Is Empty as the condition.

Creating Criteria That Compare Attributes with Attributes

This type of criterion lets you compare an attribute with another attribute. For example, you can see whether the value in a specific field is greater than the value in another field. If it is, then the criterion evaluates to true, and the member receives the bonus that is defined in the Action list for this rule.

To create criteria that compare an attribute with another attribute

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion for which you want to create criteria and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Rules view tab.
Select a rule and click its Name field hyperlink.

Add one or more new records to the Criteria list, and complete the necessary fields in the Criteria list record and its Detail form. Some fields are described in the following table.

Section	Field	Description
N/A	Sequence Number (#)	Displays the sequence in which criteria are evaluated. To optimize performance, you can change the sequence so the criteria that eliminate most records are evaluated first, leaving fewer records for the remaining criteria to read through. (The sequence does not affect whether the rule qualifies, because all criteria must be true for the rule to qualify.)
N/A	Type of Comparison	Select Compare to Object.
Compare this object	Object	Select the Object whose attribute is compared.
Compare this object	Attribute	Select the attribute to be compared.
To this object	Other Object	Select the Object whose attribute the first attribute is compared with.
To this object	Other Attribute	Select the attribute that the first attribute is compared with.
And/Or this value	Operator and Value	You can compare the first attribute with a calculation based on the Other Attribute. For example, you can compare the first attribute with Other Attribute * 2. If you want to use this feature, then select an operator (such as *) and a value (such as 2) for the calculation.

Creating Criteria that Evaluate Roundtrips

This type of criteria checks whether a flight transaction is a part of a roundtrip. If the roundtrip has been completed, then the criterion evaluates to TRUE, and the member receives the bonus that is defined in the Action list for this rule.

To create this sort of promotion based on a roundtrip, you must first create a promotion specific attribute to evaluate the roundtrip. Next, you must also create a second rule that has no criteria and only invokes the Update Roundtrip Info action. This second rule updates the roundtrip information whenever there is a transaction that completes a segment of this roundtrip. This second rule must be written so it updates the object and attribute that you specify in the To Recorded Roundtrip Info Object and the To Recorded Roundtrip Info Attribute fields of the criteria for the first rule.

To create criteria that evaluate roundtrips

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion for which you want to create criteria and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Rules view tab.
Select a rule and click its Name field hyperlink.

Add one or more new records to the Criteria list, and complete the necessary fields in the Criteria list record and its Detail form. Some fields are described in the following table.

Section	Field	Description
N/A	Sequence Number (#)	Displays the sequence in which criteria are evaluated. To optimize performance, you can change the sequence so the criteria that eliminate most records are evaluated first, leaving fewer records for the remaining criteria to read through. (The sequence does not affect whether the rule qualifies, because all criteria must be true for the rule to qualify.)
N/A	Type of Comparison	Select Evaluate Roundtrip.
Compare Transaction Roundtrip Info	Object	Displays Transaction. This field is read-only, because the Evaluate Roundtrip comparison must be based on transactions.
Compare Transaction Roundtrip Info	Attribute	Enter the transaction attribute that has the roundtrip information.
To Recorded Roundtrip Info	Object	Enter the object in which the engine must store the information about the segments of the roundtrip that have already been completed.
To Recorded Roundtrip Info	Attribute	Enter the attribute on the object that stores information about completed segments information which has this information in an engine readable format.

Add a record to the Values list, and enter the airports that are the origin and destination of the roundtrip in the form XXX YYY, where XXX and YYY are airport codes.
For example, for a roundtrip between the San Francisco and Los Angeles airports, enter SFO LAX.

Creating Actions for Loyalty Promotion Rules

If a rule qualifies, then Siebel Loyalty executes the actions for that rule.

The following actions are used in promotions:

Assess Next Tier. Assesses the member’s qualification for moving up to the next tier.
Assign Points. Gives points to the member.
Assign Voucher. Assigns an electronic voucher for redeeming a product or a service.
Calculate Base Price. Calculates the base price derived from the distance table, using the airport as inputs. The distance is then converted to given point type in the promotion. This action is available only for the base promotion where the Base flag field was selected at the promotion level.
Cancel Transaction. Cancels a transaction.
Discount Points. This action can be used to apply discounts on point prices in a redemption promotion. The action can only be used with promotions that are Promotion-Designer enabled and that use a transient variable. For more information, see Transient Variables.
Discount Points plus (+) Pay. This action can be used to apply discounts on point-and-pay prices in a redemption promotion. The action must be used with a transient variable. For more information, see Transient Variables.
Downgrade Tier. Downgrades the member to a lower tier. You must specify the tier to which the member is downgraded.
Gift Points. Assigns gift points to the member.
Invoke Custom Action. Invokes a method that you create to perform custom actions.
Issue Bulk Voucher. Assigns an electronic voucher for redeeming a product or service when you are using bulk redemptions. This action converts points to a currency value, so you can assign members a voucher with currency values that are based on the number of points they have. For more information, see Batch Redemption Process.
Points Reactivation. Reactivates the member’s expired points.
Promotion Enrollment. Enrolls the member in a promotion.
Qualify Tier. Qualifies the member for a tier. This can be used when the member has enough points to move to this tier, but is not in qualifying period of the tier and the member’s present tier is not expired.
Redeem Points. Redeems the member’s points.
Requalify Tier. Requalifies the member for a tier. This can be used when the member is in the qualifying period and the member’s tier is expired.
RTC Automatic. RTC stands for Retro Tier Change. RTC automatic means the retro tier change is done automatically based on the past accrual transactions that are valid and qualified. This action is called if the promotion performs this automatic tier change.
RTC Manual. The retro tier change is done manually. This action is called if the user performs the tier change manually.
RTC Adjust Qualifying Points. Adjusts the qualifying points to the new tier.
Track and Assign Points. Adds the value of the transaction points to the transient variable associated with the point type. The action can only be used with promotions that are Promotion-Designer enabled and that use a transient variable. For more information, see Transient Variables.
Update Attribute. Changes the value of an attribute.
Upgrade Relationship Tier. The tier of the member's relationship changes whenever the member reaches a specific tier. This applies only if the member's relationship is already a member. Otherwise, no action is taken.
Update Roundtrip Info. Updates information about the segments of a roundtrip that have been completed. This action is only used when you create a criterion of the type Evaluate Roundtrip.
Upgrade Tier. Upgrades the member to a higher tier. You must specify the tier to which the member is upgraded.

This task is a step in Process of Creating Loyalty Promotions.

Creating an Assign Points Action

Use the following procedure to create an assign points action.

To create an assign points action

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion for which you want to create an action and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Rules view tab.
Select a rule and click its Name field hyperlink, and click the Actions view tab.
Add a new record to the Actions list, and in the Type field, select Assign Points.

In the record’s Detail form, complete the necessary fields, described in the following table.

Field	Description
Use from Transaction	If you select this check box, then the promotion uses the same point type and qualifying or nonqualifying value as the transaction. The Point Type and Qualifying fields become read-only. You can select this check box only for rules that apply to transactions.
Point Type	Select the point type to assign.
Qualifying	Select or clear this check box to make the points qualifying or nonqualifying. Both qualifying and nonqualifying points are assigned to a member.
Object, Attribute, Operator, Value, Range	Use these fields to build the expression that specifies how many points the member receives: Use Object and Attribute to specify the attribute that the number of points is based on. For example, you can specify Transaction.Points to give a bonus equal to the number of base points. Use Operator and Value with Object and Attribute to base the points on a calculation. For example, you can specify Transaction.Points * 0.2 to give a bonus equal to 20% of the base points. Use Value alone to give a constant bonus. For example, you can enter 500 as the Value and leave the other three fields blank to give a bonus of 500 points. Use Range to give points according to defined multiplication factors.
Expiration Length, Expiration UoM	Use these fields to specify when the points expire. For example, enter an Expiration Length of 2 and an Expiration UoM of Years for the points to expire in two years. Note: The expiration values you specify for points in the Expiration Length and Expiration UoM fields apply only if you have not specified point expiry values at the tier level or the point type level. If you have specified point expiry values at the point type level or at the tier level, then those values take precedence and the points that are given as a result of this promotion expire based upon the values defined at the tier level or the point type level.
Expiration Snap To	(Optional) Specify that the expiration occurs on the nearest month, year, and so on to the expiration date determined by Expiration Length and UoM.

Creating an Update Attributes Action

Use the following procedure to create an update attributes action that changes the value of an attribute.

To create an update attributes action

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion for which you want to create an action and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Rules view tab.
Select a rule and click its Name field hyperlink, and click the Actions view tab.
Add a new record to the Actions list, and in the Type field, select Update Attribute.
In the Detail form, and complete the necessary fields, described in the following table.

Section	Field	Description
Update this attribute	Object and Attribute	Use these fields to specify the attribute to be updated.
Update this attribute	Action	Select the action to be performed on the attribute.
With this attribute	Object, Attribute	Use these fields to build the expression that calculates the value with which to act on the attribute. These fields are used the same way here as they are for assign points actions, described in Creating an Assign Points Action.
And/Or this value	Operator, Value

Creating an Assign Voucher Action

Use the following procedure to create an assign voucher action that assigns an electronic voucher for redeeming a product or service.

Before you create a promotion that uses this action, you must create the voucher. For more information, see Creating Vouchers for Loyalty Members.

To create an assign voucher action

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion for which you want to create an action and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Rules view tab.
Select a rule and click its Name field hyperlink, and click the Actions view tab.

Add a new record to the Actions list, and complete the necessary fields, described in the following table.

Field	Description
Type	Select Assign Voucher.
Voucher	Select the voucher that is assigned. The list displays all the products that are set up as electronic vouchers.
Voucher Quantity	Select a number to specify how many of these vouchers are assigned. The default is 1.
Use From Transaction	Select this check box if either of the following statements applies: The redemption transaction uses an electronic voucher for the product and a promotion is applied on the transaction to assign the voucher. Note: If this transaction is set up with a product of type of electronic voucher, then the promotion must have the Use From Transaction flag checked so that, when the member redeems this product, Siebel Loyalty automatically issues a voucher to the member. To assign more than one voucher to a member, specify the required number in the Quantity field of the transaction record. The Quantity field is not displayed in the user interface by default so you must use Tools to expose the field in the transaction applet, then deliver the changes to the Siebel runtime repository. For additional information on configuring applets, see Configuring Siebel Business Applications. The transaction has a bundled product which includes an electronic voucher. For example, if a member redeems a one day Compact Car, then the product selected is: 1-Day Compact Car.

Complete the optional fields in the Discount Type area, described in the following table, only if you want to create a voucher that is a discount amount, such as $20 discount or 10% discount.

Field	Description
Discount Type	Select Absolute Value or Percentage to determine whether the discount gives a cash voucher or a percentage discount.
Object	Optional. Specify the object that the discount is calculated from. Possible objects are Transaction, Member, Promotion, Formula or Custom. Do not use Distance, Member Tier, Partner or Product attributes.
Attribute	Optional. Specify the attribute of the object that the discount is calculated from. The attribute must be of the number or integer type.
Operator	Optional. Select the operator used to calculate the discount. If the discount is an absolute value, then the valid operators are Add, Multiply, Divide, or Subtract. If the discount is a percentage, then the operator must be Multiply.
Currency	Select one of the following: The value by which the Attribute is modified based on the operator, if you have entered the Object, Attribute, and Operator. The absolute value of the voucher if the Object, Attribute and Operator are null. This field is available and is required if the Discount Type is Absolute Value.
Voucher Discount Value	Select one of the following: The value by which the Attribute is modified based on the operator, if you have entered the Object, Attribute, and Operator. The absolute value of the voucher if the Object, Attribute and Operator are null. This field is available and is required if the Discount Type is Percentage.

Using Invoke Custom Action

You can define your own custom actions for promotions. Supported custom actions include:

CancelTxnAttributes
SetLoanBalance
DebitVoucher
CancelRedmptionVoucher
ReIssueVoucher
PurchasePoints
TransferPoints
LoungePurchase
RenewMembership

To create an action of the type Invoke Custom Action, you must create a method that performs the custom action. The method must be implemented on the LOY Customer Action Business Service. The arguments in the following table are passed in to the method. Some of these arguments might not be present, depending on the processing context.

Argument	Context Where It Is Specified
Member Id	Always
Transaction Id	Only for Rules that apply to transactions
Bucket Id	Only for rules that apply to attributes and for rules that apply to transactions that a promotion bucket has been created for
Promotion Id	Always
Promotion Rule Id	Always
Tier Id	Only for tier promotions

Example of Using Invoke Custom Action

This topic gives one example of how to create a method and use it in Invoke Custom Action. You might use this feature differently, depending on your business model.

An airline wants to calculate the redemption price for flights dynamically. This price varies depending upon the load factor of each flight, information that is outside Siebel Loyalty.

The example creates a custom attribute in Siebel Loyalty, with a method that retrieves the load factor data from outside, uses this data to modify the transaction attribute and returns the value to Loyalty. This attribute can be used in Loyalty promotion criteria and actions. It is used to calculate the final redemption price at the time the transaction is processed.

To implement this functionality, perform the following steps:

Write a Siebel eScript in the LOY Customer Action Business Service. The sample eScript follows:

function Service_PreInvokeMethod 
(MethodName, Inputs, Outputs)
   {
     if (MethodName == "GetValue")
      {
          var ActiveBO = TheApplication().GetBusObject("LOY Transaction");
          var myBusComp = ActiveBO.GetBusComp("LOY Transaction");
          var txnId = "";
          txnId = Inputs.GetProperty("Transaction Id");
          myBusComp.ClearToQuery();
          myBusComp.SetSearchSpec("Id", txnId);
          myBusComp.ExecuteQuery(ForwardBackward);
    
          var points = 0;
          points = myBusComp.GetFieldValue("Load Factor");
          points = points * 1000;
          Outputs.SetProperty("Field Value",points);
          return (CancelOperation);
  }
}

Compile the eScript.
In the Loyalty Program Administration, Programs, Program Level Attributes, Custom Attributes view, create a new custom attribute named Load Factor of type integer.
Give the method the name GetValue.
Use this custom attribute in a promotion’s action. In the Loyalty Promotions Administration, Promotion, Rules, Actions view, in the Assign Points form, select Custom as the Object and GetValue as the Attribute.

Using Redeem Points

This type of action is similar to Apply Points, described earlier, except for the following differences:

The Expression section is used to calculate the number of points redeemed, not the number assigned.
You do not specify whether the points are qualifying or nonqualifying.
You do not specify when the points expire.

This type is used only in base promotions, not in promotions that are made visible to customers. For more information about base promotions, see Creating Base Loyalty Promotions.

Using Cancel Transactions

This type of action is used only for promotions where Apply To has the value Cancellation.

This type is used only in Admin Promotions, not in promotions that are made visible to customers. For more information about base promotions, see Creating Admin Promotions.

Using Promotion Designer

Optionally, you can use Promotion Designer to group and sequence a set of promotions in a loyalty program. Promotion Designer lets you fire promotions in a particular sequence, allowing you to validate the sequence of the promotions and calculate the points awarded for a particular flow.

A single program can include both promotions that are enabled for Promotion Designer and promotions that are not Promotion-Designer enabled. However, during transaction processing, Siebel Loyalty executes a series of checks that verify the combination of the Partner Category of the Partner and the Product Category of the Product within the transaction. If the check validates, then Siebel Loyalty will apply the promotions that are part of the promotion design that is active for the validate Partner and Product category.

When you use Promotion Designer, you can also use:

Transient variables. For more information, see Transient Variables.
Eligibility promotions. For more information, see Creating Eligibility Promotions.

The Promotion Designer Screen

The Promotion Designer screen is the main screen used for creating promotion designs. It has two major sections:

Promotion Designer Form. The form is at the start of the screen and contains details about the promotion design.
Promotion Designer. The graphical area where the promotion is designed. It is located after the Promotion Designer form applet and is further subdivided into two sections:
- Objects Explorer. Contains objects representing steps in a promotion design, which can be dragged to the Designer Palette.
- Designer Palette. The objects dragged into this palette correspond to steps within the promotion design. Each object represents a step in the logical flow of the promotion design.

The following table lists the objects in the Objects Explorer and describes how they function as steps in the promotion design.

Step Object	Description	Object Rules
Start	Marks the beginning of the promotion design, and the point from which the rules evaluation begins.	A promotion design must and can have only one Start step A Start step can be connected to an Eligibility Promotion, Base Promotion, Promotion or a Phase step
End	Marks the end of the promotion design, and the point at which the rules evaluation ends.	A promotion design must and can have only one End step The End step can only be connected to one other step An End step cannot be connected to a Start step
Eligibility Promotion	An Eligibility Promotion step has a specific set of rules and criteria but does not have any actions. These types of promotions are used to check the eligibility of a particular member who might be entitled to get a specific set of promotional benefits. If the criteria in the Eligibility Promotion step are not met, then the flow is terminated.	A promotion design can only have one Eligibility Promotion step An Eligibility Promotion step can be connected to a Start, Base Promotion, Promotion or a Phase step An Eligibility Promotion step cannot be connected to a Stop step
Accrual Base Promotion	An accrual Base Promotion step calculates the base points of an accrual. Note: The object immediately following the Base Promotion in a sequence must be promotion whose action assigns transaction points to a selected point type.	A promotion design can have only one Base Promotion step The Base Promotion step must immediately follow the Start step or an Eligibility Promotion step The Base Promotion step can be connected to another Promotion or a -Phase step
Redemption Base Promotion	A redemption Base Promotion step calculates the base points of a redemption.	A promotion design can have only one Base Promotion step The Base Promotion step must immediately follow the Start step or an Eligibility Promotion step The Base Promotion step can be connected to another Promotion or to a Phase step
Promotion	A Promotion step is a promotion that is selected from the existing promotions in a program.	A promotion design can have multiple Promotion steps, however a specific Promotion cannot be added more than once to a promotion design A Promotion step can be connected to another Promotion, Eligibility Promotion, Base Promotion, Phase, Stop or End step
Phase	A Phase step consists of multiple promotions. Each promotion within a phase uses the same set of inputs that is passed to the Phase step from its predecessor. There is no sequence within a Phase step: all promotions are evaluated in parallel. The output of a Phase step takes into account all of the promotions within the phase: if more than one promotion updates the same attribute, then the final value of the attribute is the union of all the actions.	A promotion design can have multiple Phase steps A Phase step can be connected to another Promotion, Phase, Stop or End Step A Phase Step cannot both be connected to an End Step and Stop Step at the same time
Stop	The Stop step signifies a break in the processing of the promotion design. If none of the criteria of the promotion to which the Stop step is connected are met, then the execution of the promotion design stops at that step and the promotion points accumulated until that step are applied to the transaction.	A promotion design can have none, one or multiple Stop steps A Stop Step can only be connected to a Phase or a Promotion A Stop step can only be connected to one step
Connector	A Connector associates two functional steps with one another. The direction of the arrow of the Connector indicates the sequence of steps in the promotion design.	A promotion design always has multiple connectors A Connector can be connected to another Promotion, Phase, Stop or End step A Connector cannot be connected to another Connector A Connector has to be connected to at least two steps of type Promotion, Phase, Stop or End

Creating a Promotion Design

Use the following procedure to create a promotion design.

To create a promotion design

Navigate to the Loyalty Promotions Administration screen, then the Promotion Designer view.

Add a new record and complete the necessary fields. Some fields are described in the following table.

Field	Description
Name	Enter the name of the Promotion Design.
Program Name	Select the program name with which to associate the promotion design.
Partner Category	Select the partner category.
Product Category	Select the product category.
Apply To	Specify Accrual-Product or Redemptions-Product.

Note: If the promotion design is to be applied to Accrual-Product promotions, then a promotion design for each partner is required, if the partner category is different.

Click on the promotion design created in the preceding step.
Select and, without releasing the selection, move objects from the Objects Explorer to the Designer Palette, following the rules defined in The Promotion Designer Screen.
After inserting a Promotion, Eligibility Promotion, or a Phase, follow the instructions in the following steps.
To insert an eligibility promotion step in a promotion design:
1. Select the Eligibility Promotion object from the Objects Explorer and, without releasing the selection, move it to the Designer Palette.
2. Select an Eligibility Promotion from the Pick Promotion list.
  Note: Only eligibility promotions are listed.
3. Click OK.
To insert a promotion step in a promotion design:
1. Select the Promotion object from the Objects Explorer and, without releasing the selection, move it to the Designer Palette.
2. The Pick Promotion list appears.
  Note: Only promotion types matching the Apply To of the promotion field are listed.
3. Select a promotion.
4. Click OK.
To insert a phase step in a promotion design:
1. Select the Phase object from the Objects Explorer and, without releasing the selection, move it to the Designer Palette.
  Note: Adding a phase step to a redemption promotion design is not recommended.
2. The Phase Details window appears.
3. Enter a Name and Description for the phase.
4. To add promotions to the Phase step:
  - Click the MVG button in the Promotions text box.
  - Click the Show Available button to display all promotions that can be selected.
  - Select a promotion, then click the Add button or, to add multiple promotions at once, control-click multiple promotions, then click the Add button.
  The promotions are listed in the Selected window.
5. Click OK to return to the Phase Details window.
6. Click OK to close the Phase Details window and save the phase details.
  Note: Adding promotions that update the same attribute within a phase is not recommended. If subsequent promotions require values from previous promotions within a phase, then these need to be updated using separate transient variables which can then be referenced in separate promotions. For more information about transient variables, refer to Transient Variables.

Validating and Activating the Promotion Design

The Promotion Designer comes with the ability to analyze the entire promotion design and check its consistency. Unless a promotion design is validated successfully it cannot be activated.

The validation status of a promotion design is always displayed in the Validation Status bar. A Validation Status of Green (where the status bar appears in the color green) signifies that the promotion design has been successfully validated. A Validation Status of Red (where the status bar appears in the color red) signifies that the promotion design is invalid.

To validate and activate the promotion design

Click the Validate button in the upper corner of the promotion design.
Clicking the button triggers a validation check of the promotion design. If it is invalid, then the reasons are displayed.
If there are errors, then correct them.
Click the Activate button.

The Activate button is enabled only after the promotion design has been successfully validated.

Transient Variables

The following topics include information about transient variables:

Overview of Transient Variables

Transient variables are program-level attributes used in the context of a promotion design. For more information about Promotion Designer, see Using Promotion Designer.

They can be used in promotion criteria and actions, like all other program-level attributes.

Transient variables can only be used in Promotion-Designer-enabled promotions. The promotion’s Designer Availability field must be selected.

There can be only one transient variable for a given point type. When you create a new point type for a program, the transient variable for it is created automatically.

Transient variables allow you to dynamically track information obtained during the processing of promotions in a promotion design. You can then use this information to give you greater control of promotion processing.

For example, consider the following logic: if promotion A is applied then promotion B applies. This logic can be addressed through the use of transient variables as follows:

Promotion A updates attribute X to show that it has been applied.
Promotion B looks up attribute X during its execution by the same promotion design. If attribute X shows that Promotion A was applied, then Promotion B is also applied.

The following actions can use transient variables:

Track and Assign Point. This action can be used in accrual promotions where the value assigned to the given point type is stored in the transient variable and carried forward to the next promotion for evaluation. When the user selects this action in a promotion, the Siebel Loyalty engine assigns the points as an action of the promotion and it also updates the transient variable for the point type, making the value available to the next promotion in the promotion design.
Assign Points. This action can be used to assign points in the usual way or to use the value stored in one of the transient variables to assign points. In the latter case, you must select Transient Variable as the object.
Discount Points. This action can be used to apply discounts on point prices in a redemption promotion. The discounted price is carried forward by the transient variable associated with the point type to the subsequent promotion, and then the final discount is applied.
Discount Points plus (+) Pay. This action can be used to apply discounts on point-and-pay prices in a redemption promotion. The discounted price is carried forward by the transient variable associated with the point type to the subsequent promotion, and then the final discount is applied.
Update Attribute. This action can be used to track any values during a promotion evaluation You must create your own transient variable using the transient variable framework. In the action setup, you must choose Transient as the object type.

Viewing Transient Variables

Use the following procedure to view the transient variables for a program.

To view existing transient variables

Navigate to the Loyalty Program Administration screen.
Drill-down on a program.
Click the Program Level Attributes tab.
Click the Transient Attributes tab.

Defining Transient Variables for Existing Point Types

Transient variables can be added or removed like other program level attributes. When you create a new point type in a program, a new transient variable is automatically created and aligned with that point type. The Point Type field on the Transient Variable list has the same value as the point type that you defined.

If the point type already exists, then you can create a new transient variable and associate it with that point type. It is a one-to-one relationship: a transient variable can only be associated with one point type.

To define a transient variable for an existing point type

Navigate to the Loyalty Program Administration screen.
Drill-down on a program.
Click the Program Level Attributes tab.
Click the Transient Attributes tab.
Click New.

Complete the necessary fields. Some fields are described in the following table.

Field	Description
Name	Name of the transient variable
Point Type	Point type of the transient variable

Note: You must associate the transient variable with a Point Type.

Defining Transient Variables for User-Defined Attributes

Transient variables for user-defined attributes can be defined like other variables and can be of the type integer, text or date. They can be used in a Promotion-Designer-enabled promotion for subsequent promotions to use as input in criteria or actions. Transient variables for user-defined attributes are not created automatically. You can create them using the following procedure.

To define a transient variable for a user-defined attribute

Navigate to the Loyalty Program Administration screen.
Drill-down on a program.
Click the Program Level Attributes tab.
Click the Transient Attributes tab.
Click New.

Complete the necessary fields. Some fields are described in the following table.

Field	Description
Name	Name of the transient variable
Data Type	Transient variable data type
Default Value	Default Value

Examples of Using Transient Variables

This topic provides the following examples of how to use transient variables in the context of a promotion design:

Example of Using Transient Variables with Actions of Type Track and Assign Points

This topic gives one example of how actions of type Track and Assign Points might be used with transient variables. You might use Siebel Loyalty differently, depending on your business model.

An airline rewards program awards its Gold members 25% bonus points on the distance travelled. To encourage members to book tickets online, it awards an additional 10% bonus on the total rewards earned if the channel of booking is Web.

The administrator creates a promotion design that will take all of these promotions into account as accrual promotions, where the value assigned to the given point type is stored in the transient variable and then carried forward to the next promotion for evaluation.

From first to last, the administrator includes the following promotion design objects: Start, Base Promotion, P0: Admin Promotion, P1: 25% Bonus for Gold Members, P2: 10% Bonus on total points earned if Channel of Booking is 'Web’, End. This promotion design is shown in the following image.

Promotion Design for Scenario 1: This image is described in the surrounding text.

These promotions use the Track and Assign Points action with Transient as its object, so the value accumulates in the transient variable. Each promotion adds the new bonus that it calculates to the bonus that is already stored in the transient variable. The final promotion uses the Assign Points action, so it assigns the customer the entire bonus that accumulated value in the transient variable.

Using P0: Admin Promotion as the base promotion, the administrator can calculate the distance travelled. In this admin promotion she uses a Track and Assign points action. This action internally updates the transient variable associated with the point type. While defining P0: Admin Promotion, she creates an action and assigns values to the fields as defined in the following table.

Field	Value
Sequence Number (#)	1
Name	Track and Assign points
Type	Track and Assign Points
Expression	[Transaction.Filed.Points]
Point Type	Regular
Object	Transaction
Attribute	Transaction Point

In the promotion P1: 25% Bonus for Gold Members, a criterion is defined to verify the member tier. The action updates the transient variable to reward members 25% bonus points on miles travelled. Because the subsequent promotion requires the total points earned, use the Track and Assign points action for this promotion. The action for this promotion has the field values shown in the following table.

Field	Value
Sequence Number (#)	1
Name	Track and Assign
Type	Track and Assign Points
Point Type	Regular
Object	Transient
Attribute	Regular Point TV
Operator	Multiply
Value	.25

In the promotion P2: 10% Bonus on total points earned if channel of booking is Web, a criterion is defined to check the ticket class. The action assigns points to reward members 10% bonus points on the total points earned so far in the promotion design. If the channel of booking is Web, then the promotion executes the action with the field values shown in the following table.

Field	Value
Sequence Number (#)	1
Name	Assign Points
Type	Assign Points
Point Type	Regular
Object	Transient
Attribute	Regular Point TV
Operator	Multiply
Value	.1

The following table explains how points are assigned in this scenario based on 2000 base points.

Promotion	Action	Rewards	Value of Transient Variable	Explanation
Base Promotion	Calculate Base Price	Not applicable	Not applicable	Base points earned is 2000 Point Type is Regular
P0: Admin Promotion	Track & Assign Points	2000	2000	The Track & Assign points action assigns a value to the transient variable defined by the point type used in the Base and Admin promotions. In this case it is defined as type Regular. For more details about the action refer to the previous table.
P1: 25% Bonus for Gold Members	Track & Assign Points Transient variable is multiplied by 0.25	2000 times 0.25 equals 500	2000 plus 500 equals 2500	In this promotion the transient variable is multiplied by 0.25. The action then updates the transient variable with the resulting value 2500. For more details about the action, refer to the previous table.
P2: 10% Bonus on total points earned if Channel of booking is Web	Track & Assign Points Transient variable is multiplied by 0.1	2500 times 0.1 equals 250	2500 plus 250 equals 2750	In this promotion the transient variable is multiplied by 0.1. The Assign Points action can be used here, because there are no subsequent promotions in the promotion design. This action assigns all the points that have accumulated in the transient variable to the customer. For more details about the action, refer to the previous table.

Example of Using Transient Variables with Action of Type Assign Points

This topic gives one example of how actions of type Assign Points might be used with transient variables. You might use Siebel Loyalty differently, depending on your business model.

An airline rewards program awards its gold members 25% bonus points on distance travelled and 10% bonus points on distance travelled if the channel of booking is Web.

The administrator sets up a promotion design that takes all of these promotions into account using accrual promotions with actions of type Assign Points. This type of action is used because the value of the reward is not required by subsequent promotions in the promotion design. In this case, the administrator is explicitly required to select Transient Variable as the object for the action.

From start to finish, the administrator includes the following promotion design objects: Start, Base Promotion, P0: Admin Promotion, P1: 25% Bonus for Gold Members, P2: 10% Bonus if Channel of Booking is ‘Web’, End. The promotion design is shown in the following image.

Promotion Design for Scenario 2: This image is described in the surrounding text.

These promotions are similar to the promotions used in the previous scenario, except that they use the Assign Points action so the points assigned by each promotion are based only on the original value of the transaction points, not on the subsequent bonus added by each promotion.

Using the Base Promotion, the administrator can calculate the distance travelled. In the P0: Admin Promotion she uses the Track and Assign points action. This action internally updates the transient variable associated with the point type. The P0: Admin Promotion includes an action with the field values shown in the following table.

Field	Value
Sequence Number (#)	1
Name	Track and Assign points
Type	Track and Assign Points
Expression	[Transaction.Filed.Points]
Point Type	Regular
Object	Transaction
Attribute	Transaction Point

In the promotion P1: 25% Bonus for Gold Members, the administrator sets up the criteria to verify the member tier and creates an action of type Assign Points in order to reward members 25% bonus points on miles travelled.

Note: Because the subsequent promotion requires the distance travelled the administrator uses an action of type Assign Points. Do not use an action of type Track and Assign Points with this promotion. Doing so would erroneously update the transient variable with total points earned.

Keeping these factors in mind, while defining P1: 25% Bonus for Gold Members promotion, she creates an action with the field values shown in the following table.

Field	Value
Sequence Number (#)	1
Name	Assign points
Type	Assign Points
Point Type	Regular
Object	Transient
Attribute	Regular Point TV
Operator	Multiply
Value	.25

In the promotion P2: 10% Bonus if Channel of Booking is Web, the administrator sets up the criteria to verify the ticket class and uses an action of type Assign Points in order to reward member 10% bonus points on miles travelled. The action, which is applied only if the ticket is booked on the Web, has the field values shown in the following table.

Table P2: 10% Bonus if Channel of Booking is Web Action

Field	Value
Sequence Number (#)	1
Name	Assign Points
Type	Assign Points
Point Type	Regular
Object	Transient
Attribute	Regular Point TV
Operator	Multiply
Value	.1

The following table displays points how points are assigned in this example based on 2000 base points. Additional information about the tracking and assigning of points appears in the Explanation column.

Promotion	Action	Rewards	Value of Transient Variable	Explanation
Base Promotion	Calculate Base Price	Not applicable	Not applicable	Base points earned is 2000 Point Type is Regular
P0: Admin Promotion	Track & Assign Points	2000	2000	The Track & Assign points action assigns a value to the transient variable defined by the point type used in Base and Admin promotions. In this case it is defined as type Regular. For more details about the action refer to the previous table.
P1: 25% Bonus for Gold Members	Assign Points Transient variable is multiplied by 0.25	2000 times 0.25 equals 500	2000	In this promotion the transient variable is multiplied by 0.25. The Assign Points action assigns 500 points to the member but does not update the variable. For more details about the action, refer to the previous table.
P2: 10% Bonus if Channel of booking is ‘Web’	Assign Points Transient variable is multiplied by 0.1	2000 times 0.1 equals 200	2000	In this promotion the transient variable is multiplied by 0.1. The Assign Points action assigns 200 points to the member but does not update the variable. For more details about the action, refer to the previous table.

Example of Using Transient Variables with Actions of Type Discount Points and Discount Points plus (+) Pay

This topic gives one example of how actions of type Discount Points and Discount Points plus (+) Pay might be used with transient variables. You might use Siebel Loyalty differently, depending on your business model.

An airline rewards program has a promotion offering its gold members a 15% discount on the redemption price for flights from SFO to BOS.

The administrator sets up a promotion design that redeems the appropriate number of points from the member. From start to finish, the administrator includes the following objects in the redemption promotion design: Start, Base Promotion, 15% Discount for Gold Members, End. This promotion design is shown in the following figure.

Promotion Design for Scenario 3: This image is described in the surrouding text.

The Base Promotion, offers one of the following base redemption price options to members:

Redeem 1000 points
Redeem 700 points and pay $100

The output of the base redemption promotion is assigned to a transient variable associated with the appropriate point type, depending on the chosen option.

In the Base Promotion, the administrator creates two actions: the Redeem Points Action and the Redeem Points plus (+) Pay Action. The following table shows the field values used for the Redeem Points Action.

Field	Value
Sequence Number (#)	1
Name	Redeem points
Type	Redeem Points
Expression	1000
Point Type	Regular
Value	1000

The following table shows the field values used for the Redeem Points plus (+) Pay Action.

Field	Value
Sequence Number (#)	2
Name	Redeem points plus Pay USD
Type	Redeem Points plus (+) Pay
Expression	700
Point Type	Regular
Value	700
Amount	100
Currency	USD

The 15% Discount for Gold Members promotion in the promotion design uses actions of both the Discount Points and Discount Points plus (+) Pay type to award discounts to the members on redemption.

In the 15% Discount for Gold Members promotion, the administrator creates two actions: the Discount Points Action and the Discount Points plus (+) Pay Action. The following table shows the field values used for the Discount Points Action.

Field	Value
Sequence Number (#)	1
Name	Discount points
Type	Discount Points
Expression	[Transient.Field.Point 1 Value] * 0.15
Point Type	Regular
Object	Transient
Attribute	Regular
Operator	Multiply
Value	.15

The following table shows the field values used for the Discount Points plus (+) Pay Action.

Field	Value
Sequence Number (#)	2
Name	Discount points plus USD
Type	Discount Points plus (+) Pay
Expression	[Transient.Field.Point 1 Value] * 0.85
Point Type	Regular
Object	Transient
Attribute	Regular
Operator	Multiply
Value	.15
Currency	USD
Operator	Multiply
Value	.85

The following table displays how points are redeemed based on the promotion design with the actions in this example.

Promotion	Action	Redemption Price	Value of Transient Variable	Explanation
Base Promotion	Redeem Points	1000 points	1000	The action assigns 1000 as the value of the transient variable. For more details about the action, refer to the previous table.
Base Promotion	Redeem Points plus (+) Pay	700 points $100 USD	700	The action assigns 700 as the value of the transient variable. The dollar value is tracked internally by the application. For more details about the action, refer to the previous table.
15% Discount for Gold Members Promotion	Discount Points	1000 minus (1000 times 0.15) equals 850 points	850	This action awards a discount of 15% on the points redeemed, and assigns 850 as the value of the transient variable. For more details about the action, refer to the previous table.
15% Discount for Gold Members Promotion	Discount Points plus (+) Pay	700 minus (700 times 0.15) equals 595 points 100 times 0.85 equals $85 USD	595	This action awards a discount of 15% on the points redeemed and assigns 595 as the value of the transient variable. The dollar value is tracked internally by the application. For more details about the action, refer to the previous table.

About Hierarchical Rules for Loyalty Promotions

If you have a complex promotion with many rules, then it might be difficult to create individual rules using the method described in Creating Rules for Loyalty Promotions, because it involves a large amount of repetition. Rules hierarchies allow you to reduce this repetition as follows:

You can nest rules to create tree like structure of rule criteria and actions.
Rule criteria are set up as tree branches, and each branch ends with an action leaf.

Rule hierarchies have the following benefits:

They significantly reduce the number of rules required in complex promotions.
The engine evaluates the rules by following the tree structure, reducing the time taken to evaluate the rules of the promotion.

The following image shows the interface used for creating hierarchical rules.

Hierarchical Rules interface: The Rules view shows the hierarchical list of rules.

Benefits of Hierarchical Rules

This example shows the benefits of hierarchical rules.

You have a promotion with three variables and three possible conditions for each:

Time of Departure (TD). Possible conditions are TD < 6AM, 6AM < TTD < 11PM, TTD > 11PM.
Number of Available Seats (NAS). Possible conditions are NAS <10, 10 < NAS < 20, NAS >20
Load Factor (LF). Possible conditions are LF < 60, 60 < LF < 90, LF >90.

If you wrote a separate rule for every possible combination of these conditions, then you would have to write 27 rules. If you had a fourth variable, also with three possible conditions, then you would have to write 81 rules. The same criteria would be repeated in many rules.

This repetition makes it difficult for the Loyalty administrator to enter the rules, and it slows processing because the engine must process each criterion separately.

If you use hierarchical rules, then:

The first level of the hierarchy includes the three conditions for TD.
The second level of the hierarchy includes the three conditions for NAS. These are entered for each of the three conditions for TD.
The third level of the hierarchy includes the three conditions for LF. These are entered for each of the 9 conditions of NAS.

The third level of the hierarchy includes all 27 combinations of the conditions, but the three rules in the first level are only entered once each, and the three rules in the second level are only entered three times each. By contrast, with conventional, non-hierarchical rules, you would have to enter all the conditions nine times each.

Creating Eligibility Promotions

An eligibility promotion is a promotion that has rules and criteria but does not have any actions. These types of promotions are used to check the eligibility of a particular member who might be entitled to get a specific set of promotional benefits. For example, it can be used if a set of promotions are only applicable to residents of US who are over the age of 18.

Eligibility promotions must be used exclusively in Promotion Designer: the eligibility promotion is executed before the reward promotions in the promotion design, to restrict the reward promotions to a category of members. The subsequent promotions in the promotion design are executed only if the member meets the criteria in the eligibility promotion. For information about Promotion Designer, and how it relates to eligibility promotions, refer to Using Promotion Designer.

Eligibility promotions help to improve performance and ease the setup of promotions because you will no longer need to include these criteria in each individual reward promotion you create.

Return Values of Eligibility Promotions

Since eligibility promotions do not have user defined actions associated with them, they return only two possible values:

Success. When one or more rules are satisfied.
Failure. When no rules are satisfied.

Based on these status codes, Siebel Loyalty can decide whether to further process the promotion design for the related transaction.

Note: An eligibility promotion is evaluated only if it is a part of a promotion design. It is not evaluated during normal processing of transactions, even if it has been marked as Active.

Procedure for Creating Eligibility Promotions

An eligibility promotion is created like a reward promotion, with the following key differences:

Eligibility Promotions are accessed in the Eligibility Promotions view of the Loyalty Promotions Administration screen, rather than the Promotions view. The Eligibility Promotions view is similar to the Promotions view. When you create an eligibility promotion in this view, the Type field is automatically set to Eligibility to distinguish it from other promotions.
Eligibility promotions have rules and criteria but do not have actions.

Note: Siebel Loyalty does not support using eligibility rules based on the values assigned to the Account Address or the Household Address attributes.

To create an Eligibility Promotion

Navigate to the Loyalty Promotions Administration screen, then the Eligibility Promotions view.
Perform the tasks outlined in step 1 through step 6 in Process of Creating Loyalty Promotions. Wherever the instructions refer to the Promotions screen, use the Eligibility Promotions screen instead.
You can define rules and criteria for Eligibility Promotions by selecting the Eligibility Promotion name. You are redirected to a new view where you can define rules and criteria in the same way as for non-eligibility promotions.

Note: Eligibility promotions do not have user defined actions associated with them and therefore do not require defined actions.
After creating the eligibility promotion, you must create a promotion design that includes the eligibility promotion and other promotions. Subsequent promotions in the promotion design are executed only for members who meet the criteria of the eligibility promotion.
For information about creating a promotion design and inserting an eligibility promotion in it, refer to Using Promotion Designer.

Specifying the Tiers Applicable to Loyalty Promotions

If promotions apply only to members in certain tiers, then you must specify those tiers in the Tiers view of the Loyalty Promotions screen. When you specify tiers, only members in those tiers can be enrolled in the promotion, and the promotion is only visible to members in those tiers when members use eLoyalty.

For example, if a promotion applies only to Platinum members, then add the Platinum tier to the Tiers list. If a member is not in the Platinum tier, then the customer service representative cannot enroll that member in the promotion, and only Platinum members can see this promotion on the eLoyalty Member Portal.

If you do not specify any tiers here, then the promotion applies to members in all tiers and is visible to all members in eLoyalty.

If a promotion requires enrollment, then you must list the tiers here. Only members in these tiers can enroll in the promotion.

This task is a step in Process of Creating Loyalty Promotions. This task applies only to tier promotions.

To specify the tiers a promotion applies to

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion for which you want to specify tiers and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Tiers view tab.
Add one or more records to the Tiers list, and complete the necessary fields.

Creating Incentives to Enroll in Promotions

If members must enroll in a promotion to benefit from it, then you can also optionally create rewards that are incentives for members to enroll in this promotion.

For example, if a member enrolls in a promotion, then you might give the member a choice of purchasing 5000 miles or a 1000 mile voucher at a discount price.

To set up incentives, you use the promotions screen to define the incentives that are displayed when you enroll a member in a promotion. When you create the incentives in the Loyalty Promotions Administration screen, enter the text that is displayed when you enroll a member in a promotion.

For information about how the customer service offers members these incentives while enrolling members in promotions, see Enrolling Members in Loyalty Promotions.

To specify incentive choices

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion for which you want to specify choices and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
If necessary, select the Enrollment Required checkbox.
Promotion incentives only apply to promotions where enrollment is required.
Click the Incentive Choices view tab.
Add one or more records to the Incentives Choices list, and complete the necessary fields.
The values you enter in both the Incentive Choice and the Description field are displayed when the member enrolls in the promotion.
Click Activate.
In the Incentive Choices view, click Create Attribute.
A member attribute named Incentive Choice-(Promotion Number) is created in the Program screen, Program Level Attributes, Member Attributes view. You use this attribute in the administrative promotion that allows enrollment in this promotion, as described in Creating the Admin - Points Reactivation Promotion.

About Rules Libraries for Loyalty Promotions

Rules Libraries allow you to save criteria and actions of Siebel Loyalty promotions, and then reuse them when defining subsequent rules. They are saved in Criteria Library sets and Action Library sets, and are stored as library objects that can then be used when creating new promotions.

Using rules libraries can save time, and minimize errors made during the process of setting up promotions. You can search through existing criteria and actions using the Promotion Criteria Search view and Promotion Actions Search view. Additionally you can import a set of criteria or a set of actions from a saved library while setting up rules.

The following topics discuss how to work with rules libraries:

Managing Criteria Library Sets

This topic includes instructions for creating, saving and importing criteria library sets. For additional information about rules libraries, refer to About Rules Libraries for Loyalty Promotions.

Creating Criteria Library Sets

Use the following procedure to create a criteria library set.

To create a new criteria library set

Navigate to the Loyalty Promotions Administration screen, then the Criteria Library view.
Click New to create a new record.

Complete the necessary fields described in the following table.

Field	Description
Name	Name the Criteria Library set. Note: The name must be unique.
Library Category	Select the Library Category type.
Description	Describe the Criteria Library set.
Program Name	Enter the Program Name in which the Criteria Library set can be used.
Apply To	Select the Apply To type.

Create one or more criteria to the Criteria Library set created in step 3.
Create the criteria as you would normally. For information more about creating criteria, refer to Creating Criteria for Loyalty Promotion Rules.

Saving Criteria Library Sets

Use the following procedure to save a criteria library set.

To save a criteria library set using existing criteria

Navigate to the Loyalty Promotions Administration screen, then the Promotions view.
Select a promotion.
Select the Rules tab.
Click on an existing rule.
Select the Criteria tab.
Control click one or more criteria.
Click Save as Library.

Complete the necessary fields described in the following table.

Field	Description
Name	Name the Criteria Library set. Note: The name must be unique.
Library Category	Select the Library Category type.
Description	Describe the Criteria Library set.

Click Create Library.

Importing Criteria Library Sets

Use the following procedure to import a criteria library set.

To import a criteria library set into a promotion

Navigate to the Loyalty Promotions Administration screen, then the Promotions view.
Select a promotion.
Select the Rules tab.

Add a new record to the Rules list, and complete the necessary fields described in the following table.

Field	Description
Sequence Number (#)	Enter the sequence in which Siebel Loyalty evaluates the rules of the promotion.
Name	The name given to the rule.
Apply To	If this rule is used in a loyalty promotion, then select either Transactions or Attributes to specify which of these the rule applies to. If this rule is used in a tier promotion, then this field is read only and displays Tiers.

Field

Description

Sequence Number (#)

Enter the sequence in which Siebel Loyalty evaluates the rules of the promotion.

Name

The name given to the rule.

Apply To

If this rule is used in a loyalty promotion, then select either Transactions or Attributes to specify which of these the rule applies to.

If this rule is used in a tier promotion, then this field is read only and displays Tiers.

Note: The Apply To field must be the same as the Apply To for the criteria library set that you want to import.

Click on the rule created in step 4.
Select the Criteria tab.
Click Import Library.
A list of available libraries appears, and is filtered based on the Apply To field of the promotion.
Select a library, then click Import Library.
The criteria from the selected library appear in the criteria list.

Managing Action Library Sets

This topic includes instructions for creating, saving and importing action library sets. For additional information about rules libraries, refer to About Rules Libraries for Loyalty Promotions.

Creating Action Library Sets

Use the following procedure to create an action library set.

To create a new action library set

Navigate to the Loyalty Promotions Administration screen, then the Action Library view.
Click New to create a new record.

Complete the necessary fields described in the following table.

Field	Description
Name	Name the Action Library set. Note: The name must be unique.
Library Category	Select the Library Category type.
Promotion Base Flag	Check box when the Action library is for a base promotion or non-base promotion that has a separate set of actions
Description	Describe the Action Library set.
Loyalty Program	Enter Loyalty Program in which the Action Library set can be used.
Apply To	Select the Apply To type.

Create one or more actions in the action library set created in step 3.
Create the criteria as you would normally. For information more about creating criteria, refer to Creating Actions for Loyalty Promotion Rules.

Saving Action Library Sets

Use the following procedure to save an action library set.

To save an action library set using existing actions

Navigate to the Loyalty Promotions Administration screen, then the Promotions view.
Select a promotion.
Select the Rules tab.
Click on an existing rule.
Select the Actions tab.
Control click one or more actions.
Click Save as Library.

Complete the necessary fields described in the following table.

Field	Description
Name	Name the Action Library set. Note: The name must be unique.
Library Category	Select the Library Category type.
Description	Describe the Action Library set.

Click Create Library.

Importing Action Library Sets

Use the following procedure to import an action library set.

To import an action library set into a promotion

Navigate to the Loyalty Promotions Administration screen, then the Promotions view.
Select a promotion.
Select the Rules tab.

Add a new record to the Rules list, and complete the necessary fields described in the following table.

Field	Description
Sequence Number (#)	Enter the sequence in which Siebel Loyalty evaluates the rules of the promotion.
Name	The name given to the rule.
Apply To	If this rule is used in a loyalty promotion, then select either Transactions or Attributes to specify which of these the rule applies to. If this rule is used in a tier promotion, then this field is read only and displays Tiers.

Field

Description

Sequence Number (#)

Enter the sequence in which Siebel Loyalty evaluates the rules of the promotion.

Name

The name given to the rule.

Apply To

If this rule is used in a loyalty promotion, then select either Transactions or Attributes to specify which of these the rule applies to.

If this rule is used in a tier promotion, then this field is read only and displays Tiers.

Note: The Apply To field must be the same as the Apply To for the actions library set that you want to import.

Click on the rule created in step 4.
Select the Actions tab.
Click Import Library.
A list of available libraries appears.
Select a library, then click Import Library.
The actions from the selected library appears in the actions list.

Advanced Options for Library Sets

This topic includes information about searching through criteria library sets and action library sets. For additional information about rules libraries, refer to About Rules Libraries for Loyalty Promotions.

Searching Through Existing Criteria

Use the following procedure to search through existing criteria.

To search through existing criteria

Navigate to the Loyalty Promotions Administration screen, then the Promotion Criteria Search view.
Click Query.
Enter your search criteria into one or more of the available fields.
Click Go.

Searching Through Existing Actions

Use the following procedure to search through existing actions.

To search through existing actions

Navigate to the Loyalty Promotions Administration screen, then the Promotion Actions Search view.
Click Query.
Enter your search criteria into one or more of the available fields.
Click Go.

Formulas in Siebel Loyalty

The following topics include information about formulas:

Overview of Formulas

Formulas allow you to create and store a set of objects and operators specific to a Loyalty Program. You can calculate values based on input from third parties and then take the resulting value into account within a promotion. Similarly to other objects, formulas are available for use in other promotions.

For example, a formula can calculate the average amount spent by a member in a specified period. Then the criteria can check whether the formula is greater than a predetermined dollar amount and have an action to reward a member a percentage of the formula value.

Formulas have the following characteristics:

Associated with one Loyalty Program. A formula can be available for use by a promotion only if it is associated with the same Loyalty Program as that promotion.
Comprised of a series of operators and objects. A formula contains logical mathematical operators, numbers, and objects representing defined attributes and numeric values. It can be defined only using attributes of type number or integer.
Validated. The formula must be a valid mathematical formula. If the formula does not adhere to mathematical rules, then it is invalid and cannot be used.
Used in promotions criteria and actions. Once validated, a formula is available for use in promotion criteria and actions. When used in promotion criteria and actions, the object is the formula and the attributes are a list of user-defined formulas.

About the Formula Builder

The Formula Builder enables you to define complex formulas using all the attributes defined and visible at the Loyalty Program level in combination with the following operators:

+ (plus sign) Addition
- (minus sign) Subtraction
* (asterisk) Multiplication:
/ (backslash) Division
( Opening Parenthesis
) Closing Parenthesis

The formula builder is the main Formula definition screen that enables you to define the basic formula, associate it with the correct Loyalty Program and provide a description of how the formula is used. Selecting the Formula name on the Loyalty Promotions Administration - Promotion Formula screen takes you to the formula builder screen.

The Formula Builder has the following characteristics:

You build the formula by adding rows in sequence to the formula builder. Some operators apply to objects and attributes, but others (such as the opening and closing parenthesis) do not.
A formula row can include an Object and Attribute combination or a Literal and Value combination in addition to its operator. Depending on the choice, the necessary fields become conditionally mandatory and can be updated. For example, if you choose Literal in the Object field, then you must enter a number in the value field and the Attribute field is grayed out.
A formula row can have an opening or closing parenthesis. Rows with a parenthesis cannot contain any other attribute or mathematical operator.
The sequence number of the line automatically increments by one for each new line you add.
The rows of the formula are sorted by sequence number in ascending order to generate the final formula. You can manually update the sequence number field to change the formula.

About Formula Validation

The formula expression is validated when you update any of the steps of the formula. The current validation status is shown in the Validation Status bar in the Formula Builder. A Validation Status of Green (where the status bar appears in the color green) signifies that the formula is valid. A Validation Status of Red (where the status bar appears in the color red) signifies that the formula is invalid.

A Validate button is available in the Formula Builder. If you click the button, then you are prompted with the line and place where the error occurs and a description of the error. This button is only enabled when a formula is invalid.

Building Formulas

This topic includes instructions about building a formula.

To build a formula

Navigate to the Loyalty Promotions Administration screen, then the Formula view.

Click New to create a new record and complete the necessary fields.

Some fields are described in the following table.

Field	Description
Name	Name of the formula
Program Name	Program name with which to associate the formula
Description	Brief description of the formula

Click the Name of the formula created in step 3.

In the Promotion Formula Builder, define the formula operators and attributes:

Click New.

Complete the necessary fields. Some fields are described in the following table.

Field	Description
Sequence	Sequence number of the row
Operator	Mathematical operator
Object	Select from Literal, Member, Member Tier, Promotion and Transaction
Attribute	Attribute name
Value	Numeric value for Literal-type objects

Repeat step a and step b for each operator or attribute in the formula.

Ensure that the formula is a valid mathematical equation:
1. If the Validate button is inactive (grayed out) and the Validation Status is Green (where the status bar appears in the color green), then skip to step 7.
2. Click Validate.
  A information message appears indicating the likely cause of the invalid formula.
3. Correct the issues specified in the information message.
4. Repeat step b and step c until the Validate button is inactive (grayed out) and the Validation Status is Green (where the status bar appears in the color green).
Click Menu, and select Save Record.

Associating a Formula with a Promotion

This topic includes instructions about associating a formula with a promotion.

To associate a formula at the promotion level

Navigate to the Loyalty Promotions Administration screen, then the Promotions view.
Select a Promotion.

Note: The Promotion that you select must have the same Program as the formula you intend to use.
Click the Rules tab.
Click New to create a new record.

Complete the necessary fields. Some fields are described in the following table.

Field	Description
Sequence	Sequence number of the row
Name	Name of the rule
Apply To	Choose to apply to Transactions or Attributes
Description	Description of the rule

Note: To use a formula in the rule, you must select Transactions for the Apply To field.

For detailed instructions about creating rules and criteria, refer to Creating Rules for Loyalty Promotions and Creating Criteria for Loyalty Promotion Rules.

Click the name of the rule that you defined in step 5.
Select Formula from the Object menu.
Specify the name of the formula in the Attribute field.
Navigate to the Loyalty Promotions Administration screen, then the Promotions view.
Notice that the promotion objects have a new Object Type called Formula and that the attributes field displays the formula created. The formulas can now be used in criteria for comparisons and in actions for assuaging values or updating attributes with formula value.

About Simulating Loyalty Transactions

Siebel Loyalty can be used to simulate transactions to determine the effects that new promotions create. This functionality is described in the following topics:

Overview of Transaction Simulation

Transaction simulation can help you understand the impact that promotions will have on Siebel Loyalty transactions when the promotions are made active. Transaction simulations can be created from the following sources:

Single new transaction
Transactions imported from other sources in CVS or XML formatted files
Set of transactions that have already been processed

The information summary in the output of transaction simulation includes:

Failed promotions
Transaction summary
Successful promotions
Not Qualified promotions

Each of these summary sections contains detailed information about the number or points accrued or redeemed and about vouchers used if same voucher is assigned for all transactions. Other action results, such as attribute updates are summarized separately.

For successful promotions, the output contains a detailed summary of the rules, criteria and actions that were processed for successful promotions. For promotions that returned a Not Qualified status, the output includes reasons why the rules did not qualify and why the criteria failed.

The output is called an engine waterfall, because it shows all the steps that the Siebel Loyalty engine took to calculate the final value of the promotion for that transaction.

The simulation result can be saved as XML files. For information about configuring the path location where these files are saved, refer to Configuring Summary XML File Destinations for Simulations.

Simulating a Single New Transaction

Use the following procedure simulate a single new transaction.

To perform a single new transaction simulation

Navigate to the Loyalty Program Administration screen, then the Programs view.
Drill-down on a program.
Click the Simulate Transaction Details tab.
Click Simulate New Transaction.
Click New.
Add the columns that you require.

Note: If a column is not visible, then it has not yet been added. You must add the column before adding the transaction details.
Enter the transaction details.
Click Simulate
View the results in the Log applet.
Click Save To file to save the simulated data to an XML file.
For information about configuring the destination folder for the XML file, refer to Configuring Summary XML File Destinations for Simulations.

Simulating a Set of Transactions Imported from an External Source

Use the following procedure to perform a simulation of a set of transactions imported from an external source.

To perform a bulk transaction simulation imported from an external source

Navigate to the Loyalty Promotions Administration screen, then the Programs view.
Click a Program ID.
Select the Simulate Transaction Details tab.
Select the Simulate Bulk Transactions tab.
Select the Input Format from the list.
Specify the Reason Code, by selecting an item from the list of values, or by typing in a new value.
Enter the output Batch Size

Note: The Status field remains as New until it is simulated.
Enter the full path and file name of the transaction source in the File text box.

Note: The file type must match the Input Format entered in step 5.
Click Simulate.
An XML file is generated with a summary of the bulk transaction simulation.

For information about configuring the destination folder for the XML file, refer to Configuring Summary XML File Destinations for Simulations.

Viewing Bulk Transaction Simulation History

Use the following procedure to view the bulk transaction simulation history.

To view bulk transaction simulation history

Navigate to the Loyalty Program Administration screen, then the Programs view.
Drill-down on a program.
Click the Bulk Membership Administration tab.
Click the Bulk Action History sub-tab.
All simulation history is displayed. The Bulk Reference ID is associated with each file generated in the simulation.

Note: You can sort the transactions by Status to group new, failed and processed transactions together.

Simulating Existing Processed Transactions

This topic explains how to perform a simulation using existing processed transactions.

To perform a simulation of existing transactions

Navigate to the Loyalty Promotions Administration screen, then the Programs view.
Click a Program ID.
Select the Simulate Transaction Details tab.
Select the Simulate Existing Transactions tab.
Query to find the transactions that you want.

Note: Only processed transactions are searched.
Select one or more transactions.
Click Simulate.
Enter the Output Batch Size and Reason code in the Output Batch Size dialog box.
Click Submit.
To view the simulation result, navigate to the Loyalty Transaction screen, then the Transaction Id, and Detailed Processing Log view.
Simulations of existing transactions are not saved as XML files and can only be seen in this view.

Configuring Summary XML File Destinations for Simulations

This topic explains how to modify the destination location for XML summary files generated for simulations.

The default destination is on the server, and it is recommended that you do this configuration because some users do not have access to the server.

Note: Write access must be granted to the folders that are used to store output files.

The number of files generated depends on the output batch size. For example, if there are 300 transactions and the output size is 10, then 30 files will be created.

The naming of the file for bulk transaction simulations uses the following form:

SimulationResults_<Bulk Ref ID>_<Output Batch Size Num>.XML

Single transaction simulation is not saved automatically, but the user can choose to save it in a file. You can modify the location where the user is prompted to save the file.

You can refer to the Bulk Action History list applet to find the Bulk Reference ID. For information about accessing this list, refer to Viewing Bulk Transaction Simulation History.

Modifying the XML Output File Destination for Bulk Transaction Simulations

Perform the steps in the following procedure to modify the XML output file destination for bulk transaction simulations.

To modify the XML output file destination for bulk transaction simulations

Select the LOY Bulk Simulation Process workflow in Siebel Tools.
Query for the PathName process property.
Update the value of the PathName process property to the desired destination path.
Activate and deploy the workflow.

Modifying the XML Output File Destination for Single Transaction Simulations

Perform the steps in the following procedure to modify the XML output file destination for single transaction simulations.

To modify the XML output file destination for single transaction simulations

Select the LOY Simulate Single Txn business component in Siebel Tools.
Query for the File user property.
Update the value of the File user property to the desired destination path.
Deliver the business component to the Siebel runtime repository.
Restart the services.

About Adding Marketing Information to Loyalty Promotions

When you create a promotion, you can add goals, assumptions, expenses, purchase requests, and Market Development Fund (MDF) requests to it. These items are particularly useful if you use Siebel Marketing in conjunction with Siebel Loyalty.

You can add marketing information to loyalty promotions in the following ways:

For more information about Siebel Marketing, see Siebel Marketing Installation and Administration Guide and Siebel Marketing User Guide.

Evaluating and Segmenting Members of Loyalty Programs

You can evaluate and segment members using Oracle Business Intelligence or third-party analytics products, in order to decide which members promotions must target. Based on this segmentation, assign the members to groups, classes, and phases, so different promotions can target these different member groupings.

Calculating Member Value

You can track two values for a member:

Value Score. This field in the short Member Form Applet drives the dollar sign graphic at the start of this form, which quickly shows the user the member's value.
Lifetime Value Score. This field in the Member More Info form enables you to track the member's lifetime potential value in addition to the value a member is delivering at this time, which is tracked in the Value Score field.

Calculate member value with a third-party application that uses the data in Siebel Loyalty and external data if desired.

Assigning Members to Groups, Classes, and Phases

Oracle Business Intelligence or the third-party application that segments the member base assigns members to applicable groups, classes, or phases.

The Group, Class, and Phase fields are in the Member screen, More Info view. Without configuration, these fields are read-only, since the assumption is that the third party application assigns members these values.

Creating Goals and Assumptions for Loyalty Promotions

You can create one or more goals for a promotion. For each goal, you can create one or more assumptions.

Note: To create goals and assumptions for a promotion, you must first associate the promotion with a marketing campaign. For instructions on associating Siebel Loyalty promotions with Siebel Marketing campaigns, see the chapter on planning and budgeting in Siebel Marketing User Guide.

Creating Goals for a Loyalty Promotion

The following procedure describes how to create goals for a loyalty promotion.

To create goals for a loyalty promotion

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion to which you want to add goals and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Goals view tab.

Add one or more new records to the Goals list, and complete the necessary fields in each record. Some fields are described in the following table.

Field	Description
Metric	Type of measure, such as currency or units, that the goal or assumption pertains to
Number Format	If the metric is a numeric one, format in which the number is displayed
Target Amount	If the metric is a currency one, money amount that the goal or assumption targets
Target Qty	If the metric is a numeric one, numeric quantity that the goal or assumption targets
Forecast Amount	If the metric is a currency one, money amount predicted for the goal or assumption
Forecast Qty	If the metric is a numeric one, numeric quantity predicted for the goal or assumption

Creating Assumptions for a Loyalty Promotion Goal

The following procedure describes how to create assumptions for a loyalty promotion goal.

To create assumptions for a loyalty promotion goal

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion to which you want to add assumptions and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Goals view tab.
In the Goals list, select the goal to which you want to add assumptions.
Add one or more new records to the Assumptions list, which appears after the Goals list, and complete the necessary fields in each record. Some fields are described in Creating Goals for a Loyalty Promotion.

Adding Expenses and Line Items to Loyalty Promotions

You can add expected or incurred expenses to a promotion. For each expense record, you can add one or more line items.

Adding Expenses to a Loyalty Promotion

The following procedure describes how to add expenses to a loyalty promotion.

To add expenses to a loyalty promotion

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion to which you want to add expenses and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Expenses view tab.

Add one or more new records to the Expenses list, and complete the necessary fields in each record. Some fields are described in the following table.

Field	Description
Expense	Brief title or description of the expense
Purpose	Description or code for the purpose of the expense
Assigned Budget	Amount budgeted for the expense
Variance	Calculated value representing the difference between Forecast Expense and Actual Expense
Unit	Indicates whether the expense is Fixed or Per Unit

Adding Line items to a Loyalty Promotion Expense

The following procedure describes how to add line items to a loyalty promotion expense.

To add line items to a loyalty promotion expense

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion to which you want to add line items and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Expenses view tab.
In the Expenses list, select the expense to which you want to add line items.

Add one or more new records to the Invoice Line Items list, which appears after the Expenses list, and complete the necessary fields in each record. Some fields are described in the following table.

Field	Description
Type	Code or description for the type of expenditure detailed in the line item
Reference	Description of the specific expenditure detailed in the line item
Agreement Line Item	Agreement or contract line item associated with this expense line item
Project Role	Role in the company or team of the person responsible for this expense line item

Adding Purchase Requests to Loyalty Promotions

You can add purchase requests for expected or incurred expenses to a promotion.

To add purchase requests to a loyalty promotion

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion to which you want to add purchase requests and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Purchase Requests view tab.
Add one or more new records to the list, and complete the necessary fields in each record.
If you want to add information such as line items, payments, and approvals, then do the following:
1. Click the hyperlink in the Purchase Request Number (#) field to display the purchase request in the Service Order form.
2. Click the appropriate view tab on the Service Order form and add a record to the list.

For detailed information about how to complete a purchase request (which your Siebel application handles as an order), see Siebel Order Management Guide.

Adding Market Development Fund Requests to Loyalty Promotions

You can add Market Development Fund (MDF) requests for expected or incurred expenses to a promotion. For more information about MDF requests, see Siebel Marketing User Guide.

To add MDF requests to a loyalty promotion

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion to which you want to add MDF requests and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the MDF Requests view tab.

Add one or more new records to the list, and complete the necessary fields in each record. Some fields are described in the following table.

Field	Description
Fund	MDF from which to draw the requested amount.
Partner	Partner that receives a benefit from the MDF disbursement.
Due	Date by which the funds are needed.
Created	Current date as of when the fund request was created. Automatically populated by Siebel Loyalty.

Associating Loyalty Members with Marketing Campaigns

To target members with an outbound communication, you can use marketing campaigns.

Marketing campaigns are based on contacts, not on members. Therefore, you must associate a Member with a Campaign record to include the member in a marketing campaign.

To associate a member with a marketing campaign

Navigate to the Loyalty Members screen.
In the Loyalty Members list, click the Member Number (#) field of the member you want to associate with the campaign.
In the Campaigns list, add a new record, and select the marketing campaign in the Campaign field.

Integrating Promotions with External Target Lists

You can use Oracle’s Siebel Marketing to integrate your existing loyalty promotions with external target lists. This integration enables users to run a promotion for a specific list of members. The list can be generated using marketing segmentation and then can be used to enroll or make members eligible for a specific promotion in Loyalty.

In Oracle’s Siebel Marketing, use the Campaign Management and the Design views to add related events to a campaign. You can also create enrollment and eligibility buttons for a specific loyalty promotion in an existing campaign. For more information regarding Campaign Management, see the Siebel Marketing User Guide.

Process of Approving Loyalty Promotions

Optionally, an employee can submit a promotion to a manager for approval before activating the promotion.

After loyalty administrators submit promotions to their managers for approval, managers can view and approve them, and loyalty administrators can display the audit trail for those approvals.

To approve loyalty promotions, perform the following tasks:

Displaying Promotions in a Calendar Format

To help decide which promotions to submit for approval, loyalty administrators can view promotions in a calendar format for a graphic view of what time periods are covered by which promotions. Viewing time periods enables administrators to avoid both overwhelming members with promotions, and neglecting to provide members with any promotions during some periods.

This task is a step in Process of Approving Loyalty Promotions.

To display promotions in a calendar format

Navigate to the Loyalty Promotions Administration screen.
In the show drop-down list, select one of the Promotions - Gantt Chart options.
Siebel Loyalty displays a calendar view with each promotion listed, with a colored bar showing the time period it covers.
If you want to see details of a promotion, then click the hyperlink in its Name field.

Submitting Promotions for Approval

After developing promotions, loyalty administrators submit promotions for management approval.

This task is a step in Process of Approving Loyalty Promotions.

To submit a promotion for approval

Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion that you want to submit for approval.
If the promotion form’s Active check box is selected, then click Modify.
In the promotion form, click the Show More button to display the Approval Status field.
In the Approval Status field, change the value from In Progress to Submitted.
Siebel Loyalty sends this promotion to the manager’s approvals queue.

Approving or Rejecting Promotions

After loyalty administrators submit promotions, loyalty managers view the promotions and consider them for approval.

This task is a step in Process of Approving Loyalty Promotions.

To approve or reject a promotion

Navigate to the Home Page.
In My Approval Inbox, identify a promotion that you want to consider for approval, and click the hyperlink in its Name field.
In the promotion form, click the Show More button to display the Approval Status field.
In the promotion’s Approval Status field, change the value to Approved or Rejected - Manager, as appropriate.
In the Pick Employee pop-up box, do the following:
1. Select the employee to whom to send a notice of approval or rejection.
2. In the Comments field, enter an explanation of or expansion on your decision.
3. Click Send.

Viewing the Approvals for a Promotion

Loyalty administrators can view an approvals audit trail for each promotion to learn its history of approvals or rejections.

This task is a step in Process of Approving Loyalty Promotions.

To view the approvals for a promotion

Navigate to the Loyalty Promotions Administration screen.
Identify the promotion whose approvals audit trail you want to view and click the hyperlink in its Promotion Number (#) field.
Click the Approvals view tab.
The Approvals list shows a record for each approval or rejection, including the manager who made the decision, when, and a comment or explanation.

Activating, Modifying, and Deactivating Loyalty Promotions

You control whether a promotion applies to transactions by Activating or Deactivating it. A promotion only applies to a transaction if the transaction's transaction Date is with the promotion's start and end date period, and the promotion is active.

Note: Keep a promotion active as long as it applies to a transaction, even if it is past the promotion's end date. For example, if the business rule is that members can submit transactions for up to six months after the transaction's date, then all promotions must remain active for six months after the promotion's end date.

Activating Loyalty Promotions

After you have finished creating a loyalty Promotion, you must click the Activate button to activate it. Clicking Activate:

Makes all fields on the promotion and all information about the promotion read-only
Makes the promotion apply to transactions
Makes the promotion visible to members on the eLoyalty Member Portal

To activate a promotion

Navigate to the Loyalty Promotions Administration screen.
In the promotions list, select the Promotion you want to activate.
Click Activate.

Modifying Loyalty Promotions

If you have already activated a promotion and you want to modify the promotion while keeping it active, then use the Modify button.

After you click Modify, the promotion appears to be inactive and its fields and information become read-write again. The original promotion continues to apply to members’ transaction until the promotion is activated again.

The original promotion remains in the cache, but changes you make are not loaded into the cache while you modify the promotion. Changes are loaded in the cache when you click Activate, making these changes apply.

This feature enables you to make changes to a promotion that has already been activated without any down time when the promotion does not apply.

To modify a promotion

Navigate to the Loyalty Promotions Administration screen.
In the promotions list, select the Promotion to be modified.
Click Modify.
Enter any data that is necessary to change the promotion, as described in Process of Creating Loyalty Promotions.
Click Activate.

Deactivating Loyalty Promotions

You can deactivate a promotion so it is no longer available to users. When you deactivate a promotion, the promotion cannot generate extra rewards for members, and it is not visible to your employees using the Loyalty Promotions screen, to Partners using the Partner Portal, or to members using Siebel eLoyalty.

After deactivating a promotion, you can reactivate it by following the instructions in Activating Loyalty Promotions.

To deactivate a promotion

Navigate to the Loyalty Promotions Administration screen.
In the promotions list, select the Promotion to be deactivated.
Click Deactivate.

Allowing Existing Member Fields to Be Used in Loyalty Promotion Criteria

You can set up Siebel Loyalty to allow you to use any field in the Member screen, More Info form in a criterion for a loyalty promotion. For example, this would let you create promotions that only apply to members with two or more children.

If you have configured transaction fields, as described in Allowing Additional Fields to Control Loyalty Points Given, then you can also use the method in this topic to use transaction fields in loyalty promotions.

To allow member fields to be used in loyalty promotion criteria

In Siebel Tools:
1. Find the field in the LOY Member business component.
2. Check to see whether the field already exists in the LOY Engine business component.
3. If it is not already there, then add the field to the LOY Engine business component.
In the Siebel Business Application:
1. Navigate to Administration - Data screen, List of Values view.
2. Query for LOY_ATTRIB_FIELDS_MEMBER.
3. Create new record for each field you need, and enter the necessary information.
  
  Note: The Display Value and the Language-Independent Code in the new record must exactly match the field name in the business component.
4. Save new record.
5. Click Clear Cache to refresh the cache.

Allowing Added Member Fields to Be Used in Loyalty Promotion Criteria

If you configure Siebel Loyalty to add a new field, for example to the Member or Transaction record, then it is not automatically available for you in the promotion criteria. This topic describes how to add a new field that is available in the promotion criteria.

To add a new field used in a transaction

Decide what type of attribute you must use in the criteria. For more information about types of attributes, see Creating Attributes for Loyalty Programs.

Using Siebel Tools, add the field that the attribute is based on to the appropriate business components, as shown in the following table. For example, if you want to use a Transaction Attribute in the criteria, then add the field to the business component LOY Transaction and LOY Engine Transaction.

Attribute Type	Business Components	List of Values Type
Member Field	LOY Member LOY Engine Member	LOY_ATTRIB_FIELDS_MEMBER
Member Tier	LOY Member Tier LOY Engine Member Tier	LOY_ATTRIB_FIELDS_TIER
Transaction	LOY Transaction LOY Engine Transaction	LOY_ATTRIB_FIELDS_TXN
Point Type	LOY Member/LOY Tier LOY Engine Member/LOY Engine Tier	LOY_ATTRIB_FIELDS_MEM_POINT
Product	LOY Engine Transaction	LOY_ATTRIB_FIELDS_TXN_PRODUCT

Using Siebel Loyalty, navigate to the Administration - Data screen, List of Values view and add the appropriate value:
1. In the Type field, query for the appropriate LOV type for this attribute, as shown in the previous table. For example, if you want to use a Transaction Attribute in the criteria, then query for LOY_ATTRIB_FIELDS_TXN.
2. Add a new record. In the Type field, add this same LOV type. In the Display Value and Language-Independent Code, add an entry that exactly matches the name of the new field that you added to the business component.
3. Click the Clear Cache button to refresh the cache.
Now you can create an attribute based on this new field, as described in Creating Attributes for Loyalty Programs.

Configuring Common Promotions

You can configure the product to create commonly used promotions in the following ways.

Creating a Promotion That Applies on the Member’s Anniversary

You can create a promotion that gives members a bonus on the anniversary of the date they joined the program.

You must begin by creating two new fields that include just the month and day (not the year) of the member’s start date and the system date, so you can create a rule that compares these values.

To create a promotion that applies on the member’s anniversary

In Siebel Tools, configure Siebel Loyalty as follows:
1. In the business component LOY Member, create a calculated field called Join Date, calculated using the function Left([Start Date],5).
2. In the business component LOY Engine Member, create the same calculated field.
3. In the business component LOY Transaction, create a calculated field called System Date, calculated using the function Left(Today(),5).
4. In the business component LOY Engine Transaction, create the same calculated field.
In Siebel Tools:
1. Design a work flow that internally checks the member's Joined date with the system date and creates Queued txn with the needed bonus point when these dates match.
2. Set up a job (using Workflow Batch Process Manager) component to run this workflow.
In Siebel Loyalty:
1. In the List of Values Administration view, add a new record for LOY_ATTRIB_FIELDS_MEMBER with the value Join Date.
2. In the List of Values Administration view, add a new record for LOV LOY_ATTRIB_FIELDS_TXN with the value System Date.
3. Create a Member Attribute based on the field Join Date.
4. Create a Transaction Attribute based on the field System Date.
5. Create a promotion with a rule that:
  - Includes a criterion that compares the attribute for the Join Date and the attribute for the System Date.
  - Includes an action that gives a bonus if this criterion is true (Join Date equals System Date).

For general information about adding new fields that are used in promotion criteria, see Allowing Added Member Fields to Be Used in Loyalty Promotion Criteria.

Creating Reward Promotions That Apply to the First Transaction on the Day the Member Enrolls

You can create a promotion that only gives a bonus for the first transaction on the day the member enrolls.

To create a promotion that gives a bonus for the first transaction on the day the member enrolls

Configure the product so the Joined Date field in the Member screen, More Info view can be used as a criterion for a promotion.
The Joined Date field tracks a member's enrollment date. For information about using this field as the basis of a promotion, see About Changing the Fields Used in Loyalty Attributes.
Create a promotion with a promotion-specific attribute that records whether the member has received the bonus (since the member must only get the bonus once).
Give the first rule for this promotion these two criteria:
1. Transaction Date equals Joined Date.
2. Member has not yet received the bonus.
In addition, give the first rule for this promotion these two actions:
1. Give the member the bonus.
2. Update attribute to show the member has received the bonus.

Note: This promotion applies to the first transaction processed for that day, not necessarily the first transaction that occurred. For example, if a customer has two transactions, and the engine processes the later transaction first, then the bonus applies to the later transaction.

Loyalty Promotion Examples

Loyalty promotions use the same framework of attributes, rules, criteria, and actions to create many different types of promotions. This topic gives you examples of how to create several different types of promotions, including:

There are also examples of how to create a tier promotion in About Tier Promotions.

Example of Creating a Simple Frequency Promotion

A simple frequency promotion requires a member to complete some action a specific number of times to receive a bonus. In this example, the member must fly from SFO to LAX three times to receive 3,000 bonus points, and the member gets the bonus as soon as the required number of flights has been reached.

This example assumes that you have already created the loyalty program and the product needed for this promotion.

This example shows one possible use of simple frequency promotions. Your use of these promotions can differ, depending on your business model.

Note: When a simple frequency loyalty promotion is defined, an action must be defined to update the attribute in the attribute rule of the promotion. If this action is not added, then the bonus can be given out repeatedly.

To create a simple frequency promotion, perform the following tasks.

Creating the Promotion Record for the Simple Frequency Promotion

The promotion record is a container for all the other information about the 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.

Field	Value
Name	Simple Frequency SFO-LAX Promotion
Always Apply	Yes
Apply To	Accrual-Product
Product Inclusion	Include Products

Specifying the Product for the Promotion

Because this promotion applies only to airline flights, you selected Include Products in the Product Inclusion when you created the promotion. Now you must specify the product it applies to.

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.

Field	Value
Name	SFO-LAX

Note: If this product does not exist in your database, then you must create it and make it available to Siebel Loyalty. For more information, see Defining Loyalty Products, Price Lists, and Catalogs.

Creating the Attribute to Track Number of Flights

You must create an attribute that tracks the number of times the member has flown from SFO to LAX, so it can be used in the promotion’s rule.

This rule is the first rule in the promotion because if a member completes a flight that qualifies the member for the bonus, then the actions must be taken in the following order:

Update the number of flights attribute.
Evaluate the attribute to see whether the member has completed the required number of flights.
If so, give the member the bonus.

To create the attribute to track number of flights

Click the Promotion Specific Attributes view tab.

Add a new promotion-specific attribute record, and complete the necessary fields. Some fields are shown in the following table.

Field	Value
Name	SFO-LAX Simple Freq Promo Att
Field	Number 1
Default	0
Data Type	Number

When you have finished creating the attribute, select the Active check box.

Creating an Attribute to Track Whether a Member Received This Bonus

If you want a member to be able to receive the bonus only once during the promotion period, then create a promotion-specific attribute that tracks whether the member was given the bonus.

Note: If the member can receive the bonus multiple times during the promotion's applicability period, then only the one promotion-specific attribute described previously is required. Instead of this second attribute, you must add an action that resets the previously attribute SFO-LAX Simple Freq Promo Att to zero each time the member receives the bonus. This action is described later.

To create the attribute to track whether a member received this bonus

Add a new Promotion-Specific Attribute record, and complete the necessary fields. Some fields are shown in the following table.

Field	Value
Name	Member Given Simple Freq Bonus
Field	Text 1
Default	No
Data Type	String

When you have finished creating the attribute, select the Active check box.

Creating a Rule That Updates the Number of Flights Attribute

You must create a rule that increments the value of this attribute every time the member flies from SFO to LAX.

To create a rule that updates the number of flights 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.

Field	Value
Sequence	1
Name	Update SFO-LAX Simple Freq Promo Attribute
Apply To	Transactions

Click the rule’s Name field hyperlink.

Add a new Criteria record, and complete the necessary fields shown in the following table.

Field	Value
Sequence	1
Name	Partner is Indigo Airways
Type of Comparison	Compare to Values
Object	Transaction
Attribute	Partner
Condition	Equals
Value	Indigo Airways

Note: If desired, you could add additional criteria, such as ticket class.

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.

This action increments by one the promotion-specific attribute that tracks the member's number of flights every time an applicable flight is completed.

Field	Value
Name	Update SFO-LAX Simple Freq Promo Attribute by 1
Type	Update Attribute
Update this attribute: Object	Promotion
Update this attribute: Attribute	SFO-LAX Simple Freq Promo Att
Update this attribute: Action	Add
Value	1

Creating a Rule That Gives the Member a Bonus

You must also create a rule that gives the member a bonus when the attribute reaches 3, the number of flights required to receive the bonus.

If the member can only receive the bonus once, then you also need a second criterion that checks whether the member has not yet received a bonus as result of this promotion.

To create a rule that gives the member a bonus

In the thread bar, click Promotion:Simple Frequency SFO-LAX Promotion.

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

Field	Value
Sequence	2
Name	Give 3,000 Bonus When Fly SFO-LAX 3 Times
Apply To	Attributes

Click the rule’s Name field hyperlink.

In the Criteria list, add a new Criteria record, and complete the necessary fields in the record, its Detail form, and its Value list, shown in the following table.

Field	Value
Sequence	1
Name	If SFO-LAX Promo Attribute equals 3
Type of Comparison	Compare to Values
Object	Promotion
Attribute	SFO-LAX Simple Freq Promotion Attribute
Condition	Equals
Value	3

In the Criteria list, add a new Criteria record, and complete the necessary fields in the record, its Detail form, and its Value list, shown in the following table.

Field	Value
Sequence	2
Name	Member has not yet received bonus
Type of Comparison	Compare to Values
Object	Promotion
Attribute	Member Given Simple Freq Bonus
Condition	Equals
Value	No

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.

This action gives the member the 3,000-point bonus.

Field	Value
Sequence	1
Name	Give 3000 Regular Point Bonus
Type	Assign Points
Point Type	Regular
Value	3000

Creating an Action That Resets an Attribute Value

If you want the member to receive this bonus only once, then add an action to change the promotion-specific attribute which tracks whether the member has received the bonus to Yes.

If you want the member to be able to receive this bonus multiple times, then add an action to reduce the number of flights attribute to zero. Then, after additional flights, increase this attribute until it reaches three again, and the member receives the bonus again.

Note: Create only one of these two actions, depending on whether you want to give members the bonus multiple times or just one time.

To create an action that resets an attribute value

To set the attribute tracking whether the member has received the bonus to yes, add a new Action record, and complete the necessary fields in the Action list and Detail form, shown in the following table.

Section	Field	Value
Not applicable	Sequence	3
Not applicable	Name	Set Bonus Given Prom-Spec Att to Yes
Not applicable	Type	Update Attribute
Update this attribute	Object	Promotion
Update this attribute	Attribute	Member Given Simple Freq Bonus
Update this attribute	Action	Set
And/Or this value	Value	Yes

To reset the number of flights attribute to zero, add a new Action record, and complete the necessary fields in the Action list and Detail form, shown in the following table.

Section	Field	Value
Not applicable	Sequence	2
Not applicable	Name	Set SFO-LAX PS Att to Zero
Not applicable	Type	Update Attribute
Update this attribute	Object	Promotion
Update this attribute	Attribute	SFO-LAX Simple Freq Promotion Attribute
Update this attribute	Action	Set
And/Or this value	Value	0

Activating the Promotion

Now, you are ready to activate the promotion.

To activate the promotion

In the thread bar, click Promotion:Simple Frequency SFO-LAX Promotion.
In the Promotion form, click Activate.
The promotion is active during the period between the start date and the end date.

Example of Creating a Complex Frequency Promotion

A complex frequency promotion gives members a varying bonus that depends on the number of times they buy a product during a given period.

For example, during a specific period:

Fly DEN - CHI 3 times, receive 1,000 bonus
Fly DEN - CHI 4 or 5 times, receive 3,000 bonus
Fly DEN - CHI 6 or more times, receive 5,000 bonus

Unlike a simple frequency promotion, a complex frequency promotion does not give members a bonus as soon as the complete the required number of actions. Instead it waits until the end of the promotion period to give a bonus, because the bonus that is given varies in a step function based on the total number of applicable purchases.

This example assumes that you have already created the loyalty program and the product needed for this promotion.

This example shows one possible use of complex frequency promotions. Your use of these promotions can differ, depending on your business model.

Creating the Promotion Record for the Complex Frequency Promotion

The promotion record is a container for all the other information about the promotion.

When you create the promotion record, you do not have to select Always Apply, because this promotion is processed at a preset date and the decision to give bonus points is not triggered by a transaction. Thus, it always applies automatically.

The Final Action Date field determines when this promotion is processed. You must set it for several days after the end of the promotion, to give time for all applicable transactions to be processed. To view this field, you must click the More button on the Promotion form. The engine processes the promotion on the day after the date specified in this field.

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.

Field	Value
Name	Complex Frequency DEN - CHI Promotion
Always Apply	No
Apply To	Accrual-Product
Promotion Start	1/21/2006
Promotion End	4/1/2006
Product Inclusion	Include Products
Final Action	4/10/2006

Click the Promotion number. The Promotion form appears.
In the Promotion form, click the Show more button.
In the Final Action Date field, enter 4/6/2006.

Specifying the Product for the Promotion

Because this promotion applies only to airline flights, you selected Include Products in the Product Inclusion when you created the promotion. Now you must specify the product it applies to.

To specify the product for this promotion

Click the Products view tab.

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

Field	Value
Name	DEN-CHI

Note: If this product does not exist in your database, then you must create it and make it available to Siebel Loyalty. For more information, see Defining Loyalty Products, Price Lists, and Catalogs.

Creating the Attribute for the Promotion

You must create an attribute that is used by this promotion’s rule. This attribute is used to count the number of times that the member takes the DEN - CHI flight.

To create the attribute for this promotion

Click the Promotion Specific Attributes view tab.

Add a new promotion-specific attribute record, and complete the necessary fields. Some fields are shown in the following table.

Field	Value
Name	DEN - CHI Complex Freq Promo Attribute
Field	Number 1
Default	0
Data Type	Number

When you have finished creating the attribute, select the Active check box.

Creating a Rule That Updates the Attribute

You must create a rule that increments the value of the attribute every time the member takes a DEN - CHI flight.

To create a rule that updates the 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.

Field	Value
Sequence	1
Name	Update the DEN - CHI Complex Freq Promo Attribute
Apply To	Transactions

Click the rule’s Name field hyperlink.

In the Criteria list, add a new Criteria record, and complete the necessary fields in the record and in the Compare to Values detail form, as shown in the following table.

Field	Value
Sequence	1
Name	Partner is Indigo Airways
Type of Comparison	Compare to Values
Object	Transaction
Attribute	Partner
Condition	Equals
Value	Indigo Airways

Note: If desired, you can add an additional criterion, such as ticket class.

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.

This action updates the promotion specific criteria each time the member takes this flight.

Section	Field	Value
Not applicable	Sequence	1
Not applicable	Name	Update Promo-Specific DEN-CHI Attribute
Not applicable	Type	Update Attribute
Update this attribute	Object	Promotion
Update this attribute	Attribute	DEN - CHI Complex Freq Promo Attribute
Update this attribute	Action	Add
And/Or this value	Value	1

Creating Rules That Give the Members Bonuses

You must also create rules that give the members bonuses. One rule is created for each different bonus amount a member could receive. In this example, there are three potential bonuses so there are three rules:

A rule to give 1,000 points to members who fly from DEN to CHI 3 times during the promotion period.
A rule to give 3,000 points to members who fly from DEN to CHI 4 or 5 times during the promotion period.
A rule to give 5,000 points to members who fly from DEN to CHI 6 or more times during the promotion period.

Creating a Rule To Gives Members a 1000-Point Bonus

The following procedure describes how to create a rule to reward members with a 1000-point bonus for taking three flights during the promotion period.

To create a rule that give the members a 1000-point bonus for three flights

In the thread bar, click Promotion:Complex Frequency DEN - CHI Promotion.

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

Field	Value
Sequence	2
Name	If DEN-CHI Flights equals 3, Give 1,000 Points
Apply To	Attributes

Click the rule name.

In the Criteria list, add a new Criteria record, and complete the necessary fields in the record and its detail form, as shown in the following table.

Field	Value
Sequence	1
Name	Number of DEN-CHI Flights equals 3
Type of Comparison	Compare to Values
Object	Promotion
Attribute	DEN - CHI Complex Freq Promo Attribute
Condition	Equals
Value	3

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.

Field	Value
Sequence	1
Name	Give 1,000 Regular NQ Points
Type	Assign Points
Point Type	Regular
Value	1000

Creating a Rule To Gives Members a 3000-Point Bonus

The following procedure describes how to create a rule to reward members with a 3000-point bonus for taking four or five flights during the promotion period.

To create a rule that gives the members a 3000-point bonus for four or five flights

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

Field	Value
Sequence	3
Name	If DEN-CHI Flights equals 4 or 5, Give 3,000 Points
Apply To	Attributes

Click the rule name.

In the Criteria list, add a new Criteria record, and complete the necessary fields in the record and its detail form, as shown in the following table.

Field	Value
Sequence	1
Name	Number of DEN-CHI Flights equals 4 or 5
Type of Comparison	Compare to Values
Object	Promotion
Attribute	DEN - CHI Complex Freq Promo Attribute
Condition	Equals
Value	4
Value	5

Note: Add two rows to the Value list. Enter 4 in one and 5 in the other.

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.

Field	Value
Sequence	1
Name	Give 3,000 Regular NQ Points
Type	Assign Points
Point Type	Regular
Value	3000

Creating a Rule To Gives Members a 5000-Point Bonus

The following procedure describes how to create a rule to reward members with a 5000-point bonus for taking six or more flights during the promotion period.

To create a rule that gives the members a 5000-point bonus for six or more flights

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

Field	Value
Sequence	4
Name	If DEN-CHI Flights Greater Than Or Equal To 6, Give 5,000 Points.
Apply To	Attributes

Click the rule name.

In the Criteria list, add a new Criteria record, and complete the necessary fields in the record and its detail form, as shown in the following table.

Field	Value
Sequence	1
Name	Number of DEN-CHI Flights Greater Than Or Equal To 6
Type of Comparison	Compare to Values
Object	Promotion
Attribute	DEN - CHI Complex Freq Promo Attribute
Condition	Is Greater Than Or Equal To
Value	6

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.

Field	Value
Sequence	1
Name	Give 5,000 Regular NQ Points
Type	Assign Points
Point Type	Regular
Value	5000

Activating the Promotion

Now that all the rules have been set up, you are ready to activate the promotion.

After the promotion is activated, it keeps track of the number of times that members fly between the start date and the end date. Then, on the day after the date in the Final Action Date field, it gives points to members based on the total number of DEN-CHI flights they took during this period.

To activate the promotion

In the thread bar, click Promotion:Complex Frequency DEN - CHI Promotion.
In the Promotion form, click Activate.
The promotion is active during the period between the start date and the end date.

Example of Creating an Action-Based Bonus

An action-based bonus rewards members for some action other than a purchase. Examples are:

When you register with the loyalty program, you get 1,000 bonus points.
When you refer a new member, you get 1,000 bonus points.
When you update your member profile through the Web, you get 1,000 bonus points.

This example in this topic shows how to create an action-based bonus that gives 1,000 bonus points when you register as a member in the loyalty program.

Note: The bonus for referring a new member is invoked when the member who gets the referral bonus is specified in the Referred By field at the time when a new member enrolls. If a member is already enrolled and you later go back and enter the referring member in the Referred By field, then the referral bonus is not given.

This example assumes that you have already created the loyalty program.

Because this topic is an example, it only describes how to create one action-based bonus, the bonus for registering in the program, which uses the product Registration Bonus. Products for three action-based bonuses are available in the Loyalty seed data:

Registration Bonus. Use this product to create an action-based bonus to reward new members for registering.
Referral Bonus. Use this product to create an action-based bonus to reward members for referring a new member.
Web Update Bonus. Use this product to create action-based bonus to reward members for updating their profile on the Web.

The other two action-based bonuses are created similarly to the action-based registration bonus described in the example.

You do not have to create the products used in these three action-based bonuses, because they are already included in the seed data.

Note: When members receive action-based bonuses, Siebel Loyalty creates transactions that have the status Queued to give the members the bonuses, so they cannot be processed manually but are automatically processed by the server. To configure the product so these transactions can be processed manually, see Allowing Transactions to Be Processed Both Manuallyand Automatically.

Creating the Promotion Record

As the first step, you must create a promotion record for the action-based 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.

Field	Value
Name	Enrollment Promotion
Always Apply	No
Apply To	Bonus
Product Inclusion	Include Products

Specifying the Product for the Promotion

Now, you must associate this promotion with the appropriate action-based bonus product. You selected Include Products when you created the promotion, and you must also go to the Products view to specify the product it applies to.

Note: In this example, you select the product Registration Bonus to create an action-based bonus for registering. You can also select the product Referral Bonus to create an action-based bonus for referring a new member, and you can create an action-based bonus for updating your profile using the product Web Update Bonus.

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.

Field	Value
Name	Registration Bonus
Part Number (#)	Registration Bonus

Note: If this product does not exist in your database, then you need to create it and make it available to Siebel Loyalty. For more information, see Defining Loyalty Products, Price Lists, and Catalogs.

Creating a Rule for the Action-Based Bonus

Next, you must create a rule for this promotion that gives customers the bonus when they register for the loyalty program.

To create a rule that gives customers a bonus when they register

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.

Field	Value
Name	When member enrolls give 1000 points
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.

Field	Value
Sequence	1
Name	Enrollment
Type of Comparison	Compare to Values

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

Field	Value
Object	Transaction
Attribute	Product
Condition	Equals

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	Enrollment Bonus

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.

Field	Value
Sequence	1
Name	Give 1000 Points
Type	Assign Points
Point Type	Regular
Value	1000

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:Enrollment Promotion.
In the Promotion form, click Activate.
The promotion is active during the period between the start date and the end date.

When a member must receive this bonus, the engine creates a transaction with a status of Queued, which means that it cannot be processed with the Process button but is processed by the Loyalty engine in batch mode. When the engine processes this transaction, the member receives the bonus.

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.

Field	Value
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.

Field	Value
Name	DEN-SFO
Part Number (#)	Loyalty Flights

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

Field	Value
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 promotion-specific attribute record, and complete the necessary fields. Some fields are shown in the following table.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
Value	SFO-DEN

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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
Value	Indigo Airways

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.

Field	Value
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.

Example of Creating a Partner Promotion

A partner promotion gives a member a bonus when the member purchases a product from a partner.

The partner’s product could be a flight, hotel stay, car rental, credit card purchase, or any other product that a partner sells.

A partner promotion is just like the promotions shown in other examples, except that you select the partner’s name in the Partner field. Apart from that, you can use the same rules, attributes, criteria, and actions as the other examples.

When a member purchases the product, the member receives a bonus, and the points are deducted from the partner’s point block.

To create a promotion as a partner promotion

Navigate to the Loyalty Promotions Administration screen.
Add a new Promotion record, and complete the necessary fields. In the Partner field, select the name of the partner company.

For more information about how to set up partners and work with partners, see Using Siebel Loyalty with Partners

Example of Creating a Joint Promotion

A joint promotion gives a member a bonus when the member purchase products from two companies. The purchases could be from the host company and a partner company or from two partner companies.

In the example, the member receives 5000 bonus points for making the following purchases from the host company (Indigo Airways) and a partner:

Fly Indigo Airways from DEN to SFO two times
Rent a car for three days from Speedy Car Rentals

This example 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.

Field	Value
Name	Joint Indigo and Speedy Promotion
Apply To	Accrual-Product
Product Inclusion	Include Products

Specifying the Products for the Promotion

Now, you must associate this promotion with applicable the products from both companies.

To specify the products 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.

Field	Value
Name	DEN-SFO
Part Number (#)	Loyalty - Flights

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

Field	Value
Name	One Day Car Rental - Compact
Part Number (#)	Loyalty - Car Rental

Add more product records for every applicable car rental product, for example, for One Day Car Rental - Standard and One Day Car Rental - Luxury.

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 Promotion-Specific Attributes

Create two promotion-specific attributes, where one attribute tracks the purchases from each company.

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.

Field	Value
Name	Number of DEN-SFO Flights
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.

Field	Value
Name	Number of Speedy Car Rentals
Active	Y
Field	Number 2
Data Type	Number

Creating Rules to Update the Promotion-Specific Attributes

You must create rules to update both of these promotion-specific attribute when a member makes the applicable purchases.

To create rules that update the promotion-specific attributes

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.

Field	Value
Sequence	2
Name	Update Number of DEN-SFO promo-spec 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.

Field	Value
Sequence	1
Name	Partner is Indigo Airways
Type of Comparison	Compare to Values

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

Field	Value
Object	Transaction
Attribute	Partner
Condition	Equals

In the Values list on the Compare to Values Detail form, add a new record and enter the value shown in the following table.

Field	Value
Value	Indigo Airways

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.

Field	Value
Sequence	1
Name	Update Number of DEN-SFO flights promo-spec attribute
Type	Update Attribute
Update this attribute: Object	Promotion
Update this attribute: Attribute	Number of DEN-SFO Flights
Action	Add
Value	1

In the Rules list, add another new record, and complete the necessary fields. Some fields are shown in the following table.

Field	Value
Sequence	2
Name	Update Number of Speedy Rentals promo-spec 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.

Field	Value
Sequence	1
Name	Partner is Speedy Car Rental
Type of Comparison	Compare to Values

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

Field	Value
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.

Field	Value
Value	Speedy Car Rentals

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.

Field	Value
Sequence	1
Name	Update Number of Speedy Car Rentals promo-spec attribute
Type	Update Attribute
Update this attribute: Object	Promotion
Update this attribute: Attribute	Number of Speedy Car Rentals
Action	Add
Value	1

Creating a Rule to Give the Member a Bonus

Next, you must create a rule that gives the member the bonus when the member has completed the required number of purchases from both companies.

The requirement for this rule is that both the member’s promotion-specific attributes are equal to or greater than the required amounts. Use Greater Than rather than Equal To, because it 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

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.

Field	Value
Name	Fly 2 Times, rent 3 days, get 5,000 Reg NQ points
Apply To	Attributes

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.

Field	Value
Sequence	2
Name	Number of Speedy car rental days greater than or equal to 3
Type of Comparison	Compare to Values

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

Field	Value
Object	Promotion
Attribute	Number of Speedy Car Rentals
Condition	Is Greater Than

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

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

Field	Value
Sequence	1
Name	Number of DEN-SFO flights greater than or equal to 2
Type of Comparison	Compare to Values

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

Field	Value
Object	Promotion
Attribute	Number of DEN-SFO Flights
Condition	Is Greater Than

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

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.

Field	Value
Sequence	1
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

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.

Example of Creating a Joint Accrual Promotion

A joint accrual promotion gives a member and corporate partners points for joint accruals. In a joint accrual promotion, the points are calculated using the distance table and base promotion or from product points. The points to be given to the individual member or corporate member are calculated using the Admin - Accrual promotion. The rules given (described in the following subtopics) must also be part of the Admin - Accrual promotion.

For example, you might have two companies where one company needs to be given 50% of the distance flow to the corporate account and 50% to the individual member and the other company needs to accrue 40% to the corporate account and 60% to the individual. It is recommended that you take into account the corporate reference number while defining the rules for this promotion.

This example 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.

Field	Value
Name	Joint - Accrual
Apply To	Accrual-Product
Product Inclusion	Include Products

Creating Rules to Reward Individual and Corporate Members

If the accrual type for an account is both, then by default the corporate member gets the same number of points as the individual member.

However, if the corporate member needs to be rewarded in a different point type, or with a different number of points, then a separate promotion is required. The transaction for the individual member contains the corporate member number in the Corporate Member Reference field, and the individual member must have the same corporate member number mentioned in that individual member setup.

To create rules to reward individual and corporate 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.

Field	Value
Sequence	2
Name	Reward Corporate Member
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.

Field	Value
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.

Field	Value
Object	Member
Attribute	Member Type
Condition	Equals

In the Values list on the Compare to Values Detail form, add a new record and enter the value shown in the following table.

Field	Value
Value	Account

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. The action can be configured to give a different point percentage.

Field	Value
Sequence	1
Name	Assign Points
Type	Assign Points
Point Type	Use from Transaction
Object	Transaction
Attribute	Transaction Points

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.

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.

Field	Value
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 promotion-specific attribute record, and complete the necessary fields.

Some fields are shown in the following table.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
Value	2

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

Field	Value
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.

Field	Value
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.

Field	Value
Value	3

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.

Field	Value
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.

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

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.

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 Creating a Promotion Record for an Accrual Package Promotion.

Click the Promotion number.
The Promotion form appears.
In the Promotion form, click the Package Accrual Split view tab.

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

In the Promotion form, click the Promotion Specific Attributes view tab.

Add a new promotion-specific attribute 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

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

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

Click the Rules view tab.

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

Click the rule’s Name field hyperlink.

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

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

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

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

Click the Actions view tab.

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
Object	Promotion
Attribute	Select the Indigo flight promotion
Action	Add
Value	1

Repeat ste[ 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

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.

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

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.

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

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

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

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

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

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

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

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

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

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.

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

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.

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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
Sequence	2
Name	Update IC
Type	Update Attribute

In the Update Attribute Action form, enter the values in the following table.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
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.

Field	Value
Sequence	2
Name	Update IC
Type	Update Attribute

In the Update Attribute Action form, enter the values in the following table.

Field	Value
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.

Field	Value
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.

Example of Creating a Social Rewards Promotion

A social rewards promotion is one type of action-based bonus promotion. A social rewards promotion rewards members for actions they perform on social networks, for example, when a member performs Like, Share, or Tweet actions about a product, promotion or brand, they are rewarded 100 social reward points.

When creating promotions that reward customers for social actions, two options are available:

You can create the actions that are to be rewarded as products, for example you can create a product named Like or Tweet. You can then associate the product to the promotion. In this case, the member is rewarded for all their social actions of a particular type (Likes, or Tweets), regardless of the item the action refers to.
Alternatively, you can create a promotion that rewards members who Like or Tweet about a specific product. In this case, the promotion can be associated with a specific product, and the action specified for the promotion is Like or Tweet. This is the option implemented in this example.

This example shows how to create a promotion for an airline Loyalty program that rewards members who perform Tweet, Like, or Share actions on social networks for an Early Bird flight product.

The example in this topic assumes that you have already set up a loyalty program, and that the Early Bird flight product exists in your database, and has been made available to Siebel Loyalty. The Early Bird flight product must have a part number that is equal to Social Reward. For more information about defining Loyalty products, see Defining Loyalty Products, Price Lists, and Catalogs.

Creating the Promotion Record

As the first step, you must create a promotion record for the social rewards 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.

Field	Value
Name	Social Rewards
Always Apply	Yes
Apply To	Accrual - Product

Specifying the Product for the Promotion

Now, you must associate this promotion with the Early Bird 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.

Field	Value
Name	Early Bird
Part Number (#)	Social Reward

Creating the Promotion-Specific Attribute

Create a transaction attribute to track social actions performed by members.

On the Loyalty Program Administration screen, click the Program Level Attributes tab, then the Transaction Attributes view tab.

To create the promotion-specific attribute

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.

Field	Value
Name	Social Action Type
Active	Y
Field	Social Action Type
Read Only	Yes
Data Type	String
Pick List	LOY Social Action Type Picklist

Creating a Rule for the Social Rewards Promotion

Next, you must create a rule for the social rewards promotion that gives members bonus points when they perform a Like or Tweet action or check-in their location.

To create a rule that gives customers a bonus for social actions

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.

Field	Value
Name	Check whether action is Like
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.

Field	Value
Sequence	1
Name	Check Reward Type is Like
Type of Comparison	Compare to Values

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

Field	Value
Object	Transaction
Attribute	Social Action Type
Condition	Equals

In the Values list on the Compare to Values Detail form, enter the value shown in the following table.

Field	Value
Value	Like

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.

Field	Value
Sequence	1
Name	Assign Bonus Points
Type	Assign Points
Point Type	Regular
Value	100

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.

Field	Value
Sequence	2
Name	Issue Voucher
Type	Assign Voucher
Voucher	500 Miles Domestic Upgrade
Quantity	1

Click the Rules view tab.

Create a second rule for the promotion in the Rules list, and complete the necessary fields. Some fields are shown in the following table.

Field	Value
Sequence	2
Name	Check whether action is Tweet
Apply to	Transaction

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.

Field	Value
Sequence	1
Name	Check Reward Type is Tweet
Type of Comparison	Compare to Values

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

Field	Value
Object	Transaction
Attribute	Social Action Type
Condition	Equals

In the Values list on the Compare to Values Detail form, add the value shown in the following table.

Field	Value
Value	Tweet

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.

Field	Value
Sequence	1
Name	Assign Bonus Points
Type	Assign Points
Point Type	Regular
Value	100

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.

Field	Value
Sequence	2
Name	Issue Voucher
Type	Assign Voucher
Voucher	500 Miles Domestic Upgrade
Quantity	1

Create a third rule for the promotion in the Rules list, and complete the necessary fields. Some fields are shown in the following table.

Field	Value
Sequence	3
Name	Check whether action is Share
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.

Field	Value
Sequence	1
Name	Check Reward Type is Share
Type of Comparison	Compare to Values

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

Field	Value
Object	Transaction
Attribute	Social Action Type
Condition	Equals

In the Values list on the Compare to Values Detail form, add the value shown in the following table.

Field	Value
Value	Share

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.

Field	Value
Sequence	1
Name	Assign Bonus Points
Type	Assign Points
Point Type	Regular
Value	100

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.

Field	Value
Sequence	2
Name	Issue Voucher
Type	Assign Voucher
Voucher	500 Miles Domestic Upgrade
Quantity	1

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: Social Rewards.
In the Promotion form, click Activate.
The promotion is active during the period between the start date and the end date you specified.

Troubleshooting Action-Based Bonuses

If an action based bonus does not work properly, then check that the following requirements have been met:

There must be exactly one product with each of the following Part Numbers
- Registration Bonus
- Referral Bonus
- Web Update Bonus
The name of the product does not matter, because the engine only evaluates the Product Id.
These products must be associated with the correct Organization, which is the same Organization as the Program.
The following Workflows must be Active:
- LOY ABB New Member Process
- LOY ABB Web Update Process
- LOY ABB Web Update Shell Process
- LOY Action Based Bonus Referral Subprocess
- LOY Action Based Bonus Subprocess
The following Run Time Events must exist and be active:

BusComp LOY Member - WriteRecordNew - GetProfileAttr("ApplicationName") = "Siebel Loyalty" OR GetProfileAttr("ApplicationName") = "Siebel Loyalty Partner Portal" - LOY ABB New Member Record

BusComp LOY Member - WriteRecordUpdated - GetProfileAttr("ApplicationName") = "Siebel Loyalty eMember" - LOY ABB Write Member Record eApps

Promotions Based on Day or Time of Purchase

You can create promotions that reward purchases made on specific days, purchases that are made at specific times, or purchases that are made frequently. For example, promotions can reward:

Purchases made between 4 PM and 6 PM
Purchases made on Mondays
Purchases made during the first week of the year
The third purchase made in a given week
The second purchase made in the same day

These promotions are generally used by retail stores that want to attract customers at specific times or that want to encourage customers to make frequent purchases.

About Calendar Attributes

You use calendar attributes to keep track of the dates and times of customers’ purchases in order to create promotions rewarding frequent customers. For more information, see Promotions Based on Day or Time of Purchase.

Calendar attributes must be created at the program level. They can be used by all promotions in the program.

The following table lists the methods that are available when you create calendar attributes and their uses. When you create a calendar attribute, you select one of these methods, which returns the value of the attribute. For more information, see Creating Calendar Attributes.

Method	Description	Usage	Picklist
Day Name	Returns a string representing the name of the day of the date from the transaction’s Date:Time stamp.	If the transaction’s Date:Time stamp is 8/2/2009 11:28:39 PM, then the Day Name method returns Sunday.	FS PickList Schedule Day of Week
Month Name	Returns a string representing the name of the month of the date from the transaction’s Date:Time stamp.	If the transaction’s Date:Time stamp is 8/2/2009 11:28:39 PM, then the Month Name method returns August.	FIN PickList Month
Last Week of Month	Returns 0 for true or 1 for false to indicate whether the transaction occurred during the last week of the month.	The user just specifies the month in the criterion, and the attribute calculates the last week.	LOY PickList Calendar Boolean Values
Last Week of Year	Returns 0 for true or 1 for false to indicate whether the transaction occurred during the last week of the year.	The user just specifies the year in the criterion, and the attribute calculates the last week.	LOY PickList Calendar Boolean Values
First Week of Month	Returns 0 for true or 1 for false to indicate whether the transaction occurred during the first week of the month.	The user only specifies the month in the criterion, and the attribute calculates the last week.	LOY PickList Calendar Boolean Values
First Week of Year	Returns 0 for true or 1 for false to indicate whether the transaction occurred during the first week of the year.	The user just specifies the year in the criterion, and the attribute calculates the first week.	LOY PickList Calendar Boolean Values
Day of Week	Returns an integer representing the number of the day of the week.	If the transaction’s Date:Time stamp is 8/2/2009 11:28:39 PM, then the Day of Week method returns 1, because this is a Sunday, the first day of the week.	None. Valid Values: 1 to 7
Day of Month	Returns an integer representing the number of the day of the month.	If the transaction’s Date:Time stamp is 8/2/2009 11:28:39 PM, then the Day of Month method returns 2, because this is the second day of the month.	None. Valid Values: 1 to 31
Day of Year	Returns an integer representing the number of the day of the year.	If the transaction’s Date:Time stamp is 12/31/2009 01:01:01 AM, then the Day of Year method returns 365, because this is the 365th day of the year.	None. Valid Values: 1 to 366
Week of Year	Returns an integer representing the number of the week of the year.	If the transaction’s Date:Time stamp is 1/9/2009 01:01:01 AM, then the Week of Year method returns 2 because this is the second week of the year.	None. Valid Values: 1 to 53
Month of Year	Returns an integer representing the number of the month of the year.	If the transaction’s Date:Time stamp is 8/2/2009 11:28:39 PM, then the Month of Year method returns 8.	None. Valid Values: 1 to 12
Hour	Returns an integer representing the hour of the transaction.	If the transaction’s Date:Time stamp is 8/2/2009 11:28:39 PM, then the Transaction Hour attribute method returns 23.	None. Valid Values: 0 to 23
Year	Returns an integer representing the number of the year.	If the transaction’s Date:Time stamp is 8/2/2009 11:28:39 PM, then the Year method returns 2009.	None
Date	Returns the date from the transaction’s Date:Time stamp.	If the transaction’s Date:Time stamp is 8/2/2009 11:28:39 PM, then the Date method returns is 8/2/2009.	None

Creating Calendar Attributes

You create calendar attributes at the program level, and they can be used in the criteria of any promotions in that program.

To create calendar attributes

Navigate to the Loyalty Program Administration screen.
Drill down on the name of the program that you want.
The Active checkbox for the program must be deselected.
Click the Program Level Attributes view tab.
Click the Calendar Attributes subtab.

In the Calendar Attributes view, add a new record, and complete the necessary fields. Some fields are described in the following table.

Field	Description
Name	Enter a name for the attribute. When you select the attribute in rules, this is the value that you select.
Active	Select this checkbox to activate the attribute, making it available for use in promotions in this program.
Method	Select the method that returns the value of this attribute. For more information, see About Calendar Attributes.
Field	Enter any field of the type Date, depending on the business requirement.
Data Type	Displays the data type returned by the method selected in the Method field.
Pick List	Displays the picklist for the method selected, as described in About Calendar Attributes.

Creating Promotions Based on Day or Time of Purchase

You create promotions to reward purchases based on the day or time when the purchase was made as you create other promotions, selecting the values described in the following procedure. For more information, see Process of Creating Loyalty Promotions.

To create promotions based on day or time of purchase

Create the needed calendar attributes at the Program level.
For more information, see About Calendar Attributes and Creating Calendar Attributes.
Create promotions with rules that use these calendar attributes in their criteria. In the Criteria view of the rule, in the Compare to Values form:
1. In the Object field, select Calendar.
2. In the Attribute field, select one of the calendar attributes defined for the program.
3. In the Type of Comparison field, select Compare to Values.
4. Use the Condition field and the Values list to specify values that are compared with the value of the attribute, as you do for other promotions that use Compare to Values as the type of comparison.

Theme-Based Promotions

Theme-based promotions allow you to create promotions that apply for only a limited time after the customer enrolls in the promotion. They can be used to offer rewards that encourage customers to buy products in a specific product line or to buy products in a theme-based assortment. A member can enroll again after the time limit of the initial enrollment has expired.

Scenarios for Theme-Based Promotions

The following scenarios show how promotions rewarding purchases by day and time might be used. You might use them differently, depending on your business model:

A customer registers at a web site for first-time parents. The web site offers the opportunity to enroll in a promotion that is valid for three months after enrollment that gives rewards for purchases of clothing and other supplies for infants.
A store that sells maternity clothing offers the opportunity to enroll in a promotion that is valid for one month after enrollment.

In both of these scenarios, customers will be making purchases of themed products for a limited time after enrollment. People need to buy infant supplies or maternity clothing for only a year or less. They enroll in the promotion when this need arises, and they are eligible for the promotion for only a limited time after enrolling.

The theme-based promotion encourages customers to make more of those purchases soon and to make those purchases from this seller.

Creating Theme-Based Promotions

Create theme-based promotions in the same way you create other promotions, using the following fields:

Effective Period and Effective Period UOM. Use these fields to specify how long a member gets rewards after enrolling in this promotion. For example, if you want the member to receive rewards for three months after enrolling, then select 3 in the Effective Period field and select Months in the Effective Period UOM field.
Enrollment End. This field displays the date when the enrollment ends and the member no longer receives rewards. It is calculated based on the values in the Enrollment Starts, Effective Period, and Effective Period UOM fields.

For information about creating promotions, see Process of Creating Loyalty Promotions.