Configure Promotions

A promotion either assigns points (Accrual promotion) or redeems points (Adjustment/Redemption promotion) based on the points that are sent from CrowdTwist. If the points sent from CrowdTwist are:

• Positive or greater than zero (>0): An Accrual promotion will be created with an Assign Points action, where the number of points sent from CrowdTwist will be assigned to the member's points balance.

• Negative or less than zero (<0): A Redemption promotion will be created with a Redeem Points action, where the number of points sent from CrowdTwist will be subtracted from the member's points balance.

Your administrator must set up a CT Accruals and Adjustments product in Siebel Loyalty (the details will also be stored in OIC) as shown in the following table.

Name	Type	Part #
CT Accruals and Adjustments	Product	CT Accruals and Adjustments

This product will be used for creating a transaction in Siebel Loyalty that corresponds with the Live Push User Activity from CrowdTwist. For the Activity Push, you must create transactions of sub-type Manual Credit and Manual Debit in Siebel Loyalty. The following procedure shows how to configure promotions (manual credit and debit transactions) for engagement activity push and reward redemption processing.

To configure promotions (manual credit and debit transactions)

1. Set up the promotion that will be applied to manual credit (Sub-Type=Manual Credit) transactions as follows:

   1. Navigate to the Loyalty Promotions Administration screen and add a new record to the Promotions list with the values shown in the following table.

      Field Name	Value	Comments
      Name	<Name of Promotion> For example: CT Engagement Activity Accrual Promotion.	None
      Program	<Name of your program>	None
      Apply To	Manual Credit	This promotion will be applied to transactions with the Manual Credit subtype.
      Admin	Yes	None
      Always Apply	Yes	None
      Promotion Start	<specify promotion start date> For example: 7/13/2021	The promotion will be applied from this date.
      Promotion End	<specify promotion end date> For example: 7/13/2030	The promotion will end on this date.

   2. Set up a rule for the promotion with the values shown in the following table.

      Field Name	Value
      Sequence	1
      Name	Check Points
      Apply To	Transactions

   3. Define the criteria for the promotion with the values shown in the following table.

      Field Name	Value
      Sequence	1
      Value	Check Points
      Type of Comparison	Compare to Values

      An attribute is usually a field in a record. The criteria you define compares an attribute with a value or another attribute. You must define the attribute before you can define the criteria.

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

      Field Name	Value
      Object	Transaction
      Attribute	Transaction Points
      Condition	Is Greater Than

   5. Define an action for the promotion with the values shown in the following table.

      Field Name	Value
      Name	Give Points
      Type	Assign Points
      Use From Transaction	Y
      Qualifying	Select this check box if points are qualifying.
      Object	Transaction
      Attribute	Transaction Points

2. Set up the promotion that will be applied to manual debit (Sub-Type=Manual Debit) transactions as follows:

   1. Navigate to the Loyalty Promotions Administration screen and add a new record to the Promotions list with the values shown in the following table.

      Field Name	Value	Comments
      Name	<Name of Promotion> For example: CT Engagement Activity Redemption Promotion.	None
      Program	<Name of your program>	None
      Apply To	Manual Debit	This promotion will be applied to transactions with the Manual Debit subtype.
      Admin	Yes	None
      Always Apply	Yes	None
      Promotion Start	<specify promotion start date> For example: 7/13/2021	The promotion will be applied from this date.
      Promotion End	<specify promotion end date> For example: 7/13/2030	The promotion will end on this date.

   2. Set up a rule for the promotion with the values shown in the following table.

      Field Name	Value
      Sequence	1
      Name	Check Points
      Apply To	Transactions

   3. Define the criteria for the promotion with the values shown in the following table.

      Field Name	Value
      Sequence	1
      Value	Check Points
      Type of Comparison	Compare to Values

      An attribute is usually a field in a record. The criteria you define compares an attribute with a value or another attribute. You must define the attribute before you can define the criteria.

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

      Field Name	Value
      Object	Transaction
      Attribute	Transaction Points
      Condition	Is Greater Than

   5. Define an action for the promotion with the values shown in the following table.

      Field Name	Value
      Name	Redeem Points
      Type	Redeem Points
      Use From Transaction	Y
      Qualifying	Select this check box if points are qualifying.
      Object	Transaction
      Attribute	Transaction Points