1. Loyalty Administration Guide
  2. Example of Creating a Custom Transaction

Example of Creating a Custom Transaction

This topic gives one example of creating custom transactions. You might use this feature differently, depending on your business model.

The Loyalty administrator wants to create a custom transaction type for duplicate card issue, which gives members discounts based on their tier. Bronze members are not eligible for any discount, silver members are eligible for a 25% discount, gold members are eligible for 50% discount, and platinum members get the service at no cost.

To do this:

  • The Loyalty administrator uses the Administration Product screen to add a product, and select Custom as the product type in the Points view for that product. The product might be named Custom Services if it is a generic product to be used by all custom transactions, or it might be named Duplicate Card if it is a product to be used specifically for this custom service.

  • The Loyalty administrator creates a new custom transaction subtype by adding a record in the Administration - Data screen, List of Values view with the values shown in the following table.

    Field Value

    Type

    LOY_TXN_SUB_TYPE_CD

    Display Value

    Duplicate Card Issue

    Parent LIC

    CUSTOM

  • The Loyalty administrator writes a promotion with Custom selected in the Apply To field. This promotion has rules that check the value in the transaction’s subtype field to see that it is Duplicate Card Issue, calculate the fee with the appropriate discount for the tier that the member is in, and charge the member the appropriate fee for issuing a duplicate card.

  • After this setup is complete, member service representatives can create transactions and selects Custom in the Type field and Duplicate Card Issue in the Sub type field, and the promotion charges the member the appropriate fee.

    For example, a silver member telephones the call center and asks for a duplicate card. The member service representative creates a transaction, selects Custom in the Type field and selects Duplicate Card Issue in the Sub Type field. The promotion is executed and charges the member a fee that is discounted 25% from the full price of getting a duplicate card.