Creating the Admin - Retro Accruals Base Promotion
When you define a Retroactive Tier program, you must create the Admin - Retro Accruals base promotion to determine the type of retroactive tier logic that is used.
To create the Admin - Retro Accruals base promotion
Navigate to the Loyalty Promotions Administration screen.
Add a new record to the Promotions list, and enter the values that are provided in the following table.
Field Value Name
Admin - Retro Accruals
Always Apply
Y
Apply To
Accrual-Product
Program
Enter the name of the program.
Partner
Enter the partners for the program.
Product Inclusion
All Products
Promotion Start
Enter one day before today’s date.
Promotion End
Leave this field blank, because you do not want the base promotion to expire.
Click the Promotion Number (#) field’s hyperlink.
Click the Rules view tab.
Create the first rule for this promotion:
-
Add a new record to the Rules list, and enter the values in the following table.
Field Value Sequence
1
Name
Retro Txns 1 month ago A
Apply To
Transactions
-
Click the Name field’s hyperlink.
-
Add a new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
1
Name
Check Txn Points
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Points
Condition
Is Greater Than
-
Add a new record to the Values list and enter 0 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
2
Name
Is Qualifying?
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Is Qualifying
Condition
Equals
-
Add a new record to the Values list and enter Y in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
3
Name
Transaction Age < 1 Month
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Age
Condition
Is Less Than
-
Add a new record to the Values list and enter 30 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
4
Name
TC1 Previous QP Start < Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this Object
Compare this object
Object
Member
Compare this object
Attribute
TC1 Previous QP Start
Compare this object
Condition
Is Less Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
5
Name
TC2 Previous QP Start < Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC2 Previous QP Start
Compare this object
Condition
Is Less Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
6
Name
TC1 Current QP End, Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC1 Current QP End
Compare this object
Condition
Is Greater Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
7
Name
TC1 Current QP End < Today
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC1 Current QP End
Compare this object
Condition
Is Less Than
To this object
Object
Transaction
To this object
Attribute
Current Date
-
Click the Actions view tab.
-
Add a new record to the Actions list, and enter the values in the following table.
Field Value Sequence
1
Name
RTC Automatic
Type
RTC Automatic
-
Create the second rule for this promotion:
-
Add a new record to the Rules list, and enter the values in the following table.
Field Value Sequence
2
Name
Retro Txns 1 Month Ago B
Apply To
Transactions
-
Click the Name field’s hyperlink.
-
Add a new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
1
Name
Check Txn Points
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Points
Condition
Is Greater Than
-
Add a new record to the Values list and enter 0 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
2
Name
Is Qualifying?
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Is Qualifying
Condition
Equals
-
Add a new record to the Values list and enter Y in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
3
Name
Transaction Age < 1 Month
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Age
Condition
Is Less Than
-
Add a new record to the Values list and enter 30 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
4
Name
TC1 Previous QP Start < Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC1 Previous QP Start
Compare this object
Condition
Is Less Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
5
Name
TC2 Previous QP Start < Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC2 Previous QP Start
Compare this object
Condition
Is Less Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
6
Name
TC2 Current QP End, Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC2 Current QP End
Compare this object
Condition
Is Greater Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
7
Name
TC2 Current QP End < Today
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC2 Current QP End
Compare this object
Condition
Is Less Than
To this object
Object
Transaction
To this object
Attribute
Current Date
-
Click the Actions view tab.
-
Add a new record to the Actions list, and enter the values in the following table.
Field Value Sequence
1
Name
RTC Automatic
Type
RTC Automatic
-
Create the third rule for this promotion:
-
Add a new record to the Rules list, and enter the values in the following table.
Field Value Sequence
3
Name
Retro Txns 1 month ago C
Apply To
Transactions
-
Click the Name field’s hyperlink.
-
Add a new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
1
Name
Check Txn Points
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Points
Condition
Is Greater Than
-
Add a new record to the Values list and enter 0 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
2
Name
Is Qualifying?
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Is Qualifying
Condition
Equals
-
Add a new record to the Values list and enter Y in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
3
Name
Transaction Age < 1 Month
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Age
Condition
Is Less Than
-
Add a new record to the Values list and enter 30 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
4
Name
TC1 Previous QP Start < Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC1 Previous QP Start
Compare this object
Condition
Is Less Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
5
Name
TC2 Previous QP Start < Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC2 Previous QP Start
Compare this object
Condition
Is Less Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
6
Name
TC1 Current QP Start, Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC1 Current QP Start
Compare this object
Condition
Is Greater Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Click the Actions view tab.
-
Add a new record to the Actions list, and enter the values in the following table.
Field Value Sequence
1
Name
RTC Automatic
Type
RTC Automatic
-
Create the fourth rule for this promotion:
-
Add a new record to the Rules list, and enter the values in the following table.
Field Value Sequence
4
Name
Retro Txns 1 month ago D
Apply To
Transactions
-
Click the Name field’s hyperlink.
-
Add a new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
1
Name
Check Txn Points
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Points
Condition
Is Greater Than
-
Add a new record to the Values list and enter 0 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
2
Name
Is Qualifying?
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Is Qualifying
Condition
Equals
-
Add a new record to the Values list and enter Y in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
3
Name
Transaction Age < 1 Month
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Age
Condition
Is Less Than
-
Add a new record to the Values list and enter 30 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
4
Name
TC1 Previous QP Start < Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC1 Previous QP Start
Compare this object
Condition
Is Less Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
5
Name
TC2 Previous QP Start < Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC2 Previous QP Start
Compare this object
Condition
Is Less Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
6
Name
TC2 Current QP Start, Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC2 Current QP Start
Compare this object
Condition
Is Greater Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Click the Actions view tab.
-
Add a new record to the Actions list, and enter the values in the following table.
Field Value Sequence
1
Name
RTC Automatic
Type
RTC Automatic
-
Create the fifth rule for this promotion:
-
Add a new record to the Rules list, and enter the values in the following table.
Field Value Sequence
5
Name
Retro Txns 1 -3 months ago
Apply To
Transactions
-
Click the Name field’s hyperlink.
-
Add a new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
1
Name
Check Txn Points
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Points
Condition
Is Greater Than
-
Add a new record to the Values list and enter 0 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
2
Name
Is Qualifying?
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Is Qualifying
Condition
Equals
-
Add a new record to the Values list and enter Y in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
3
Name
Transaction Age, 1 Month
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Age
Condition
Is Greater Than
-
Add a new record to the Values list and enter 29 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
4
Name
Transaction Age < 3 Months
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Age
Condition
Is Less Than
-
Add a new record to the Values list and enter 90 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
5
Name
TC1 Previous QP Start < Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC1 Previous QP Start
Compare this object
Condition
Is Less Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
6
Name
TC2 Previous QP Start < Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC2 Previous QP Start
Compare this object
Condition
Is Less Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Click the Actions view tab.
-
Add a new record to the Actions list, and enter the values in the following table.
Field Value Sequence
1
Name
RTC Automatic
Type
RTC Automatic
-
Create the sixth rule for this promotion:
-
Add a new record to the Rules list, and enter the values in the following table.
Field Value Sequence
6
Name
Retro Txns 3 - 8 months ago
Apply To
Transactions
-
Click the Name field’s hyperlink.
-
Add a new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
1
Name
Check Txn Points
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Points
Condition
Is Greater Than
-
Add a new record to the Values list and enter 0 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
2
Name
Is Qualifying?
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Is Qualifying
Condition
Equals
-
Add a new record to the Values list and enter Y in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
3
Name
Transaction Age, 3 Months
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Age
Condition
Is Greater Than
-
Add a new record to the Values list and enter 89 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
4
Name
Transaction Age < 8 Months
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Age
Condition
Is Less Than
-
Add a new record to the Values list and enter 240 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
5
Name
TC1 Previous QP Start < Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC1 Previous QP Start
Compare this object
Condition
Is Less Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
6
Name
TC2 Previous QP Start < Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC2 Previous QP Start
Compare this object
Condition
Is Less Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Click the Actions view tab.
-
Add a new record to the Actions list, and enter the values in the following table.
Field Value Sequence
1
Name
RTC Manual
Type
RTC Manual
-
Create the seventh rule for this promotion:
-
Add a new record to the Rules list, and enter the values in the following table.
Field Value Sequence
7
Name
Retro Txns, 8 months
Apply To
Transactions
-
Click the Name field’s hyperlink.
-
Add a new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
1
Name
Check Txn Points
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Points
Condition
Is Greater Than
-
Add a new record to the Values list and enter 0 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
2
Name
Is Qualifying?
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Is Qualifying
Condition
Equals
-
Add a new record to the Values list and enter Y in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
3
Name
Transaction Age, 8 months
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Age
Condition
Is Greater Than
-
Add a new record to the Values list and enter 239 in the Value field.
-
Click the Actions view tab.
-
Add a new record to the Actions list, and enter the values in the following table.
Field Value Sequence
1
Name
RTC Adjust Qualifying Points
Type
RTC Adjust Qualifying Points
-
Create the eighth rule for this promotion:
-
Add a new record to the Rules list, and enter the values in the following table.
Field Value Sequence
8
Name
Retro Txns Prior to Previous QP TC2
Apply To
Transactions
-
Click the Name field’s hyperlink.
-
Add a new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
1
Name
Check Txn Points
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Points
Condition
Is Greater Than
-
Add a new record to the Values list and enter 0 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
2
Name
Is Qualifying?
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Is Qualifying
Condition
Equals
-
Add a new record to the Values list and enter Y in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
3
Name
TC2 Previous QP Start, Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC2 Previous QP Start
Compare this object
Condition
Is Greater Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Click the Actions view tab.
-
Add a new record to the Actions list, and enter the values in the following table.
Field Value Sequence
1
Name
RTC Adjust Qualifying Points
Type
RTC Adjust Qualifying Points
-
Create the ninth rule for this promotion:
-
Add a new record to the Rules list, and enter the values in the following table.
Field Value Sequence
9
Name
Retro Txns Prior to Previous QP TC1
Apply To
Transactions
-
Click the Name field’s hyperlink.
-
Add a new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
1
Name
Check Txn Points
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Transaction Points
Condition
Is Greater Than
-
Add a new record to the Values list and enter 0 in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
2
Name
Is Qualifying?
Type of Comparison
Compare to Values
-
In the Compare to Values Detail form, enter the values in the following table.
Field Value Object
Transaction
Attribute
Is Qualifying
Condition
Equals
-
Add a new record to the Values list and enter Y in the Value field.
-
Add another new record to the Criteria list, and enter the values in the following table.
Field Value Sequence
3
Name
TC1 Previous QP Start, Txn Date
Type of Comparison
Compare to Object
-
In the Compare to Object Detail form, enter the values in the following table.
Section Field Value Compare this object
Object
Member
Compare this object
Attribute
TC1 Previous QP Start
Compare this object
Condition
Is Greater Than
To this object
Object
Transaction
To this object
Attribute
Transaction Date
-
Click the Actions view tab.
-
Add a new record to the Actions list, and enter the values in the following table.
Field Value Sequence
1
Name
RTC Adjust Qualifying Points
Type
RTC Adjust Qualifying Points
-
Click Activate to activate the Admin - Retro Accrual promotion.