Example of Creating an Anniversary Based Tier Assessment Model
You can create an anniversary based tier assessment model. In this model, the qualifying period starts on the date that a member joins the loyalty program. The member’s point balance is always reset to zero every year on the membership anniversary date.
When you are creating an anniversary based tier assessment model, consider the following:
All rules defined for this model are based on the current qualifying period balance and other member attributes.
During the tier period, a member is allowed to upgrade to another tier. However, when the tier expires, the member can either remain in the same tier or be downgraded to another tier.
Member’s balances are reset only on a member’s anniversary date.
For member assessment purposes, point type balances are derived from the current active tier of the tier class.
The new tier end date is always aligned with the enrollment date and takes into account the minimum tier length setup defined at the Tier Class level. The New Tier Start date is always the same as the tier change date.
The qualifying period end date is maintained at the member’s tier level in order to identify which qualifying period the current member’s balance belongs to. This value is calculated based on attributes defined at the Tier Class level.
To create an anniversary based tier assessment model
Navigate to the Loyalty Program Administration screen.
In the Loyalty Programs list, select the program that the tiers are used by and click its Program Id hyperlink.
Click the Tier Classes view tab.
Add a new record to the Tier Classes list and complete the necessary fields. Some fields are described in the following table.
Field Description Sequence
Enter a number indicating how high the status of this tier class is compared with other tier classes. For example, a frequent flyer program might include standard set to 1, business class set to 2, first class set to 3.
Primary Tier Name
Select the lowest tier in this tier class, which is the tier that members are in when they first enroll. This value can only be specified after the tiers have been created for this class, and it must be specified before activating the tier class.
Start Qual Period
Select Enrollment Date/Anniversary Date for the Start Qual Period.
Restart Qual Period
Select when the length of time for the new qualifying period starts after a tier status change.
Qualifying Period Expiration. The length of time for the new qualifying period starts at the expiration of the current qualifying period. For example, the qualifying period for a member to qualify for the Gold tier ended on December 31, 2003, the member actually qualified for the Gold tier on August 17, 2003, and the length of time to qualify for Platinum tier is one year. Then the member has from August 17, 2003 until December 31, 2004 to qualify for the Platinum tier.
Start Tier Period
Select Enrollment/Anniversary Date for the Start Tier Period.
Min Tier Length and Min Tier Length Period
Enter the length and unit of measurement for this tier. For example, if the qualifying period is six months, then length is 6 and Period is Month.
Assessment Schedule Date
Enter the day and month to schedule a tier assessment for a tier class.
Recurring Period
Select how frequently the assessment schedule is repeated.
Options are:
Monthly
- Yearly
Note: The following steps are examples of some tier assessment rules.Create a new rule for this Tier.
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In the Rules list, add a new record and enter the values in the following table.
Field Value Sequence
1
Name
Upgrade Rule
Apply To
Tiers
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Click the Rule Name.
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To create the first criterion, add a new record in the Criteria list, then complete the necessary fields in the Criteria list and the Compare to Values Details and Values forms, as shown in the following table.
Field Value Sequence
1
Name
Current QP Balance > 150000
Type of Comparison
Compare to Values
Object
Member Tier
Attribute
Points
Condition
Is Greater Than
Value
150000
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Click the Actions view tab, then add a new record in the Actions list and complete the necessary fields in the Actions list and form as shown in the following table.
Field Value Sequence
1
Name
Upgrade Tier
Type
Upgrade Tier
New Tier
Enter the name of the new tier after the upgrade.
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To create the second criterion, add a new record in the Criteria list, then complete the necessary fields in the Criteria list and the Compare to Values Details form and the Values form, as shown in the following table.
Field Value Sequence
2
Name
Is Expired
Type of Comparison
Compare to Values
Object
Member Tier
Attribute
Is Expired
Condition
Equals
Value
N
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Click the Actions view tab and add a new record in the Actions list, then complete the necessary fields in the Actions list and form as shown in the following table.
Field Value Sequence
2
Name
Upgrade Tier
Type
Upgrade Tier
New Tier
Enter the name of the new tier after the upgrade.
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Create another rule for this Tier.
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In the Rules list, add a new record and enter the values in the following table.
Field Value Sequence
3
Name
Retain Rule
Apply To
Tiers
-
Click the Rule Name.
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To create the first criterion, add a new record in the Criteria list, then complete the necessary fields in the Criteria list and the Compare to Values Details and Values forms, as shown in the following table.
Field Value Sequence
1
Name
Current QP Balance > 25000
Type of Comparison
Compare to Values
Object
Member Tier
Attribute
Points
Condition
Is Greater Than
Value
25000
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Click the Actions view tab, add a new record in the Actions list, then complete the necessary fields in the Actions list and form as shown in the following table.
Field Value Sequence
1
Name
Requalify
Type
Requalify
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To create the second criterion, add a new record in the Criteria list, then complete the necessary fields in the Criteria list and the Compare to Values Details and Values forms, as shown in the following table.
Field Value Sequence
2
Name
Is Expired
Type of Comparison
Compare to Values
Object
Member Tier
Attribute
Is Expired
Condition
Equals
Value
Y
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Click the Actions view tab and add a new record in the Actions list, then complete the necessary fields in the Actions list and form as shown in the following table.
Field Value Sequence
2
Name
Requalify
Type
Requalify
-
Create another rule for this Tier.
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In the Rules list, add a new record and enter the values in the following table.
Field Value Sequence
3
Name
Downgrade Rule
Apply To
Tiers
-
Click the Rule Name.
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To create the first criterion, add a new record in the Criteria list, then complete the necessary fields in the Criteria list and the Compare to Values Details and Values forms, as shown in the following table.
Field Value Sequence
1
Name
Current QP Balance < 25000
Type of Comparison
Compare to Values
Object
Member Tier
Attribute
Points
Condition
Is Less Than
Value
25000
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Click the Actions view tab and add a new record in the Actions list, tjem complete the necessary fields in the Actions list and form as shown in the following table.
Field Value Sequence
1
Name
Downgrade
Type
Downgrade
New Tier
Enter the name of the new tier after the downgrade.
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To create the second criterion, add a new record in the Criteria list, then complete the necessary fields in the Criteria list and the Compare to Values Details and Values forms, as shown in the following table.
Field Value Sequence
2
Name
Is Expired
Type of Comparison
Compare to Values
Object
Member Tier
Attribute
Is Expired
Condition
Equals
Value
Y
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Click the Actions view tab and add a new record in the Actions list, then complete the necessary fields in the Actions list and form as shown in the following table.
Field Value Sequence
2
Name
Downgrade
Type
Downgrade
New Tier
Enter the name of the new tier after the downgrade.
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