Setting Up Retroactive Tier Rules

The retroactive tier logic requires additional rules to evaluate member records and determine if a tier change is necessary.

For the given example for the Base Tier, the following would be the new sequence of rules (assuming only points as the criterion for Tier qualification):

1. Manual Tier Approval

2. Retro Tier Automatic Activation

3. 250,000 Points, Upgrade Platinum Retro

4. 250,000 Points & Not Expired - Upgrade to Platinum

5. 120,000 Points, Upgrade Gold Retro

6. 120,000 Points & Not Expired - Upgrade to Gold

7. 60,000 Points, Upgrade Silver Retro

8. 60,000 Points & Not Expired - Upgrade to Silver

9. Expired Cancellation Retro

10. Base Expired, Qualify Base

11. Manual Upgrade to Silver

12. Manual Upgrade to Gold

13. Manual Upgrade to Platinum

14. Manual Qualify Base

The additional rules having sequence numbers 1, 2, 3, 9 and the modified rule with sequence number 10 are explained in the following procedure.

To set up retroactive tier rules

1. Navigate to the Loyalty Program Administration screen.

2. In the Loyalty Programs list, select the program that the tiers are used by and click its Program Id hyperlink.

3. Click the Tier Classes view tab.

4. Select the tier class to be modified.

5. In the Tiers view, click the Tier Id hyperlink.

6. Click Modify.

7. Create a new rule for this Tier:

   1. In the Rules list, add a new record and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Manual Tier Approval
      Apply To	Tiers

   2. Click the Rule Name.

   3. To create the first criterion, add a new record in the Criteria list, and 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	Check Tier Approval
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Tier Approval Status
      Condition	Equals
      Value	Pending
      Value	Pending RT Decision

   4. Click the Actions view tab and 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	Qualify Tier
      Type	Qualify Tier

   5. 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	2
      Name	CreateQualPeriodAttributes
      Type	Invoke Custom Action
      Method	CreateQualPeriodAttrib

8. Create the second rule for this Tier.

   1. In the Rules list, add a new record and enter the values in the following table.

      Field	Value
      Sequence	2
      Name	Retro Tier Automatic Activation
      Apply to	Tiers

   2. Click the Rule Name.

   3. To create the first criterion, add a new record in the Criteria list, and 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	Check Tier Approval
      Type of Comparison	Compare to Value
      Object	Member Tier
      Attribute	Tier Approval Status
      Condition	Equals
      Value	RTCINT - To Be Activated

   4. Click the Actions view tab and 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	Qualify Tier
      Type	Qualify Tier

9. Create the third rule for this Tier.

   1. In the Rules list, add a new record and enter the values in the following table.

      Note: The values used in this procedure are for illustration purposes only. Your values might vary depending on your configuration.

      Field	Value
      Sequence	3
      Name	250,000 points - Upgrade Platinum Retro
      Apply to	Tiers

   2. Click the Rule Name.

   3. To create the first criterion, add a new record in the Criteria list, and 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	Greater Than or Equal To 250,000 Regular Points
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Regular Points
      Condition	Is Greater Than or Equal To
      Value	250000

   4. To create the second criterion, add a new record in the Criteria list, and 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	Check Tier Approval Status
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Tier Approval Status
      Condition	Equals
      Value	Pending - RTC
      Value	RTCINT - Automatic

   5. Click the Actions view tab and 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 to Platinum
      Type	Upgrade Tier
      New Tier	Platinum

10. Create the fourth rule for this tier.

    1. In the Rules list, add a new record and enter the values in the following table.

       Field	Value
       Sequence	9
       Name	Expired - Cancellation Retro
       Apply to	Tiers

    2. Click the Rule Name.

    3. To create the first criterion, add a new record in the Criteria list, and 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	Is Expired
       Type of Comparison	Compare to Values
       Object	Member Tier
       Attribute	Is Expired
       Condition	Equals
       Value	Y

    4. To create the second criterion, add a new record in the Criteria list, and 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	Check Transaction Sub Type LIC
       Type of Comparison	Compare to Values
       Object	Member Tier
       Attribute	Transaction Sub Type LIC
       Condition	Equals
       Value	Cancellation

    5. To create the third criterion, add a new record in the Criteria list, and 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	3
       Name	Check Tier Approval
       Type of Comparison	Compare to Values
       Object	Member Tier
       Attribute	Tier Approval Status
       Condition	Equals
       Value	Pending - RTC
       Value	RTCINT - Automatic

    6. Click the Actions view tab and 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	Qualify (Tier Name)
       Type	Qualify Tier

11. Create the fifth rule for this tier.

    1. In the Rules list, add a new record and enter the values in the following table.

       Field	Value
       Sequence	10
       Name	Tier Expired, Qualify (Tier Name)
       Apply to	Tiers

    2. Click the Rule Name.

    3. To create the first criterion, add a new record in the Criteria list, and 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	Is Expired
       Type of Comparison	Compare to Values
       Object	Member Tier
       Attribute	Is Expired
       Condition	Equals
       Value	Y

    4. To create the second criterion, add a new record in the Criteria list, and 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	Check Tier Approval Status
       Type of Comparison	Compare to Values
       Object	Member Tier
       Attribute	Tier Approval Status
       Condition	Equals
       Value	Automatic
       Value	Manual - Approved
       Value	RTC - Manual - Approved

    5. Click the Actions view tab and 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	Qualify (Tier Name)
       Type	Qualify Tier

12. If your loyalty program has different sets of tiers for different customers, then repeat the steps in this procedure until you have modified all of the sets of tiers in the program.