The Promotion Designer Screen

The Promotion Designer screen is the main screen used for creating promotion designs. It has two major sections:

  • Promotion Designer Form. The form is at the start of the screen and contains details about the promotion design.

  • Promotion Designer. The graphical area where the promotion is designed. It is located after the Promotion Designer form applet and is further subdivided into two sections:

    • Objects Explorer. Contains objects representing steps in a promotion design, which can be moved to the Designer Palette.

    • Designer Palette. The objects moved to this palette correspond to steps within the promotion design. Each object represents a step in the logical flow of the promotion design.

The following table lists the objects in the Objects Explorer and describes how they function as steps in the promotion design.

Step Object Description Object Rules

Start

Marks the beginning of the promotion design, and the point from which the rules evaluation begins.

  • A promotion design must and can have only one Start step

  • A Start step can be connected to an Eligibility Promotion, Base Promotion, Promotion or a Phase step

End

Marks the end of the promotion design, and the point at which the rules evaluation ends.

  • A promotion design must and can have only one End step

  • The End step can only be connected to one other step

  • An End step cannot be connected to a Start step

Eligibility Promotion

An Eligibility Promotion step has a specific set of rules and criteria but does not have any actions. These types of promotions are used to check the eligibility of a particular member who might be entitled to get a specific set of promotional benefits.

If the criteria in the Eligibility Promotion step are not met, then the flow is terminated.

  • A promotion design can only have one Eligibility Promotion step

  • An Eligibility Promotion step can be connected to a Start, Base Promotion, Promotion or a Phase step

  • An Eligibility Promotion step cannot be connected to a Stop step

Accrual Base Promotion

An accrual Base Promotion step calculates the base points of an accrual.

Note: The object immediately following the Base Promotion in a sequence must be promotion whose action assigns transaction points to a selected point type.
  • A promotion design can have only one Base Promotion step

  • The Base Promotion step must immediately follow the Start step or an Eligibility Promotion step

  • The Base Promotion step can be connected to another Promotion or a -Phase step

Redemption Base Promotion

A redemption Base Promotion step calculates the base points of a redemption.

  • A promotion design can have only one Base Promotion step

  • The Base Promotion step must immediately follow the Start step or an Eligibility Promotion step

  • The Base Promotion step can be connected to another Promotion or to a Phase step

Promotion

A Promotion step is a promotion that is selected from the existing promotions in a program.

  • A promotion design can have multiple Promotion steps, however a specific Promotion cannot be added more than once to a promotion design

  • A Promotion step can be connected to another Promotion, Eligibility Promotion, Base Promotion, Phase, Stop or End step

Phase

A Phase step consists of multiple promotions. Each promotion within a phase uses the same set of inputs that is passed to the Phase step from its predecessor.

There is no sequence within a Phase step: all promotions are evaluated in parallel. The output of a Phase step takes into account all of the promotions within the phase: if more than one promotion updates the same attribute, then the final value of the attribute is the union of all the actions.

  • A promotion design can have multiple Phase steps

  • A Phase step can be connected to another Promotion, Phase, Stop or End Step

  • A Phase Step cannot both be connected to an End Step and Stop Step at the same time

Stop

The Stop step signifies a break in the processing of the promotion design. If none of the criteria of the promotion to which the Stop step is connected are met, then the execution of the promotion design stops at that step and the promotion points accumulated until that step are applied to the transaction.

  • A promotion design can have none, one or multiple Stop steps

  • A Stop Step can only be connected to a Phase or a Promotion

  • A Stop step can only be connected to one step

Connector

A Connector associates two functional steps with one another. The direction of the arrow of the Connector indicates the sequence of steps in the promotion design.

  • A promotion design always has multiple connectors

  • A Connector can be connected to another Promotion, Phase, Stop or End step

  • A Connector cannot be connected to another Connector

  • A Connector has to be connected to at least two steps of type Promotion, Phase, Stop or End