Creating Actions for Loyalty Promotion Rules

This task is a step in Process of Creating Loyalty Promotions.

If a rule qualifies, then Siebel Loyalty executes the actions for that rule.

The following actions are used in promotions:

Assess Next Tier. Assesses the member’s qualification for moving up to the next tier.
Assign Points. Gives points to the member. For more information, see Creating an Assign Points Action.
Assign Voucher. Assigns an electronic voucher for redeeming a product or a service. For more information, see Creating an Assign Voucher Action.
Calculate Base Price. Calculates the base price derived from the distance table, using the airport as inputs. The distance is then converted to given point type in the promotion. This action is available only for the base promotion where the Base flag field was selected at the promotion level.
Cancel Transaction. Cancels a transaction. For more information, see Using Cancel Transactions.
Discount Points. This action can be used to apply discounts on point prices in a redemption promotion. The action can only be used with promotions that are Promotion-Designer enabled and that use a transient variable. For more information, see Transient Variables.
Discount Points plus (+) Pay. This action can be used to apply discounts on point-and-pay prices in a redemption promotion. The action must be used with a transient variable. For more information, see Transient Variables.
Downgrade Tier. Downgrades the member to a lower tier. You must specify the tier to which the member is downgraded.
Gift Points. Assigns gift points to the member.
Invoke Custom Action. Invokes a method that you create to perform custom actions. For more information, see Using Invoke Custom Action.
Issue Bulk Voucher. Assigns an electronic voucher for redeeming a product or service when you are using bulk redemptions. This action converts points to a currency value, so you can assign members a voucher with currency values that are based on the number of points they have. For more information, see Batch Redemption Process.
Points Reactivation. Reactivates the member’s expired points.
Promotion Enrollment. Enrolls the member in a promotion.
Qualify Tier. Qualifies the member for a tier. This can be used when the member has enough points to move to this tier, but is not in qualifying period of the tier and the member’s present tier is not expired.
Redeem Points. Redeems the member’s points. For more information, see Using Redeem Points.
Reject Transaction. Rejects the member's transaction and the member's transaction status is updated to Rejected - Promotion. For more information, see Promotion Rule-Based Rejection of Loyalty Transactions and Creating a Reject Transaction Action.
Requalify Tier. Requalifies the member for a tier. This can be used when the member is in the qualifying period and the member’s tier is expired.
RTC Automatic. RTC stands for Retro Tier Change. RTC automatic means the retro tier change is done automatically based on the past accrual transactions that are valid and qualified. This action is called if the promotion performs this automatic tier change.
RTC Manual. The retro tier change is done manually. This action is called if the user performs the tier change manually.
RTC Adjust Qualifying Points. Adjusts the qualifying points to the new tier.
Track and Assign Points. Adds the value of the transaction points to the transient variable associated with the point type. The action can only be used with promotions that are Promotion-Designer enabled and that use a transient variable. For more information, see Transient Variables.
Update Attribute. Changes the value of an attribute. For more information, see Creating an Update Attributes Action.
Upgrade Relationship Tier. The tier of the member's relationship changes whenever the member reaches a specific tier. This applies only if the member's relationship is already a member. Otherwise, no action is taken.
Update Roundtrip Info. Updates information about the segments of a roundtrip that have been completed. This action is only used when you create a criterion of the type Evaluate Roundtrip.
Upgrade Tier. Upgrades the member to a higher tier. You must specify the tier to which the member is upgraded.