Create Base Promotions

Oracle Loyalty managers and administrators can set up base promotions to calculate the initial value of rewards, or number of points, for each transaction. You can then use this value in other promotions, saving time and reducing errors.

You can create either a single base promotion for an entire program or create separate base promotions for a line of business, product type, and so on.

A base promotion only sets a value and updates attributes, but doesn't reward points. You must set up another promotion to actually reward points.

You could calculate base points on the amount spent or miles flown, and then calculate bonus promotions such as a tier bonus or cabin bonus on top as a percentage or multiple of the base points. For example, an airline might want to use a base promotion as follows:

• Base promotion rewards an equal number of points for each mile.

• Tier Bonus Gold promotion rewards 100% of the base points.

• Tier Bonus Silver rewards 50% of the base points.

• Cabin Bonus First Class rewards 100% of the base points.

• Cabin Bonus Business rewards 50% of the base points.

Other uses for a base promotion could include:

• Calculating distance for travel, and also implementing minimum points for shorter distances.

• Calculating a credit score based on a predefined attribute.

• Complex calculations based on various member and transaction criteria, which can be done once and set for all promotions.

Oracle Loyalty applies base promotions using the following rules:

• If there are multiple base promotions, the latest one activated is applied first. All non-base promotions apply in sequence after the base promotions.

• Base promotions are used only for calculating a base price for Accrual-Product transactions.

• The value calculated applies only during transaction processing and not bucket processing.

• You must ensure that multiple base promotions don't update the same attributes in the Set a Value action in the same transaction. (If multiple base promotions are defined and active, they would be evaluated in order from newest to oldest, however the value of the oldest base promotion would overwrite the others.)

Promotions are executed in the following sequence:

1. Base promotion. The latest activated base promotion is applied first.

2. Non-base promotion. All non-base promotions are applied individually.

3. Bucket rules. These rules are executed in the event a non-base promotion updates a promotion specific attribute, and that attribute crosses the threshold defined in the bucket rule.

4. Tier promotions. These are applied if a previous promotion assigns qualifying points, and if a member crosses the threshold to upgrade.

When a promotion has multiple rules, the Oracle Loyalty engine tries to execute each rules criterion, one by one. On meeting the first criterion from the rules defined in the promotion, the Oracle Loyalty engine executes the actions part of that rule, and no further rules from that promotion are considered and checked. The sequence in which promotion rules are evaluated isn't fixed, and can't be controlled.

To create a base promotion:

1. Open Promotions, and click Create Base Promotion.

2. Specify a promotion name, a start date, and select the program.(The type and subtype default to Accrual and Product.) Click Save and Continue.

3. On the edit promotion page, click the Promotion Specific Attributes icon.

4. Click the Add Attributes button and complete the necessary fields.

5. Click the Manage Rules button, and create the promotion rule.

6. In the Actions window, use the Set A Value action to set the base points or other attribute for the base promotion.

   This value is used by the remaining non-base promotions to correctly evaluate the attribute for the transaction, and is not saved in the database.

7. Click the Active check box to activate the promotion.

8. Click Save.

9. You can create additional rules, if needed.