1. Administering Loyalty
  2. Create Criteria and Actions for Promotion Rules

Create Criteria and Actions for Promotion Rules

The criterion of a rule is a conditional statement that Oracle Loyalty evaluates as true or false.

Rules can have one or more criteria. If you use more than one criteria, you can connect them using a logical OR, so the rule qualifies if any one criteria is true, or using a logical AND, so the rule qualifies only if all criteria are true.

There are the following types of criteria:

  • Compare to Value. Compares an attribute to a value. For example, you can determine whether the value in a specific field is greater than 1000. If so, then the criterion evaluates to true, and the member receives the bonus that's defined as the Action list for this promotion.

  • Compare to Attribute. Compares an attribute with another attribute. For example, you can determine whether the value in a specific field is greater than the value in another field. If so, then the criterion evaluates to true, and the member receives the bonus that's defined in the Action list for this promotion.

Note:

Before doing this procedure, you must create the attributes used in the rule.

To create criteria and actions:

  1. Open the required promotion.

  2. If the promotion form's Active check box is selected, then deselect it.

  3. Click the Manage Rules button.

  4. Click the Create New Rule button.

  5. In the If box create a new condition:

    1. In the Attributes panel, expand the categories until the individual attributes display.

    2. Drag an attribute name to the If box. Alternately, press tab to move to the New Condition field, click Enter, and type the name of the attribute.

      The Create Condition dialog box appears, with this attribute entered.

    3. Select a comparison operator.

    4. Use the dialog box icons to specify whether you're comparing with a value or an attribute.

    5. Enter the value or the attribute.

    6. If you entered an attribute, you can also create a calculation based on this attribute by clicking the Add Arithmetic icon.

      After you add an attribute, the AND and OR areas appear.

  6. Optionally, If a more complex condition is needed, create more conditions in the AND or OR areas, repeating Step 5 for each added condition.

  7. Create actions for the rule:

    1. Click the Actions tab.

    2. Drag actions to the Then box. Alternately, press Tab to move to the New Action button, press Tab to move to the Perform and Action option, press Enter, and type the name of the action to bring up the Create Action dialog.

      These actions will be executed if the rule qualifies.

    3. Optionally, create additional actions to the Else box.

      These actions will be executed if the rule doesn't qualify.

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