Create Rules for Promotions

A rule for a loyalty promotion has one or more criteria and one or more actions attached to it. The criteria determine whether the rule qualifies, and the action specifies what the rule does.

You can create a hierarchy of nested rules to create rules with multiple criteria and multiple actions.

Oracle Loyalty uses these records as follows:

• Rules. When Oracle Loyalty finds a rule that qualifies (meaning all of its criteria validate to true), it executes that rule's action.

• Criteria. Loyalty evaluates criteria as true or false. If the criteria are related using a logical AND, then the rule qualifies if all the criteria are true. If the criteria for a rule are related using a logical OR, then the rule qualifies if any of the criteria is true.

• Actions. If a rule qualifies, Oracle Loyalty executes the Then action for that rule. If a rule doesn't qualify, Oracle Loyalty executes the optional Else action for that rule.

To enter rules for a loyalty promotion

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. In the Manage Rules screen, click the Create New Rule button, and complete the necessary fields.

5. Create Criteria and Actions for the rule.