How You Create a Promotion
This process outlines the basic tasks involved in creating promotions. Before you create promotions, you must create a loyalty program.
Here are the tasks you must follow to create loyalty promotions.
|
Step |
Description |
Topic Where You Can Find More Information |
|---|---|---|
|
1 |
You create the promotion record, which includes general information about the promotion, such as the name and start date. You can optionally copy an existing promotion and edit the new one as needed. |
Create a Promotion |
|
2 |
You define program-level attributes for a program, which are then available to all promotions in that program. |
Create Program-Level Attributes |
|
3 |
You create promotion-specific attributes which are available only for that promotion. Promotion-specific attributes represent fields of the promotion bucket. The promotion bucket is an intersection of the member and promotion records, and it has additional fields that are used for attributes to store values specific to the promotion. |
Create Promotion-Level Attributes |
|
4 |
You create rules for loyalty promotions, which have one or more criteria and one or more actions associated. The criteria determine whether the rule qualifies, and the action specifies what the rule does. |
Create Program-Level Attributes |
|
5 |
You create criteria and actions for the rule. The criterion of a rule is a conditional statement that Oracle Loyalty evaluates as true or false. |
Create Criteria and Actions for Promotion Rules |
|
6 |
You control whether a promotion is applied to transactions by activating or deactivating the promotion. |
Activate and Deactivate Promotions |
|
7 |
If the promotion requires member enrollment, then you select the Enrollment Required option and enroll members. |
Create Enrollment Promotions |