1. Administering Loyalty
  2. Promotion Elements

Promotion Elements

You create these elements to define a promotion:

  • Promotion. Basic promotion data includes general information such as its name, the dates when it's active, and the promotion type.

  • Rule. A promotion includes one or more rules. A rule includes criteria and includes actions that depend on whether a transaction satisfies the criteria.

    Note:

    Before you start processing any transactions, you must set up promotion rules for your Transaction type and subtype. For example, let's say you have a promotion of type Redemption, with a subtype Cancellation. If you're trying to process a transaction of type Redemption, with a subtype Cancellation, and you don't have any promotion with the same type and subtype, then the transaction processing fails and displays an error similar to the following:

    During the rule evaluation process, the decision function ORA_TXN_RED_ORA_RED_CNCL_DF wasn't found in dictionary oracle.apps.sales.loyalty.ProgramXXXXXXXXXXXXXXXX. Correct the rules values and try again.(LOY-5595256)

  • Criteria. Each rule includes one or more criteria. What action the rule takes depends on whether the transaction meets the rule's criteria.

  • Action. Each rule includes one Then action and optionally one Else action. The Then action is executed if the transaction satisfies the rule's criteria. The Else action is executed if the transaction doesn't satisfy the rule's criteria.

  • Attribute. An attribute is usually based on a field of a record. Criteria compare an attribute to a value or to another attribute. You must define the attribute before you define the rule.

During transaction processing, Oracle Loyalty validates this information in the active promotions. Promotions that match this criteria are then evaluated against the transaction being processed.

To create a new promotion, a useful option is to copy an existing promotion. Copying a promotion brings in the promotion type, rules, attributes, and effective date information, which you can then edit. This can save time and reduce errors.