3Set Up Loyalty Promotions

This chapter contains the following:

• Overview of Promotion Types

• Promotion Elements

• Attributes for Promotions

• Actions for Promotion Rules

• Promotions Based on Day or Time of Purchase

• Create Promotions

• Examples of Criteria for Promotion Rules

• View and Download Promotions at a Glance

• Modify Promotions

• Create Enrollment Promotions

• Transfer Points in Promotions

Overview of Promotion Types

To set up loyalty promotions, you must be either a Loyalty Program Administrator or a Loyalty Program Manager. There are two main types of loyalty promotions:

• Reward Promotions. These promotions give members opportunities to earn points that they can exchange for products or services or to earn other rewards. For example, the promotion might allow them to earn extra frequent-flyer miles. You can optionally specify a future accrual date for points, which is useful when products are returnable or a flight must be taken first.

• Redemption Promotions. These promotions execute when members redeem points for rewards. They reduce the member's available point balance and provide the member with some reward.

There are a number of different types of reward promotions. Some common types are:

• Simple Promotions. These promotions reward members for a single purchase.

  For example, if they fly from SFO to LAX in August 2013, then they earn 1000 bonus points if they're a Platinum member or 500 bonus points if they're not a Platinum member.

• Frequency Promotions. These promotions reward members for multiple purchases of the same type.

  For example, if they fly from SFO to LAX in August 2013 three times, then they earn 3000 bonus points, if they fly four or five times, then they earn 4000 bonus points, or if they fly more than five times, then they earn 5000 bonus points.

  Frequency promotions aren't based on transaction processing directly. Let's say you have a transaction that contributes to a points balance crossing a frequency bucket threshold, which results in the member qualifying for a frequency promotion. For example, this frequency promotion rewards the member with 3000 bonus points. If you cancel this qualifying transaction, any rewards or actions, resulting from the frequency promotion, such as the 3000 bonus points in this example, can't be canceled.

  Note: Make sure that the bucket rule applies to the promotion or member attributes and not to the transaction attribute. This rule is applied when a promotion attribute is updated, and it doesn't have the context of the transaction. Any action initiated by the bucket rule isn't displayed in the transaction processing information. If the bucket rule assigns points to a member, then this action is only visible at the member point item level without a transaction reference number.

• Complex Promotions. These promotions reward members for multiple purchases of different types. These are often run with partners to encourage members to buy both the company's and the partner's products.

  For example, if members stay at a specific hotel and rent a car from a specific car rental company, then they get 5000 bonus points. You can also create base promotions that you can leverage in complex promotions.

• Action-Based Bonuses. These promotions reward members for some action other than a purchase.

  For example, if members update their member profile, then they receive 500 bonus points, or if they register with your reward program, then they get 2000 bonus points. These points are granted only once.

• Partner Promotions. These promotions reward members' activity with partner companies.

  For example, an airline has hotel companies as its partners, and it runs a promotion giving bonuses for renting hotel rooms.

• Enrollment Promotions. These promotions require members to enroll in the promotion for it to be applied to their transactions. Enrollment promotions let loyalty program managers set up promotions targeted for a specific audience, letting them measure the effectiveness of the promotions at converting incremental sales or change in member behavior independent of coincidental promotion criteria fulfillment.

• Order-Based Promotions. These promotions reward members for multiple purchases made in a single order.

  For example, if members buy flights and a hotel in the same order, then they receive a 5% discount.

• Event Promotions. You create event promotions for use with event-driven rewards.

  For example, an event-driven reward can reward members on their birthday or anniversary, to promote emotional loyalty.

• Base Promotions. These promotions are designed to simplify the process of setting up complex promotions. They're used to calculate base points, based on any of the transaction attributes, member attributes, promotion attributes and so on. Each program can have only one base promotion. This type of promotion is created, with no rules, as soon as the program is saved. Users can't manually create this promotion, nor can they delete it, but they can add rules to calculate the base points or accrual, based on the transaction attributes.

You can create all of these types of promotions using the same framework of rules, criteria, and actions.

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.

Attributes for Promotions

Attributes represent properties of objects, which are used by criteria. Criteria can compare an attribute to a value or compare an attribute to another attribute.

Attributes generally represent fields in records, such as the transaction record or the member record. For example, to create a promotion that only applies to Platinum members, you must create an attribute representing the Tier field of the member record. Then, as one of the criteria for this promotion, you create a criterion saying that this tier attribute equals Platinum.

Before you create a promotion, you must define the attributes required by the promotion. You can define attributes at two levels:

• Promotion-level Attributes. Attributes are usable only for the promotion. You define promotion attributes at the Promotion screen.

• Program-level Attributes. Attributes are usable for any promotion in the program. You define program attributes at the Program screen.

You can create the following types of attributes. Apart from promotion-level attributes, you create all of the other types of attributes at the program level:

• Promotion-Level Attributes are dynamic values that can be used to track behavior during a promotion.

  For example, if a promotion says that customers will get a bonus after making ten transactions during a period of two months, you can create a promotion-level attribute used as a counter to track the number of transactions for the member during that period.

• Member Dynamic Attributes are dynamic values that you create to track actions over the lifetime of a member. The value of a member attribute can be based on any field in a transaction, and they're updated every time a transaction takes place.

  For example, you might create a member attribute to track the total amount spent by a member. You would create a promotion to update this attribute when an accrual transaction with an amount spent is processed for a member.

• Member Field Attributes represent fields in the Member record.

  For example, you might create an attribute representing the State field of the Member record to create a promotion that applies only to residents of certain states.

• Member Tier Attributes represent fields of the Tier record for the member's tier.

  For example, you might want to create an attribute representing the tier end date, previous qualifying start date, or qualifying point balance.

• Transaction Attributes represent fields in the Transaction record.

  For example, you might give an extra bonus if a purchase is larger than $1,000. In the rule action, you could create an attribute for the transaction date to calculate an accrual start date in the future for points earned.

• Calendar Attributes allow you to create criteria based on date or time of day.

  For example, a business might want to give extra points on Mondays.

• Point Totals Attributes allow you to create criteria based on the total number of points a member has accumulated.

  For example, you might give a special reward to customers who have accumulated 100,000 points.

When you copy a promotion, attributes from the original promotion copy into the new one.

Actions for Promotion Rules

You can apply the following actions in promotions:

• Assign Points: Gives points to the member. When you assign points, you must specify the point type and point subtype to assign to the member. You can optionally set a future start date for point accrual, point expiry, or both.

  Note: If no point expiry is specified for the Assign Points action, then the point expiry that was specified when defining the point type is used.

• Assign Voucher - Absolute Value: Assigns a voucher that can be redeemed for a discount. The discount is an absolute value, such as $50.

• Assign Voucher - Percentage: Assigns a voucher that can be redeemed for a discount. The discount is a percentage of the purchase price, such as 10% off.

• Assign Voucher - Product: Assigns a voucher that can be redeemed for a product or a service, such as a night's stay in a hotel.

• Cancel Attribute: If the transaction is canceled, this action returns the value of the attribute to the value it had before the transaction processing.

• Cancel Points: If the transaction is canceled, this action returns the number of points that the member has to the number of points before the transaction processing.

• Cancel Voucher: If the transaction is canceled, this action returns the voucher that the member had before the transaction processing.

• Redeem Points: Redeems the member's available points, subtracting the specified number of points from the member's available point balance.

• Redeem Voucher: Redeems the member's voucher.

• Reject Transaction. Rejects the member's transaction and the member's transaction status is updated to Rejected.

• Tier Change: Changes the member's tier. For example, if a promotion says customers will be upgraded to Platinum tier if they spend more than $5,000 in a year, this action is used to assign them to the Platinum tier.

• Update Attribute - Date: Changes the value of a date attribute.

• Update Attribute - Integer: Changes the value of an integer attribute.

• Update Attribute - Number: Changes the value of a numeric attribute.

• Update Attribute - Text: Changes the value of a text attribute.

Promotions Based on Day or Time of Purchase

You can create promotions that reward purchases made on specific days, purchases that are made at specific times, or purchases that are made frequently. For example, promotions can reward:

• Purchases made between 4 PM and 6 PM.

• Purchases made on Mondays.

• Purchases made during the first week of the year.

• The third purchase made in a given week.

• The second purchase made in the same day.

These promotions are generally used by retail stores that want to attract customers at specific times or that want to encourage customers to make frequent purchases.

Calendar Attributes

You use calendar attributes to keep track of the dates and times of customers' purchases in order to create promotions rewarding frequent customers. Calendar attributes must be created at the program level. They can be used by all promotions in the program.

The following table lists the methods available when you create calendar attributes, and their uses. When you create a calendar attribute, you select one of these methods, which returns the value of the attribute.

Method	Description	Usage
Day Name	Returns a string representing the name of the day of the date from the transaction's Date:Time stamp.	If the transaction's Date:Time stamp is 8/2/2009 11:28:39 PM, then the Day Name method returns Sunday.
Month Name	Returns a string representing the name of the month of the date from the transaction's Date:Time stamp.	If the transaction's Date:Time stamp is 8/2/2009 11:28:39 PM, then the Month Name method returns August.
Last Week of Month	Returns 0 for true or 1 for false to indicate whether the transaction occurred during the last week of the month.	The user just specifies the month in the criterion, and the attribute calculates the last week.
Last Week of Year	Returns 0 for true or 1 for false to indicate whether the transaction occurred during the last week of the year.	The user just specifies the year in the criterion, and the attribute calculates the last week.
First Week of Month	Returns 0 for true or 1 for false to indicate whether the transaction occurred during the first week of the month.	The user only specifies the month in the criterion, and the attribute calculates the last week.
First Week of Year	Returns 0 for true or 1 for false to indicate whether the transaction occurred during the first week of the year.	The user just specifies the year in the criterion, and the attribute calculates the first week.
Day of Week	Returns an integer representing the number of the day of the week.	If the transaction's Date:Time stamp is 8/2/2009 11:28:39 PM, then the Day of Week method returns 1, because this is a Sunday, the first day of the week.
Day of Month	Returns an integer representing the number of the day of the month.	If the transaction's Date:Time stamp is 8/2/2009 11:28:39 PM, then the Day of Month method returns 2, because this is the second day of the month.
Day of Year	Returns an integer representing the number of the day of the year.	If the transaction's Date:Time stamp is 12/31/2009 01:01:01 AM, then the Day of Year method returns 365, because this is the 365th day of the year.
Week of Year	Returns an integer representing the number of the week of the year.	If the transaction's Date:Time stamp is 1/9/2009 01:01:01 AM, then the Week of Year method returns 2 because this is the second week of the year.
Month of Year	Returns an integer representing the number of the month of the year.	If the transaction's Date:Time stamp is 8/2/2009 11:28:39 PM, then the Month of Year method returns 8.
Hour	Returns an integer representing the hour of the transaction.	If the transaction's Date:Time stamp is 8/2/2009 11:28:39 PM, then the Transaction Hour attribute method returns 23.
Year	Returns an integer representing the number of the year.	If the transaction's Date:Time stamp is 8/2/2009 11:28:39 PM, then the Year method returns 2009.
Date	Returns the date from the transaction's Date:Time stamp.	If the transaction's Date:Time stamp is 8/2/2009 11:28:39 PM, then the Date method returns is 8/ 2/2009.

Create Promotions

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

• How You Set Up Programs

Create a Promotion

A promotion record includes general information about the promotion, such as its name and when it's in effect.

To create a loyalty promotion record:

1. Open Promotions.

2. Click Create Promotion.

3. Complete the necessary fields.

If you want to create a promotion similar to an existing one, you can copy that promotion instead. You can then edit the promotion as needed. For more information, see the Copy a Promotion topic.

Don't activate a promotion until you have completed defining the rules, effective dates, and other information.

Copy a Promotion

You can create a promotion by copying an existing promotion. When you copy a promotion, the promotion type, rules, attributes, and effective date copy into the new promotion. You can then edit the new promotion as needed.

Copying an existing promotion can save time and reduce errors.

Enrolled members don't copy into the new production.

To copy an existing promotion:

1. Open Promotions.

2. Select the promotion you want to copy.

3. On the Edit Promotions page, click Actions, and select Copy Promotion.

4. On the Copy Promotion dialog, type a name for the new promotion.

5. Click Save and Continue.

6. On the Edit Promotion page, make any necessary changes to the rules or other information in the new promotion. Click Save.

7. Enroll members in the promotion, if needed.

8. Activate the promotion when it's appropriate.

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.

Create Order-Based Promotions

You can create retail promotions, where the promotion applies to items purchased together, or a quantity of particular items purchased on an order.

Examples of these common order-based promotions include:

• If the customer purchases a memory card on the same order where they purchase a camera, then they receive 100 bonus points.

  For this promotion, you must create promotion attributes for the memory card and camera products. In the promotion rule, you check whether both product attributes are greater than or equal to one, choose the Assign Points action, and specify 100 points.

• If the customer purchases three or more of the same branded products on a single order, then they receive a 10% discount voucher for the brand products. This can include products on a single product line or from multiple product lines, totaling three.

  For this promotion, you must create an attribute that stores the total of items in that brand, and create a rule increasing the attribute value by one for each line item with that brand. After processing the line items, the rule must check whether the value of the attribute is greater than three, then choose the Assign Voucher action, and specify the 10% discount.

You must configure promotion-level attributes for the products to use in the promotion rules.

To create an order-based promotion:

1. Open Promotions, and click Create Promotion.

2. Fill in the fields, and choose Product as the sub type. Click Save and Continue.

3. Click the Order Level Promotion check box.

4. Create and activate promotion-level attributes for the promotion products.

5. Click the Manage Rules button, and create the promotion rule. You can create additional rules, if needed.

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

7. Click Save.

Create Program-Level Attributes

You define program-level attributes for a program, which are available to all promotions in that program.

You can define program-level attributes while you're setting up the program, or you can wait until you're defining promotions for the program. In either case, define attributes at the program level, rather than the promotion level, only if they're used by multiple promotions in the program.

You can use promotion-level attributes to create frequency promotions that reward customers when they reach some threshold, such as spending more than $100 or making a specific number of purchases with a specific partner.

To create program-level attributes:

1. Open Loyalty Programs, and then open the program that the attribute applies to.

2. If the program's Active check box is selected, deselect it on the edit program screen.

3. Click the Program Level Attributes icon.

4. In the Attributes view, click the Add button next to one of the types of attributes, and complete the necessary fields.

5. If you want the program to be active, select Active on the edit program screen.

Create Promotion-Level Attributes

Promotion specific attributes are used in only one promotion. They 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.

You can configure different cancel actions for members and promotions and attributes, depending on the data type of the attribute. Cancel actions include:

• Leave as is. This action is available for all data types. The value of the attribute remains the same when a transaction is canceled.

• Revert. This action is available for string and number data types only. The value of the attribute reverts to the value before the canceled transaction was processed.

• Cancel change. This action is available for the number data type only. The value after the transaction is canceled depends on the following:

  • Addition. If the canceled transaction added the attribute value, then the cancellation subtracts that same amount from the attribute value.

  • Subtraction. If the canceled transaction subtracted the attribute value, then the cancellation adds the same amount to the attribute value.

  • Multiplication, division, or set values. If the canceled transaction multiplied, divided, or set the attribute value, then the cancellation reverts the attribute value to the value prior to the cancellation transaction.

To create promotion-level attributes:

1. Open the required promotion.

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

3. Click the Attributes icon.

4. In the Attributes view, click the Add Attributes button, and complete the necessary fields.

5. If you want the promotion to be active, select its Active check box in the Edit Promotion

• Set Up a Transaction Cancellation

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.

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.

Create Incentives for Enrollment Promotions

Oracle Loyalty program administrators can create a choice of incentives for member promotions. For example, a promotion may reward a member with the choice of either 10,000 loyalty points, a free return airline ticket, or access to a airline lounge for one year, if the member flies 10,000 airline miles in a specific month.

To create incentives for a promotion, do the following:

1. Open the required promotion.

   Select the Enrollment Required check box.

   Note: The Enrollment Required check box must be selected to create incentive choices.

2. Click the Incentive Choices icon.

3. In the Incentive Choices screen, click Add Incentive Choice.

4. Add one or more records to the Incentive Choices list and complete the necessary fields.

   Note: Each incentive choice name must be unique within each promotion. The values you enter in both the Incentive Choice and Description fields are displayed when the member enrolls in the promotion.

5. Select a default incentive choice.

6. Click Save and Close.

Set Up a Voucher Redemption Promotion

If you plan to reward customers with vouchers, you must define a voucher redemption promotion for each voucher product. Each voucher redemption promotion requires a reference to the program-level attribute for the voucher number.

To create a voucher redemption promotion:

1. Open the required program.

2. Create a transaction attribute for the voucher number. You could call it Transaction Voucher Number or something similar.

3. Open the Promotions screen and create a new promotion.

4. Complete the necessary fields for a redemption promotion.

5. In the rules, create a Redeem Voucher action. It must reference the voucher number attribute, for example: IF [Transaction Voucher Number] isn't blank THEN DO Redeem Voucher Voucher: [Transaction Voucher Number].

6. Save the promotion.

Activate and Deactivate Promotions

You control whether a promotion is applied to transactions by activating or deactivating it. A promotion applies to transactions only if both of the following are true:

• The transaction's date is within the promotion's start and end date period.

• The promotion is active.

Note: Keep a promotion active as long as it applies to transactions, which might be past the promotion's end date. For example, if the business rule is that members can submit transactions for up to six months after the transaction's date, then all promotions must remain active for six months after the promotion's end date.

Activate a Promotion

After you have finished creating a loyalty promotion, you must activate it, which:

• Makes all fields on the promotion and all information about the promotion read-only.

• Makes the promotion apply to transactions.

• Makes the promotion visible to Oracle Loyalty users.

To activate a promotion:

1. Open the required promotion.

2. Select the Active check box to activate the promotion.

Deactivate a Promotion

You can deactivate a promotion so it's no longer available to users. When you deactivate a promotion, the promotion can't generate extra rewards for members, and it's not visible to users.

To deactivate a promotion:

1. Open the required promotion.

2. Deselect the Active check box to deactivate the promotion.

Examples of Criteria for Promotion Rules

Examples of Rule Criteria for Redemption Promotions

To create rules for the redemption promotions, you must define the criteria and actions that are triggered when the criteria are satisfied.

Here are some examples of rule criteria for redemption promotions.

Name	Compare Type	Object	Attribute	Operator	Value
If member is Gold or Platinum Tier	Compare to Value	Member	Status	Equals	Gold
If Destination is JFK or LAX	Compare to Value	Transaction	Arrival Airport	Equals	JFK, LAX
If Flight isn't on the weekend	Compare to Value	Transaction	Date of Activity	Does Not Equal	6, 7
If Flight Date > 31-Aug-2017	Compare to Value	Transaction	Date of Activity	Is Greater Than	31-Aug-07
Check Points	Compare to Value	Transaction	Transaction Points	Is Greater Than	0
If product is Elite of the Day	Compare to Value	Transaction	Product Name	Equals	Elite of the Day

Examples of Rule Criteria for Calendar Promotions

To create rules for the calendar promotions, you must define the criteria and actions that are triggered when the criteria are satisfied.

Here are some examples of rule criteria for calendar promotions.

Name	Compare Type	Object	Attribute	Operator	Value
Transaction Hour Noon To 4	Compare to Value	Transaction Field. Transaction Date	Hour	between	12:00 PM to 4:00 PM
Transaction Day Wednesday	Compare to Value	Transaction Field. Transaction Date	Day Name	Equals	Wednesday
Transaction Date Thanksgiving 2017	Compare to Value	Transaction Field. Transaction Date	Date	Between	November 23 2017 to November 26 2017

Note: The Between operator doesn't include the start value or the end value when it performs a condition check. For example, if you have a condition where the transaction is between 12:00 PM and 4:00 PM, then the condition check is performed between 12:01 PM and 3:59 PM.

Examples of Rule Criteria Based on Promotion Attributes

This topic includes examples of rule criteria based on promotion attributes evaluated during transaction processing and after transaction processing. To create rules, you must also define the actions that are triggered when these criteria are satisfied.

Here are some examples of criteria evaluations during transaction processing.

Name	Compare Type	Object	Attribute	Operator	Value
If Reward for Home financing is > 25000	Compare to Value	Promotion	Home Financing Reward	Is Greater Than	25000
If Bonus not given already (Used to avoid giving duplicate rewards for the same promotion)	Compare to Value	Promotion	Reward given indicator	Does Not Equal	Y
If First Activity	Compare to Value	Promotion	First Activity Indicator	Does Not Equal	Y
If Big Mart tax number isn't already accounted for	Compare to Value	Promotion	Big Mart tax number indicator	Equals	N

And here are some examples of criteria evaluated after transaction processing, which occurs because they use the value of a promotion attribute. Because the criteria are evaluated after the transaction, they catch changes in the attribute that might have occurred during processing.

Name	Compare Type	Object	Attribute	Operator	Value
# of Standard Days Rented is greater than 50 days	Compare to Value	Promotion	# of Standard Car Days Rented	Greater Than	50
Check for 5th Visit	Compare to Value	Promotion	Visits	Equals	5
If # 1st Class flights in 2017 = 10	Compare to Value	Promotion	# of 1st class flights on KA Sub	Equals	10
If Reward for Home financing is > 25000	Compare to Value	Promotion	Home Financing Reward	Is Greater Than	25000
Check Accumulated Stars	Compare to Value	Promotion	Accumulated Stars	Is Greater Than or Equal To	12
If # of Referrals >=5	Compare to Value	Promotion	# of Referrals	Is Greater Than or Equal To	5
If Reward for Home financing is <= 25000	Compare to Value	Promotion	Home Financing Reward	Is Less Than or Equal To	25000
If member has used service for 12 months	Compare to Value	Promotion	Bill Counter	Equals	12
If average Billing > 400	Compare to Value	Promotion	Average Bill	Is Greater Than or Equal To	400
If # of times package bonus given <3	Compare to Value	Promotion	# times package bonus given	Is Less Than	3
If 365-day bonus not given already	Compare to Value	Promotion	365-day bonus given indicator	Does Not Equal	Y
If Incentive isn't already issued	Compare to Value	Promotion	Incentive 1 issued	Equals	N
If Last Partner is Big Mart	Compare to Value	Promotion	Last Purchased Partner Name	Equals	Big Mart
If Last Product Purchased was a Baby Product	Compare to Value	Promotion	Last Purchased Product Category	Equals	Baby Product
If Last Transaction was in 2015	Compare to Value	Promotion	Last Transaction Year	=	2015

Examples of Rule Criteria Based on Member Field Attributes

To create rules based on member field attributes, you must define the criteria and actions that are triggered when the criteria are satisfied.

Here are some examples of rule criteria for promotions based on member field attributes.

Name	Compare Type	Object	Attribute	Operator	Value
If dollars spent at Big Mart in 2017 >= 10000	Compare to Value	Member	Dollars spent at Big Mart	Is Greater Than or Equal To	10000
If membership tenure >= 30 days	Compare to Value	Member	Membership Tenure	Is Greater Than or Equal To	30
If member is in Elite tier	Compare to Value	Member	Premium Recognition Status	Equals	Elite
If Member's country is USA	Compare to Value	Member	Country	Equals	USA

Examples of Rule Criteria Based on Member Tier Attributes

To create rules based on member tier attributes, you must define the criteria and actions that are triggered when the criteria are satisfied.

Here are some examples of rule criteria for promotions based on member tier attributes.

Name	Compare Type	Object	Attribute	Operator	Value
If Member is Gold or Platinum Tier	Compare to Value	Member Tier	Tier	Equals	Gold or Platinum
If Tier Status is Active	Compare to Value	Member Tier	Member Tier Status	Equals	Y
Check QF balance>1000	Compare to Value	Member Tier	Point A Qualifying Point	Is Greater Than	1000

Examples of Rule Criteria Based on Transaction Attributes

To create rules based on transaction attributes, you must define the criteria and actions that are triggered when the criteria are satisfied.

Here are some examples of rule criteria for promotions based on transaction attributes.

Name	Compare Type	Object	Attribute	Operator	Value
If Flight Transaction	Compare to Value	Transaction	Product	Equals	Flight
Amount > 200	Compare to Value	Transaction	Amount	Is Greater Than	200
Check for Amount Spent	Compare to Value	Transaction	Amount	Is Greater Than or Equal To	100
Check Amount	Compare to Value	Transaction	Amount	Is Not Empty	(Not applicable)
If Class is First	Compare to Value	Transaction	Ticket Class	Does Not Equal	A, F, P
If Destination city isn't LA	Compare to Value	Transaction	Destination City	Does Not Equal	Los Angeles
If time of shopping is after 10 pm	Compare to Value	Transaction	Hour	Is Greater Than or Equal To	10
If time of shopping is before 6 am	Compare to Value	Transaction	Hour	Is Less Than	6
If Date of Activity is > Dec 31, 2017	Compare to Value	Transaction	Date of Activity	Is Greater Than	12/31/2017
If Location is outside the US	Compare to Value	Transaction	Location Code	Contains	DFC_INT
Location Code Shared	Compare to Value	Transaction	Location Code	Is Not Empty	(Not applicable)
Quantity >=2	Compare to Value	Transaction	Order Quantity	Is Greater Than or Equal To	2
Vision Corporation Transaction	Compare to Value	Transaction	Partner Name	Equals	Vision Corporation
Transaction points >0	Compare to Value	Transaction	Transaction Points	Is Greater Than	0
Transaction points >=500	Compare to Value	Transaction	Transaction Points	Is Less Than or Equal To	500
Check Product	Compare to Value	Transaction	Product Name	Equals	Green NB- 2LH / Lithium- Ion Battery Pack
Check Social Interaction Check-in	Compare to Value	Transaction	Social Action Type	Equals	Check-in
Check Social Interaction (Share / Tweet / Like	Compare to Value	Transaction	Social Action Type	Equals	Share, Tweet, Like
Online Booking	Compare to Value	Transaction	Transaction Channel	Equals	Web

View and Download Promotions at a Glance

Oracle Loyalty managers and administrators can quickly download and view information about all active promotions in a loyalty program. The downloaded file is in Rich Text Format (.rtf) and provides the following information:

• Promotion Name

• Promotion Attributes

• Promotion Rules

Note: To view the promotions report at promotions-level, the promotion can be either active or inactive, however to view the promotions at programs-level, the promotion must be active.

To view or download the Promotions at a Glance report at program-level:

1. Open your program.

2. On the Edit Program page, select Download Promotions report from the Actions list.

3. Save or open the file.

To view or download the Promotions at a Glance report at promotions-level:

1. Open your promotion.

2. On the Edit Promotion page, click the Promotion Rules at a Glance icon.

3. Click Download.

4. Save or open the file.

Modify Promotions

If you have already activated a promotion and you want to modify the promotion, first you must deactivate it.

To modify a promotion:

1. Open your promotion.

2. In the Edit Program screen, deselect the Active check box to deactivate the promotion.

3. Enter data in the same way you do when you create promotions.

4. When you're done, in the Edit Program view, select the Active check box to activate the promotion.

Create Enrollment Promotions

Enrollment promotions require members to be enrolled in the promotion.

Create an enrollment promotion to target a specific audience, making it possible to measure the effectiveness of the promotion at converting incremental sales or change in member behavior, independent of coincidental promotion criteria fulfillment.

Any type of promotion can require enrollment, which you specify while creating the promotion.

Program managers and administrators can add members to promotions in the following ways:

• Select individual members to enroll in an enrollment promotion.

• Import members to an enrollment promotion in a group using an Excel spreadsheet or a CSV file.

To create an enrollment promotion:

1. When creating a new promotion, check the Enrollment Required option on the Edit Promotion page.

2. Specify a start date and, optionally, specify an end date.

3. To add program members to the enrollment promotion:

   • To add members one at a time, click Add Member and select a member name.

     (Optional). Choose an incentive choice for this member's promotion. If you don't select an incentive choice, then the default incentive choice is assigned to this member's promotion. For additional details, see the topic Create Incentives for Enrollment Promotions.

   • To import multiple members to an enrollment promotion at one time, create an Excel spreadsheet or a CSV file with the member numbers, and then click Import Members on the Edit Promotion page. Member numbers must already be enrolled in the loyalty program.

To enroll a program member in one or more enrollment promotions:

1. In Loyalty Members open the loyalty member, and click the Promotions Enrolled icon.

2. Click Enroll In Promotion, and choose the promotion.

3. (Optional). Choose an incentive choice for this promotion.

   If you don't select an incentive choice, then the default incentive choice is used in this promotion. For additional details, see the topic Create Incentives for Enrollment Promotions.

4. Use the promotion enrollment API.

Transfer Points in Promotions

Loyalty program members can transfer points to other members in the same loyalty program, for example, if a member is short of points, and wants to borrow points from another member.

To transfer points to another member:

1. Open your promotion.

2. In the Edit Promotion view, update the following fields:

   • For the Type, select Redemption.

   • For the Sub Type, select Transfer Points.

3. Click the Save and Close button.

4. In the Edit Promotion view, click the Manage Rules button.

5. In the promotion rule criteria, ensure that the Transaction Sub Type is equal to Transfer Points.

6. In Actions, select the Transfer Points action.

7. Click Save and Close.