Reward Rules
Reward rules are rules in loyalty management that contain the conditions of the loyalty program. If the member activity of a member fulfills the conditions, the loyalty engine executes the assigned rule actions. You can also define your own actions, which are triggered by the reward rule execution.
Examples of rule actions are as follows:
Earn points
Change tier
Redeem points
Update attributes
Example
A reward rule states that a customer of an airline company receives 1000 bonus points if he or she flies 3 times within 1 calendar month.
Two reward rules are required to calculate the bonus points:
A reward rule that checks the type of member activity and counts the number of times the member has flown.
A reward rule that checks at the end of the month how many times the customer has flown and, if the rule is fulfilled, credits 1000 bonus points to the point account (scheduled reward rule).
Integration
Reward rules and reward rule groups are marketing project types (for more information, see Marketing Project).
Prerequisites
You have created a loyalty program. For more information, see Loyalty Program.
You have completed Customizing for the reward rule management business process. For more information, see SAP Solution Manager.
To use the enhanced functions, you must activate the business function Loyalty Productivity (CRM_LOY_PROD
).
Features
Reward rule
The reward rule contains the conditions that must be fulfilled by the member activity for the corresponding rule actions to be executed. There are different types of reward rules, which are either based on a template or defined in expert mode. Reward rules are grouped in reward rule groups. Each reward rule has versions, which are created automatically by the system.
You can also use scheduled reward rules. For scheduled reward rules, you must create counters in Customizing and make settings during the reward rule type definition. For more information, see Dynamic Attributes.
Reward rule hierarchy
The reward rule hierarchy has 3 levels: The reward rule is located below the reward rule group and the reward rule group is located below the loyalty program.
Loyalty program
Reward rule group
Reward rule
Reward rule group
The reward rule group consists of reward rules that are used together when a member activity is processed according to these rules. Each reward rule group has a purpose, for example, tier change or bonus points. The reward rule group type determines whether you can edit the reward rule with a template or in expert mode.
Version
When you define a reward rule group or reward rule, the system automatically creates a version with a unique sequential number. In this version, you can define the rules that form the basis of your reward rules. For more information, see Rule Builder.
When you copy a reward rule, the system creates a new version of the same reward rule with the end date 31.12.9999.
Example
Versions in the reward rule hierarchy:
A version on reward rule group level is a program partner, such as a car rental company.
A version on reward rule level is a copy of a reward rule with a different validity date.
Support for simulation systems
You can use a separate system to simulate reward rule groups and reward rules. This way, you can test your reward rule groups and reward rules before using these in a production system.
Note that you first need to transport your Customizing settings for loyalty management to the simulation system before you can use this function. You must transport the versions of the reward rule groups and the related reward rules between the simulation system and the production system.
Activities
Define and assign reward rules
You can define reward rules using a template or in expert mode. You must assign the reward rules you have created to a reward rule group. You can set up an authorization workflow for your reward rules and reward rule groups. For more information, see SAP Business Workflow.
Define reward rules using template
If you define reward rules using a template, you can use predefined conditions and values only. This prevents any mistakes being made when the reward rules are created. If you want to define complex rules or the template is insufficient for your rules, you can deactivate the template. You can then define your reward rules in expert mode only and can use all conditions, operators, formulas, and actions.
Note
Once you have deactivated the template, you cannot activate it again.
You can add your own templates to the application in Customizing, by choosing 
Customer Relationship Management
Marketing
Loyalty Management - Design
Basic Settings
Define Templates for Reward Rule Maintenance
. For more information, see SAP Note 1248414
.
Define reward rules in expert mode
You can define complex reward rules in expert mode. You can choose the required rule conditions from all available conditions. Conditions determine which fields are active in the reward rule definition. For more information, see Customizing for the rule builder under Customer
Relationship Management
CRM Cross-Application Components
Rule Builder
.
Define reward rule sequence
If you have defined more than one reward rule, you must also define a sequence.
Combine reward rules
You can define which reward rules can be combined. If you have defined conflicting rules, you can resolve the conflict by assigning the appropriate combinability type to the reward rule group.
The following combinability types are available as standard:
All
Maximum Points
Minimum Points
By Sequence
Report
You need the following report to transport reward rule data from the WebClient UI to the rule builder. To execute the report, from the SAP Easy Access
screen, choose SAP menu
Architecture and Technology
ABAP Workbench
Development
ABAP Editor
, enter the report name RLOY_ENGINE_CACHE_REFRESH and choose Execute
.
Sponsoring partners
Sponsoring partners are program partners that sponsor a reward rule. Each sponsoring partner can be assigned a certain percentage. For more information, see Program Partners.