Each counter is linked to a service (such as voice calls or SMS) and a configured rating scenario consisting of the following:

• A corresponding balance type

• Period of promotion (daily, weekly, monthly or yearly)

• The amount of activity (cash, time or number of events) which will trigger the reward

When each service and rating scenario is defined, the counters which should be updated are chosen. This gives the operator full control over which services will be used as part of the promotion.

All subscribers that share a wallet are considered eligible for a promotion, when any one of them triggers the promotion.

Eligible subscribers are given a Tariff or Credit reward.

• With a tariff reward, subscribers are automatically moved between product types depending on their level of expenditure. Thus, a subscriber with high spending can be rewarded by being moved to a different product type which may offer cheaper tariffs. Alternatively, a low spending subscriber could be penalized by being moved to a product type which has a more expensive rate plan.

• With a credit reward, a pre-configured credit amount may be awarded to the subscriber based his expenditure pattern. For example, if the subscriber spent 10 Euros last month on calling they might receive 5 Euros of national talk time credit to be used within a specific period.

Eligible subscribers are sent SMS or DAP notifications when the promotion is applied.

The promotion reward is calculated using one of two ways:

• At the end of the promotion period when the counter expires

• In real time, when the session during which the triggering event occurs

This allows the telco to target short term usage campaigns or plan longer term strategies in cases where the promotion was spread across a month or a year.

Note: The SMS screens allow configuring promotions that apply a percentage of the triggering balance type (for example, SMS) to a different balance (for example, Cash). However, in practice, promotions should be applied to the same balance type as the triggering balance.

If mismatched promotion balances are configured the conversion will be used as follows:

• Cash to Units as one currency minor unit (for example, cent) to one unit

• Cash to Time as one currency minor unit to 1/hundredth of a second

This table describes the content of each column in the Promotions tab on the Promotion Manager screen.

This table describes the function of each button.

Follow these steps to set a time and date field using a time and date panel.

1. At the end of the time and date field you want to define, click the down arrow.

   Result: The time and date panel appears.

   
   Description of the illustration ccstimedatepanel_winxp.jpg

2. To quickly set the date to today and the time to the current time, click Now.

   Otherwise, set the date and time as described in steps 3-5.

3. Set the month and year for the date using the month and year selection boxes.

4. Click on the number for the day of the month.

5. Set the time using the Hour, Min and Sec selection boxes.

   Tip: To set the time using the clock face, click and drag the clock hands to the required time.

6. Click OK.

Here is the list of Promotion options that must be set up for configuring a promotion. They are available using the New Promotion and the Edit Promotion screens.

• Details
• Events
• MSISDN Ranges
• Segments
• Rewards
• Notification

Follow these steps to add a new promotion.

1. In the Promotion Manager screen, select the service provider from the drop down box.

   Result: The table below displays the promotions currently defined for this service provider.

2. Click New.

   Result: You see the New Promotion screen, with the Details tab selected.

3. Fill in the fields, as described in the Details tab fields.

4. Configure the other tabs in the following order:

   • Segments
   • Rewards
   • Notification

5. Click Save.

   Note: After saving a promotion, you can configure MSISDN black lists and exceptions lists for the promotion. See Configuring MSISDN ranges black lists and exceptions lists

Related topic

Configuring Promotions

Follow these steps to edit an existing promotion.

1. In the Promotion Manager screen, select the service provider from the drop down box.

   Result: The table below displays the promotions currently defined for this service provider.

2. Select the promotion to edit in the grid, and click Edit.

   Result: You see the Edit Promotion screen, with the Details tab selected.

3. Edit the fields to reflect the changes you need to make.

   For more information about the fields on this screen, see Details tab fields.

4. Edit fields on the other tabs, if needed:

   • Events
   • MSISDN Ranges
   • Segments
   • Rewards
   • Notification

5. Click Save.

Related topic

Configuring Promotions

Follow these steps to delete a record from the Promotion Manager screen.

1. In the Promotion Manager screen, select the service provider from the drop down box.

   Result: The table below displays the promotions currently defined for this service provider.

2. Select the promotion to delete in the grid and click Delete.

   Result: You see the Delete Confirmation prompt.

3. Click OK.

   Result: The field is removed from the table.

Related topic

Configuring Promotions

Follow these steps to configure the equivalent of a legacy expiry reward that could previously be set up on the CCS Wallet Management screen, Rewards tab.

1. Select the following values on the Events tab:

   • Promotion Type: Tracker Promotion

   • Event Category: Tracker Expiry

   • Balance Type: an expenditure balance type, such as Monthly Exp

   • Balance Condition: Balance Value is In Range with the required values configured

2. Select the following values on the Segments tab:

   • Segment Group: All Of

   • Segment Fragment: Product Type: In Set and the required product type configured

3. On the Rewards tab:

   • Configure the required Reward Product Type

   • Select the Balance Type for the Multi-Balance record as General Cash

4. On the Notification tab:

   • Configure the required Announcement Set / Entry

   • Configure the required Pre-promotion notifications

Select the following values to configure the equivalent of a legacy Real-Time Reward that could previously be set up on the CCS Wallet Management screen, Rewards tab.

Select the following values on the Events tab:

• Promotion Type: Tracker Promotion

• Event Category: Tracker Threshold.

• Balance Type: an expenditure balance type, such as Monthly Exp

• Balance Condition: Balance Value is Threshold with the required values configured

Follow these steps to configure the equivalent of a legacy Activation Credits that could previously be set up on the CCS Subscriber Management screen, Product Type tab.

1. Select the following values on the Details tab:

   • Configure the required promotion start date and/or end date

2. Select the following values on the Events tab:

   • Promotion Type: Flash Promotion

   • Event Category: Wallet Activation

3. Select the following values on the Segments tab:

   • Segment Group: All Of

   • Segment Fragment: Product Type: In Set and the required product type configured.

4. Select the following values on the Rewards tab:

   • Configure the Multi-Balance records with the required Credit Amounts and Expiry Dates/Offsets.

Follow these steps to configure the equivalent of a legacy Recharge Bonus that could previously be set up on the CCS Wallet Management screen, Bonus Values and Bonus Types tabs.

1. Select the following values on the Events tab:

   • Promotion Type: Flash Promotion

   • Event Category: Balance Recharge

   • Balance Type: a chargeable balance type, such as General Cash.

   • Channel: Any, or ATM, or Other (as required).

   • Reference: the component/reference as configured in the invoking system.

   • Balance Condition: Delta Value is In Range with the required values configured.

2. On the Rewards tab, configure the required Multi-Balance records with one of the following:

   • a Promotional Balance Type (as required) and a Credit Amount and Expiry Offset (as previously configured in the Voucher Type screen)

   • a Promotional Balance Type (as required) and a Credit Percentage with the required Credit Percentage value as Of Delta percentage type and a Balance Expiry Policy of Do Not Modify.

Note: As with the legacy Bonus Values, the entries in a Bonus Set must cover the full range of values from 0 to the highest End value. If there is a gap in the covered values, the Bonus Set will fail, that is, if a contiguous range is not configured, a recharge may slip through the configured range.

For Example: To create a Bonus Value which applies a 5% discount to all Voucher recharges of more than $20, you must also configure a Bonus Value which applies a 0% discount to recharges of $0 to $19.

You can define a “manually limited liability” promotion, where the limit is enforced by the presence of a separate unit balance in the subscriber’s wallet. As it is a manually managed limit, there is no automatic renewal of the limit, nor is there any global maximum specified for the limit.

A non-recurring limited promotion eligibility may be used to span multiple promotion definitions. Existing limited liability bonuses may be migrated into the Promotion Manager framework.

Here is the process for manual limited liability promotions:

1. Operator defines a limited liability balance type for eligibility to a promotion.

2. Operator can associate a limited liability balance type with multiple promotions.

3. Subscriber becomes eligible for 1 or more promotions and limited liability balance type.

4. Promotion applied and the balance type is decremented.

5. Promotion will only be applied if the balance type value is greater than 0.

Once the liability limit balance has been consumed or the expiration date has passed, the promotion eligibility will expire and not be reinstated automatically.

The balance type may be associated with a wallet through a recharge definition, BPL etc, but shall not be automatically regenerated.

The liability balance will continue to be decremented until all promotion definitions are satisfied or the balance reaches 0.

This table describes the function of each field.

Follow these steps to configure basic Details for a new promotion.

1. Follow the steps listed in Adding a new promotion to display the New Promotion screen.

   Result: You see the New Promotion screen, with the Details tab selected.

2. Enter data in the fields to configure this record.

   For more information about the fields on this screen, see Details tab fields.

3. Go to Events tab to continue configuring the new Promotion.

Related topic

Details

Follow these steps to edit the Details information of an existing promotion.

1. Follow the steps listed in Editing a promotion to display the Edit Promotion screen.

2. Select the Details tab.

   Result: You see the Details information configured for the selected promotion.

3. Edit the fields with the required changes.

   For more information about the fields on this screen, see Details tab fields.

4. Click Save.

Related topic

Details

This type of promotion is applied when a selected triggering event occurs.

The following events can trigger flash promotions:

This promotion is triggered when the configured tracker event occurs. The following events can trigger tracker promotions:

• Tracker Thresholds: promotion applies when threshold on selected balance type is reached.

• Tracker Expiry: promotion applied when tracker balance expires.

A tracker can be associated to a promotion. For more information on how operators can use trackers during promotions, see Promotions.

The following configured event condition elements are all evaluated together; a promotion is only triggered if all event condition elements are satisfied:

• Bearer

• Channel

• Reference

• Balance Conditions

When an event condition is configured, the above fields are combined to create an event condition and the promotion is only triggered if the incoming event matches all of the above parts.

For Example: The following elements form a single event condition of all elements must match for the promotion to apply:

bal value: 10, type: value, operator: >, bearer: voice, channel: ATM, reference REF1

A promotion can have multiple even conditions associated with it. However, each separate event condition for a promotion is considered separately when the promotion is triggered. The promotion is applied if at least one of the configured event conditions matches.

For Example: The following are separate event conditions, and any one may match for the promotion to apply:

bal value: 10, type: value, operator: >, bearer: voice, channel: ATM, reference REF1

bal value: 10, type: value, operator: >, bearer: SMS, channel: ATM, reference REF1

bal value: 10, type: value, operator: >, bearer: voice, channel: ATM, reference REF2

This table describes the function of each field.

Note: To understand how event conditions work, see Event conditions.

Follow these steps to configure Events details for a new promotion.

1. Follow the steps listed in Adding a new promotion to display the New Promotion screen.

2. On the New Promotion screen, select the Events tab.

   Result: You see the Event configuration options.

3. Enter data in the fields to configure this record.

   For more information about the fields on this screen, see Events tab fields.

4. Click Add, or Edit, or Delete to apply the configured event to the promotion.

5. Go to MSISDN Ranges tab to continue configuring the new Promotion.

Related topic

Events

Follow these steps to edit the Events information of an existing promotion.

1. Follow the steps listed in Editing a promotion to display the Edit Promotion screen.

2. On the Edit Promotion screen, select the Events tab.

   Result: You see the Events details configured for the selected promotion.

3. Edit the fields with the required changes.

   For more information about the fields on this screen, see Events tab fields.

4. Click Add to apply the configured changes to the promotion.

5. Click Save.

Related topic

Events

When the promotion is applied, the subscriber’s MSISDN is checked against the list entries.

The following list processing logic is used.

1. If the MSISDN is not in the black list, the promotion is allowed.

2. If the MSISDN is in the black list, the promotion is not allowed.

3. If the MSISDN is in the exceptions list, promotion is allowed.

The following table describes the function of each field or button.

You can search for an MSISDN or a range of MSISDNs in either the black list or the exceptions list. If no results are returned, you can add the specified MSISDN or range of MSISDNs to the list. If the search finds the MSISDNs, you can remove them from the lists.

Follow these steps to search for MSISDNs or a range of MSISDNs.

1. Follow the steps listed in Editing a promotion to display the Edit Promotion screen.

2. On the Edit Promotion screen, select the MSISDN Ranges tab.

3. In the Start MSISDN field, enter the subscriber's MSISDN data to search for a particular MSISDN. For a range of MSISDNs, enter the data in the Start MSISDN and End MSISDN fields.

4. Click Search Black List or Search Exceptions List.

   Result: The search result dialog box appears for the MSISDN or the MSISDN range. The status field displays whether the MSISDNs are already defined in the list, and their status. You can perform the following based on the search result:

   • If the MSISDN or a range of MSISDNs is undefined, click Add to List to add the MSISDNs to the black list or exceptions list.

   • If the MSISDN or a range of MSISDNs is defined, click Remove from List to remove the MSISDNs from the black list or exceptions list.

   • If the range of MSISDNs are defined, click Remove whole range from list to remove the range of MSISDN from the black list or exceptions list.

   • Click Cancel to close the search results dialog box without updating the list.

Follow these steps to configure MSISDN ranges black lists and exceptions lists for an existing promotion.

1. Follow the steps listed in Editing a promotion to display the Edit Promotion screen.

2. On the Edit Promotion screen, select the MSISDN Ranges tab.

   Result: You see the MSISDN range configuration options.

3. Enter data in the fields to configure this record.

   For information about the fields on this screen, see MSISDN Ranges fields.

4. Click Save.

Related topic

MSISDN Ranges

Each of the following promotion segments or segment fragments must be set up as nodes on the Promotion Expression tree before they can be configured:

• Product Type

• Wallet State

• Wallet Date (Activation, Expiry)

• Balance Value

• SPM Field

Notes:

• To set up the nodes and configure the Promotion Expression tree, see Adding segments.

• To configure the promotion segments, see Segment fragments.

The following logical groupings are available to build the Promotion Expression tree.

• All Of (AND)

• Any Of (OR)

• Only One Of (XOR)

• None Of (NOR)

The following table describes the functions of the toolbar buttons on the Segments tab.

Adding segments to build a Promotion Expression is a three-stage process:

1. Build the segment conditions, that is, the Logical groupings

2. Add segment fragments, that is, the Promotion segmentation

3. Configure the Segment fragments

Follow these steps to build a new Promotion Expression tree.

1. On the New Promotion screen, select the Segments tab.

   Result: The configuration options for segments display on the toolbar.

2. To build the Promotion Expression tree, select a logical grouping node on the toolbar.

   Result: The mouse cursor takes on the shape of the selected node.

3. Move the icon under the Promotion Expression text and click to anchor it within the control area.

   Result: The logical grouping node representing the promotion condition is now available for use.

4. To build the segment fragment, select a promotion segment node on the toolbar.

   Result: The mouse cursor takes on the shape of the selected node.

5. Move the icon under the logical grouping node and click to anchor it within the Expression tree.

   Result: The segment fragment node is now available for configuration.

   Note: To configure the selected segment fragment node, see Segment fragments.

6. Repeat steps 2-6 to add multiple segment fragments or to create sub-expressions.

   Tip: You can change the position of the nodes in the segment hierarchy or delete them using the toolbar buttons.

7. Go to Rewards tab to continue configuring the new promotion.

Related topic

Segments

Follow these steps to edit the Promotion Expression tree of an existing promotion.

1. Follow the steps listed in Editing a promotion to display the Edit Promotion screen.

2. On the Edit Promotion screen, select the Segments tab.

   Result: You see the Expression tree configured for the selected promotion.

3. Edit the nodes with the required changes.

   To edit the Expression tree, use the buttons on the segment toolbar.

   To configure the segment fragments, see Segment fragments.

4. Click Save.

Related topic

Segments

This topic explains how to configure the individual segment fragment. For a complete list of available segment fragments, see Promotion segmentation.

This table describes the function of the fields available on the tab.

Follow these steps to configure rewards details for a new promotion.

1. Follow the steps listed in Adding a new promotion to display the New Promotion screen.

2. On the New Promotion screen, select the Rewards tab.

   Result: You see the Rewards configuration options.

3. Enter data in the fields to configure this record.

   For more information about the fields on this screen, see Rewards fields.

   To add multiple balances to the reward, see Adding multi-balance reward.

4. Go to Notification tab to finish configuring the new promotion.

Related topic

Rewards

Follow these steps to edit the rewards details of an existing promotion.

1. Follow the steps listed in Editing a promotion to display the Edit Promotion screen.

2. On the Edit Promotion screen, select the Rewards tab.

   Result: You see the Rewards information for the selected promotion.

3. Edit the fields with the required changes.

   For more information about the fields on this screen, see Rewards fields.

   To edit multiple balances to the reward, see Editing multi-balance reward.

4. Click Save.

Related topic

Rewards

You can add more than one balance type to a reward type. When a reward is triggered, all balance types associated with the reward type are recharged. This can include both monetary balance types (such as general cash or promotional cash) and non-monetary balance types (such as free SMS or time).

More than one entry can be added for the same balance type, with different details for each entry, including:

• Balance values and balance policies

• Unique expiry dates and extension policies

• Balance availability dates that will be applied when the selected balance type entry is recharged

This table describes the function of each field.

Follow these steps to add Notification details for a new Promotion.

1. In the New Promotion screen, select the Notification tab.

   Result: You see the notification configuration options.

2. Enter data in the fields to configure this record.

   For more information about the fields on this screen, see Notification fields.

   To add Pre-promotion notifications, see Adding pre-promotion notification.

3. Click Save.

   Result: You return to the Promotion Manager screen with the new Promotion listed in the grid.

Related topic

Notification

Follow these steps to edit Notification details for an existing promotion.

1. Follow the steps listed in Editing a promotion to display the Edit Promotion screen, Promotion tab.

2. Edit the fields with the required changes.

   For more information about the fields on this screen, see Notification fields.

   To edit Pre-promotion notifications, see Editing pre-promotion notification.

3. Click Save.

Related topic

Notification

A set of subscriber notifications can be sent before the Tracker Threshold or Tracker Expiry promotion is applied.

Note: Pre-promotion subscriber notifications cannot be configured for promotions which are not associated with Tracker Threshold or Tracker Expiry event types.