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Entering the Loyalty Partner Program Profile


In order to help you understand a partner's loyalty program, you can enter information in the partner program profile. This only applies to partners who have their own loyalty programs.

This task is a step in Process of Setting Up Partner Access to Siebel Loyalty.

To add programs to the partner program profile

  1. Navigate to the Loyalty Program Administration screen.
  2. Identify the program to which you want to add partners, and click its Program Id hyperlink.
  3. Click the Programs Hosted view tab.
  4. On the Partners list, click New.
  5. In the Add Partner dialog box, select a partner to associate with this program and click OK.

To view the partner program profile

  1. Navigate to the Partners screen.
  2. In the link bar, click Partner List.
  3. Identify the partner company whose profile you want to view and click its Partner Name hyperlink.
  4. Click the Partner of Programs view tab.

    The Partner of Programs list displays a record for each of the partner's loyalty programs. Some fields are described in the following table.

    Field
    Comments

    Name

    Enter the name of the partner's loyalty program.

    Hosted By

    Enter the name of the host organization for this program.

    Promotion Calculation Rule

    Enter the method that the partner uses to calculate points.

    Start Date

    Enter the date the partner began offering its program.

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