Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Programs > Process of Setting Up Loyalty Programs >

Creating Loyalty Programs

As the first step in setting up a loyalty program, the loyalty administrator creates a new Loyalty Program record and enters general information about the program.

This task is a step in Process of Setting Up Loyalty Programs.

To create a loyalty program

  1. Navigate to the Loyalty Program Administration screen.
  2. Add a new record to the Programs list, and complete the necessary fields in the list and in the form. Some fields are described in the following table.

    Hosted By

    Brings up the Pick Channel Partner list. Select the company that is implementing this program. If the program is implemented by the brand owner company, select the brand owner company. If the program is outsourced to a partner company, select the name of partner.

    If programs are implemented by business units of the brand owner company, you can create an account for each business unit and select the appropriate one.

    For information about setting up partner companies, see the chapter on working with new partners in Siebel Partner Relationship Management Administration Guide.

    Partner Flag

    Select this check box if the program is implemented by a partner. Clear it if the program is implemented by your own company.

    Promotion Calculation Rule

    Select the method used to calculate points when multiple promotions are in effect. For more information, see About Promotion Calculation Rules for Loyalty Programs.

    Start Date

    Enter the date and time when the program goes into effect.

    End Date

    Enter the date and time when the program is no longer in effect. If this field is blank, the program remains in effect indefinitely.

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