Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions > About Rules Libraries for Loyalty Promotions >

Managing Criteria Library Sets

This topic includes instructions for creating, saving and importing criteria library sets. For additional information about rules libraries, refer to About Rules Libraries for Loyalty Promotions.

Creating Criteria Library Sets

Use the following procedure to create a criteria library set.

To create a new criteria library set

1. Navigate to the Loyalty Promotions Administration screen, then the Criteria Library view.
2. Click New.
3. Complete the necessary fields described in the following table.

   Field	Description
   Name	Name the Criteria Library set. NOTE:  The name must be unique.
   Library Category	Select the Library Category type.
   Description	Describe the Criteria Library set.
   Program Name	Enter the Program Name in which the Criteria Library set can be used.
   Apply To	Select the Apply To type.

4. Create one or more criteria to the Criteria Library set created in Step 3.

   Create the criteria as you would normally. For information more about creating criteria, refer to Creating Criteria for Loyalty Promotion Rules.

Saving Criteria Library Sets

Use the following procedure to save a criteria library set.

To save a criteria library set using existing criteria

1. Navigate to the Loyalty Promotions Administration screen, then the Promotions view.
2. Select a promotion.
3. Select the Rules tab.
4. Click on an existing rule.
5. Select the Criteria tab.
6. Control click one or more criteria.
7. Click Save as Library.
8. Complete the necessary fields described in the following table.

   Field	Description
   Name	Name the Criteria Library set. NOTE:  The name must be unique.
   Library Category	Select the Library Category type.
   Description	Describe the Criteria Library set.

9. Click Create Library.

Importing Criteria Library Sets

Use the following procedure to import a criteria library set.

To import a criteria library set into a promotion

1. Navigate to the Loyalty Promotions Administration screen, then the Promotions view.
2. Select a promotion.
3. Select the Rules tab.
4. Add a new record to the Rules list, and complete the necessary fields described in the following table.

   Field	Description
   Sequence Number (#)	Enter the sequence in which Siebel Loyalty evaluates the rules of the promotion.
   Name	The name given to the rule.
   Apply To	If this rule is used in a loyalty promotion, then select either Transactions or Attributes to specify which of these the rule applies to. If this rule is used in a tier promotion, then this field is read only and displays Tiers.

   NOTE:  The Apply To field must be the same as the Apply To for the criteria library set that you want to import.

5. Click on the rule created in Step 4.
6. Select the Criteria tab.
7. Click Import Library.

   A list of available libraries appears, and is filtered based on the Apply To field of the promotion.

8. Select a library, then click Import Library.

   The criteria from the selected library appear in the criteria list.